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Armlogi Holding (BTOC) investor relations material
Armlogi Holding Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue increased 16.5% year-over-year to $49.5 million for the quarter ended September 30, 2025, driven by growth in transportation and warehousing services and the addition of new warehouse locations.
Net loss widened to $6.5 million from $4.6 million in the prior year quarter, primarily due to higher operating and warehouse costs.
Gross loss margin improved to (5.0%) from (8.5%) year-over-year, reflecting expanded shipping options and lower shipping costs.
The company serves 607 active customers, with 83% of revenue from PRC-based clients.
Financial highlights
Transportation services revenue rose 12.6% to $32.1 million; warehousing services revenue grew 24.4% to $17.4 million.
Costs of services increased 12.7% to $52.0 million, mainly due to new warehouse openings and higher freight costs.
General and administrative expenses increased 14.9% to $4.2 million, driven by higher rental and repair costs.
Basic and diluted net loss per share was $(0.15), compared to $(0.11) in the prior year quarter.
Cash and cash equivalents and restricted cash totaled $10.8 million at quarter-end, down from $13.6 million at June 30, 2025.
Outlook and guidance
Management is focused on expanding service offerings, optimizing warehouse utilization, and developing higher-margin logistics solutions to improve profitability.
Cost optimization initiatives include delaying non-essential capital expenditures and reducing third-party service costs.
The company is seeking additional credit facilities and financing to strengthen working capital, but there is no assurance of success.
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