Armlogi (BTOC)
Market Price (8/19/2026): $0.2728 | Market Cap: $12.4 MilSector: Industrials | Industry: Air Freight & Logistics
Armlogi (BTOC)
Market Price (8/19/2026): $0.2728Market Cap: $12.4 MilSector: IndustrialsIndustry: Air Freight & Logistics
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Weak multi-year price returns2Y Excs Rtn is -135%, 3Y Excs Rtn is -166% | Penny stockMkt Price is 0.3 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -20 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -10% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 927% Weak revenue growthRev Chg QQuarterly Revenue Change % is -9.1% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -167% Key risksBTOC key risks include [1] its Nasdaq non-compliance, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -135%, 3Y Excs Rtn is -166% |
| Penny stockMkt Price is 0.3 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -20 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -10% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 927% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -9.1% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -167% |
| Key risksBTOC key risks include [1] its Nasdaq non-compliance, Show more. |
Qualitative Assessment
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Armlogi (BTOC) stock has remained largely at the same level since 4/30/2026 because of the following key factors:
1. Underperforming Fiscal Q3 2026 Financial Results and Subsequent Stock Decline.
Armlogi (BTOC) reported its fiscal Q3 2026 results, for the period ended March 31, 2026, on May 13, 2026. The company posted an earnings per share (EPS) of -$0.11, significantly missing analysts' expectations by -320.00%. This negative earnings surprise, coupled with a 9.1% year-over-year decline in GAAP total revenue to $41.7 million, led to a 15.48% decrease in the stock price from $0.3339 to $0.2822 within 48 hours of the announcement. The reported GAAP gross loss of $1.9 million (a gross margin of -4.5%) and a net loss of $5.07 million further exacerbated investor concerns.
2. Persistent Nasdaq Listing Compliance Issues.
The company has faced ongoing regulatory challenges with Nasdaq, signaling underlying financial instability. On April 17, 2026, Armlogi received a notice from Nasdaq regarding non-compliance with the Market Value of Publicly Held Shares (MVPHS) requirement, as its MVPHS fell below $5,000,000 for 30 consecutive business days. Prior to this, on April 20, 2026, Nasdaq had also flagged the company for having a public float below $5 million, initiating a 180-day cure period. While Armlogi was granted additional time to address a bid price issue on May 7, 2026, these repeated compliance warnings and delisting risks contribute to a lack of investor confidence and limit upward stock movement.
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Armlogi (BTOC) stock has remained largely at the same level since 4/30/2026 because of the following key factors:
1. Underperforming Fiscal Q3 2026 Financial Results and Subsequent Stock Decline.
Armlogi (BTOC) reported its fiscal Q3 2026 results, for the period ended March 31, 2026, on May 13, 2026. The company posted an earnings per share (EPS) of -$0.11, significantly missing analysts' expectations by -320.00%. This negative earnings surprise, coupled with a 9.1% year-over-year decline in GAAP total revenue to $41.7 million, led to a 15.48% decrease in the stock price from $0.3339 to $0.2822 within 48 hours of the announcement. The reported GAAP gross loss of $1.9 million (a gross margin of -4.5%) and a net loss of $5.07 million further exacerbated investor concerns.
2. Persistent Nasdaq Listing Compliance Issues.
The company has faced ongoing regulatory challenges with Nasdaq, signaling underlying financial instability. On April 17, 2026, Armlogi received a notice from Nasdaq regarding non-compliance with the Market Value of Publicly Held Shares (MVPHS) requirement, as its MVPHS fell below $5,000,000 for 30 consecutive business days. Prior to this, on April 20, 2026, Nasdaq had also flagged the company for having a public float below $5 million, initiating a 180-day cure period. While Armlogi was granted additional time to address a bid price issue on May 7, 2026, these repeated compliance warnings and delisting risks contribute to a lack of investor confidence and limit upward stock movement.
3. Negative Analyst Sentiment and Technical Ratings.
Throughout the specified period, analyst sentiment for Armlogi remained predominantly negative, contributing to the stock's constrained performance. As of August 6, 2026, the consensus rating from Wall Street analysts was "Sell," with the sole analyst covering the company issuing a sell rating in the last 12 months. Additionally, technical analysis from StockInvest.us rated BTOC as a "Sell Candidate" with a technical score of -4.16 as of August 3, 2026, indicating a continued bearish outlook and forecasting a further decline of 14.01% in the 3-month trend.
4. Operational Progress Counterbalanced by Sector Conditions.
Despite the negative financial and regulatory landscape, Armlogi announced several operational advancements during the period. These included advancing its middle-mile network into a scalable logistics platform (April 24, 2026), strengthening internal financial reporting (May 18, 2026), and enhancing operational readiness ahead of the summer peak commerce season (June 17, 2026). The company also continued to develop its AI-enabled Smart Fulfillment Network, launched in March 2026, aimed at optimizing order routing and reducing freight costs, and reported integration into TikTok Shop's warehouse program. However, these positive operational developments were likely offset by the broader logistics and warehousing sector facing "mixed demand signals as global freight conditions remain uneven," preventing significant stock appreciation and keeping the price largely stable within a low range. No insider trading activity exceeding USD 5 million was reported for BTOC during this period to significantly influence the stock trend.
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Stock Movement Drivers
Fundamental Drivers
The -1.2% change in BTOC stock from 4/30/2026 to 8/18/2026 was primarily driven by a -2.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302026 | 8182026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.28 | 0.28 | -1.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 198 | 194 | -2.1% |
| P/S Multiple | 0.1 | 0.1 | 0.9% |
| Shares Outstanding (Mil) | 45 | 45 | 0.0% |
| Cumulative Contribution | -1.2% |
Market Drivers
4/30/2026 to 8/18/2026| Return | Correlation | |
|---|---|---|
| BTOC | -1.2% | |
| Market (SPY) | 6.8% | 11.1% |
| Sector (XLI) | 5.1% | 14.6% |
Fundamental Drivers
The -42.5% change in BTOC stock from 1/31/2026 to 8/18/2026 was primarily driven by a -37.3% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 8182026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.48 | 0.28 | -42.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 197 | 194 | -1.9% |
| P/S Multiple | 0.1 | 0.1 | -37.3% |
| Shares Outstanding (Mil) | 42 | 45 | -6.6% |
| Cumulative Contribution | -42.5% |
Market Drivers
1/31/2026 to 8/18/2026| Return | Correlation | |
|---|---|---|
| BTOC | -42.5% | |
| Market (SPY) | 11.2% | 14.1% |
| Sector (XLI) | 11.3% | 14.9% |
Fundamental Drivers
The -82.4% change in BTOC stock from 7/31/2025 to 8/18/2026 was primarily driven by a -81.7% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 8182026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.58 | 0.28 | -82.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 185 | 194 | 4.8% |
| P/S Multiple | 0.4 | 0.1 | -81.7% |
| Shares Outstanding (Mil) | 42 | 45 | -8.2% |
| Cumulative Contribution | -82.4% |
Market Drivers
7/31/2025 to 8/18/2026| Return | Correlation | |
|---|---|---|
| BTOC | -82.4% | |
| Market (SPY) | 22.4% | 12.9% |
| Sector (XLI) | 22.0% | 12.6% |
Fundamental Drivers
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Market Drivers
7/31/2023 to 8/18/2026| Return | Correlation | |
|---|---|---|
| BTOC | ||
| Market (SPY) | 73.6% | 15.8% |
| Sector (XLI) | 73.2% | 10.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BTOC Return | - | - | - | -10% | -87% | -48% | -94% |
| Peers Return | 25% | -25% | 24% | -3% | 5% | 15% | 37% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| BTOC Win Rate | - | - | - | 38% | 17% | 38% | |
| Peers Win Rate | 56% | 46% | 60% | 48% | 65% | 52% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| BTOC Max Drawdown | - | - | - | - | -90% | -60% | |
| Peers Max Drawdown | -22% | -37% | -22% | -20% | -28% | -16% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: RLGT, QNME, UPS, FDX, EXPD.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/18/2026 (YTD)
About Armlogi (BTOC)
Armlogi (BTOC) is a U.S.-based warehousing and logistics service provider that specializes in facilitating e-commerce sales, particularly for cross-border merchants. The company addresses significant logistical challenges faced by international sellers, such as long delivery times, high damage rates, and congestion, when shipping goods to U.S. consumers. It achieves this by operating a network of U.S. warehouses that serve as "overseas warehouses" for these merchants, allowing them to pre-export goods in bulk and store them locally, significantly enhancing the speed and reliability of final delivery once an order is placed.
Armlogi offers a comprehensive, one-stop suite of services. These include customs brokerage, transportation of merchandise to its U.S. facilities, and extensive warehouse management and order fulfillment services. The latter encompasses product storage, retrieval, packing, labeling, kitting, repackaging, order assembly, inventory management, and coordination of third-party distribution. The company operates ten warehouses across the U.S., totaling nearly 1.8 million square feet, equipped with automated sorting systems and specialized equipment for handling bulky items.
The company primarily serves cross-border e-commerce merchants, with a significant majority (over 90%) of its revenue generated from China-based customers who are selling into the U.S. market. Additionally, Armlogi provides similar warehousing and logistics solutions to U.S.-based domestic e-commerce merchants seeking efficient support for their operations. Armlogi has experienced rapid growth, driven by the expanding global e-commerce landscape.
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An independent Amazon FBA for e-commerce merchants selling into the U.S.
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- Customs Brokerage Services: Assistance with navigating U.S. customs regulations for imported goods.
- Transportation Services: Moving merchandise from origin to U.S. warehouses.
- Warehouse Management: Comprehensive services for product storage, retrieval, packing, labeling, kitting, and repackaging within their facilities.
- Order Fulfillment: Services encompassing order assembly, load consolidation, and preparation of goods for shipment to consumers.
- Inventory Management & Sales Forecasting: Managing product stock levels and providing analytical insights to predict future demand.
- Third-Party Distribution Coordination: Arranging and managing the delivery of goods through external distribution networks.
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Armlogi (BTOC) primarily serves other companies, specifically e-commerce merchants, rather than individual consumers. The provided information does not list the specific names of its major customer companies or their public symbols.
However, the company describes its customer base as comprising two main categories of businesses:
- Cross-border e-commerce merchants outside the U.S.: These are businesses, predominantly based in China, that utilize Armlogi's services to export their goods in batches to U.S. warehouses for eventual sale and delivery to U.S. consumers. These merchants seek to overcome logistical challenges associated with international shipping by establishing an overseas presence through Armlogi's warehousing solutions.
- U.S.-based commercial customers (domestic e-commerce merchants): These are businesses operating within the U.S. market that require efficient and reliable warehousing and logistics solutions to support their domestic e-commerce operations.
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Aidy Chou Co-Founder, Chairman, President, and Chief Executive Officer
Mr. Chou is the Co-Founder, Chief Executive Officer, President, and Chairman of the Board of Directors of Armlogi, responsible for high-level strategizing, business planning, overall financial management, and internal control. From September 2003 to May 2023, he established and served as the chief executive officer and chief financial officer at Advance Tuner, where he was responsible for overseeing the company's overall financial management and day-to-day operations. He possesses approximately two decades of experience managing multimillion-dollar business operations at Advance Tuner. Mr. Chou received his bachelor's degree in Economics from National Taiwan University in 1984.
Sheng-Kai (Scott) Hsu Chief Financial Officer
Mr. Hsu was appointed Chief Financial Officer of Armlogi Holding Corp. effective January 13, 2025, after joining the company as an accounting lead in July 2024. He brings financial management expertise from the manufacturing and wholesale sectors. Previously, he served as North America Controller at PARPRO Technologies Inc. from July 2023 to June 2024, where he managed finance teams across the U.S. and Mexico and ensured compliance with U.S. GAAP and international standards. He also served as Accounting Lead at Absen Inc. from August 2019 to April 2022 and held a finance role at BENQ Latin America Corp. Mr. Hsu holds a B.S. in Finance from Yuan-Ze University (2005) and an M.S. in Finance from Johns Hopkins University (2014) and is a Certified Public Accountant (CPA) since 2023 and a Certified Management Accountant (CMA) since 2020.
Tong Wu Co-Founder, Chief Administrative Officer, Treasurer, and Director
Mr. Wu is a Co-Founder, Chief Administrative Officer, Treasurer, and a director at Armlogi. He has extensive experience in the third-party logistics industry. As a co-founder of Armstrong Logistic, he has served as its chief administrative officer since April 2020, responsible for the management of day-to-day operations and overseeing departments such as sales, marketing, and human resources. From March 2018 to April 2020, Mr. Wu worked as a self-employed portfolio manager, overseeing a diverse range of investments exceeding $10 million in aggregate across the U.S., Hong Kong, Brazil, and other countries, including securities, real estate, and business ventures. He received his bachelor's degree in economics from Inner Mongolia Open University in 1992 and an MBA degree from the University of South Wales in 2022.
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Armlogi's primary business risk is its extreme reliance on customers based in China. The company explicitly states that during the six months ended December 31, 2023, and the fiscal years ended June 30, 2023, and 2022, it generated approximately 96%, 96%, and 93% of its revenue, respectively, from PRC-based customers. This concentration exposes Armlogi to significant risks related to changes in U.S.-China trade relations, economic downturns in China, shifts in Chinese e-commerce regulations, or geopolitical tensions that could adversely affect its customer base and, consequently, its revenue and profitability.
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Armlogi (BTOC) operates within the U.S. warehousing and logistics market, primarily serving cross-border e-commerce merchants selling into the U.S. and domestic U.S. e-commerce merchants. The addressable markets for their main products and services are significant and continue to grow:
- U.S. Cross-Border E-commerce Logistics Market: This market, which caters to the complexities of international shipping for online sales, is a key area for Armlogi. The cross-border e-commerce logistics market in the U.S. is expected to grow at a Compound Annual Growth Rate (CAGR) of 23.7% from 2024 to 2030. North America is a leading region in the global cross-border e-commerce logistics market, with the U.S. accounting for approximately 60% of this regional market. The global cross-border e-commerce logistics market size was estimated at USD 119.29 billion in 2024.
- U.S. E-commerce Logistics Market (including Warehousing and Fulfillment): This broader market encompasses all logistics services for online retail within the U.S., including warehousing and fulfillment, which are core offerings of Armlogi. The United States e-commerce logistics market is projected to witness a CAGR of 9.67% during the forecast period from 2025 to 2032, growing from USD 105.78 billion in 2024 to USD 221.36 billion in 2032. More specifically, the U.S. e-commerce fulfillment services market generated an estimated revenue of USD 22.4 billion in 2024 and is expected to reach USD 49 billion by 2030, growing at a CAGR of 14.1% from 2025 to 2030.
- U.S. Third-Party Logistics (3PL) Market: Armlogi's services also fall under the umbrella of the U.S. third-party logistics market, which includes outsourced transportation, warehousing, and supply chain management. This market was estimated at USD 247.4 billion in 2023 and is expected to grow at a CAGR of 9.2% from 2024 to 2030. The warehousing and distribution segment, highly relevant to Armlogi, is a dominant and fast-growing component within the U.S. 3PL market.
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- Expansion of Warehousing Footprint and Capacity: Armlogi has been consistently expanding its physical operational capacity, increasing both the number of warehouses and total square footage. This expansion, including new facilities in key regions, enables the company to serve a larger volume of goods and a broader customer base, directly contributing to revenue growth. For example, the company reported operating 10 U.S. warehouses with approximately 3.9 million square feet of space in fiscal year 2025.
- Growth and Diversification of Customer Base: The company has demonstrated significant growth in its active customer base, which increased from 105 to 505 in fiscal year 2025, and further to 607 by Q1 fiscal year 2026. Armlogi is also actively working to diversify its customer mix, reducing reliance on a few large clients and expanding its reach beyond predominantly PRC-based customers to include more U.S.-based clients, thereby mitigating revenue concentration risks and opening new avenues for growth.
- Deployment and Optimization of AI-enabled Smart Fulfillment Network: The recent launch of its AI-enabled Smart Fulfillment Network™ is a significant driver. This proprietary system leverages artificial intelligence to optimize order routing across its multi-state warehouse network, aiming to reduce average shipping costs and improve overall delivery efficiency. This technological advancement is designed to enhance service quality, attract more e-commerce merchants, and allow for scalable, cost-efficient operations.
- Sustained Demand for Comprehensive Logistics Services: Armlogi benefits from the ongoing strong demand for comprehensive supply chain solutions, particularly from cross-border e-commerce merchants seeking to sell in the U.S. market, as well as domestic e-commerce businesses. The company's unique one-stop services, including customs brokerage, transportation, warehouse management, and order fulfillment, address complex logistical challenges, indicating continued market need for their offerings.
- Enhanced Shipping Capabilities and Diversified Carrier Relationships: Armlogi has focused on expanding its shipping capabilities, exemplified by the integration of Amazon Shipping, which provides customers with more efficient and cost-effective parcel delivery options. Additionally, efforts to diversify carrier relationships help in managing rising freight costs and setting more competitive prices, improving service appeal and indirectly supporting revenue generation by attracting and retaining customers.
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Peer Outperformance in Air Freight & Logistics
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 34.4% | 131.4% | 215.6% | CDNL 3372% · STRL 2462% · FIX 2322% |
| Marine Transportation | 4 | 54.2% | 63.4% | 163.0% | MATX 224% · KEX 165% · SFL 161% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 14.4% | 56.3% | 127.2% | CAT 348% · ALSN 267% · WAB 255% |
| Aerospace & Defense | 54 | 13.2% | 77.2% | 95.6% | DFNS 2733% · ATI 1147% · FTAI 1018% |
| Passenger Ground Transportation | 3 | -13.3% | 52.1% | 59.3% | UBER 87% · CAR 59% · LYFT -64% |
| Industrial Machinery & Supplies & Components | 71 | 13.4% | 57.6% | 59.2% | CRS 1647% · PSIX 867% · GHM 841% |
| Cargo Ground Transportation | 16 | 46.9% | 13.3% | 52.4% | R 301% · XPO 297% · CVLG 225% |
| Diversified Support Services | 34 | 12.4% | 37.0% | 43.9% | LIME 4409% · TH 429% · WLFC 380% |
| Rail Transportation | 7 | 38.8% | 69.9% | 43.5% | FSTR 123% · CSX 60% · UNP 49% |
| Trading Companies & Distributors | 18 | 6.7% | 37.2% | 42.3% | DXPE 572% · AIT 330% · URI 250% |
| Electrical Components & Equipment | 40 | 24.1% | 42.2% | 35.9% | POWL 2534% · BE 969% · ELVA 956% |
| Building Products | 33 | -4.2% | 19.8% | 32.1% | GFF 444% · LMB 431% · PPIH 278% |
| Industrial Conglomerates | 17 | 25.8% | 28.8% | 11.6% | RCMT 812% · TTI 215% · CSW 163% |
| Office Services & Supplies | 10 | 18.1% | 30.7% | 7.1% | TILE 200% · PBI 168% · EBF 63% |
| Environmental & Facilities Services | 28 | -7.5% | 14.2% | 4.8% | CECO 972% · ADUR 642% · NVRI 300% |
| Research & Consulting Services | 13 | -9.4% | -20.9% | -5.0% | HURN 206% · CRAI 89% · GRNQ 87% |
| Agricultural & Farm Machinery | 17 | -6.1% | -17.7% | -16.7% | BLBD 201% · DE 75% · GENC 68% |
| Passenger Airlines | 11 | 10.9% | -3.7% | -21.4% | LTM 2330% · UAL 170% · SKYW 161% |
| Data Processing & Outsourced Services | 6 | -32.9% | -12.8% | -27.3% | EXLS 48% · BR 7% · MMS -27% |
| Human Resource & Employment Services | 21 | 13.5% | -21.7% | -31.5% | BBSI 87% · ADP 42% · KFY 39% |
| Air Freight & Logistics ← | 12 | -12.1% | -23.4% | -35.9% | CHRW 86% · FDX 69% · EXPD 61% |
| Security & Alarm Services | 10 | -31.9% | -19.0% | -47.1% | CIX 119% · MG 94% · BCO 52% |
| Airport Services | 3 | -69.5% | -68.1% | -56.0% | JOBY -10% · ASLE -56% · UP -100% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 55.30 |
| Mkt Cap | 24.4 |
| Rev LTM | 6,465 |
| Op Inc LTM | 600 |
| FCF LTM | 476 |
| FCF 3Y Avg | 810 |
| CFO LTM | 503 |
| CFO 3Y Avg | 855 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.8% |
| Rev Chg 3Y Avg | 0.9% |
| Rev Chg Q | 3.8% |
| QoQ Delta Rev Chg LTM | 0.9% |
| Op Inc Chg LTM | -20.3% |
| Op Inc Chg 3Y Avg | -0.5% |
| Op Mgn LTM | 4.4% |
| Op Mgn 3Y Avg | 7.0% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 5.9% |
| CFO/Rev 3Y Avg | 7.9% |
| FCF/Rev LTM | 4.3% |
| FCF/Rev 3Y Avg | 4.1% |
Price Behavior
| Market Price | $0.28 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 05/14/2024 | |
| Distance from 52W High | -81.8% | |
| 50 Days | 200 Days | |
| DMA Price | $0.31 | $0.40 |
| DMA Trend | down | down |
| Distance from DMA | -9.7% | -29.7% |
| 3M | 1YR | |
| Volatility | 89.4% | 78.7% |
| Downside Capture | 120.28 | 165.28 |
| Upside Capture | 100.74 | -62.53 |
| Correlation (SPY) | 17.7% | 13.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.53 | 0.95 | 0.68 | 0.81 | 0.75 | -0.03 |
| Up Beta | -1.35 | 0.66 | -1.04 | -0.11 | 0.55 | 0.51 |
| Down Beta | 3.13 | 1.27 | 2.15 | 1.52 | 1.51 | 0.20 |
| Up Capture | 49% | -19% | 20% | 1% | -35% | 0% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 8 | 18 | 27 | 53 | 95 | 230 |
| Down Capture | 309% | 163% | 91% | 151% | 141% | 106% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 14 | 24 | 35 | 72 | 150 | 308 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BTOC | |
|---|---|---|---|---|
| BTOC | -81.5% | 78.5% | -1.79 | - |
| Sector ETF (XLI) | 23.4% | 17.0% | 1.06 | 12.7% |
| Equity (SPY) | 20.4% | 12.8% | 1.17 | 13.3% |
| Gold (GLD) | 29.8% | 28.5% | 0.91 | 0.4% |
| Commodities (DBC) | 40.2% | 20.2% | 1.56 | -7.9% |
| Real Estate (VNQ) | 13.1% | 13.9% | 0.65 | 9.1% |
| Bitcoin (BTCUSD) | -45.4% | 42.7% | -1.30 | 7.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BTOC | |
|---|---|---|---|---|
| BTOC | -43.4% | 96.7% | -0.89 | - |
| Sector ETF (XLI) | 13.7% | 17.6% | 0.60 | 10.8% |
| Equity (SPY) | 13.1% | 17.2% | 0.59 | 15.7% |
| Gold (GLD) | 19.8% | 18.6% | 0.87 | -1.3% |
| Commodities (DBC) | 9.8% | 19.6% | 0.39 | 3.8% |
| Real Estate (VNQ) | 2.4% | 18.9% | 0.02 | 5.0% |
| Bitcoin (BTCUSD) | 7.1% | 52.6% | 0.32 | 7.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BTOC | |
|---|---|---|---|---|
| BTOC | -24.8% | 96.7% | -0.89 | - |
| Sector ETF (XLI) | 14.1% | 20.0% | 0.62 | 10.8% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 15.7% |
| Gold (GLD) | 12.1% | 16.2% | 0.61 | -1.3% |
| Commodities (DBC) | 7.8% | 18.1% | 0.35 | 3.8% |
| Real Estate (VNQ) | 4.8% | 20.7% | 0.20 | 5.0% |
| Bitcoin (BTCUSD) | 59.9% | 66.0% | 1.00 | 7.1% |
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Earnings Returns History
Updated 8/3/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/13/2026 | -9.6% | -12.0% | -3.9% |
| 9/25/2025 | -16.5% | -30.5% | -41.6% |
| 5/15/2025 | 0.6% | -8.9% | -3.8% |
| 9/26/2024 | 6.5% | 0.0% | 71.5% |
| SUMMARY STATS | |||
| # Positive | 2 | 1 | 1 |
| # Negative | 2 | 3 | 3 |
| Median Positive | 3.6% | 0.0% | 71.5% |
| Median Negative | -13.0% | -12.0% | -3.9% |
| Max Positive | 6.5% | 0.0% | 71.5% |
| Max Negative | -16.5% | -30.5% | -41.6% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/13/2026 | -9.6% | -12.0% | -3.9% |
| 9/25/2025 | -16.5% | -30.5% | -41.6% |
| 5/15/2025 | 0.6% | -8.9% | -3.8% |
| 9/26/2024 | 6.5% | 0.0% | 71.5% |
| SUMMARY STATS | |||
| # Positive | 2 | 1 | 1 |
| # Negative | 2 | 3 | 3 |
| Median Positive | 3.6% | 0.0% | 71.5% |
| Median Negative | -13.0% | -12.0% | -3.9% |
| Max Positive | 6.5% | 0.0% | 71.5% |
| Max Negative | -16.5% | -30.5% | -41.6% |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Air Freight & Logistics Resources |
| Air Cargo World |
| Logistics Management |
| Journal of Commerce (JOC) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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