AtlasClear FY26 Revenue Up 85% to $20.1M; Net Income $2.0M
AtlasClear Holdings, Inc. reported its fiscal year 2026 results, with total revenue surging 85% to $20.1 million. The company achieved its second consecutive year of positive GAAP net income, reporting $2.0 million, though this was down from $5.8 million in the prior year and included significant non-cash fair-value gains. Key growth drivers included an 85% increase in total revenue and a substantial rise in stock locate revenue to $6.8 million. The company also strengthened its balance sheet, with cash more than doubling to $15.4 million and stockholders' equity improving significantly. Despite revenue growth, the loss from operations widened to $9.8 million due to increased operating costs and non-cash stock-based compensation.
Key Highlights
- Total revenue increased 85% to $20.1 million in fiscal 2026, compared to $10.9 million in fiscal 2025.
- Net income was $2.0 million ($0.02/share) in fiscal 2026, compared to $5.8 million ($0.96/share) in fiscal 2025.
- Stock locate revenue grew to $6.8 million from $0.3 million; non-commission sources were 54% of total revenue.
- Cash and cash equivalents more than doubled to $15.4 million from $7.5 million.
- Stockholders' equity improved to $21.1 million from a deficit of $(6.8) million.
- AtlasClearing's net capital increased 29% to $14.4 million.
- Six new correspondent broker-dealers signed, with the sixth signed after year-end.
- Loss from operations was $9.8 million, compared to $4.9 million in fiscal 2025.
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