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SAFXXCF Global, Inc. Class A Common Stock
$0.47$109M
Overview & Verdict
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SAFX logoXCF Global, Inc. Class A Common Stock(SAFX)Earnings, Financials & Key Ratios

SAFX•NASDAQ
$0.47
0.9× P/E·Price updated Jul 7, 2026
SectorEnergyIndustryOil & Gas E&PSub-IndustryEnergy transition and low carbon fuels
AboutXCF Global, Inc. is a pioneering sustainable aviation fuel (SAF) company dedicated to accelerating the aviation industry's transition to net-zero emissions. The company develops and operates state-of-the-art clean fuel SAF production facilities designed for high compliance, reliability, and quality. XCF is actively building partnerships across energy and transportation sectors to scale SAF adoption globally. Their New Rise Reno facility began commercial production in February 2025, with a capacity of 38 million gallons of neat SAF per year, and they are expanding production sites in Nevada, North Carolina, and Florida.Show more
  • Revenue$21M
  • EBITDA-$49M-129.5%
  • Net Income$74M+407.0%
  • EPS (Diluted)0.52+116.4%
  • Gross Margin-18.11%
  • EBITDA Margin-233.45%
  • Operating Margin-234.07%
  • Net Margin355.52%
  • ROE342.69%+299.0%

SAFX Price & Volume

XCF Global, Inc. Class A Common Stock (SAFX) stock price & volume — 10-year historical chart

Loading chart...

Structural Margin Deficits Threaten Operational Liquidity Continuity

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Imminent liquidity and solvency

Key Thesis Takeaways

  • XCF Global faces a precarious transition from development to commercial-scale production, characterized by extreme revenue volatility and persistent negative gross margins.
  • The company's reliance on heavy fixed-asset infrastructure, evidenced by $398.4 million in net property, plant, and equipment, creates significant operational rigidity.
  • Investors should monitor the company's ability to secure additional financing, as the current cash position of $1.0 million is insufficient to support ongoing operations and planned expansion projects.

Verdict Logic

Negative: The company's current ratio of 0.02 and minimal cash reserves of $1.0 million suggest an imminent risk of insolvency or highly dilutive financing requirements.

SAFX Growth Metrics

XCF Global, Inc. Class A Common Stock (SAFX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years-
3 Years-
TTM-

Profit CAGR

10 Years-
5 Years-
3 Years119.67%
TTM737.92%

EPS CAGR

10 Years-
5 Years-
3 Years27.65%
TTM140.01%

Return on Capital

10 Years-44.43%
5 Years-44.43%
3 Years-73.43%
Last Year-55.33%

SAFX Recent Earnings

XCF Global, Inc. Class A Common Stock (SAFX) EPS & revenue vs analyst estimates — last 2 quarters

Full history →
●Beat EPS 1/2 qtrs (50%)●Beat Revenue 1/2 qtrs (50%)
Q2 2026Latest
May 15, 2026
Metric
Actual
Est
EPS
$0.07-40.0%
$0.05
Rev
$348,688+0.0%
$348,688
Q2 2026
Apr 3, 2026
Metric
Actual
Est
EPS
$0.96+1166.7%
$0.09
Rev
$5M+20.5%
$4M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 15, 2026
$0.07vs $0.05-40.0%
$348,688vs $348,688+0.0%
Q2 2026Apr 3, 2026
$0.96vs $0.09+1166.7%
$5Mvs $4M+20.5%
Based on last 2 quarters of dataView full earnings history →

Latest SAFX News

Recent stock market news and headlines for XCF Global, Inc. Class A Common Stock (SAFX)

Accesswire·Jun 24, 2026
XCF Global Advances Toward Initial Renewable Diesel Production with Planned Transition to SAF Amid Global Fuel Market Volatility

Jet fuel and diesel prices up sharply in 2026, with jet fuel ~70% higher year-over-year and U.S. diesel prices rising ~50%+, reflecting global supply disruptions HOUSTON, TX / ACCESS Newswire / June 24, 2026 / XCF Global, Inc. ("XCF") (NASDAQ:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today provided an update on the advancement of its New Rise Renewables Reno facility as it progresses toward initial production during a period of heightened volatility across global fuel markets. XCF expects the facility to initially produce renewable diesel during its startup and optimization phase, with the capability to transition into sustainable aviation fuel ("SAF") production as part of its planned operating configuration.

Accesswire·Jun 19, 2026
XCF Global Terminates Equity Purchase Agreement, Reducing Potential Dilution and Market Overhang

Approximately 55 million shares previously reserved for issuance are no longer reserved Reduced related potential dilution and associated market overhang Company retains flexibility to pursue financing alternatives as it deems appropriate Reinforces disciplined capital management and shareholder-aligned financing strategy HOUSTON, TX / ACCESS Newswire / June 19, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF") XCF Global, Inc. today announced it has terminated its previously disclosed equity purchase agreement, dated May 30, 2025, with Helena Global Investment Opportunities I Ltd. Upon termination of the agreement, approximately 55 million shares of common stock previously reserved for issuance to the investor thereunder are no longer reserved.

Accesswire·Jun 16, 2026
XCF Global Advances New Rise Reno Production-Start Sequence with Catalyst Activation Underway

Final commissioning activities progressing as facility advances toward initial renewable fuel production HOUSTON, TX / ACCESS Newswire / June 16, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF") XCF Global, Inc. today announced that its New Rise Renewables Reno facility has advanced its production-start sequence, following the previously announced successful receipt and loading of process catalyst announced earlier this month. The facility is currently progressing through reformer startup activities, which are required to begin catalyst activation.

Peers Comparison

Key metrics vs top competitors for XCF Global, Inc. Class A Common Stock (SAFX)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
SAFX logoSAFXXCF Global, Inc. Class A Common StockCurrent
$0.47$108.77M0.90—355.52%342.69%—
IMXI logoIMXIInternational Money Express, Inc.
$14.59$439.08M13.51-7.72%5.27%16.51%—
QXO logoQXOQXO, Inc.
$15.25$11.06B-24.2111930.66%-6.02%-5.2%—
FLYW logoFLYWFlywire Corporation
$18.55$2.21B168.6426.59%6.65%5.87%—
WU logoWUThe Western Union Company
$7.95$2.49B5.20-4%10.89%47.95%—
RPAY logoRPAYRepay Holdings Corporation
$4.04$355.87M-1.35-1.21%-82.73%-46.64%—

Compare SAFX vs Peers

XCF Global, Inc. Class A Common Stock (SAFX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs IMXI

Most directly comparable listed peer for SAFX.

Scale Benchmark

vs V

Larger-name benchmark to compare SAFX against a more recognizable public peer.

Peer Set

Compare Top 5

vs IMXI, QXO, FLYW, WU

SAFX SEC Filings & Documents

XCF Global, Inc. Class A Common Stock (SAFX) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jun 17, 2026·SEC

Material company update

Jun 12, 2026·SEC

Material company update

May 29, 2026·SEC

10-K Annual Reports

1
FY 2026

Mar 31, 2026·SEC

10-Q Quarterly Reports

4
FY 2026

May 15, 2026·SEC

FY 2025

Nov 14, 2025·SEC

FY 2025

Oct 16, 2025·SEC

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SAFX Frequently Asked Questions

XCF Global, Inc. Class A Common Stock (SAFX) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is XCF Global, Inc. Class A Common Stock's revenue?

XCF Global, Inc. Class A Common Stock (SAFX) reported $21.2M in revenue for fiscal year 2025.

Is SAFX profitable?

Yes, XCF Global, Inc. Class A Common Stock (SAFX) is profitable, generating $63.7M in net income for fiscal year 2025 (355.5% net margin).

Dividend & Returns
What is SAFX's return on equity?

XCF Global, Inc. Class A Common Stock (SAFX) has a return on equity (ROE) of 342.7%. This is excellent, indicating efficient use of shareholder capital.

What is XCF Global, Inc. Class A Common Stock's free cash flow?

XCF Global, Inc. Class A Common Stock (SAFX) had negative free cash flow of $26.7M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in SAFX back in 2021?

Total return calculator · dividends reinvested · 5+ years of data

See returns →