10-Q quarterly report · filed May 15, 2026

XCF Global, Inc. (SAFX) Q1 2026 10-Q Quarterly Report

Short answer

XCF Global, Inc. (SAFX) filed its Q1 2026 10-Q quarterly report on May 15, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $348,688 with net income of −$18M.

Q1 2026 key financials · XBRL

Revenue
$348,688
Net income
−$18M
−291906.8% YoY
Operating margin
-2964.7%
EPS (diluted)
−$0.07
+99.9% YoY

Source: XBRL data from the XCF Global, Inc. (SAFX) Q1 2026 10-Q on SEC EDGAR. USD.

XCF Global, Inc. Q1 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue and YoY change not stated in provided MD&A excerpt
  • Profitability percentages not stated; renewable diesel inventory net realizable value $0 during SAF conversion
  • New Rise Reno worst performance: approximately 2,000 barrels per day, 20% below nameplate capacity
  • GNCU Loan current amount approximately $32.5M, excluding $2.8M penalties; Ground Lease arrears $34.33M
  • SAF production expected to resume as early as Q2 2026; GNCU and Twain financing and payment disputes remain headwinds

Risk Factors

  • New transaction risk triggered by April 13, 2026 BCA with DevvStream and Southern, subject to closing conditions and fairness opinions
  • Regulatory and legal risk from potential transaction litigation, which could enjoin completion and impose substantial costs
  • Operational risk from transaction-related management diversion, potentially weakening day-to-day business execution
  • Liquidity risk from significant transaction expenses, including financial, legal, accounting, and advisory fees
  • Debt risk from unresolved GNCU defaults, with approximately $130.7 million accelerated balance as of August 5, 2025

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.