XCF Global, Files First Form 10 - K
Rhea-AI Summary
XCF Global (Nasdaq:SAFX) announced the filing of its first Annual Report on Form 10-K with the U.S. Securities and Exchange Commission on April 1, 2026, marking a milestone in the company's development as a publicly traded sustainable aviation fuel producer.
The filing is available on the SEC EDGAR site and on XCF Global's investor relations website; management framed the filing as evidence of foundation-building for long-term growth and transparency for shareholders.
Positive
- None.
Negative
- None.
News Market Reaction – SAFX
On the day this news was published, SAFX gained 10.31%, reflecting a significant positive market reaction. Argus tracked a peak move of +6.2% during that session. Argus tracked a trough of -18.7% from its starting point during tracking. Our momentum scanner triggered 13 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $8M to the company's valuation, bringing the market cap to $88.97M at that time.
Data tracked by StockTitan Argus on the day of publication.
Market Reality Check
Peers on Argus
SAFX fell 5.48% while peers were mixed: NXXT up 1.41%, SUUN up 4.13%, VGAS down 13.69%, STEM down 1.23%. Only VGAS showed momentum scanner activity, suggesting today’s move is stock-specific rather than a coordinated sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Mar 23 | Conference highlights | Positive | -4.5% | CEO presentation emphasizing renewable energy security and SAF scaling strategy. |
| Mar 23 | Market commentary | Positive | -4.5% | Commentary on Middle East conflict, tight jet fuel markets, and SAF opportunity. |
| Mar 10 | Capital raise update | Negative | -11.7% | Stockholder approval for large issuance and detailed EEME equity financing terms. |
| Jan 28 | Biomass-to-jet deal | Positive | -37.1% | DevvStream collaboration on biomass-to-fuels validation and potential merger pathway. |
| Jan 26 | Merger term sheet | Positive | +4.7% | Binding three-party merger term sheet to build integrated low-carbon fuels platform. |
Recent XCF headlines, including strategy and financing updates, often coincided with negative price reactions, even when news appeared operationally or strategically positive.
Over the last few months, XCF has focused on scaling sustainable aviation fuel via its New Rise Reno facility and a proposed three-party merger. On Jan 26, a binding term sheet for the merger saw shares rise 4.66%. Later financing and capital-raise updates around EEME’s investment on Mar 10 triggered an 11.72% decline, while SAF market commentary and conference coverage on Mar 23 aligned with a 4.51% drop. Today’s first Form 10‑K filing sits against this backdrop of restructuring, capital needs, and mixed market reception.
Market Pulse Summary
The stock surged +10.3% in the session following this news. A strong positive reaction aligns with XCF’s push to formalize its public-company disclosure through the first Form 10‑K. The filing followed months of merger planning, large registered share blocks, and complex financing tied to the New Rise Reno SAF facility. Investors evaluating any outsized move would likely weigh this regulatory milestone against previously disclosed operational challenges, significant equity issuance capacity, and prior news that often saw negative follow‑through despite seemingly constructive strategic updates.
Key Terms
form 10-k regulatory
sustainable aviation fuel technical
edgar regulatory
AI-generated analysis. Not financial advice.
HOUSTON, TX / ACCESS Newswire / April 1, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX) a U.S. based sustainable aviation fuel (SAF) producer decarbonizing the aviation industry today announced the filing of its first Annual Report on Form 10-K with the U.S. Securities and Exchange Commission, making an important milestone in the Company's development as a public company.
"Filing our first Form 10-K is an important milestone in XCF Global's evolution as a publicly traded company and reflects the progress we've made in building a strong foundation for long-term growth" said Chris Cooper, Chief Executive Offer of XCF Global. "As demand for sustainable aviation fuel continues to accelerate, our mission to help decarbonize global aviation by scaling SAF production, operating with discipline, and maintaining transparency for our shareholders."
The Company's Form 10-K is available on the SEC's EDGAR website at www.sec.gov and on XCF Global's Investor Relations website at XCF Global, Inc. - Investors - Financials - SEC Filings
About XCF Global, Inc.
XCF Global, Inc. ("XCF") is an emerging sustainable aviation fuel company dedicated to accelerating the aviation industry's transition to net-zero emissions. Our flagship facility, New Rise Renewables Reno, has a permitted nameplate production capacity of 38 million gallons per year, positioning XCF as an early mover among large-scale SAF producers in North America. XCF is working to advance a pipeline of potential expansion opportunities in Nevada, North Carolina, and Florida, and to build partnerships across the energy and transportation sectors to scale SAF globally. XCF is listed on the Nasdaq Capital Market and trades under the ticker, SAFX.
To learn more, visit XCF.Global
Contacts
XCF Global: Corporate Comms
media@xcf.global
Cautionary Note Regarding Forward-Looking Statements
This Press Release includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as "may", "should", "expect", "intend", "will", "estimate", "anticipate", "believe", "predict", "potential" or "continue", or the negatives of these terms or variations of them or similar terminology. These forward-looking statements, including, without limitation, statements regarding XCF Global's expectations with respect to future performance and anticipated financial impacts of the recently completed business combination with Focus Impact BH3 Acquisition Company (the "Business Combination"), estimates and forecasts of other financial and performance metrics, and projections of market opportunity and market share, are subject to risks and uncertainties, which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by XCF Global and its management, are inherently uncertain and subject to material change. These forward-looking statements are provided for illustrative purposes only and are not intended to serve as and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. New risks and uncertainties may emerge from time to time, and it is not possible to predict all risks and uncertainties. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) changes in domestic and foreign business, market, financial, political, and legal conditions; (2) unexpected increases in XCF Global's expenses, including manufacturing and operating expenses and interest expenses, as a result of potential inflationary pressures, changes in interest rates and other factors; (3) the occurrence of any event, change or other circumstances that could give rise to the termination of negotiations and any agreements with regard to XCF Global's offtake arrangements; (4) the outcome of any legal proceedings that may be instituted against the parties to the Business Combination or others; (5) XCF Global's ability to regain compliance with Nasdaq's continued listing standards and thereafter continue to meet Nasdaq's continued listing standards; (6) XCF Global's ability to integrate the operations of New Rise and implement its business plan on its anticipated timeline; (7) XCF Global's ability to raise financing to fund its operations and business plan and the terms of any such financing; (8) the New Rise Reno production facility's ability to produce the anticipated quantities of SAF without interruption or material changes to the SAF production process; (9) the New Rise Reno production facility's ability to produce renewable diesel in commercial quantities without interruption during the ongoing SAF ramp-up process; (10) XCF Global's ability to resolve current disputes between its New Rise subsidiary and its landlord with respect to the ground lease for the New Rise Reno facility; (11) XCF Global's ability to resolve current disputes between its New Rise subsidiary and its primary lender with respect to loans outstanding that were used in the development of the New Rise Reno facility; (12) payment of fees, expenses and other costs related to the completion of the Business Combination and the New Rise acquisitions; (13) the risk of disruption to the current plans and operations of XCF Global as a result of the consummation of the Business Combination; (14) XCF Global's ability to recognize the anticipated benefits of the Business Combination and the New Rise acquisitions, which may be affected by, among other things, competition, the ability of XCF Global to grow and manage growth profitably, maintain relationships with customers and suppliers and retain its management and key employees; (15) changes in applicable laws or regulations; (16) risks related to extensive regulation, compliance obligations and rigorous enforcement by federal, state, and non-U.S. governmental authorities; (17) the possibility that XCF Global may be adversely affected by other economic, business, and/or competitive factors; (18) the availability of tax credits and other federal, state or local government support; (19) risks relating to XCF Global's and New Rise's key intellectual property rights, including the possible infringement of their intellectual property rights by third parties; (20) the risk that XCF Global's reporting and compliance obligations as a publicly-traded company divert management resources from business operations; (21) LOIs and MOUs may not advance to definitive agreements or commercial deployment; (22) the effects of increased costs associated with operating as a public company; and (23) various factors beyond management's control, including general economic conditions and other risks, uncertainties and factors set forth in XCF Global's filings with the Securities and Exchange Commission ("SEC"), including its most recent Annual Report on Form 10-K filed with the SEC on March 31, 2026. If any of the risks actually occur, either alone or in combination with other events or circumstances, or XCF Global's assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. There may be additional risks that XCF Global does not presently know or that it currently believes are not material that could also cause actual results to differ from those contained in the forward-looking statements. In addition, forward-looking statements reflect XCF Global's expectations, plans or forecasts of future events and views as of the date of this Press Release. These forward-looking statements should not be relied upon as representing XCF Global's assessments as of any date subsequent to the date of this Press Release. Accordingly, undue reliance should not be placed upon the forward-looking statements. While XCF Global may elect to update these forward-looking statements at some point in the future, XCF Global specifically disclaims any obligation to do so.
SOURCE: XCF Global, Inc.
View the original press release on ACCESS Newswire