NASDAQ: VIASP

Via Renewables, Inc.

CIK 0001606268 · SIC 4931 · Electric & Other Services Combined

Small Revenue $463M Assets $323M as of Aug 30, 2026

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8-K Filed Jun 1, 2026 · Period ending Jun 1, 2026

Via Renewables to redeem 1.9M Series A Preferred shares at $25 on June 30

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8-K Filed May 8, 2026 · Period ending May 6, 2026 Red flag

Via Renewables closes up to $300M credit facility with CEO-controlled entity backstop

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10-Q Filed Apr 30, 2026 · Period ending Mar 31, 2026

revenue $159.0M, net income $2.1M. Via Renewables Q1 profit drops 11.8% on winter storm; redeems preferred stock

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10-K/A Filed Apr 27, 2026 · Period ending Dec 31, 2025

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8-K Filed Apr 20, 2026 · Period ending Apr 20, 2026

Via Renewables to redeem 209,437 Series A Preferred shares at $25 on May 20

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10-K Filed Mar 5, 2026 · Period ending Dec 31, 2025

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10-Q Filed Nov 6, 2025 · Period ending Sep 30, 2025

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10-Q Filed May 1, 2025 · Period ending Mar 31, 2025

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10-K Filed Mar 6, 2025 · Period ending Dec 31, 2024

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Latest financial statements

From 10-Q filed Apr 30, 2026 (period ending Mar 31, 2026). As printed on the EDGAR/iXBRL face — not generated by the model.

As filed

Condensed Consolidated Statements of Operations (Unaudited)

(in thousands, except per share data)

Description Three months ended March 31, 2026 Three months ended March 31, 2025
Revenues:
Retail revenues 155,368 144,503
Net asset optimization gain (expense) 3,661 (2,249)
Other revenue 3
Total Revenues 159,029 142,257
Operating Expenses:
Retail cost of revenues 132,618 95,393
General and administrative 15,721 16,992
Depreciation and amortization 5,874 5,028
Total Operating Expenses 154,213 117,413
Operating income 4,816 24,844
Other (expense):
Interest expense (2,520) (1,818)
Interest and other (expense)/income (128) 37
Total other expenses (2,648) (1,781)
Income before income tax expense 2,168 23,063
Income tax expense 454 4,596
Net income 1,714 18,467
Less: Net (loss) income attributable to non-controlling interests (339) 9,669
Net income attributable to Via Renewables, Inc. stockholders 2,053 8,798
Less: Dividend on Series A Preferred Stock 1,597 2,328
Net income attributable to stockholders of Class A common stock 456 6,470
Net income (loss) attributable to Via Renewables, Inc. per share of Class A common stock
Basic 0.12 1.83
Diluted (0.01) 1.83
Weighted average shares of Class A common stock outstanding
Basic 3,792 3,533
Diluted 7,323 3,533

Condensed Consolidated Balance Sheets (Unaudited)

(in thousands, except share counts)

Description March 31, 2026 December 31, 2025
Assets
Current assets:
Cash and cash equivalents 50,591 41,760
Restricted cash 1,121
Accounts receivable, net of allowance for credit losses of $2,490 at March 31, 2026 and $2,670 at December 31, 2025 74,193 85,884
Accounts receivable—affiliates 5,926 6,265
Inventory 753 2,928
Fair value of derivative assets, net 3,007 2,565
Customer acquisition costs, net 8,038 7,761
Customer relationships, net 4,205 6,955
Deposits 3,955 4,903
Renewable energy credit asset 29,257 25,521
Other current assets 9,308 10,562
Total current assets 189,233 196,225
Property and equipment, net 5,916 6,447
Fair value of derivative assets, net (1) 482 711
Customer acquisition costs, net 3,171 3,101
Customer relationships, net 83 251
Deferred tax assets 1,619 1,839
Goodwill 120,343 120,343
Other assets 2,135 2,372
Total assets 322,982 331,289
Liabilities, Series A Preferred Stock and Stockholders' Equity
Current liabilities:
Accounts payable 29,421 40,938
Accounts payable—affiliates 571 663
Accrued liabilities 16,693 20,243
Renewable energy credit liability 15,972 13,040
Fair value of derivative liabilities, net 5,191 2,156
Other current liabilities 58 58
Total current liabilities 67,906 77,098
Long-term liabilities:
Fair value of derivative liabilities, net 728 55
Long-term portion of Senior Credit Facility 130,000 120,000
Total liabilities 198,634 197,153
Commitments and contingencies (Note 12)
Series A Preferred Stock, par value $0.01 per share, 20,000,000 shares authorized, 2,094,372 shares issued and outstanding at March 31, 2026 and 2,327,080 shares issued and outstanding at December 31, 2025 50,927 56,766
Stockholders’ equity:
Common Stock:
Class A common stock, par value $0.01 per share, 120,000,000 shares authorized, 3,792,493 shares issued and outstanding at March 31, 2026 and December 31, 2025 38 38
Class B common stock, par value $0.01 per share, 60,000,000 shares authorized, 3,530,836 shares issued and outstanding at March 31, 2026 and December 31, 2025 35 35
Additional paid-in capital 40,785 40,538
Accumulated other comprehensive loss (40) (40)
Retained earnings 25,494 27,110
Total stockholders’ equity 66,312 67,681
Non-controlling interest in Spark HoldCo, LLC 7,109 9,689
Total equity 73,421 77,370
Total liabilities, Series A Preferred Stock and Stockholders’ equity 322,982 331,289

Condensed Consolidated Statements of Cash Flows (Unaudited)

(in thousands)

Description Three months ended March 31, 2026 Three months ended March 31, 2025
Cash flows from operating activities:
Net income 1,714 18,467
Adjustments to reconcile net income to net cash flows provided by operating activities:
Depreciation and amortization expense 5,874 5,028
Deferred income taxes 220 2,030
Amortization of deferred financing costs 229 167
Bad debt expense 229 688
Gain on derivatives, net (9,086) (4,386)
Current period cash settlements on derivatives, net 13,026 3,900
Other 136 62
Changes in assets and liabilities:
Decrease (increase) in accounts receivable 11,462 (5,688)
Decrease (increase) in accounts receivable—affiliates 340 (141)
Decrease in inventory 2,175 1,387
Increase in customer acquisition costs (2,811) (1,500)
Increase in prepaid and other current assets (2,209) (599)
Decrease in intangible assets—customer acquisition costs 7,717
Decrease in other assets 136 170
Decrease in accounts payable and accrued liabilities (11,951) (3,397)
(Decrease) increase in accounts payable—affiliates (92) 919
Increase in other current liabilities 126
Net cash provided by operating activities 9,392 24,950
Cash flows from investing activities:
Purchases of property and equipment (245) (1,415)
Acquisition of Customers (12,590)
Net cash used in investing activities (245) (14,005)
Cash flows from financing activities:
Redemption of Series A Preferred Stock (5,874) (143)
Borrowings on notes payable 120,000 138,000
Payments on notes payable (110,000) (143,000)
Payment of distribution to Class A common stockholders (2,072)
Payment of distributions to non-controlling unitholders (1,928) (6,000)
Payment of Preferred Stock dividends (1,563) (2,429)
Net cash used in financing activities (1,437) (13,572)
(Decrease) increase in Cash, cash equivalents and Restricted cash 7,710 (2,627)
Cash, cash equivalents and Restricted cash—beginning of period 42,881 70,259
Cash, cash equivalents and Restricted cash—end of period 50,591 67,632
Supplemental Disclosure of Cash Flow Information:
Non-cash items:
Property and equipment purchase accrual (249) (16)
Cash paid during the period for:
Interest 2,152 1,621
Taxes 96 104

Amounts as printed on the EDGAR/iXBRL face — (in thousands, except per share data); (in thousands, except share counts); (in thousands). Labels, columns, and figures are the filing face, not a GAAP stencil. Interactive statements & notes on EDGAR ↗

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