“AtlasClear Holdings, Inc. (NYSE American: ATCH) announced impressive fiscal second quarter 2026 results, highlighted by an 84% year-over-year revenue increase to $5.1 million, net income of $6.8 million, and a turnaround to positive stockholders’ equity of $21.7 million. The performance reflects accelerating momentum in its technology-enabled financial services platform, bolstered by growth in commissions, clearing activities, and strategic capital management.”
AtlasClear Holdings Reports Robust Growth and Financial Turnaround in Fiscal Q2 2026
AtlasClear Holdings, Inc., a technology-driven financial services company focused on modernizing trading, clearing, settlement, and banking infrastructure for small and middle-market firms, posted a standout quarter ended December 31, 2025. The results demonstrate significant operational progress and a strengthened balance sheet following a period of strategic repositioning.
Revenue for the quarter climbed to $5.1 million, marking an 84% increase from $2.7 million in the comparable prior-year period. This growth was fueled by heightened client activity across the platform, particularly through its subsidiary Wilson-Davis & Co., Inc. Commissions represented the largest revenue contributor at over $3 million, supported by expanded stock locate services, lending activities, clearing fees, and involvement in at-the-market offerings. Additional contributions came from modest net gains in firm trading and other service lines, indicating a diversified and scaling revenue base rather than dependence on any single stream.
The company achieved net income of $6.8 million for the quarter. While operating expenses rose to approximately $7.5 million, resulting in an operating loss of $2.5 million, the bottom line was bolstered by substantial non-cash items. These included fair value gains on derivatives, a significant reduction in earnout liabilities (around $10.6 million), and other financing-related adjustments that drove total other income to about $9.4 million. This mix underscores the impact of both operational improvements and strategic financial maneuvers in delivering profitability.
On the balance sheet, total assets expanded to $77.6 million from $60.9 million at the end of the prior fiscal year. Cash and restricted cash stood at $46.2 million, providing enhanced liquidity to support ongoing initiatives. Most notably, stockholders’ equity swung to a positive $21.7 million, compared to a deficit of $6.8 million as of June 30, 2025. This represents a dramatic improvement of roughly $59.8 million since the fiscal year-end June 30, 2024, achieved through disciplined capital management, recent financings totaling approximately $15.85 million (including restated notes and equity agreements), and conversions of existing convertible notes.
Wilson-Davis & Co. continued to perform strongly, ending the quarter with net capital of $14.7 million. The subsidiary’s contributions were central to the revenue acceleration, reflecting increased utilization of AtlasClear’s integrated platform for brokerage and clearing services.
These results come amid broader strategic developments for AtlasClear. The company has been advancing its proprietary technology platform, including capabilities for trading a spectrum of financial products, prime brokerage services, and fixed income risk management tools. Recent moves, such as the launch of investor communications series and pursuit of banking-related acquisitions, position the firm to expand its footprint in fintech-enabled infrastructure.
Investor reaction was positive, with the stock showing gains in premarket and trading activity following the release. The quarterly performance highlights AtlasClear’s transition toward sustainable growth and operational leverage as client adoption increases and the platform matures.
Disclaimer: This article is for informational purposes only and does not constitute investment advice, financial recommendations, or an endorsement of any security. Market conditions can change rapidly, and investors should conduct their own research and consult qualified professionals before making decisions.
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