Cheetah Net Supply Chain Service, Inc. Class A (CTNT)

CTNT's stock price has declined approximately 35% since September 30, 2025, impacted by missing its Q3 2025 earnings estimates. The company reported a net loss of $5.2 million in 2024, a deterioration from a net income of $0.1 million in 2023. The discontinuation of the parallel-import vehicle business contributed to financial challenges. Operational challenges included a temporary suspension in ocean freight activities in April 2025 due to U.S.-China trade tensions. The company reported a substantial 491.3% year-over-year increase in revenue from its logistics and warehousing business for the quarter ended September 30, 2025, and interest income surged by 176.7%. A 1-for-16 reverse stock split was also implemented.

Specific information regarding demand seasonality is not explicitly detailed. International freight and logistics demand has been impacted by trade tensions and cautious consumer sentiment. The company expects revenue from its logistics and warehousing section to remain in "pessimistic territory" throughout the rest of the year (as of November 2025).

Cheetah Net Supply Chain Service, Inc. offers warehousing, logistics, international trading, and supply chain finance. Its logistics and warehousing segment focuses on freight forwarding services between the U.S. and mainland China or Hong Kong, including cargo storage, freight forwarding, U.S. customs clearance, labor services, and cargo loading and unloading. The company also provides supply chain design and consulting, global procurement and sourcing support, quality control and inspection, bonded and non-bonded warehousing services, domestic and international transportation logistics, last-mile delivery arrangements, and after-sales support. CTNT facilitates working capital optimization through supply chain finance products. The company discontinued its parallel-import vehicle dealership business in March 2025 due to challenging market conditions and significant losses.

Cheetah Net Supply Chain Service, Inc. operates across the People's Republic of China, the United States, and other international markets. The company's headquarters are located in Irvine, California, having relocated from Charlotte, North Carolina in July 2024.

Cheetah Net Supply Chain Service, Inc.'s brand reputation has likely been negatively affected by the discontinuation of its parallel-import vehicle business, a net loss of $5.2 million in 2024, missed Q3 2025 earnings estimates, and ongoing trade tensions. The company's strategic shift to logistics and warehousing services could help rebuild its reputation.

Cheetah Net Supply Chain Service, Inc. has 20 institutional owners and shareholders, holding a total of 206,021 shares. Major institutional shareholders include Citadel Advisors Llc, DRW Securities, LLC, UBS Group AG, Vanguard Group Inc, Geode Capital Management, Llc, Two Sigma Investments, Lp, FSMAX - Fidelity Extended Market Index Fund, Renaissance Technologies Llc, Virtu Financial LLC, and FSKAX - Fidelity Total Market Index Fund. Institutions held 5.47% of shares, individual insiders held 24.3%, and the general public held 70.2%.