NASDAQ: KEEL

Keel Infrastructure Corp.

CIK 0001812477 · SIC 6199 · Finance Services

Small Revenue $229M Assets $1.4B as of Aug 16, 2026

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10-Q Filed Aug 10, 2026 · Period ending Jun 30, 2026 Red flag

KEEL: revenue $30.4M, net income -$65.0M. Keel (ex-Bitfarms) exits U.S. Bitcoin mining, pivots to HPC/AI; Q2 loss widens

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8-K Filed Aug 10, 2026 · Period ending Aug 10, 2026

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8-K Filed Jul 6, 2026 · Period ending Jul 5, 2026

Keel Infrastructure appoints Ganesh Aiyer as President to lead commercial expansion

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8-K Filed Jun 16, 2026 · Period ending Jun 11, 2026

Keel Infrastructure switches to PwC USA from PwC Canada following U.S. redomiciliation

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8-K Filed Jun 10, 2026 · Period ending Jun 9, 2026

Keel Infrastructure raises $458M via 1.25% convertible notes due 2032 at $7.41 conversion price

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8-K Filed Jun 5, 2026 · Period ending Jun 4, 2026

Keel prices $400M convertible notes offering, upsized from $350M, to fund data center growth

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8-K Filed Jun 4, 2026 · Period ending Jun 4, 2026

Keel Infrastructure announces $350M convertible notes offering to fund data center expansion

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10-Q Filed May 11, 2026 · Period ending Mar 31, 2026 Red flag

KEEL: revenue $37.0M, net income -$145.4M. Keel (ex-Bitfarms) pivots to HPC/AI data centers, exits Bitcoin mining amid Q1 loss

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10-K Filed Mar 31, 2026 · Period ending Dec 31, 2025

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424B3 Filed Jan 28, 2025

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Latest financial statements

From 10-Q filed Aug 10, 2026 (period ending Jun 30, 2026). SEC XBRL (companyfacts) — not generated by the model.

SEC XBRL

Consolidated Statements of Operations (Unaudited)

Description Q2 ended Jun 30, 2026 Q2 ended Jun 30, 2025
Revenue:
Total revenue / net sales 30.4 60.9
Cost of revenue / cost of sales 117.2 64.8
Gross profit (86.8) (3.9)
Operating expenses:
Demand creation / marketing 0.4 1.1
Operating overhead 31.3 19.4
Other operating expenses, net 22.3
Operating income (140.8) 10.8
Interest expense 2.1 1.6
Other income/(expense), net (1.0) (0.3)
Income before income taxes (63.9) 13.2
Income tax expense/(benefit) 0.02
Income from continuing operations (64.0) 13.2
Discontinued operations, net of tax (1.0) (18.7)
Net income (65.0) (5.5)
Basic earnings per share (0.11) (0.01)
Diluted earnings per share (0.11) (0.01)

Consolidated Balance Sheets (Unaudited)

Description Jun 30, 2026 Dec 31, 2025
Current assets:
Cash and equivalents 715.5 573.5
Restricted cash 53.4 57.5
Accounts receivable, net 5.0 5.5
Inventories 8.9 8.7
Other current assets 4.3 2.8
Current assets of discontinued operations 15.9 28.7
Total current assets 896.5 826.5
Property, plant and equipment, net 287.1 358.3
Operating lease right-of-use assets, net 10.2 11.1
Identifiable intangible assets, net 2.9 3.0
Other assets 1.6 1.6
Other long-term assets 217.5 95.9
TOTAL ASSETS 1,416 1,296
Current liabilities:
Current portion of long-term debt 6.8 97.0
Accounts payable 18.3 16.3
Current portion of operating lease liabilities 1.4 1.5
Accrued liabilities 16.7 18.7
Other current liabilities 12.0 14.6
Total current liabilities 55.1 148.1
Long-term debt 1,019 572.4
Operating lease liabilities 9.2 10.6
Deferred income taxes and other liabilities 0.07 0.07
Total liabilities 1,087 736.0
Shareholders' equity:
Common stock 0.6 0.6
Capital in excess of stated value 1,151 1,172
Retained earnings (deficit) (822.8) (612.5)
Total shareholders' equity 328.7 560.4
TOTAL LIABILITIES AND SHAREHOLDERS' EQUITY 1,416 1,296

Consolidated Statements of Cash Flows (Unaudited)

Description Six months ended Jun 30, 2026 Six months ended Jun 30, 2025
Operating Activities:
Net cash from operating activities (117.6) (93.7)
Investing Activities:
Net cash from investing activities (40.9) 74.0
Financing Activities:
Net cash from financing activities 296.4 70.6
Effect of exchange rate changes 0.05 0.04
Net increase/(decrease) in cash 137.9 50.9

Amounts in millions USD; EPS as reported. Line labels are presentation-friendly mappings of filer XBRL tags — not a re-audit of the full statements. Use EDGAR for interactive notes and detail. Interactive statements & notes on EDGAR ↗

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