Core Insights - Flux Power Holdings, Inc. reported a temporary decline in customer orders due to tariff uncertainties and macroeconomic caution, but anticipates a rebound in orders in the second quarter, including significant contracts with major airline customers [3][4]. Financial Performance - Revenue for the first fiscal quarter of 2026 was $13.2 million, down from $16.1 million in the same quarter of 2025, representing a decrease of approximately 18% [5]. - Gross profit for the quarter was $3.8 million, or 28.6% of revenue, compared to $5.2 million, or 32.4% of revenue, in the prior year [5]. - Operating loss increased to $2.2 million from a loss of $1.2 million year-over-year [6]. - Net loss for the quarter was $2.6 million, or ($0.15) per share, compared to a net loss of $1.7 million, or ($0.10) per share, in the first quarter of 2025 [7]. Business Highlights - The company secured $13.8 million in new capital through public equity offerings and private placements, enhancing its financial position [4][9]. - Flux Power graduated its SkyEMS 2.0 SaaS platform from beta to production, attracting multiple paying customers [8]. - The company received UL EE Listing for its material handling portfolio, opening a new $1 billion total addressable market across various industries [8]. Balance Sheet Overview - As of September 30, 2025, cash was reported at $1.6 million, with additional capital raised post-quarter-end amounting to approximately $12.6 million [9][21]. - Total current assets decreased to $26.96 million from $31.80 million in the previous quarter [21]. - Total liabilities were reported at $33.02 million, down from $40.16 million [21]. Market Position - Flux Power now supplies eight major North American airline carriers, doubling its customer base in the airline sector [8]. - The company continues to focus on cost reductions and operational efficiencies to achieve profitability [4][8].

Core Insights - Flux Power Holdings, Inc. has achieved significant certification milestones, enhancing its reputation in safety, reliability, and innovation within the energy storage sector [1][4] - The company has received UL EE Listing for its entire material handling portfolio and UL 1973 Listing for its 80V G80-G2 solution for ground support equipment [1][2] Certification Achievements - The UL EE Listing confirms that Flux Power's battery packs (24V, 36V, 48V, and 80V) meet stringent safety standards, reinforcing its position as a reliable partner for high-demand operations [2][3] - The UL 1973 Listing for the G80-G2 solution is a notable achievement, marking it as the first 80V product in the aviation ground support equipment sector to receive this certification [3] Product and Technology Overview - Flux Power's certified products span various classes of material handling equipment and are integrated with proprietary SkyEMS energy management software, providing real-time visibility and predictive maintenance [5][6] - The company's lithium-ion battery packs offer a more environmentally friendly alternative to traditional lead-acid and propane solutions, contributing to reduced CO2 emissions and improved sustainability metrics [8] Strategic Vision - The certifications validate Flux Power's technology leadership and support its vision of creating a dynamic energy ecosystem that combines advanced battery systems with software intelligence [4][6] - The company aims to redefine energy management across industries, focusing on integrated, software-driven ecosystems that enhance operational efficiency and sustainability [6]

Core Insights - Flux Power Holdings, Inc. has announced new purchase orders totaling approximately $2.4 million, indicating strong demand for its lithium-ion energy storage solutions in material handling electrification [1][2][3] - The orders include $1.4 million from a leading global food and beverage distribution company and $1.0 million from a global industrial equipment manufacturing customer, highlighting the company's momentum in key industries [1][2] Company Performance - The repeat orders reflect strong customer satisfaction and ongoing trust in Flux Power's technology, service, and brand, contributing to consistent revenue growth [2][3] - Flux Power's Chief Revenue Officer emphasized that the recurring business demonstrates customers' reliance on the company's technology and the value derived from data insights provided by its intelligent lithium batteries [3] Industry Trends - The continued strength of recurring customer orders reinforces the steady transition of the industry toward electrification, as companies seek to enhance productivity, safety, and sustainability [3] - Flux Power's solutions are transforming material handling and other industrial operations by reducing emissions, increasing efficiency, and simplifying fleet energy management [3][4] Product Offering - Flux Power designs, manufactures, and sells advanced lithium-ion energy storage solutions for various industrial and commercial sectors, providing a more environmentally friendly alternative to traditional lead-acid and propane-based solutions [4] - The company's lithium-ion battery packs help reduce CO2 emissions and improve sustainability and ESG metrics for fleets [4]

Core Insights - Flux Power Holdings, Inc. will report its fiscal first quarter 2026 results on November 13, 2025, after market close [1] - The conference call to discuss the financial results will be hosted by CEO Krishna Vanka and CFO Kevin Royal at 4:30 p.m. ET [1] Company Overview - Flux Power designs, manufactures, and sells advanced lithium-ion energy storage solutions for various industrial and commercial sectors, including material handling and airport ground support equipment [4] - The company's lithium-ion battery packs offer a better performance, lower cost of ownership, and more environmentally friendly alternatives to traditional lead-acid and propane-based solutions [4] - Flux Power's products contribute to reducing CO2 emissions and improving sustainability and ESG metrics for fleets [4]

Group 1 - The analyst team has a proven track record of outperforming across all market conditions, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23 times [1] - The focus includes income-oriented investments in lower-risk firms with steady dividend payouts, as well as extensive research in the energy, shipping, and offshore markets [1] - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [2] Group 2 - The analyst has a background in auditing with PricewaterhouseCoopers and has experience navigating significant market events such as the dotcom bubble and the subprime crisis [2] - The analyst aims to provide high-quality research to the Seeking Alpha community despite language barriers [2]

Core Viewpoint - Flux Power Holdings, Inc. has announced a public offering of 3,840,000 shares at a price of $2.50 per share, aiming to raise approximately $9.6 million before expenses [1]. Group 1: Offering Details - The public offering consists of 3,840,000 shares priced at $2.50 each, with an additional option for the underwriter to purchase up to 576,000 shares [1]. - The gross proceeds from the offering are expected to be around $9.6 million, excluding any additional shares purchased by the underwriter [1]. - The offering is set to close on November 3, 2025, pending customary closing conditions [1]. Group 2: Underwriter Information - Lake Street Capital Markets, LLC is serving as the sole book-running manager for the offering [2]. Group 3: Regulatory Compliance - A registration statement for the shares has been filed with the U.S. Securities and Exchange Commission (SEC) and became effective on October 29, 2025 [3]. - The offering is being conducted solely through a prospectus, with a preliminary prospectus already filed with the SEC [3]. Group 4: Company Overview - Flux Power designs, manufactures, and sells advanced lithium-ion energy storage solutions for various industrial and commercial applications [5]. - The company's products, including lithium-ion battery packs and proprietary battery management systems, offer a more efficient and environmentally friendly alternative to traditional lead-acid and propane solutions [5]. - Flux Power's solutions contribute to reduced CO2 emissions and improved sustainability metrics for fleets [5].

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Applied Therapeutics, Inc. (NASDAQ: APLT), encouraging shareholders to contact the firm to discuss their rights [1][2]. Company Summary - The investigation focuses on whether the management of Applied Therapeutics has acted in the best interests of shareholders, which may lead to corporate governance reforms and financial recoveries for investors [1][2]. - Long-term shareholders of Applied Therapeutics may seek various forms of relief, including the return of funds to the company and court-approved financial incentives [2][3]. Legal Context - Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered significant amounts for defrauded investors [4].

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Flux Power Holdings, Inc. [1] Group 1 - The investigation focuses on whether the actions of Flux Power's leadership have harmed shareholder interests [1] - Long-term shareholders of Flux may have the opportunity to pursue corporate governance reforms and seek financial remedies [1] - Potential outcomes for shareholders include the return of funds to the company and court-approved financial incentive awards [1]

Core Insights - U.S. stock markets are experiencing a continued upward trend in 2025, following a strong rally over the past two years, with expectations for the Fed to lower benchmark lending rates due to a weak labor market [1][2] Market Sentiment - Recent U.S. government shutdown and delays in key economic data releases may dampen investor enthusiasm, alongside trade conflicts with China affecting market sentiment [2] - Despite these challenges, some stocks have shown price strength, particularly those on a recent bull run, indicating potential for continued momentum [2][3] Stock Screening - Four stocks identified with recent price strength include Flux Power Holdings Inc. (FLUX), Aura Minerals Inc. (AUGO), Arcturus Therapeutics Holdings Inc. (ARCT), and Sterling Infrastructure Inc. (STRL) [3][8] - The screening criteria for these stocks include: - Percentage Change in Price (4 Weeks) greater than zero - Percentage Change in Price (12 Weeks) greater than 10 - Zacks Rank 1 (Strong Buy) - Average Broker Rating of 1 - Current Price greater than $5 - Current Price/52-Week High-Low Range more than 85% [5][6][7] Individual Stock Performance - **Flux Power Holdings Inc. (FLUX)**: Stock price increased by 92.1% in four weeks, with an expected earnings growth rate of 82.4% for the current year, and earnings estimates rising by 40% over the past 60 days [8][9] - **Aura Minerals Inc. (AUGO)**: Stock price climbed 9.3% in four weeks, with an expected earnings growth rate exceeding 100% for the current year, and earnings estimates improving by 2.5% over the past week [10][11] - **Arcturus Therapeutics Holdings Inc. (ARCT)**: Stock price advanced 2.3% in four weeks, with an expected earnings growth rate of -10% for the current year, and earnings estimates improving by 11.5% over the past 90 days [11][12] - **Sterling Infrastructure Inc. (STRL)**: Stock price gained 0.4% in four weeks, with an expected earnings growth rate of 56.9% for the current year, and earnings estimates improving by 9.7% over the past 60 days [13][15]

Core Points - Flux Power Holdings, Inc. has regained compliance with Nasdaq's continued listing requirements, meeting the market capitalization requirement of at least $35 million [1][2] - The company was previously notified on January 31, 2025, regarding non-compliance with the stockholders' equity requirement of at least $2.5 million [2] - Nasdaq confirmed compliance on October 14, 2025, as Flux Power's market capitalization remained above the $35 million threshold for 20 consecutive trading days [2][3] - Nasdaq will monitor the company's compliance for one year, with potential delisting if requirements are not met [3] Company Overview - Flux Power designs, manufactures, and sells advanced lithium-ion energy storage solutions for various industrial and commercial sectors [4] - The company's products include lithium-ion battery packs that offer better performance, lower cost of ownership, and improved environmental sustainability compared to traditional solutions [4]