Financial Data and Key Metrics Changes - Total revenue for Q3 2025 reached $45.8 million, an increase of 19.3% compared to the same period last year [11] - For the nine-month period, total revenue grew 14.6% to $139.5 million, reflecting sustained demand for logistics solutions [12] - Cost of sales for Q3 was $45.6 million, leading to a gross profit of $280,000, while the nine-month cost of sales was $122.3 million, resulting in a gross loss of $2.85 million [11][13] - The net loss for Q3 was $3.76 million, or $0.09 per share, and for the nine-month period, the net loss was $10.06 million, or $0.24 per share [12][13] Business Line Data and Key Metrics Changes - The company continues to face operational investments and market-related cost pressures that have impacted profitability, despite revenue growth [7] - Efforts are being made to optimize the expanded warehouse footprint and enhance operational efficiency across all service lines [7] Market Data and Key Metrics Changes - The recent U.S.-China trade talks have resulted in a substantial reduction in tariff fees, which is expected to positively impact the logistics sector and the company's margins [6][8] - The favorable trade environment is anticipated to alleviate some cost pressures and create a more variable operating landscape for the logistics sector [14][15] Company Strategy and Development Direction - The company is committed to leveraging technology and providing comprehensive supply chain solutions while navigating the evolving economic landscape [10] - Strategic initiatives are focused on optimizing operations, managing costs, and enhancing service delivery to improve profitability [15][19] - The company aims to capitalize on emerging opportunities presented by the improved trade environment and is well-positioned with its extensive warehouse network [22][24] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the future, highlighting the positive developments in U.S.-China trade relations and their potential benefits for operations [14][15] - The company is focused on sustainable growth and improving profitability while managing the challenges posed by inflationary pressures and dynamic market conditions [14][15] Other Important Information - The company is actively implementing measures to improve efficiency and profitability, anticipating that recent trade developments will contribute to alleviating cost pressures [11][12] Q&A Session Summary Question: Despite cost pressures, what are the key drivers behind sustained demand for ArmaLagi services and how is the company working to improve profitability? - The sustained revenue growth of 19.3% for the quarter is driven by the essential nature of logistics solutions and strong client relationships, with a focus on optimizing operations and managing costs to improve profitability [19] Question: How is ArmaLagi positioned to benefit from the improved trade environment? - The company anticipates benefits from reduced tariff fees, which can lower costs for customers, stimulate higher trade volumes, and ease cost pressures in the supply chain [21][22] Question: How does ArmaLagi view its long-term strategic positioning and ability to capture future growth opportunities? - The company is confident in its long-term strategic positioning, leveraging its infrastructure and technology to navigate the evolving landscape and capitalize on growth opportunities [23][24]

Exhibit 99.1 Armlogi Holding Corp. Announces Fiscal 2025 Third Quarter and Nine-Month Results Total revenue increased by approximately $7.4 million, or 19.3%, to $45.8 million during the three months ended March 31, 2025, compared to $38.4 million for the same period in 2024. This growth reflects continued demand for our services. Costs of sales increased by approximately $10.5 million, or 29.8%, to $45.6 million during the three months ended March 31, 2025, compared with $35.1 million during the same perio ...

Core Viewpoint - Armlogi Holding Corp. reported significant revenue growth in Q3 and the first nine months of fiscal 2025, but faced increased operational costs leading to net losses and reduced profitability margins [2][7][12]. Financial Performance Three Months Ended March 31, 2025 - Total revenue increased by approximately $7.4 million, or 19.3%, to $45.8 million compared to $38.4 million in the same period of 2024 [2]. - Costs of sales rose by approximately $10.5 million, or 29.8%, to $45.6 million, primarily due to higher operational costs and expansion [3]. - Gross profit decreased to $0.28 million, down from $3.32 million, resulting in a gross profit margin of approximately 0.6%, compared to 8.6% in the prior year [4]. - General and administrative expenses increased to $4.47 million from $3.27 million, leading to a loss from operations of $4.19 million, compared to a profit of $0.05 million in the same period last year [5]. - The net loss was $3.76 million, or ($0.09) per share, compared to a net income of $0.68 million, or $0.02 per share, for the same period in 2024 [6]. Nine Months Ended March 31, 2025 - Total revenue increased by approximately $17.8 million, or 14.6%, to $139.5 million compared to $121.7 million in the same period of 2024 [7]. - Costs of sales increased by approximately $36.85 million, or 35.0%, to $142.3 million, reflecting expanded operations and market pressures [8]. - The overall gross loss was $2.85 million, a shift from a gross profit of $16.23 million, resulting in a negative gross profit margin of approximately (2.0)% compared to a positive margin of 13.3% in the prior year [9]. - General and administrative expenses rose to $10.80 million from $8.10 million, leading to a loss from operations of $13.65 million, compared to a profit of $8.13 million in the same period last year [10]. - The net loss for the nine months was $10.06 million, or ($0.24) per share, compared to a net income of $7.18 million, or $0.18 per share, for the same period in 2024 [11]. Management Commentary - The CEO highlighted ongoing revenue growth amid significant operational investments and market-related cost pressures impacting profitability [12]. - Recent developments in U.S.-China trade talks have led to reduced tariffs, which may positively affect Armlogi and the logistics sector [12]. - The company is focused on optimizing its warehouse footprint and enhancing operational efficiencies while prioritizing sustainable growth and improved profitability [12].

Financial Performance - Revenue for the three months ended March 31, 2025, was $45.84 million, a 19.5% increase from $38.44 million in the same period of 2024[11] - Net loss for the nine months ended March 31, 2025, was $10.06 million, compared to a net income of $7.18 million for the same period in 2024[11] - For the nine months ended March 31, 2025, total revenue was $139,469,900, representing a 14.6% increase from $121,689,863 in the same period of 2024[37] - The company reported a net loss of $10.1 million for the nine months ended March 31, 2025, compared to a net income of $7.2 million for the same period in 2024[113] - Basic and diluted loss per share for the nine months ended March 31, 2025, was $(0.24), a decrease from earnings per share of $0.18 in the same period of 2024[99] Revenue Breakdown - Transportation services revenue increased to $93,102,755, up 10% from $84,664,603 in the prior year[37] - Warehousing services revenue rose to $46,323,372, reflecting a 26.5% increase from $36,606,859 in the previous year[37] - Revenue from transportation services increased by $3.5 million, or 13.8%, and revenue from warehousing services increased by $4.0 million, or 29.7%, during the three months ended March 31, 2025[117] Costs and Expenses - The company reported a total operating costs and expenses of $10.80 million for the nine months ended March 31, 2025, compared to $8.10 million for the same period in 2024, an increase of 33.4%[11] - Costs of sales for the three months ended March 31, 2025, increased by $10.5 million, or 30.0%, to $45.6 million, driven by higher freight expenses and increased lease and labor costs[116] - Costs of sales for the nine months ended March 31, 2025, increased by $36.9 million, or 35.0%, primarily due to higher freight expenses and increased operational costs[118] Assets and Liabilities - Total assets increased to $178.04 million as of March 31, 2025, from $167.03 million as of June 30, 2024, reflecting a growth of 6.1%[10] - Total stockholders' equity decreased to $30.18 million as of March 31, 2025, down from $39.24 million as of June 30, 2024, a decline of 23.1%[10] - Operating lease liabilities increased to $133.28 million as of March 31, 2025, from $117.34 million as of June 30, 2024, a rise of 13.6%[9] - The company has operating and finance lease liabilities totaling $133,283,706 and $216,373, respectively, as of March 31, 2025[141] Cash Flow - Cash and restricted cash at the end of the nine months period was $9.41 million, compared to $6.05 million at the end of the same period in 2024, an increase of 55.5%[15] - For the nine months ended March 31, 2025, net cash used in operating activities was $(5,641,142), compared to net cash provided of $3,954,416 for the same period in 2024, indicating a $9.6 million decrease in cash inflow[133] - For the nine months ended March 31, 2025, net cash provided by financing activities was $6.6 million, mainly from $8.1 million of net proceeds from the Pre-Paid Advance under the SEPA[138] Shareholder Information - The weighted average number of shares of common stock-basic and diluted increased to 41.71 million for the three months ended March 31, 2025, from 40 million in the same period of 2024[11] - The weighted average number of shares of common stock outstanding was 41,651,007 for the nine months ended March 31, 2025, compared to 40,000,000 for the same period in 2024[99] - The Company issued 434,879 shares of common stock at a price of US$1.73 per share in March 2025, raising US$750,000 through the conversion of the SEPA loan[88] Operational Highlights - The company operates as a third-party logistics provider, focusing on multi-modal transportation and logistics services primarily in the United States[17] - The company operates ten warehouses with a total gross floor area of approximately 3,925,020 square feet as of March 31, 2025[112] - The company has 100% ownership in several subsidiaries, including Armstrong Logistic Inc. and Armlogi Truck Dispatching LLC, incorporated in California[22] Compliance and Regulatory - The company filed its Articles of Incorporation and Bylaws on September 22, 2023, as part of its S-1 registration statement[3.1][3.3] - Certifications of the Principal Executive and Financial Officers were filed in accordance with the Sarbanes-Oxley Act of 2002[31.1][31.2] - The company is in compliance with the Securities Exchange Act of 1934, as indicated by the signatures of authorized representatives[162]

Core Insights - Armlogi Holding Corp. has increased its workforce by 20% over the past 20 months, growing from 173 employees in July 2023 to 208 employees as of March 2025, in response to rising client demand and enhanced service offerings [1][2]. Group 1: Workforce Expansion - The company has adopted a disciplined approach to scaling operations while maintaining service quality, which aligns with increasing client demand [2][3]. - The workforce development strategy is aimed at strengthening operational capabilities and preserving high service standards [3]. Group 2: Operational Enhancements - The expansion has allowed Armlogi to optimize warehouse operations, enhance technology integration, and improve customer service without disrupting existing business processes [3]. - Additional personnel have been deployed across the nationwide network of fulfillment centers, supporting a full spectrum of logistics services [3]. Group 3: Company Overview - Armlogi Holding Corp. is a U.S.-based warehousing and logistics service provider, offering comprehensive supply-chain solutions related to warehouse management and order fulfillment [4]. - The company operates ten warehouses covering over 3.5 million square feet, catering to cross-border e-commerce merchants looking to establish overseas warehouses in the U.S. market [4].

Core Insights - Armlogi Holding Corp. has announced a non-binding Letter of Intent to acquire Leopard Transnational Inc. to enhance its warehousing and e-commerce fulfillment capabilities [1][2][3] - The acquisition aims to incorporate Leopard's 360,000 square feet of storage area, strengthening Armlogi's competitive position in high-growth logistics segments [2][3] - The transaction is expected to be finalized within 60-90 days, subject to due diligence and necessary approvals [4] Company Overview - Armlogi Holding Corp. is a U.S.-based warehousing and logistics service provider, offering comprehensive supply-chain solutions related to warehouse management and order fulfillment [5] - The company operates ten warehouses covering over 3.5 million square feet, catering to cross-border e-commerce merchants [5] - Armlogi's services include specialized handling for diverse product categories and high-volume fulfillment for major marketplaces like Amazon and Walmart [7] Acquisition Details - Under the terms of the Letter of Intent, Armlogi will acquire 100% of Leopard's issued and outstanding capital stock, with consideration including Armlogi common stock and potential earn-out payments [3] - Leopard will operate as a wholly-owned subsidiary of Armlogi post-acquisition, with plans to retain key personnel for operational continuity [3] - The acquisition aligns with Armlogi's growth strategy in the rapidly expanding e-commerce fulfillment sector [3]

Group 1 - The news release titled "Armlogi Reports Increased shipping volume with Temu Sellers" issued on February 28, 2025, should be disregarded by journalists and readers [1] - The advisory was issued by Armlogi Holding Corp. [1] Group 2 - Company contact information includes an email address: info@armlogi.com [2] - Investor relations contact is Matthew Abenante, President of Strategic Investor Relations, LLC, with a phone number of 347-947-2093 and email: matthew@strategic-ir.com [2]

Core Insights - Armlogi Holding Corp. has reported a significant increase in small parcel shipping volume, attributed to its integration with the Temu marketplace [1][2][3] Group 1: Shipping Volume Growth - Small parcel shipping volume rose from 128,744 parcels in November 2024 to 167,298 in December 2024, reflecting a 30% increase [2] - In January 2025, shipping volumes further increased to 194,304 parcels, marking a 16% growth from December [2] - The company has seen consistent month-over-month growth in shipping volumes since being designated as an official authorized warehouse provider for Temu sellers in June 2024 [3] Group 2: Customer Base Expansion - Armlogi now serves over 200 Temu customers, a 29% increase from 155 customers reported in October 2024 [3] Group 3: Operational Strategy - The CEO of Armlogi emphasized the importance of operational excellence and adaptability in logistics infrastructure, particularly in the context of cross-border e-commerce logistics [4] - The company is monitoring potential changes in international trade policies that could impact trade relations with China [4] Group 4: Company Overview - Armlogi Holding Corp. is a U.S.-based warehousing and logistics service provider, offering comprehensive supply-chain solutions for cross-border e-commerce merchants [5] - The company operates ten warehouses covering over 3.5 million square feet, equipped for handling large and bulky items [5]

Core Insights - Armlogi Holding Corp. has integrated Roadie, a logistics management and crowdsourced delivery platform, to enhance its operational capabilities in last-mile delivery solutions [1][2][3] Company Overview - Armlogi Holding Corp. is a U.S.-based warehousing and logistics service provider, specializing in supply-chain solutions related to warehouse management and order fulfillment [1][4] - The company operates ten warehouses covering over 3.5 million square feet, catering to cross-border e-commerce merchants looking to establish a presence in the U.S. market [4] Operational Enhancements - The integration of Roadie allows Armlogi to leverage a network of over 200,000 independent drivers, covering more than 97% of the U.S., providing fast and flexible delivery options [2][3] - This collaboration is expected to enhance customer service and operational flexibility across various industries [2][3] Leadership Commentary - Aidy Chou, Chairman and CEO of Armlogi, emphasized the importance of this integration in expanding the company's ability to serve clients with faster and more flexible fulfillment solutions [3]

Core Viewpoint - Armlogi Holding Corp. reported significant revenue growth in Q2 and the first half of fiscal 2025, but faced challenges with increased costs and net losses due to operational expansion and higher shipping charges. Financial Results for the Three Months Ending December 31, 2024 - Total revenue increased by $9.1 million, or 21.8%, to $51.1 million compared to $42.0 million in Q2 2023 [5] - Revenue from transportation services rose by $6.2 million, or 20.8%, to $36.1 million, driven by new warehouse locations [5] - Warehousing services revenue increased by $3.1 million, or 25.7%, to $15.0 million, attributed to new warehouse acquisitions [5] - Costs of sales increased by $16.3 million, or 47.6%, to $50.7 million, primarily due to higher freight and lease expenses [5] - Gross profit margin decreased from 18.3% to 0.9% due to increased UPS surcharges and underutilization of new facilities [5] - Net loss was $1.7 million compared to net income of $3.7 million in Q2 2023, a decrease of $5.4 million [5] Financial Results for the Six Months Ending December 31, 2024 - Total revenue increased by $10.4 million, or 12.5%, to $93.6 million compared to $83.2 million in the same period in 2023 [9] - Transportation services revenue rose by $5.0 million, or 8.3%, to $64.6 million, supported by new warehouse locations [9] - Warehousing services revenue increased by $5.7 million, or 24.7%, to $29.0 million, driven by new acquisitions [9] - Costs of sales increased by $26.4 million, or 37.5%, to $96.7 million, influenced by rising freight and lease expenses [9] - Gross profit margin decreased from 15.5% to 3.3% due to increased surcharges and lower customer order volumes [9] - Net loss for the six months was $6.3 million compared to net income of $6.5 million in the same period in 2023, a decrease of $12.8 million [9] Operational Highlights - Expanded from 9 to 10 warehouses, increasing total warehouse space from 2 million to over 3.5 million square feet [4] - Major presence established in California, Georgia, and Illinois [4] - Incorporated electric forklifts in California warehouses as part of sustainability initiatives [8] - Enhanced warehouse management systems and upgraded technology to optimize operations [16] Liquidity and Financing - Cash and restricted cash balance as of December 31, 2024, was $7.4 million, down from $10.0 million as of June 30, 2024 [6] - Entered into a $50 million Standby Equity Purchase Agreement and $21 million in convertible promissory notes [10] Management Commentary - The CEO highlighted the commitment to long-term growth despite challenges from increased UPS surcharges and underutilization of new facilities [11] - Focus on optimizing operations and improving facility utilization rates is emphasized for future performance [11]