ArmLogi

What ArmLogi does

ArmLogi Holding Corp. (Armstrong Logistic Inc., NasdaqGM: BTOC) is a U.S.-based, publicly traded one-stop warehousing and logistics services provider founded in 2020 and headquartered in Walnut, California. The company serves primarily cross-border e-commerce merchants seeking to establish U.S. warehouse presence and fulfill orders to American consumers, with 600+ active merchant clients as of Q1 FY2026, alongside enterprise customers such as Trader Joe's and Georgia-Pacific. Its service portfolio spans four integrated modules: Warehousing & Distribution, Transportation Services (including international ocean freight via Cosco, Evergreen, and ONE), Customs Brokerage Services (operated through subsidiary Andtech Customs Broker), and Port Trucking & Delivery Services. The company operates 12 warehouses totaling approximately 3.9 million square feet across California, Texas, Illinois, New Jersey, and Georgia, supported by an in-house fleet of 20 drivers and an internal middle-mile transportation network that was recently internalized from third-party carriers in California and is being extended into Northern California, Nevada, and Arizona.

The company is built on a proprietary technology stack including the self-developed Armlogi OMS (Order Management System), the ArmLogi Warehouse Management System (which replaced the prior Eccang system), the Transmission mobile app for drivers, and the X7 automated packaging machine. In March 2026 ArmLogi launched the AI-enabled Smart Fulfillment Network, a proprietary system that dynamically optimizes order routing across the multi-state warehouse network by analyzing real-time variables such as delivery addresses, carrier shipping zones, inventory availability, negotiated carrier rates, and facility throughput capacity. Pricing is custom and quote-based rather than publicly disclosed, with both long-term and short-term contract terms, and customer support is offered 24/7 in 30+ languages.

The revenue model combines recurring warehousing and distribution fees (subscription/recurring component) with transaction-based transportation, customs, and port trucking fees. Disclosed financials show a sharply decelerating trend: Q1 FY2026 revenue of $49.5M (+16.5% YoY) gave way to Q2 FY2026 revenue of $51.5M (+0.8% YoY) and Q3 FY2026 revenue of $41.7M (-9.1% YoY), with H1 FY2026 net loss widening to $10.4M from $6.3M and Q3 FY2026 reporting a $5.1M net loss and gross margin of -4.5%. The company is founder-led (Aidy Chou, CEO/Chairman; Tong Wu, CAO) and has financed operations through a $50M Standby Equity Purchase Agreement (SEPA) with YA II PN, Ltd. entered into in November 2024, drawing $3.8M in Q2 FY2026. Certifications include ISO 9001, eBay-Certified Third-Party Warehouse (one of ~26 in the U.S.), FedEx Dangerous Goods, and NOCCC.

Name

ArmLogi

Legal name

Armlogi Holding Corp.

Website

https://armlogi.com

Company type

Public

Founded year

2020

Operating status

Operating

Headcount range

101–250 employees

Short description

ArmLogi Holding Corp. (NasdaqGM: BTOC) is a U.S.-based public one-stop warehousing and logistics provider serving cross-border e-commerce merchants across 12 warehouses (~3.9M sq ft) in five states via proprietary OMS, WMS, and the AI-enabled Smart Fulfillment Network.

Ownership category

akta.pro rank

Headquarters

HQ city

Walnut

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Supply Chain, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Warehousing & Distribution Services: Recurring storage and inventory management fees charged to cross-border e-commerce merchants storing goods in Armlogi's multi-state network of ~3.9 million sq ft warehouses. Includes order fulfillment (picking, packing, kitting, print production) and value-added services. Revenue grew 7.3% YoY in Q3 FY2026.
2. Transportation Services: Transaction-based fees for ocean freight (via partnerships with Cosco, Evergreen, ONE), drayage, port trucking, last-mile delivery, and middle-mile transfer between facilities. Transportation revenue declined 19.1% YoY in Q3 FY2026 as customers shifted to cross-border e-commerce platforms with bundled delivery services.
3. Customs Brokerage Services: Per-shipment fees for customs clearance through subsidiary Andtech Customs Broker, including documentation handling, valuation review, product classification, electronic submission, and duty/fee management; plus training seminars and trade consulting engagements.
4. Port Trucking & Delivery Services: Per-container drayage fees for short-metropolitan transportation from ports (Los Angeles, San Diego, LAX) to U.S. storage facilities including Amazon's FBA hubs and proprietary warehouses; supported by GPS-tracked state-of-the-art fleet.
5. FBA Preparation & Value-Added Services: Specialty fees for repackaging, container receipt handling, and FBA-compliant shipment preparation delivered to Amazon's FBA hubs; includes kitting, print production, and bulky-item handling using forklifts, pallets, and trays.

Pricing tiers

Go-to-market motion5 records

Distribution channels6 records

Marketing channels8 records

Core offering

ArmLogi is a U.S.-based one-stop warehousing and logistics service provider specializing in warehouse management and order fulfillment for cross-border e-commerce merchants. It operates a 12-warehouse, ~3.9 million square foot multi-state network (California, Texas, Illinois, New Jersey, Georgia) supported by the proprietary Armlogi OMS, ArmLogi WMS, and AI-enabled Smart Fulfillment Network, with integrated international ocean freight, customs brokerage via subsidiary Andtech, and port trucking/drayage services.

Product overview

Armlogi (Armstrong Logistic Inc., Nasdaq: BTOC) is a U.S.-based one-stop warehousing and logistics service provider for cross-border e-commerce merchants, organized as a platform-plus-modules offering. The core operating platform is the proprietary Armlogi OMS (Order Management System) and self-developed Armlogi Warehouse Management System, which together manage inventory, labor, and order flow across approximately 3.5–3.9 million square feet of warehouse space in California, Texas, Illinois, New Jersey, and Georgia. Layered on top are four service modules: Warehousing & Distribution, Transportation Services (including an internalized middle-mile network and International Ocean Freight Services), Customs Brokerage Services (operated through subsidiary Andtech Customs Broker), and Port Trucking & Delivery Services. In 2026 Armlogi added an AI-enabled Smart Fulfillment Network that dynamically routes orders across the warehouse footprint, supported in-warehouse by the X7™ automated packaging machine and a proprietary Transmission mobile app for drivers.

Differentiator

Problem solved

Functional benefit

Brands

• Smart Fulfillment Network™: Proprietary AI-enabled order routing system that dynamically optimizes fulfillment across the multi-state warehouse network to reduce shipping costs and improve delivery efficiency.
• Armlogi OMS (Order Management System)
• Andtech Customs Broker

Products and services

• Warehousing & Distribution End-to-end warehouse management and order fulfillment across the U.S., including inventory management, storage, kitting, pick and pack, and print production, backed by 10–12 warehouses totaling ~3.5–3.9 million sq ft meeting ISO 9001 standards. eBay-certified and equipped to handle bulky items, targeted at cross-border e-commerce merchants and FBA sellers.
• Transportation Services Multi-modal transportation including international ocean freight and last-mile delivery, augmented by an internalized middle-mile fleet operating in Southern California with plans to extend into Northern California, Nevada, and Arizona. Targeted at cross-border e-commerce merchants and overseas manufacturers.
• Customs Brokerage Services U.S. customs brokerage delivered through subsidiary Andtech Customs Broker, including documentation handling, valuation review, product classification, electronic submissions, duty & fee management, compliance manuals, internal audits, training seminars, and trade consulting. For cross-border e-commerce merchants and overseas manufacturers needing U.S. customs clearance.
• Port Trucking & Delivery Services Dedicated drayage and port trucking moving containers from the Port of Los Angeles, San Diego, and other ports to ArmLogi's warehouses or to Amazon FBA hubs, operated with an in-house GPS-tracked fleet. For cross-border e-commerce merchants and Amazon FBA sellers.
• International Ocean Freight Services International ocean freight service via partnerships with Cosco Shipping Lines, Evergreen Line, and Ocean Network Express (ONE) as part of an all-inclusive end-to-end international shipping offering from overseas factories to U.S. doorsteps, integrated with customs clearance and U.S. final delivery. For overseas manufacturers selling into the U.S. market.
• AI-Enabled Smart Fulfillment Network AI-enabled proprietary system that dynamically optimizes order routing across ArmLogi's multi-state warehouse network, analyzing real-time variables to automatically select optimal fulfillment nodes and reduce average shipping costs and improve delivery efficiency. For cross-border e-commerce merchants fulfilling orders for U.S. consumers.

Quantifiable outcome

• Revenue grew over 1,000% from 2020-21 and 400% from 2021-22
• +9 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability2 records

Feature7 records

Partnerships

16 partnerships are on record, tiered core, major and minor.

• FedExcoreChannel Partner/ Reseller/ DistributorStrategic carrier partner featured as a 'Valuable Partner' on the Armlogi website. Beyond standard shipping services, FedEx has designated Armlogi with FedEx Dangerous Goods Certification, allowing safe transport of various goods in full compliance with FedEx's rigorous standards.
• DHLcoreChannel Partner/ Reseller/ DistributorFeatured 'Valuable Partner' carrier logo on the Armlogi website providing international and domestic transportation services to support cross-border e-commerce fulfillment.
• UPScoreChannel Partner/ Reseller/ DistributorFeatured 'Valuable Partner' carrier logo on the Armlogi website providing last-mile and ground transportation services.
• EstescoreChannel Partner/ Reseller/ DistributorFeatured 'Valuable Partner' less-than-truckload (LTL) carrier for domestic freight transportation supporting Armlogi's warehousing customers.
• ABF FreightcoreChannel Partner/ Reseller/ DistributorFeatured 'Valuable Partner' LTL carrier providing domestic freight transportation for Armlogi's warehousing customers.
• South Eastern FreightcoreChannel Partner/ Reseller/ DistributorFeatured 'Valuable Partner' carrier logo on the Armlogi website providing domestic freight transportation services.
• United States Postal Service (USPS)coreChannel Partner/ Reseller/ DistributorFeatured 'Valuable Partner' on the Armlogi website providing last-mile parcel delivery services.
• Cosco Shipping LinescoreChannel Partner/ Reseller/ DistributorPartnership for international ocean freight services (launched January 2023). Cosco brings goods safely across the oceans as part of Armlogi's all-inclusive service from overseas factories to U.S. doorsteps.
• Evergreen LinecoreChannel Partner/ Reseller/ DistributorPartnership for international ocean freight services as part of Armlogi's all-inclusive logistics offering launched January 2023.
• Ocean Network Express (ONE)coreChannel Partner/ Reseller/ DistributorPartnership for international ocean freight services as part of Armlogi's all-inclusive logistics offering launched January 2023.
• eBaymajorStrategic or Co-development PartnerArmlogi is one of only ~26 eBay-Certified Third-Party Warehouses in the nation. Certification enables Armlogi to serve eBay sellers as a trusted fulfillment partner for warehousing, storage, and order fulfillment.
• Amazon (FBA — Fulfillment by Amazon)majorTechnology or IntegrationSpecialized FBA warehousing integration: Armlogi prepares shipments to Amazon FBA's specifications (repackaging, labeling, container receipt) and drayages goods from ports to Amazon's FBA hubs. Proprietary fleet delivers to FBA destinations.
• Andtech Customs BrokercoreOEM/ Whitelabel/ Licensing PartnerTrusted subsidiary of Armlogi holding a U.S. customs broker license. Provides documentation handling, valuation review, product classification, electronic submissions, duty/fee management, compliance manual creation, internal audits, training seminars, and trade consulting. Operates as a wholly-owned/affiliated entity of Armlogi.
• Amazon Web Services (AWS)coreTechnology or IntegrationAWS used as the data hosting provider for Armlogi's Platform and App. Stores user data in the United States with no third-party data sharing. AWS underpins face-image capture for internal staff records (retained for 30 days).
• Strategic Investor Relations, Inc.minorGTM or Marketing PartnerEngaged IR firm (Matthew Abenante, IRC, President) as Armlogi's investor relations counsel. Listed as a contact point ([email protected]) on the corporate contact page alongside Strategic IR's contact details.
• Google (DoubleClick / Google Ads)minorGTM or Marketing PartnerListed advertising partner using DART cookies to serve ads based on visitors' browsing across the internet. Privacy Policy hyperlinks Google's ad/content network policies.

Scale indicators15 records

Recent moves9 records

Expansion highlights6 records

Emerging players

• Cubyn: European-headquartered e-commerce fulfillment provider with growing U.S. presence, focused on SMB and mid-market merchants. Comparable in tech-enabled cross-border fulfillment model and SMB/mid-market target segment, though primarily a regional player relative to Armlogi's U.S. footprint.

Broad incumbents

• XPO Logistics: Large U.S. contract logistics and freight transportation provider with national LTL and dedicated fulfillment capabilities. Comparable as a broad incumbent offering warehousing-adjacent services at scale; overlapping with Armlogi's transportation and middle-mile offerings.
• Maersk Logistics & Services: Global ocean carrier with end-to-end logistics and customs offerings including warehousing and e-commerce fulfillment. Comparable in integrating ocean freight, customs brokerage, and warehousing under one provider — similar to Armlogi's all-inclusive cross-border value proposition.
• GXO Logistics: Pure-play contract logistics company with global warehousing and distribution footprint serving e-commerce and retail customers. Direct comparable for warehouse management services at scale; competitor for large enterprise fulfillment contracts.
• DHL Supply Chain: Global contract logistics incumbent and one of Armlogi's named carrier partners. Comparable as a much larger, full-service warehousing and transportation provider serving cross-border e-commerce and enterprise customers; represents both a partner and competitive incumbent.

Direct peers

• STG Logistics: U.S.-based asset-light 3PL providing port trucking, drayage, warehousing, and distribution, with strong Southern California port presence. Directly comparable to Armlogi's port trucking/drayage and warehousing bundle serving importers and cross-border e-commerce.
• Radial: Large-scale e-commerce fulfillment provider (formerly eBay Enterprise) with U.S. fulfillment centers serving omnichannel retailers. Directly comparable as an enterprise e-commerce fulfillment specialist with technology-led order management and comparable merchant base.
• Deliverr: Cross-border e-commerce fulfillment provider for marketplaces (Shopify, Walmart, Amazon), historically a direct competitor in the U.S. fulfillment-for-marketplace-sellers space (now part of Shopify). Highly comparable in target customer and one-stop fulfillment proposition.
• Quiet Logistics: U.S.-based e-commerce fulfillment and warehousing 3PL with proprietary warehouse management technology and a multi-warehouse footprint. Comparable in core warehousing/distribution service for e-commerce merchants and in the use of in-warehouse automation (Kiva robots).
• ShipBob: Tech-enabled 3PL providing warehousing, fulfillment, and shipping for e-commerce merchants, including cross-border sellers. Closest direct competitor to Armlogi given shared SMB-to-mid-market e-commerce merchant target customer and self-developed OMS/WMS technology stack.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xtwitter.com/armlogi
• Instagraminstagram.com/armlogi
• LinkedInlinkedin.com/company/armlogi-holding-corp
• Facebookfacebook.com/armlogi

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ArmLogi