Cheetah Net 2025 Q3 Earnings Narrowed Losses by 47.4% to $0.82 per Share

Cheetah Net Supply Chain Service (CTNT) reported fiscal 2025 Q3 earnings on Nov 7, 2025, with a 491.3% year-over-year revenue surge to $361,935. The company narrowed its net loss per share by 47.4% to $0.82 and expects liquidity to suffice for at least 12 months, per management.

Revenue

Cheetah Net’s logistics and warehousing revenue surged 491.3% to $361,935, driven by contributions from Edward Transit Express Group (11.6% of total revenue) and TW & EW Services (88.4%). Revenue from Edward declined 31.5% to $41,935 due to lingering U.S.-China trade tensions, while TWEW’s segment contributed $320,000.

Earnings/Net Income

The company narrowed its net loss to $1.31 million (27.6% reduction from $1.82 million in 2024 Q3), with EPS improving to -$0.82 from -$1.56. Despite a $731,307 goodwill impairment charge, cost-cutting measures and interest income offset losses. Despite a significant operating loss, the company’s proactive measures led to a 47.4% reduction in net loss per share, indicating progress in cost management.

Price Action

Cheetah Net’s stock surged 6.20% on the latest trading day but fell 11.04% for the week and 25.54% month-to-date.

Post-Earnings Price Action Review

While the stock rallied briefly post-earnings, sustained volatility reflects market skepticism about the company’s long-term recovery. The 491.3% revenue jump contrasts with a $1.31 million net loss, highlighting unresolved operational challenges. Investors remain cautious, as U.S.-China trade dynamics and logistics demand uncertainty persist.

CEO Commentary

CEO Tony Liu emphasized ongoing challenges from U.S.-China trade tensions, which have depressed cross-border logistics demand. He noted proactive steps to optimize operations, expand labor services, and leverage interest income from prior fundraising. Liu reiterated a disciplined approach to liquidity management, with confidence in sustaining operations for at least 12 months.

Guidance

Management expects logistics revenue to remain subdued for the remainder of 2025 but anticipates improved efficiency from cost controls and interest income. No explicit revenue or EPS targets were provided, but the company remains focused on stabilizing cash flows and minimizing further impairments.

Additional News

1. M&A Activity: Cheetah Net acquired TW & EW Services for $1 million in December 2024, integrating labor and logistics expertise to bolster its U.S. operations.

2. C-Level Changes: CFO Robert Cook resigned in August 2024 due to personal reasons, with CEO Tony Liu assuming interim CFO duties.

3. Capital Raise: The company closed a $1.49 million follow-on public offering in July 2024, funding interest income-generating short-term loans and operational expenses.