AtlasClear Holdings Reports 84% Revenue Growth, Profitability, and Positive Stockholders' Equity for Fiscal Second Quarter 2026
MWN-AI** Summary
AtlasClear Holdings, Inc. (NYSE American: ATCH) reported significant financial results for its fiscal second quarter ended December 31, 2025, highlighting an 84% year-over-year revenue growth, with revenues reaching $5.1 million compared to $2.7 million in the previous year. This surge in revenue reflects the company’s accelerating operating momentum and growth in its core services, including commission activities and enhanced stock locate services facilitated by its subsidiary, Wilson-Davis & Co., Inc.
Net income for the quarter totaled $6.8 million, significantly bolstered by operational growth and favorable non-cash fair value adjustments. In a noteworthy turnaround, stockholders’ equity soared to $21.7 million, marking an improvement of approximately $59.8 million since fiscal year-end 2024, when the company reported a deficit of $(6.8) million. This transformation underscores AtlasClear’s strategic emphasis on strengthening its capital position.
The company also reported a robust liquidity position, with cash and restricted cash totaling $46.2 million, providing considerable financial flexibility. Wilson-Davis demonstrated strong operational performance, ending the quarter with net capital exceeding regulatory requirements by $14.4 million.
Executive Chairman John Schaible emphasized that this quarter represents a pivotal moment for AtlasClear, stating that the company is now operating from a position of strength. Management's focus has been on enhancing operational infrastructure and efficiency, yielding tangible financial results.
AtlasClear also continues to push forward with its strategic initiatives, including ongoing development of its technology platform and a proposed acquisition of Commercial Bancorp of Wyoming, pending regulatory approvals. The company will discuss its financial performance in greater detail during its upcoming earnings call, scheduled for February 13, 2026, at 8:30 AM ET.
MWN-AI** Analysis
AtlasClear Holdings, Inc. has reported impressive financial results for the fiscal second quarter of 2026, showcasing an 84% year-over-year revenue increase to $5.1 million. This remarkable growth not only highlights the company's accelerating operational momentum but also signifies a shift towards profitability, with a net income of $6.8 million largely attributed to enhanced commission activities and operational efficiencies.
A significant milestone for AtlasClear is the transformation of stockholders’ equity from a negative position to a positive $21.7 million, marking an increase of approximately $60 million since fiscal year-end 2024. This shift speaks volumes about the company's financial health and disciplined capital management. The company’s robust liquidity, showcased by $46.2 million in cash and restricted cash, provides a solid cushion for operational stability and growth investments.
The robust performance of its subsidiary, Wilson-Davis & Co., is crucial to the company’s success, with net capital exceeding regulatory requirements by $14.4 million. Such metrics indicate strong operational health, making AtlasClear a more attractive risk for investors. Additionally, strategic efforts to broaden brokerage offerings—particularly through correspondent clearing relationships and expanded services—position AtlasClear well in the competitive financial services market.
Investors should closely monitor the upcoming earnings call scheduled for February 13, 2026, which may provide further insights into growth strategies, operational enhancements, and potential future catalysts, including the anticipated acquisition of Commercial Bancorp of Wyoming.
In conclusion, AtlasClear Holdings is emerging from a turnaround phase marked by exceptional revenue growth and improved equity dynamics. Given the company’s strategic positioning and operational improvements, it presents a compelling opportunity for investors looking to capitalize on the evolving financial services landscape. However, potential investors should remain mindful of inherent market risks and the need for ongoing operational vigilance.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
-Revenue Increased 84% Year Over Year, Reflecting Accelerating Operating Momentum-
-Stockholders’ Equity Turned Positive to $21.7 Million, Representing an Increase of ~$60 Million Compared to Fiscal Year-End 2024-
-Liquidity Strengthened With $46.2 Million in Cash and Restricted Cash, Enhancing Financial Flexibility-
-Wilson-Davis Net Capital Exceeded Regulatory Requirements by $14.4 Million, Underscoring Platform Strength-
-Earnings Call Scheduled for Friday, February 13, 2026, at 8:30 AM ET-
TAMPA, Fla., Feb. 13, 2026 (GLOBE NEWSWIRE) -- AtlasClear Holdings, Inc. (NYSE American: ATCH) (“AtlasClear” or the “Company”), a technology-enabled financial services platform modernizing trading, clearing, settlement, and banking infrastructure, today announced financial results for its fiscal second quarter ended December 31, 2025. The Company will host its earnings conference call this morning at 8:30 AM Eastern Time.
Fiscal Second Quarter 2026 Financial Highlights
(Quarter Ended December 31, 2025)
- Revenue increased 84% year over year to $5.1 million, compared to $2.7 million in the prior-year quarter.
- Net income totaled $6.8 million, primarily driven by operating growth and non-cash fair value adjustments.
- Stockholders’ equity increased to $21.7 million, compared to a deficit of $(6.8) million as of June 30, 2025, representing an improvement of approximately $59.8 million compared to fiscal year-end June 30, 2024.
- Cash and restricted cash totaled $46.2 million at quarter end.
- Wilson-Davis & Co., Inc. delivered strong operating performance, supported by growth in commissions, stock locate services, and clearing-related activity, and ended the quarter with net capital of $14.7 million.
Management Commentary:
“Over the past year, we have remained focused on strengthening our operational infrastructure, improving efficiency, and reinforcing our capital position,” said Craig Ridenhour, President of AtlasClear Holdings. “Those efforts are now translating into measurable financial results, including top-line revenue growth and broader utilization of our platform. Wilson-Davis continues to execute consistently and serves as the operational engine of our integrated clearing and financial services strategy.”
“This quarter represents a clear turning point for the Company,” said John Schaible, Executive Chairman, AtlasClear Holdings. “We exited the year with positive stockholders’ equity and substantially strengthened liquidity. Importantly, the nearly $60 million improvement in stockholders’ equity since fiscal year-end 2024 reflects the disciplined capital actions and operating progress made over the past twelve months. AtlasClear is now operating from a position of strength as we continue to scale initiatives already underway and further establish our role as a modern financial infrastructure provider.”
Operating Performance
Fourth-quarter revenue growth was driven primarily by increased commission activity, expanded stock locate and fully paid lending services, and Wilson-Davis serving as a selling agent in at-the-market offerings. These drivers reflect higher client activity and broader utilization of the platform’s service offerings.
Expenses increased in line with revenue growth, reflecting higher variable compensation, clearing and data processing costs associated with expanded services, and stock-based compensation related to new executive employment agreements.
Liquidity and Capital Resources
As of December 31, 2025:
- Cash and cash equivalents totaled $23.1 million.
- Total cash and restricted cash amounted to $46.2 million.
- Total assets increased to $77.6 million, compared to $60.9 million as of June 30, 2025.
During the fourth quarter, the Company completed a $20 million financing, consisting of a $10 million secured convertible note and a $10 million equity unit offering. Management believes these proceeds, together with anticipated cash flows from operations, provide sufficient liquidity to support operations for at least the next twelve months.
Strategic Progress
During the quarter, AtlasClear continued to expand correspondent clearing relationships, stock loan and margin-related services, and ancillary clearing offerings. Development of the AtlasClear technology platform remains ongoing, alongside progress toward the proposed acquisition of Commercial Bancorp of Wyoming, subject to regulatory approvals.
Earnings Call Information
Date: February 13, 2026
Time: 8:30 AM Eastern Time
Webcast: https://viavid.webcasts.com/starthere.jsp?ei=1752655&tp_key=3ac483b8a5
Dial-In: 1-877-407-0752 or 1-201-389-0912
About AtlasClear Holdings, Inc.
AtlasClear Holdings, Inc. (NYSE American: ATCH) is building a cutting-edge, technology-enabled financial services platform designed to modernize trading, clearing, settlement, and banking for emerging financial institutions and fintechs. Through its subsidiary Wilson-Davis & Co., Inc., a full-service correspondent broker-dealer registered with the SEC and FINRA, and its pending acquisition of Commercial Bancorp of Wyoming, AtlasClear seeks to deliver a vertically integrated suite of brokerage, clearing, risk management, regulatory, and commercial banking solutions. For more information, follow us on LinkedIn or X and visit www.atlasclear.com.
Forward-Looking Statements
This communication contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, that reflect AtlasClear Holdings’ current views with respect to, among other things, its future operations and financial performance. Forward-looking statements in this communication may be identified by the use of words such as "anticipate," "assume," "believe," "continue," "could," "estimate," "expect," "foreseeable," "future," "intend," "may," "outlook," "plan," "potential," "proposed," "predict," "project," "seek," "should," "target," "trends," "will," "would" and similar terms and phrases. Forward-looking statements contained in this communication include, but are not limited to, statements as to (i) the Company’s expectations regarding planned future growth and financial results, (ii) AtlasClear Holdings’ expectations regarding future financings, (iii) AtlasClear Holdings’ expectations as to future operational results, (iv) AtlasClear Holdings’ anticipated growth strategy, including its planned acquisition of Commercial Bancorp of Wyoming, and (v) the financial technology of AtlasClear Holdings. Forward-looking statements are based on current expectations and assumptions that are subject to risks and uncertainties, many of which are beyond the Company’s control. Actual results may differ materially from those anticipated. For additional details regarding risks and uncertainties, please refer to AtlasClear Holdings’ filings with the SEC, including its Form 10-Q for the quarter ended September 30, 2025, and its Annual Report on Form 10-K filed September 29, 2025. AtlasClear Holdings undertakes no obligation to update or revise forward-looking statements, except as required by law.
Company Contact:
AtlasClear Holdings, Inc.
Email: AtlasClearIR@atlasclear.com
Investor Relations Contact:
Jeff Ramson, CEO
PCG Advisory, Inc.
Email: jramson@pcgadvisory.com
FAQ**
How do the impressive financial results of AtlasClear Holdings, Inc. (Airtouch Comm Inc ATCH) for Q2 2026 position it relative to competitors in the technology-enabled financial services sector?
What factors contributed to the 84% year-over-year revenue growth for Airtouch Comm Inc ATCH, and how sustainable is this growth moving forward?
With stockholders' equity turning positive for Airtouch Comm Inc ATCH, what strategic initiatives are planned to further enhance this financial strength in the upcoming quarters?
Given the successful strengthening of liquidity at Airtouch Comm Inc ATCH, how does the management plan to utilize the $46.2 million in cash and restricted cash for growth and operational scalability?
**MWN-AI FAQ is based on asking OpenAI questions about Airtouch Comm Inc (NYSE: ATCH).
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