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XBP Global Holdings, Inc. reported insider equity activity for Chief Financial Officer Dejan Avramovic. He received a grant of 32,500 shares of common stock as a stock-based award, bringing his direct holdings to 85,235 shares after the transaction.
A prior transaction on February 13, 2026 involved 3,006 shares withheld at $7.73 per share to cover tax obligations tied to the vesting of a previously reported Restricted Stock Unit (RSU) award. The new RSUs were issued under the 2024 Stock Incentive Plan and vest in three equal installments on December 31 of 2026, 2027, and 2028, and are settled in stock only.
XBP Global Holdings is asking stockholders to vote on four key items at its virtual 2026 annual meeting. Investors will elect seven directors to one-year terms, ratify UHY LLP as auditor for 2026, approve an advisory say-on-pay resolution, and choose how often future say-on-pay votes occur, with the board recommending every one year.
The record date is April 21, 2026, when 11,768,050 common shares were outstanding, each with one vote. XBP explains recent corporate restructuring that created distinct Predecessor and Successor reporting periods in 2025 and shifted it from controlled-company status to a majority-independent board. The proxy also details director and executive pay, including cash retainers, restricted stock units, and a performance-based bonus plan tied to revenue and adjusted EBITDA.
XBP Global Holdings, Inc. describes its 2025 operations as a multinational technology and services company that powers intelligent, AI-driven workflows for more than 2,500 clients across highly regulated sectors such as healthcare, banking, insurance and the public sector.
For 2025 the Predecessor period from January 1 to July 31 generated $431.7 million of revenue and the Successor period from August 1 to December 31 generated $359.4 million, with about 90% of combined revenue from the United States. Healthcare contributed about 28% of 2025 revenue, banking and financial services 19%, and public sector work 11%.
The report explains the July 29, 2025 Business Combination in which XBP acquired BPA, which had just emerged from Chapter 11 reorganization, creating a global platform spanning the Americas, EMEA and Asia. It also notes a one-for-ten reverse stock split completed on December 12, 2025, leaving 11,768,050 common shares outstanding as of March 30, 2026.
Management highlights a strategic focus on agentic AI, robotic process automation, digital mailroom, workflow automation, and industry-specific platforms such as PCH Global for healthcare revenue cycle management and the XBP exchange for bills and payments. As of December 31, 2025 the company had about 10,600 employees in 20 countries and relatively low client concentration, with its top five clients accounting for 27% of 2025 revenue and no single client exceeding 10%.
XBP Global Holdings, Inc. reported fourth quarter and full year 2025 results reflecting a major transition after acquiring Exela Technologies BPA. As reported full year 2025 revenue was $791.0 million, down from $872.7 million, while pro forma revenue was $879.6 million versus $1,017.6 million. As reported full year gross margin held near 21.7%, and pro forma gross margin was 21.9%. Fourth quarter 2025 revenue was $207.0 million, down 15.1% year over year, with gross margin improving to 22.7%. The company recorded a successor-period net loss of $351.1 million, driven largely by a $320.3 million goodwill impairment, while full year pro forma normalized EBITDA reached $90.2 million. Management highlighted sales investments and agentic AI-driven automation aimed at stabilizing the acquired business and supporting future growth.
XBP Global Holdings, Inc. disclosed that subsidiary XBP Americas, LLC entered into a Limited Waiver and Third Amendment to its asset-based Credit and Security Agreement on March 6, 2026. The amendment removes the covenant requiring minimum excess availability of $7.5 million.
The Third Amendment adds a temporary availability block through June 30, 2026, reducing borrowing capacity by the greater of $3.75 million or 5.0% of the borrowing base if the fixed charge coverage ratio falls below 1.00 to 1.00. It also temporarily raises the advance rate on eligible investment grade billed accounts to 95.0% through September 30, 2026 and adjusts borrowing base calculations, cash dominion mechanics, and the deferred revolving loan origination fee.
XBP Global Holdings, Inc. reported that it received a Nasdaq deficiency notice because the closing bid price of its common stock stayed below $1.00 for 30 consecutive business days from August 4 to September 15, 2025, violating Nasdaq’s minimum bid price rule. The company has a 180-day grace period, until March 16, 2026, to regain compliance by having its closing bid price at or above $1.00 for at least ten consecutive business days, a period Nasdaq may extend in certain cases. XBP notes that recent closing bid prices have been above $1.00 but cautions there is no assurance it will regain or maintain compliance. If it fails to do so, its stock could be delisted, though the company would have appeal rights. For now, the common stock and publicly traded warrants continue trading on the Nasdaq Capital Market under the symbols XBP and XBPW.
Avenue-affiliated funds disclosed significant ownership in XBP Global Holdings (XBP). Multiple Avenue entities report beneficial ownership of common stock: 6,564,883 shares, 4,082,116 shares and 1,460,908 shares across three funds. The filings state registered advisers have sole voting and dispositive power for those funds, while certain entities and Marc Lasry disclaim beneficial ownership except for any pecuniary interest.
XBP Global Holdings, Inc. filed an amended current report to add detailed financial information for its recent acquisition of Exela Technologies BPA, LLC and its subsidiaries, referred to as the BPA Group.
The amendment incorporates audited BPA Group financial statements for the years ended December 31, 2024 and 2023, unaudited interim results for the three months ended March 31, 2025, and unaudited pro forma condensed combined financial information as of and for the three-month period ended March 31, 2025. These materials are incorporated by reference from the company’s definitive proxy statement, and the filing also includes an auditor consent from EisnerAmper LLP.
Reporting person: Par Chadha, a director of XBP Global Holdings, Inc. (symbol XBPEW). On 09/09/2025 Mr. Chadha was granted 205,858 RSUs under the companys 2024 Stock Incentive Plan; those RSUs are scheduled to vest in full on August 1, 2026. The filing reports multiple indirect holdings controlled by the reporting person, including reported beneficial ownership figures of 1,534,146, 1,128,972, and 27,037,562 shares of common stock held by entities the reporting person controls. The filing also discloses warrants to purchase 6,632,418 shares exercisable at $4.98 expiring 07/29/2030. The Form is signed and dated 09/11/2025.
James Reynolds, a director of XBP Global Holdings, Inc., was granted 205,858 restricted stock units (RSUs) on 09/09/2025 at a $0 price. The RSUs are scheduled to vest in full on August 1, 2026. After the grant, the reporting person beneficially owns 440,715 shares. The Form 4 was signed by an attorney-in-fact on 09/11/2025. The filing shows this transaction was reported as an acquisition of common stock units under the company plan and does not report any cash purchase price.