Revenue Performance - For the three months ended June 30, 2025, net revenues increased by $2,579,635, or 116.20%, reaching $4,799,556 compared to $2,219,921 in the same period of 2024[139]. - Revenue from property purchases and sales through the Cash Offer program accounted for 97.51% of net revenues in Q2 2025, with a significant increase of $2,664,100, or 132.15%, from $2,016,000 in Q2 2024 to $4,680,100 in Q2 2025[141]. - Revenue from mortgage referral services increased to $20,303 in Q2 2025, compared to $0 in Q2 2024, due to securing three mortgage loans during the period[146]. - Revenue from property purchases and sales through Cash Offer for the six months ended June 30, 2025, was $10,159,990, an increase of $7,219,446 or 245.51% from $2,940,544 in 2024[166]. - Net revenues increased by $7,145,133, or 212.41%, from $3,363,849 for the six months ended June 30, 2024, to $10,508,982 for the same period in 2025, primarily driven by a $7,219,446 increase in revenue from property purchases[179]. Cost and Expenses - Cost of revenues increased to $4,690,014 for the three months ended June 30, 2025, up $2,624,993 or 127.12% from $2,065,021 in 2024[156]. - Selling expenses rose to $7,455 for the three months ended June 30, 2025, an increase of $5,695 or 323.58% from $1,760 in 2024[160]. - General and administrative expenses increased to $88,813 for the three months ended June 30, 2025, up $5,304 or 6.35% from $83,509 in 2024[161]. - Total cost of revenues increased by $7,156,840, or 240.11%, from $2,980,683 for the six months ended June 30, 2024, to $10,137,523 for the same period in 2025, mainly due to higher costs associated with increased revenue from property purchases[181]. - Selling expenses increased by $22,136, or 832.18%, from $2,660 for the six months ended June 30, 2024, to $24,796 for the same period in 2025, driven by higher marketing expenditures[185]. - General and administrative expenses decreased by $28,375, or 11.93%, from $237,942 for the six months ended June 30, 2024, to $209,567 for the same period in 2025, primarily due to a reduction in legal and accounting expenses[186]. Profitability - Gross profit decreased to $109,542 for the three months ended June 30, 2025, down $45,358 or 29.28% from $154,900 in 2024, with a gross margin of 2.28% compared to 6.98%[157]. - Gross profit decreased by $11,707, or 3.06%, from $383,166 for the six months ended June 30, 2024, to $371,459 for the same period in 2025, with a gross margin of 3.53%[182]. - Net income for the three months ended June 30, 2025, was $14,418, a decrease of $36,470 or 71.67% from $50,888 in 2024[165]. - Net income increased by $3,867, or 4.24%, from $91,180 for the six months ended June 30, 2024, to $95,047 for the same period in 2025, driven by significant growth in net revenues and lower operating expenses[189]. Market and Operational Strategy - The Cash Offer program aims to enhance client success in acquiring properties by allowing cash purchases, which is particularly effective in competitive markets[127]. - The company plans to expand its Cash Offer program using funds generated from recent offerings, with the goal of increasing revenue and profitability over time[127]. - The company aims to establish a nationwide marketing network and enhance operational efficiency through technology integration and client feedback[128]. - The company transitioned from operating as a sales agent under a third-party real estate broker to an independent real estate broker, marking a significant shift in its business model[211]. Financial Position - As of June 30, 2025, the company had cash and cash equivalents of $2,557,245, a current ratio of 3.57:1, and net working capital of $2,501,332[193]. - Net cash provided by operating activities for the six months ended June 30, 2025, was $808,583, an increase of $820,582 compared to a cash outflow of $11,999 for the same period in 2024[197]. - The company’s principal stockholders have committed to provide financial support whenever necessary, especially following the consummation of the offering[192]. - The company’s contractual obligations as of June 30, 2025, totaled $47,130, including operating lease liabilities and auto loan payable[201]. Regulatory and Accounting Changes - The Company adopted the CECL methodology effective January 1, 2023, which requires estimating credit losses for the remaining life of financial assets[216]. - As of June 30, 2025, the Company had no allowances for credit losses, indicating effective management of accounts receivable[220]. - The Company transitioned to a C-corporation tax status effective January 1, 2024, subjecting it to a federal income tax rate of 21% and California state income tax rate of 8.84%[226]. - The Company adopted ASU 2023-07 in Q4 2024, which improved segment reporting disclosures without a material impact on financial statements[229]. - The Company is evaluating the impact of ASU 2023-09, effective after December 15, 2024, which requires expanded disclosures of income taxes paid[230]. - The Company is assessing the implications of ASU 2024-03, effective after December 15, 2026, regarding additional expense category disclosures[231]. - The Company does not anticipate that any recently issued guidance will materially impact its consolidated financial statements[232]. - The Company is classified as a smaller reporting company and is not required to provide certain market risk disclosures[234]. Economic Environment - Inflation and rising interest rates have impacted the real estate market, making mortgages less affordable and decreasing demand for real estate[204].

Group 1: IPO Performance Overview - Seven companies went public last week, including one small IPO and five SPACs submitting initial applications [1][7] - NIQ Global Intelligence priced its IPO below the midpoint, raising $1.1 billion at a market cap of $6.2 billion, but saw a 6% decline in stock price [1][5] - Accelerant's IPO was priced above the range, raising $724 million at a market cap of $4.7 billion, with a stock price increase of 42% [1][5] Group 2: Company Highlights - McGraw Hill's IPO was priced below the range, raising $415 million with a market cap of $3.3 billion, and experienced a 1% drop in stock price [2][5] - Carlsmed raised $101 million at a market cap of $430 million, with a 3% decline in stock price [2][5] - Dreamland's IPO was priced at the lower end, raising $8 million with a market cap of $124 million, and saw a 6% drop in stock price [3][5] Group 3: Emerging Companies - Cre8 Enterprise raised $96 million at a market cap of $6 million, with a 9% increase in stock price [3][5] - Linkhome Holdings raised $6 million at a market cap of $64 million, experiencing a significant stock price increase of 158% [4][5] - Hillhouse Frontier Holdings submitted an initial application for a small IPO, targeting $6 million with a market cap of $106 million [7] Group 4: Upcoming IPOs - Figma plans to raise $979 million with a projected market cap of $15.9 billion, focusing on browser-based design software [9][11] - Shoulder Innovations aims to raise $100 million with a market cap of $432 million, providing advanced implant systems for shoulder surgeries [10][11] - Ambiq Micro plans to raise $80 million with a market cap of $435 million, specializing in ultra-low power semiconductor solutions [10][11]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to___________________ Commission File Number: 333-280379 Linkhome Holdings Inc. | (Exact name of registrant as specified in its charter) ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________________________ to ________________________ Commission file number 333-280379 Linkhome Holdings Inc. | Title of each class | Trading Symbol(s) | Name of e ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________________________ to__________________________ Commission File Number: 333-280379 Linkhome Holdings Inc. (Exact name of registrant as specified i ...

As filed with the U.S. Securities and Exchange Commission on October 17, 2024. Registration No. 333-280379 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 AMENDMENT NO. 4 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _________________________ Linkhome Holdings Inc. (Exact name of registrant as specified in its charter) _________________________ (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) N ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 _________________________ AMENDMENT NO. 3 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _________________________ Linkhome Holdings Inc. (Exact name of registrant as specified in its charter) _________________________ As filed with the U.S. Securities and Exchange Commission on October 1, 2024. Registration No. 333-280379 2 Executive Circle, Suite 100 Irvine, CA 92614 (800) 680-9158 (Address, including zip code, and ...

As filed with the U.S. Securities and Exchange Commission on July 19, 2024. Registration No. 333-280379 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 _________________________ AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _________________________ Linkhome Holdings Inc. (Exact name of registrant as specified in its charter) _________________________ (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 _________________________ AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _________________________ Linkhome Holdings Inc. (Exact name of registrant as specified in its charter) _________________________ As filed with the U.S. Securities and Exchange Commission on July 10, 2024. Registration No. 333-280379 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classi ...

As filed with the U.S. Securities and Exchange Commission on June 21, 2024. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _________________________ Linkhome Holdings Inc. (Exact name of registrant as specified in its charter) _________________________ | Nevada | 6531 | 93-4316797 | | --- | --- | --- | | (State or other jurisdiction of | (Primary Standard Industrial | (I.R.S. Employer | | incorporat ...