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XCF Global (SAFX) earnings and revenue breakdown
Latest: Q2 2026 · 10-Q filed Aug 17, 2026 · XCF Global (SAFX) Q2 2026 earnings results →
Q2 2026 Revenue down 90% year over year to $691K · operating margin -833.2%
XCF Global made $691K in Q2 2026 (-90% Y/Y): Renewable Diesel Products $562K, Naphtha Product Sales $129K. Operating margin -833.2%, net loss $14.1M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 17, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $691K in Q2 2026, down 89% year over year and up 98% from the previous quarter. Renewable Diesel Products was the largest line at 81% of revenue. Renewable Diesel Products lost $2.8M year over year (down 83%), 48% of the total change.
Gross margin was 40.0%. Operating costs exceeded revenue by $5.8M, an operating margin of -833.2%. The quarter ended with a net loss of $14.1M, narrower than the previous quarter's $17.8M loss. Net interest and other expense of $8.4M was the main reason.
Operating cash flow was −$6.4M. Working capital and other items added $7.8M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 17, 2026 | $691K | -90% | -833.2% | −$14.1M | −$6.4M |
| Q1 2026 | 10-Q | May 15, 2026 | $349K | — | n/m | −$17.8M | −$4.3M |
| Q4 2025 | 10-K | Mar 31, 2026 | $4.7M | — | -405.0% | −$16.3M | −$4.1M |
| Q3 2025 | 10-Q | Nov 14, 2025 | $9.6M | — | -90.3% | −$12.5M | −$5.2M |
| Q2 2025 | 10-Q | Oct 16, 2025 | $6.6M | — | -522.8% | $110M | −$5.2M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About XCF Global
This description contains certain forward-looking statements that involve risks and uncertainties. Our actual results could differ materially from the results discussed in the forward-looking statements as a result of certain of the risks set forth herein. We assume no obligation to update any forward-looking statements contained herein. Unless otherwise stated herein or unless the context otherwise requires, the terms “ we ,” “ us ,” “ our ,” “ XCF ,” and the “ Company ” refer to XCF Global, Inc.
In its own words, from its 10-K, filed Mar 31, 2026.
XCF Global against its Industrial Organic Chemicals peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -90% against the peers' median +4%. Operating margin: -833.2% against the peers' median 15.9%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| SAFX XCF Global | Q2 2026 | $691K | -90% | -833.2% |
| LYB LyondellBasell Industries N.V. | Q3 2026 | $8.5B | +10% | 12.6% |
| WLK Westlake | Q3 2026 | $3.0B | +5% | 1.4% |
| IFF International Flavors & Fragrances | Q3 2026 | $1.9B | +4% | 8.2% |
| Union Carbide | Q3 2026 | $1.5B | +38% | 29.6% |
| NEU Newmarket | Q3 2026 | $717M | +4% | 20.0% |
| GPRE Green Plains | Q3 2026 | $496M | -2% | 18.7% |
| SXT Sensient Technologies | Q3 2026 | $456M | +11% | 15.9% |
| WLKP Westlake Chemical Partners LP | Q3 2026 | $314M | +2% | 30.4% |
Source: XCF Global 10-Q on SEC EDGAR · CIK 2019793 · Industrial Organic Chemicals
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History
Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results