)
Armlogi (BTOC) investor relations material
Armlogi Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for the six months ended December 31, 2025, was $101.0 million, up 7.9% year-over-year, with quarterly revenue at $51.5 million, a 0.8% increase.
Net loss widened to $10.4 million for six months and $3.9 million for the quarter, compared to $6.3 million and $1.7 million in prior-year periods.
Gross margin remained negative at -3.2% for six months and (1.5)% for the quarter, reflecting higher costs and a shift in service mix.
The company expanded operations with three new warehouses, increasing capacity and costs, now operating 10 warehouses totaling over 3.5 million square feet.
83% of revenue was generated from PRC-based customers.
Financial highlights
Revenue: $101.0 million for six months, $51.5 million for the quarter, both up year-over-year.
Net loss: $10.4 million for six months, $3.9 million for the quarter.
Gross loss margin improved slightly to -3.2% from -3.3% year-over-year.
Cash and restricted cash totaled $9.4 million as of December 31, 2025.
Net cash used in operating activities was $3.0 million for six months, a significant improvement from $9.2 million used in the prior year.
Outlook and guidance
Management is executing cost optimization and operational efficiency strategies, delaying non-essential capital expenditures, and seeking additional financing.
Focus on enhancing warehouse utilization and integrating higher-margin logistics solutions.
The company believes current cash and operating cash flow will be sufficient for at least the next 12 months but may need additional capital if business conditions change.
Next Armlogi earnings date
Next Armlogi earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage