Armlogi Holding Corp (BTOC)

Armlogi Holding Corp.'s stock has experienced significant volatility and underperformed the market. The share price has seen notable slumps, including drops of 31% in October 2025 and 26% in September 2025. As of November 13, 2025, the stock price was $0.54, a substantial decline from $6.34 on November 11, 2024. For the fiscal year ended June 30, 2025, Armlogi reported a 14% revenue increase to $190.4 million, but also recorded a net loss of $15.3 million. Similarly, for the first quarter of fiscal year 2026, revenue increased by 16.5% to $49.5 million, but the company still reported a net loss of $6.5 million.

Demand for Armlogi Holding Corp.'s warehousing and logistics services exhibits seasonality, largely influenced by the e-commerce sector it serves. The company has reported strong demand for its services, leading to revenue growth and workforce expansion. The partnership with TikTok Shop highlights Armlogi's readiness to handle peak-season spikes, indicating that certain periods of the year drive increased demand for its fulfillment and logistics solutions.

Armlogi Holding Corp. is a U.S.-based third-party logistics company specializing in comprehensive supply-chain solutions, primarily serving cross-border e-commerce merchants looking to sell in the U.S. market. The company operates within the Industrials sector, offering services such as customs brokerage, transportation, warehouse management, and order fulfillment. Armlogi also provides value-added services like product storage, packing, kitting, inventory management, and sales forecasting, along with technology solutions including logistics management software and data analytics.

Armlogi Holding Corp. primarily operates within the United States, with ten warehouses strategically located across the West Coast, Midwest, and East Coast. A significant portion of its revenue is generated from customers based in the People's Republic of China (PRC) who are looking to access the U.S. market. The company plans to expand its customer base further into China and Southeast Asia, including Vietnam, Thailand, Indonesia, the Philippines, as well as Mexico.

Armlogi Holding Corp. has experienced a positive development in its brand reputation by being approved as a fulfillment partner for TikTok Shop's warehouse program. This partnership is expected to enhance Armlogi's visibility and credibility within the e-commerce sector. The company has dedicated over 1.3 million square feet of operational capacity across its U.S. sites for TikTok-related fulfillment activities.

Armlogi Holding Corp. has a mixed ownership structure comprising institutional, retail, and individual investors. Individual insiders hold a significant portion of the company's shares, approximately 66.85% according to one source, or 84% according to another. Aidy Chou, the CEO, is the largest individual shareholder, owning 59.19% of the company. Institutional ownership stands at approximately 1.55% of total shares outstanding.