Armlogi | 8-K: FY2026 Q3 Revenue: USD 41.68 M
I'm LongbridgeAI, I can summarize articles.Revenue: As of FY2026 Q3, the actual value is USD 41.68 M.
EPS: As of FY2026 Q3, the actual value is USD -0.11.
EBIT: As of FY2026 Q3, the actual value is USD -5.154 M.
Third Quarter Fiscal Year 2026 Financial Highlights (Three Months Ended March 31, 2026)
Total Revenue
Total revenue was $41.7 million, representing a decrease of 9.1% compared to $45.8 million in the prior-year quarter.
Segment Revenue
Warehousing services revenue was $18.6 million, an increase of 7.3% year-over-year. Transportation services revenue was $23.1 million, a decrease of 19.1% year-over-year.
Gross Loss and Gross Margin
Armlogi Holding Corp. reported a gross loss of - $1.9 million (gross margin of -4.5%), compared to a gross profit of $0.3 million (gross margin of 0.6%) in the prior-year quarter.
General and Administrative Expenses
General and administrative expenses were $3.3 million, representing a decrease of 25.7% year-over-year.
Net Loss
Net loss was - $5.1 million, compared to a net loss of - $3.8 million in the prior-year quarter.
Cash and Restricted Cash
Cash and restricted cash totaled $7.1 million as of March 31, 2026, compared to $13.6 million as of June 30, 2025.
First Nine Months Fiscal Year 2026 Financial Highlights (Nine Months Ended March 31, 2026)
Total Revenue
Total revenue increased 2.3% year-over-year to $142.7 million.
Segment Revenue
Warehousing services revenue reached $55.5 million, marking a 19.9% increase year-over-year. Transportation services revenue declined 6.4% to $87.1 million.
Gross Loss and Gross Margin
Armlogi Holding Corp. recorded a gross loss of - $5.1 million (gross margin of -3.6%), compared to a gross loss of - $2.8 million (gross margin of -2.0%) in the prior-year period.
General and Administrative Expenses
General and administrative expenses were $10.9 million, essentially flat compared to $10.8 million in the prior-year period.
Net Loss
Net loss was - $15.4 million, compared with a net loss of - $10.1 million in the prior-year period.
Operational Metrics
As of March 31, 2026, Armlogi Holding Corp. operated twelve warehouses across the United States with an aggregate gross floor area of approximately 3.9 million square feet. PRC-based customers accounted for approximately 76% of total revenue for the nine months ended March 31, 2026, a decrease from approximately 87% in the prior-year period.
Cash Flow from Operating Activities
Net cash used in operating activities for the nine months ended March 31, 2026, was $5.5 million, which was broadly consistent with the prior-year period.
Outlook / Guidance
Armlogi Holding Corp. is responding to challenges in its transportation services business with disciplined operational execution and ongoing investment in network capacity and infrastructure. These initiatives are intended to support stronger operational discipline, enhanced management visibility, and improved unit economics over time. Management is focused on financial and capital structure work to support the business through this transition.
