AtlasClear Holdings Reports Strong Revenue Growth and Improved Financial Health

AtlasClear Holdings, a financial services company, reported a significant increase in its fiscal 2026 revenues, marking a substantial turnaround for the firm. According to the company, total revenues for the fiscal year ended June 30, 2026, amounted to approximately $20.1 million, a 85% increase from the $10.9 million reported in the previous fiscal year. This growth was bolstered by an 85% increase in total revenues plus interest income, reaching approximately $21.9 million from $12.9 million in the prior year.

The company's success can be attributed to the growth of its core commission business and the introduction of new revenue streams. Commission revenue increased by approximately 56% to $9.3 million, while stock locate fees, a new business line launched during the fiscal year, surged to $6.8 million from just $0.3 million. These fees now account for approximately 34% of total revenues, up from 45% in the previous fiscal year. Non-commission revenue lines now represent about 54% of total revenues, a significant shift from 45% in fiscal 2025.

AtlasClear Holdings also reported a second consecutive year of positive net income, with an estimated $2.0 million in earnings. The company's cash position improved dramatically, with cash and cash equivalents more than doubling to approximately $15.4 million from $7.5 million a year earlier. Total stockholders' equity stood at approximately $21.1 million, compared to a deficit of $6.8 million in the previous fiscal year. Total liabilities decreased by approximately $17.6 million, to $50.1 million.

At the broker-dealer subsidiary, AtlasClearing, Inc., net capital increased by approximately 28% year-over-year to $14.4 million, well above the $10 million excess net capital threshold required by the National Securities Clearing Corporation. The company signed agreements with six new correspondent broker-dealers, though no meaningful revenue from these relationships was reflected in the fiscal 2026 results.

John Schaible, Executive Chairman of AtlasClear Holdings, commented on the company's achievements: "Fiscal 2026 was a breakout year for AtlasClear. Revenue increased by approximately 85% to roughly $20.1 million, and including interest income, the business generated approximately $21.9 million. More than half of our revenue now comes from lines of business that barely existed two years ago, and we did it without an at-the-market program or an equity line."

Craig Ridenhour, President of AtlasClear Holdings and Chairman of AtlasClearing, Inc., added, "The operating story at AtlasClearing is one of execution. Commissions grew more than 50%, stock locate went from a standing start to nearly $7 million, and net capital finished the year up more than $3 million. Six new correspondents have signed, and none of their revenue is in these numbers yet. As those correspondents onboard, the customer assets and trading activity they bring will give us the ability to scale our stock loan business and to add new forms of interest income, including on margin balances, customer cash and securities lending, with only incremental expense."

AtlasClear Holdings expects to file its Annual Report on Form 10-K for the fiscal year ended June 30, 2026, and report its full fiscal 2026 financial results by September 28, 2026. The company also plans to host a conference call to discuss its fiscal 2026 results on the same day.