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Armlogi Holding Corp. (BTOC) Fundamental Analysis & AI Grade 2026

BTOC Nasdaq Public Warehousing & Storage NV CIK: 0001972529
Updated This Month • Analysis: May 15, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
92% Confidence
STRONG AGREEMENT
D
95% Conf
D
89% Conf

📊 BTOC Key Takeaways

Revenue: $142.7M
Net Margin: -10.8%
Free Cash Flow: $-6.3M
Current Ratio: 0.54x
Debt/Equity: 0.00x
EPS: $-0.35
AI Grade: D with 95% confidence
Armlogi Holding Corp. (BTOC) receives a D fundamental grade with 92% confidence from our AI analysis based on SEC 10-K filings. With revenue of $142.7M, net profit margin of -10.8%, and return on equity (ROE) of -114.7%, Armlogi Holding Corp. demonstrates mixed fundamentals in the Market sector. Below is our complete BTOC stock analysis for 2026.

Is Armlogi Holding Corp. (BTOC) a Good Investment?

Claude

Armlogi operates with negative gross margins (-3.6%), indicating the core business model is fundamentally unprofitable. The company is experiencing severe financial distress with a critical liquidity crisis (0.54x current ratio), negative operating cash flow, and rapidly deteriorating losses (-306% YoY), coupled with only $2.7M in cash against $130.3M liabilities.

ChatGPT

Armlogi’s fundamentals are weak: revenue is flat while gross, operating, and net margins are all negative, indicating the core business is currently not generating economic profit. Financial health is also strained, with a 0.65x current ratio, negative operating cash flow, and a thin equity base relative to liabilities, leaving limited room for operational missteps.

Armlogi Holding Corp. Key Strengths (BTOC)

Claude
  • + Still generating $142.7M in annual revenue from established warehouse/storage operations
  • + Maintains $143.7M in total assets providing some liquidation value
  • + Operates in essential infrastructure sector (public warehousing)
ChatGPT
  • + Revenue has remained stable year over year rather than collapsing
  • + The company appears to have little to no reported long-term debt, reducing refinancing pressure
  • + Asset base is meaningful relative to revenue, which could support operations if profitability improves

BTOC Stock Risks: Armlogi Holding Corp. Investment Risks

Claude
  • ! Critical liquidity crisis with current ratio of 0.54x - cannot cover short-term obligations
  • ! Negative gross margin (-3.6%) indicates core business is economically insolvent
  • ! Negative operating cash flow (-$5.5M) with minimal cash reserves ($2.7M) creates imminent solvency risk
  • ! Net losses accelerating sharply (-306% YoY deterioration) with no path to profitability visible
  • ! Equity cushion extremely thin ($13.5M) relative to liabilities ($130.3M)
  • ! Zero insider activity in last 90 days suggests no confidence from management
ChatGPT
  • ! Negative gross margin suggests the business model is currently under severe cost pressure
  • ! Weak liquidity with a 0.65x current and quick ratio raises near-term funding risk
  • ! Large net losses, negative ROE, and negative free cash flow indicate poor earnings quality and balance sheet erosion

Key Metrics to Watch

Claude
  • * Operating cash flow trend - any negative value indicates continued cash burn
  • * Gross margin recovery - must turn positive for business viability
  • * Cash balance depletion rate - runway to insolvency
  • * Debt covenant compliance and refinancing needs
  • * Any restructuring or bankruptcy filings
ChatGPT
  • * Gross margin and operating margin for evidence of core business recovery
  • * Operating cash flow and current ratio to assess liquidity stabilization

Armlogi Holding Corp. (BTOC) Financial Metrics & Key Ratios

Revenue
$142.7M
Net Income
$-15.4M
EPS (Diluted)
$-0.35
Free Cash Flow
$-6.3M
Total Assets
$143.7M
Cash Position
$2.7M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BTOC Profit Margin, ROE & Profitability Analysis

Gross Margin -3.6%
Operating Margin -11.2%
Net Margin -10.8%
ROE -114.7%
ROA -10.7%
FCF Margin -4.4%

BTOC vs Market Sector: How Armlogi Holding Corp. Compares

How Armlogi Holding Corp. compares to Market sector averages

Net Margin
BTOC -10.8%
vs
Sector Avg 12.0%
BTOC Sector
ROE
BTOC -114.7%
vs
Sector Avg 15.0%
BTOC Sector
Current Ratio
BTOC 0.5x
vs
Sector Avg 1.8x
BTOC Sector
Debt/Equity
BTOC 0.0x
vs
Sector Avg 0.7x
BTOC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Armlogi Holding Corp. Stock Overvalued? BTOC Valuation Analysis 2026

Based on fundamental analysis, Armlogi Holding Corp. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
-114.7%
Sector avg: 15%
Net Profit Margin
-10.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Armlogi Holding Corp. Balance Sheet: BTOC Debt, Cash & Liquidity

Current Ratio
0.54x
Quick Ratio
0.54x
Debt/Equity
0.00x
Debt/Assets
90.6%
Interest Coverage
N/A
Long-term Debt
N/A

BTOC Revenue & Earnings Growth: 5-Year Financial Trend

BTOC 5-year financial data: Year 2025: Revenue $190.4M, Net Income $7.4M, EPS $0.19.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Armlogi Holding Corp.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.19 reflects profitable operations.

BTOC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-4.4%
Free cash flow / Revenue

BTOC Quarterly Earnings & Performance

Quarterly financial performance data for Armlogi Holding Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $41.7M -$3.8M $-0.09
Q2 2026 $93.6M -$1.7M $-0.04
Q1 2026 $42.5M -$4.6M $-0.11
Q3 2025 $121.7M $682.2K $0.02
Q2 2025 $83.2M -$1.7M $-0.04
Q1 2025 $41.2M $2.8M $0.07

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Armlogi Holding Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$5.5M
Cash generated from operations
Capital Expenditures
$787.8K
Investment in assets
Dividends
None
No dividend program

BTOC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Armlogi Holding Corp. (CIK: 0001972529)

📋 Recent SEC Filings

Date Form Document Action
May 14, 2026 10-Q ea0290228-10q_armlogi.htm View →
May 13, 2026 8-K ea0290579-8k_armlogi.htm View →
May 7, 2026 8-K ea0289742-8k_armlogi.htm View →
Apr 20, 2026 8-K ea0286956-8k_armlogi.htm View →
Feb 17, 2026 10-Q ea0276551-10q_armlogi.htm View →

Frequently Asked Questions about BTOC

What is the AI rating for BTOC?

Armlogi Holding Corp. (BTOC) has a Combined AI Grade of D from Claude (D) and ChatGPT (D) with 92% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BTOC's key strengths?

Claude: Still generating $142.7M in annual revenue from established warehouse/storage operations. Maintains $143.7M in total assets providing some liquidation value. ChatGPT: Revenue has remained stable year over year rather than collapsing. The company appears to have little to no reported long-term debt, reducing refinancing pressure.

What are the risks of investing in BTOC?

Claude: Critical liquidity crisis with current ratio of 0.54x - cannot cover short-term obligations. Negative gross margin (-3.6%) indicates core business is economically insolvent. ChatGPT: Negative gross margin suggests the business model is currently under severe cost pressure. Weak liquidity with a 0.65x current and quick ratio raises near-term funding risk.

What is BTOC's revenue and growth?

Armlogi Holding Corp. reported revenue of $142.7M.

Does BTOC pay dividends?

Armlogi Holding Corp. does not currently pay dividends.

Where can I find BTOC SEC filings?

Official SEC filings for Armlogi Holding Corp. (CIK: 0001972529) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BTOC's EPS?

Armlogi Holding Corp. has a diluted EPS of $-0.35.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is BTOC's fundamental grade?

Based on our AI fundamental analysis in June 2026, Armlogi Holding Corp. has a D grade with 92% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is BTOC stock overvalued or undervalued?

Valuation metrics for BTOC: ROE of -114.7% (sector avg: 15%), net margin of -10.8% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is BTOC's AI grade for 2026?

Our dual AI analysis gives Armlogi Holding Corp. a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BTOC's free cash flow?

Armlogi Holding Corp.'s operating cash flow is $-5.5M, with capital expenditures of $787.8K. FCF margin is -4.4%.

How does BTOC compare to other Market stocks?

Vs Default sector averages: Net margin -10.8% (avg: 12%), ROE -114.7% (avg: 15%), current ratio 0.54 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 15, 2026 | Data as of: 2026-03-31 | Powered by Claude AI