10-Q quarterly report · filed Oct 16, 2025

XCF Global, Inc. (SAFX) Q2 2025 10-Q Quarterly Report

Short answer

XCF Global, Inc. (SAFX) filed its Q2 2025 10-Q quarterly report on Oct 16, 2025 for the quarter ended Jun 30, 2025. Quarterly revenue was $7M with net income of $103M.

Q2 2025 key financials · XBRL

Revenue
$7M
Net income
$103M
+1685460.8% QoQ
Operating margin
-612.3%
EPS (diluted)
$61.84
+201.4% QoQ

Source: XBRL data from the XCF Global, Inc. (SAFX) Q2 2025 10-Q on SEC EDGAR. USD.

XCF Global, Inc. Q2 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • April–June 2025 production approximately 1.9M gallons of SAF, renewable diesel, and renewable naphtha
  • Reno facility operated at approximately 50% SAF capacity during ramp-up
  • Renewable diesel production approximately 2,000 barrels per day, approximately 20% below nameplate capacity
  • SAF production expected to resume as early as Q1 2026, with timing and full-capacity operation uncertain
  • GNCU loan current-payment requirement approximately $25.3M plus $2.35M penalties; ground-lease obligations $23.7M as of September 30, 2025

Risk Factors

  • New lender-default risk triggered by August 6, 2025 acceleration notice for $130,671,882.10, despite withdrawal of acceleration
  • Reno production risk: SAF output suspended, with resumption expected as early as Q1 2026 after repeated maintenance-related downtime
  • Ground-lease legal risk: landlord alleges payment default and may terminate the lease or seize the sole operating facility
  • Funding risk: $410,891 cash and substantial doubt about going-concern status, with ELOC financing insufficient for operations and commitments
  • Market concentration risk: Phillips 66 is the only supply-and-offtake counterparty for current and planned facilities

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

Other XCF Global, Inc. quarterly reports

Ask about this quarter

Compare quarters, check guidance or see what insiders and funds did around the report.