, /PRNewswire/ --Â Marvion Inc. (OTCQB: MVNC) is pleased to announce that its wholly owned subsidiary, United Warehouse Management Limited, has entered into a new 12-year land lease agreement with Kwan Tai Limited, extending the company's existing leased premises to adjacent areas in order to support the growing demand for warehousing and logistics operations. Under the new agreement, United Warehouse Management Limited will construct two additional medium-sized warehouses adjacent to its current facilities ...

WALNUT, CA, Oct. 06, 2025 (GLOBE NEWSWIRE) -- Armlogi Holding Corp. (“Armlogi” or the “Company”) (Nasdaq: BTOC), a U.S.-based warehousing and logistics service provider that offers a comprehensive package of supply-chain solutions related to warehouse management and order fulfillment, today announced the full repayment of its outstanding debt obligations to YA II PN, Ltd. (“YA II”) pursuant to a certain Standby Equity Purchase Agreement dated November 25, 2024 (the “SEPA”), by and between the Company and YA ...

Core Insights - Armlogi Holding Corp. reported a 14% increase in revenue for the fiscal year ended June 30, 2025, reaching approximately $190.4 million, up from $167.0 million in the previous year [6] - The company faced significant operational challenges, including a more than four-fold increase in its active customer base, rising costs due to freight, rental, labor, and warehouse expenses, leading to a gross loss of $3.0 million [3][6] - Despite these challenges, the company remains committed to its growth strategy, focusing on operational optimization and technology-driven efficiency for long-term sustainable growth [3] Financial Performance - Total revenue increased by approximately $23.4 million, or 14.0%, to $190.4 million for the fiscal year ended June 30, 2025, compared to $167.0 million for the fiscal year ended June 30, 2024 [6] - Cost of service rose by $44.5 million, or 29.9%, primarily due to higher freight, rental, labor, and warehouse expenses associated with the expansion of operations [6] - Gross profit declined to a loss of $3.0 million for the fiscal year ended June 30, 2025, compared to a gross profit of $18.1 million in the previous fiscal year, with the gross margin falling to -1.6% from 10.8% [6] Operational Challenges - The company experienced significant operational challenges while expanding its warehouse network and dealing with a difficult freight cost environment [3] - Increases in third-party carrier costs, particularly from major suppliers like FedEx and UPS, significantly impacted the profitability of transportation services [6] - General and administrative expenses totaled $14.7 million, representing a 47.2% increase from $10.0 million in the prior fiscal year, primarily due to investments in business growth [6] Future Outlook - The management believes that the expanded infrastructure positions the company well for future opportunities despite current challenges [3] - The focus remains on operational optimization, technology-driven efficiency, and prudent cost management to ensure long-term sustainable growth [3] Company Overview - Armlogi Holding Corp. is a U.S.-based warehousing and logistics service provider, offering a comprehensive package of supply-chain solutions, including warehouse management and order fulfillment [7] - The company caters to cross-border e-commerce merchants looking to establish overseas warehouses in the U.S. market, operating ten warehouses covering over three and a half million square feet [7]

Core Viewpoint - Armlogi Holding Corp. is set to release its financial results for the fiscal year ending June 30, 2025, on September 25, 2025, before market opening [1] Company Overview - Armlogi Holding Corp. is a U.S.-based warehousing and logistics service provider located in Walnut, CA, offering a comprehensive package of supply-chain solutions, including warehouse management and order fulfillment [4] - The company caters to cross-border e-commerce merchants aiming to establish overseas warehouses in the U.S. market [4] - Armlogi operates ten warehouses covering over 3.5 million square feet, providing one-stop warehousing and logistics services [4] - The warehouses are equipped to handle and store large and bulky items, enhancing operational capabilities [4] - Armlogi is a member of the Russell Microcap® Index, indicating its position in the market [4] Earnings Conference Call - The management team will hold an earnings conference call on September 25, 2025, at 1:30 P.M. Pacific Time to discuss financial results and company operations [2] - Investors can submit written questions by September 22, 2025, via email [2] Access Information - To access the conference call, participants should dial the provided phone numbers approximately 10 minutes before the call starts, using the conference ID: ARMLOGI [3]

Core Insights - Armlogi Holding Corp. has appointed two new independent directors, Maxwell E. Lin and David Chiu, to its Board following the resignation of Florence Ng and Kwong Sang Liu [1][2][3] Group 1: Board Changes - Florence Ng and Kwong Sang Liu resigned from their positions as directors on August 31, 2025, citing personal reasons without any disagreement with the company [2] - The Board approved the appointments of Maxwell E. Lin and David Chiu as independent directors on the same day [3] Group 2: New Directors' Backgrounds - Maxwell E. Lin has over 30 years of legal experience, holding degrees in law and business administration, and has been the founder and CEO of his law firm since 1989, focusing on business litigation and corporate law [4] - David Chiu has significant operational and international business expertise, with a background in economics and business management, and has been the General Manager of Aonegroup Inc. since 2022, overseeing import/export activities [5] Group 3: Company Overview - Armlogi Holding Corp. is a U.S.-based warehousing and logistics service provider, specializing in supply-chain solutions for cross-border e-commerce merchants [7] - The company operates ten warehouses covering over 3.5 million square feet, equipped for handling large and bulky items, and is a member of the Russell Microcap® Index [7]

Group 1 - The article discusses the investment outlook for GXO, highlighting a strong growth trajectory due to new business wins and improving fundamentals [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability and robust balance sheets [1] - There is a critique of the misconception that low multiple stocks are inherently cheap, advocating for a focus on long-term growth rather than immediate price concerns [1] Group 2 - The article does not contain any disclosures related to stock positions or business relationships with the companies mentioned [2] - It clarifies that past performance does not guarantee future results and that no specific investment advice is provided [3]

Financial Data and Key Metrics Changes - The company reported record revenue of $3.3 billion, growing 16% year over year, with 6% being organic growth, marking the highest organic growth in nine quarters [16][21] - Adjusted EBITDA was $212 million, with margins expanding by 90 basis points sequentially due to improved site-level efficiencies and better space utilization [18][21] - The company raised its full-year adjusted EBITDA guidance to a range of $865 million to $885 million, an increase of $25 million from the initial range [7][21] Business Line Data and Key Metrics Changes - New business wins totaled $307 million, up 13% year over year, contributing to over $500 million in new business for the first half of the year [6][7] - The strongest organic growth was observed in the omnichannel retail and technology verticals, with a retention rate in the mid-90s [16][17] Market Data and Key Metrics Changes - The sales pipeline remains robust at $2.4 billion, exclusive of the Wincanton sales pipeline, and has grown by more than 13% since the last full year prior to the spin [12] - The company is seeing strong demand in the healthcare market, with a landmark deal with England's National Health Services supply chain [25][26] Company Strategy and Development Direction - The company is focused on accelerating organic growth and integrating Wincanton, expecting significant revenue synergies from this acquisition [20][21] - The strategy emphasizes leveraging AI and automation to enhance operational efficiency and customer satisfaction, with a strong focus on high-growth verticals [24][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering the full-year organic growth outlook, citing strong customer preparations for the holiday season and a robust level of new business signed for 2026 [40][41] - The operating environment is described as stable, with no significant disruptions currently affecting operations, allowing for more long-term decision-making by customers [100][102] Other Important Information - The company has received an upgrade from Moody's, achieving investment-grade ratings from all three major agencies for the first time since the spin [19][20] - The CFO announced plans to step down, with a successor to be named, highlighting the company's strong performance and future potential [13][15] Q&A Session Summary Question: Can you highlight what has changed from a geographic and market perspective regarding organic growth acceleration? - Management noted improvements in North America and the UK, with strong performance in aerospace and technology sectors, and normal inventory levels preparing for the holiday season [36][39] Question: Do you think organic revenue growth could reaccelerate into upper single-digit ranges? - Management indicated that the integration of Wincanton and strong new business momentum could support higher growth rates, while remaining cautious about macroeconomic conditions [50][51] Question: What is driving the increased rate of change in guidance? - The CFO attributed the improvements to internal efficiencies, better space utilization, and contributions from new business wins, with expectations for continued sequential improvement [66][68] Question: Can you share details on the aerospace and defense business? - Management highlighted a strong presence in the US market with significant growth potential in Europe, supported by a robust pipeline related to industrial and aerospace sectors [70][71] Question: What are the expectations for CapEx in the second half of the year? - The CFO mentioned a decrease in CapEx due to some customers opting to handle their own capital expenditures, but assured that this would not impact future growth [108][110] Question: What advice would you give to the new CEO? - The outgoing CEO expressed confidence in the new CEO's capabilities and emphasized the importance of continuing the company's growth trajectory while improving margins and diversifying the customer base [112][116]

Financial Data and Key Metrics Changes - The company reported record revenue of $3.3 billion, growing 16% year over year, with 6% being organic growth, marking the highest quarter organic growth in nine quarters [16] - Adjusted EBITDA was $212 million, with margins expanding by 90 basis points sequentially due to improved productivity initiatives [17] - The company raised its full-year adjusted EBITDA guidance to a new range of $865 million to $885 million, an increase of $25 million from the initial range [6][20] Business Line Data and Key Metrics Changes - New business wins totaled $307 million, up 13% year over year, with significant contracts from major clients like Boeing and L'Oreal [5] - The company secured approximately $800 million of incremental revenue for 2025, supported by a mid-90s retention rate [16] - The sales pipeline stands at $2.4 billion, exclusive of the Wincanton sales pipeline, reflecting a more diverse and robust opportunity set [12] Market Data and Key Metrics Changes - Strongest organic growth was observed in the omnichannel retail and technology verticals, with notable performance in aerospace and defense sectors [16][25] - The healthcare market represents a $34 billion opportunity, with the company starting operations for a significant deal with England's National Health Services [25] - The industrial and aerospace businesses are among the fastest-growing verticals, with the pipeline in these areas doubling over the last eighteen months [25] Company Strategy and Development Direction - The company aims to leverage its global scale and technological expertise to capitalize on market tailwinds driving the future of fulfillment [23] - Integration of Wincanton is expected to unlock growth opportunities in industrial and aerospace markets across Europe, with anticipated revenue synergies [7][20] - The focus for 2025 will be on accelerating organic growth and integrating Wincanton, with expectations of capturing strategic growth opportunities from acquisitions [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering the full-year organic growth outlook, citing strong customer preparations for the holiday season [39] - The operating environment is described as dynamic but stable, with no significant disruptions currently affecting operations [96] - Management maintains a conservative outlook for the remainder of the year while acknowledging opportunities for better performance [42] Other Important Information - The company has repurchased 5.4 million shares, about 4% of total shares outstanding, at an average price of $37.34, reflecting a 26% discount to the average share price over the last thirty trading days [19][57] - Moody's upgraded the company's credit rating, achieving investment-grade ratings from all three major agencies for the first time since the spin [20] Q&A Session Summary Question: Can you highlight what has changed from a geographic and market perspective regarding organic growth acceleration? - Management noted improvements in North America and the UK, with strong performance in aerospace and technology sectors, and normal inventory levels preparing for the holiday season [36][39] Question: Do you think organic revenue growth could reaccelerate back into upper single-digit ranges? - Management indicated that the integration of Wincanton and strong new business momentum could support higher growth rates, while remaining cautious about macroeconomic conditions [51][56] Question: What is driving the increased rate of change in guidance? - The company cited internal efficiencies, improved space utilization, and strong momentum from new business wins as key drivers for the improved guidance [64] Question: Can you discuss the A&D space and its growth potential? - Management highlighted a strong presence in the US with blue-chip customers and significant growth potential in Europe, with a pipeline of $500 million related to industrial and aerospace [68] Question: What are the strategic priorities with the new CEO transition? - Management emphasized the importance of the new board members' industry expertise and the need for the new CEO to acclimatize to the company before making strategic adjustments [118]

Core Insights - Cheetah Net Supply Chain Service Inc. reported a significant revenue increase of 278.9% year-over-year for Q2 2025, totaling $354,126, despite an operating loss of $780,849 [2][4] - The company experienced a net loss of $512,528 for Q2 2025, which is a 6.8% improvement compared to the same period in 2024 [2][9] - Management is focusing on integrating recently acquired companies to build a more resilient growth foundation amid trade policy pressures [3] Financial Performance - Revenue from logistics and warehousing services for Q2 2025 was $354,126, with $52,684 (14.9%) from Edward Transit Express Group and $301,442 (85.1%) from TW & EW Services [4] - The cost of revenue for Q2 2025 was $319,226, leading to a gross profit of $34,900 [6][28] - General and administrative expenses decreased by 6.9% to $805,305 in Q2 2025, primarily due to reduced legal and accounting fees [7] Interest Income and Losses - Interest income for Q2 2025 was $272,228, a substantial increase of 863.9% compared to $28,241 in Q2 2024 [8][9] - The net loss from continuing operations for the six months ended June 30, 2025, was $1,266,437, compared to a net loss of $1,016,370 for the same period in 2024 [18][29] Discontinued Operations - The parallel-import vehicle business generated revenue of $200,297 in Q2 2024, with only one vehicle sold during that quarter [10] - The net loss for discontinued operations was approximately $62,858 for Q2 2024 [11] Liquidity and Cash Flow - As of June 30, 2025, the company had current assets of $9.9 million and current liabilities of approximately $0.9 million [21] - The company reported a net cash flow of $1.3 million from operating activities during the six months ended June 30, 2025 [22][30]

Core Insights - Armlogi Holding Corp. has been approved as a fulfillment partner in TikTok Shop's warehouse program, enhancing its role in the e-commerce logistics sector [1][5] - The company has allocated over 1,300,000 square feet of operational capacity across multiple states for TikTok-related fulfillment activities, with potential for further expansion [2] - Armlogi's warehouses support various product categories, enabling faster delivery times for TikTok Shop sellers and compliance with service level agreements [3][4] Operational Efficiency - The integration with TikTok Shop allows for real-time inventory syncing, order flow automation, and shipment tracking, improving operational efficiency for merchants [4] - The initiative is expected to create over 50 warehouse jobs initially, with the potential for growth as order volumes increase, especially during peak seasons [4] Company Overview - Armlogi Holding Corp. is based in Walnut, CA, and offers a comprehensive range of supply-chain solutions, catering to cross-border e-commerce merchants [6] - The company operates ten warehouses covering over 3.5 million square feet, equipped for handling large and bulky items, and is a member of the Russell Microcap® Index [6]