SunPower Inc. (SPWR) delays Q2 2026 10-Q but plans filing within 5 days

Rhea-AI Filing Summary

SunPower Inc., legally named Complete Solaria, Inc., reported that it will file its Quarterly Report on Form 10-Q for the quarter ended June 28, 2026 after the deadline. Management states the delay arises from additional time needed to compile and process certain information for inclusion in the report.

The company indicates it qualifies for relief under Rule 12b-25 and expects to submit the Form 10-Q on or before the fifth calendar day following the original due date. It also preliminarily expects significant changes in results of operations for Q2 2026 compared with Q2 2025, based on unaudited results.

Key Figures

Quarter end: June 28, 2026 Prior-year quarter end: June 29, 2025 Extension period for Form 10-Q: 5 calendar days +1 more

4 metrics

Quarter end June 28, 2026 Quarterly period covered by the delayed Form 10-Q (Q2 2026)

Prior-year quarter end June 29, 2025 Comparison period for expected significant changes in results (Q2 2025)

Extension period for Form 10-Q 5 calendar days Maximum delay permitted for the quarterly report under Rule 12b-25

Notification signature date August 12, 2026 Date the Chief Executive Officer signed the late-filing notification

Key Terms

Form 12b-25, Quarterly Report on Form 10-Q, Rule 12b-25, forward-looking statements, +1 more

5 terms

Form 12b-25 regulatory

"Certain statements in this Form 12b-25 may be considered forward-looking"

Form 12b-25 is a notice a publicly traded company files with the U.S. Securities and Exchange Commission when it cannot deliver a required periodic report (like a quarterly or annual financial report) on time. It explains the reason for the delay and gives the company a short, temporary window to finish the report without being marked as delinquent; investors watch it because late filings can signal accounting, operational, or control issues that may affect a company’s reliability and stock risk, much like a missed homework deadline can raise concerns about a student’s preparedness.

Quarterly Report on Form 10-Q regulatory

"unable to file... its Quarterly Report on Form 10-Q for the quarter ended June 28, 2026"

A quarterly report on Form 10-Q is a standardized financial filing public companies must submit to U.S. regulators every three months, summarizing recent financial results, cash flows, balance sheet changes, operations and material risks or legal developments. Investors treat it like a company report card that shows up-to-date facts rather than marketing copy, helping them track performance, spot trends, reassess risk and make buy or sell decisions.

Rule 12b-25 regulatory

"seeks relief pursuant to Rule 12b-25(b), the following should be completed"

Rule 12b-25 is an SEC filing provision that lets a company notify regulators and the public that it cannot file a required periodic report (like a quarterly or annual report) on time and explains the reason for the delay. For investors, the notice is a formal heads-up that financial information will arrive late—similar to a company calling to say it will be late turning in homework—so it signals increased uncertainty and may affect trading and risk assessments until the filing is available.

forward-looking statements regulatory

"Certain statements in this Form 12b-25 may be considered forward-looking statements"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

Risk Factors financial

"risks and uncertainties set forth in the sections entitled “Risk Factors”"

Risk factors are elements or conditions that could cause an investment's value to decrease or lead to potential losses. They are like warning signs or obstacles that can affect the success of an investment, making it uncertain or more unpredictable. Recognizing risk factors helps investors understand the possible challenges and make more informed decisions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/12/2026 - 05:00 PM Accepted by SEC EDGAR 08/12/2026 - 05:00 PM Learn about SEC filing dates

FAQ

Why did SunPower Inc. (SPWR) file a Form 12b-25 for its Q2 2026 report?

SunPower Inc. filed Form 12b-25 because it could not complete its Form 10-Q for the quarter ended June 28, 2026 without unreasonable effort and expense, citing a delay in compiling and processing certain information needed for the quarterly report.

When does SunPower Inc. (SPWR) expect to file its delayed Q2 2026 Form 10-Q?

The company states it expects to file its Quarterly Report on Form 10-Q for Q2 2026 on or before the fifth calendar day after the report’s prescribed due date, consistent with the extension allowed under Rule 12b-25.

What period does SunPower Inc. (SPWR) say will show significant changes in results?

SunPower Inc. expects significant changes in results of operations for the quarter ended June 28, 2026 (Q2 2026), compared with the quarter ended June 29, 2025 (Q2 2025), based on preliminary, unaudited information discussed in Schedule A.

Who signed the SunPower Inc. (SPWR) Form 12b-25 notification of late filing?

The notification was signed on behalf of Complete Solaria, Inc. by Thurman J. Rodgers, Chief Executive Officer, dated August 12, 2026, indicating executive-level authorization of the information provided about the delayed Form 10-Q filing.

How does Rule 12b-25 apply to SunPower Inc. (SPWR)’s late Q2 2026 Form 10-Q?

The company indicates it is relying on Rule 12b-25, which allows a late Form 10-Q to be filed within five calendar days after the original due date when timely filing would require unreasonable effort or expense, as described in its narrative.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 12b-25

NOTIFICATION OF LATE FILING

(Check One)		☐  Form 10-K     ☐  Form 20-F     ☐  Form 11-K     ☒   Form 10-Q ☐  Form 10-D     ☐  Form N-SAR     ☐  Form N-CSR
		For Period Ended: June 28, 2026
		☐  Transition Report on Form 10-K
		☐  Transition Report on Form 20-F
		☐  Transition Report on Form 11-K
		☐  Transition Report on Form 10-Q
		☐  Transition Report on Form N-SAR
		For the Transition Period Ended:

Read Instruction (on back page) Before Preparing Form. Please Print or Type.

Nothing in this form shall be construed to imply that the Commission has verified any information contained herein.

If the notification relates to a portion of the filing checked above, identify the Item(s) to which the notification relates:

PART I — REGISTRANT INFORMATION

SunPower Inc.

(Full name of registrant)

(Former name if applicable)

1403 N. Research Way

(Address of principal executive office (street and number))

Orem, UT 84097

(City, state and zip code)

PART II — RULES 12b-25(b) AND (c)

If the subject report could not be filed without unreasonable effort or expense and the registrant seeks relief pursuant to Rule 12b-25(b), the following should be completed. (Check box if appropriate)

☒	(a)	The reasons described in reasonable detail in Part III of this form could not be eliminated without unreasonable effort or expense;
	(b)	The subject annual report, semi-annual report, transition report on Form 10-K, Form 20-F, Form 11-K, Form N-SAR or Form N-CSR, or portion thereof, will be filed on or before the fifteenth calendar day following the prescribed due date; or the subject quarterly report or transition report on Form 10-Q, or subject distribution report on Form 10-D, or portion thereof, will be filed on or before the fifth calendar day following the prescribed due date; and
	(c)	The accountant’s statement or other exhibit required by Rule 12b-25(c) has been attached if applicable.

PART III — NARRATIVE

State below in reasonable detail why Forms 10-K, 20-F, 11-K, 10-Q, 10-D, N-SAR, N-CSR, or the transition report or portion thereof, could not be filed within the prescribed time period.

The registrant is unable to file, without unreasonable effort and expense, its Quarterly Report on Form 10-Q for the quarter ended June 28, 2026 because of a delay in compiling and processing certain information for inclusion in such Quarterly Report on Form 10-Q. The registrant expects to file such Quarterly Report on Form 10-Q on or before the 5th calendar day following the report’s prescribed due date.

(Attach Extra Sheets if Needed)

PART IV — OTHER INFORMATION

(1) Name and telephone number of person to contact in regard to this notification

Thurman J. Rodgers		(877)		299-4943
(Name)		(Area Code)		(Telephone Number)

(2) Have all other periodic reports required under Section 13 or 15(d) of the Securities Exchange Act of 1934 or Section 30 of the Investment Company Act of 1940 during the preceding 12 months or for such shorter period that the registrant was required to file such report(s) been filed? If answer is no, identify report(s).       Yes ☒   No  ☐

(3) Is it anticipated that any significant change in results of operations from the corresponding period for the last fiscal year will be reflected by the earnings statements to be included in the subject report or portion thereof?       Yes  ☒    No  ☐

If so, attach an explanation of the anticipated change, both narratively and quantitatively, and, if appropriate, state the reasons why a reasonable estimate of the results cannot be made.

See Schedule A

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Complete Solaria, Inc.

(Name of Registrant as Specified in Charter)

has caused this notification to be signed on its behalf by the undersigned hereunto duly authorized.

Date: August 12, 2026	By	/s/ Thurman J. Rodgers
		Thurman J. Rodgers, Chief Executive Officer

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Schedule A

Expected significant changes in results of operations of the registrant for the quarter ended June 28, 2026 (“Q2 2026”), based on the registrant’s preliminary, unaudited results of operations, include the following, compared to the unaudited results of operations of the registrant for the quarter ended June 29, 2025 (“Q2 2025”).

● Revenues for Q2 2026 was $54.9 million compared to $66.1 million for Q2 2025.

● Cost of revenues for Q2 2026 was $29.4 million compared to $42.3 million for Q2 2025.

● Total operating expenses for Q2 2026 was $48.9 million compared to $32.7 million for Q2 2025.

● Comprehensive income (loss), net of tax for Q2 2026 was $5.6 million compared to $(27.3) million for Q2 2025.

Forward-Looking Statements

Certain statements in this Form 12b-25 may be considered forward-looking statements, including statements with respect to the registrant’s expectations that it will file its Quarterly Report on Form 10-Q for Q2 2026 on or before the extended deadline as a result of filing this Form 12b-25, and the registrant’s expectations with respect to its results of operations for Q2 2026. Forward-looking statements generally relate to future events and can be identified by terminology such as “may,” “should,” “could,” “might,” “plan,” “possible,” “strive,” “budget,” “expect,” “intend,” “will,” “estimate,” “believe,” “predict,” “potential,” “pursue,” “aim,” “goal,” “mission,” “anticipate” or “continue,” or the negatives of these terms or variations of them or similar terminology. Such forward-looking statements are subject to risks, uncertainties, and other factors 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 the registrant and its management, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to the risks and uncertainties set forth in the sections entitled “Risk Factors” and “Special Note Regarding Forward-Looking Statements” in the registrant’s Annual Report on Form 10-K filed on April 14, 2026 and the other documents filed by the registrant from time to time with the Securities and Exchange Commission. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and the registrant assumes no obligation and does not intend to update or revise these forward-looking statements other than as required by applicable law. The registrant does not give any assurance that it will achieve its expectations.

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