Short answer
XCF Global, Inc. (SAFX) filed its Q2 2026 10-Q quarterly report on Aug 17, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $690,881 (down 89.5% year over year) with net income of −$14M.
Q2 2026 key financials · XBRL
- Revenue
- $690,881
- −89.5% YoY · +98.1% QoQ
- Net income
- −$14M
- −113.7% YoY · +20.7% QoQ
- Operating margin
- -833.2%
- Gross margin
- 40.0%
- EPS (diluted)
- −$0.04
- −100.1% YoY · +42.9% QoQ
Source: XBRL data from the XCF Global, Inc. (SAFX) Q2 2026 10-Q on SEC EDGAR. USD.
XCF Global, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Renewable diesel production 886,400 gallons before August 6; customer fulfillment approximately 55,000 gallons daily
- GNCU Loan current amount approximately $32,500,000 plus approximately $2,800,000 penalties as of June 30, 2026
- Near-term outlook: SAF production expected to resume as early as fourth quarter 2026, with ramp-up and financing headwinds
Risk Factors
- Newly added transaction-completion risk triggered by April 13, 2026 BCA with DevvStream and Southern
- Most material update: P66 Agreement terminated May 1, 2026, with disputed feedstock ownership and amount owed
- Regulatory and legal risk: potential litigation could enjoin or delay Transactions and impose substantial costs
- Operational risk: Transactions divert management and resources from day-to-day operations
- Financial risk: GNCU Loan default remains unresolved, with $130,671,882.10 accelerated balance as of August 5, 2025
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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