earnings
confidence high
sentiment positive
materiality 0.75
AtlasClear FY2026 revenue +85% to $20.1M; net income $2.0M, second straight year
AtlasClear Holdings, Inc.
- FY26 revenue $20.1M, +85% YoY; commissions $9.3M (+56%), stock locate $6.8M vs $0.3M.
- Net income $2.0M, $0.02 diluted EPS vs $5.8M, $0.96 in FY25; includes $11.1M non-cash earnout gain.
- Cash $15.4M (up from $7.5M); stockholders' equity $21.1M vs $(6.8)M deficit; net capital +29% to $14.4M.
- Signed six new correspondent broker-dealers (sixth after year-end); no revenue yet, contribution expected in FY27.
- Going-concern doubt alleviated; ICOR effective after material weakness remediation; BMO revolver undrawn.