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Xtend AI Robotics: preliminary 9-month revenue ~$24.5M–$26.5M

The preliminary revenue range already exceeds full-year 2025 revenue, and the AI Robotics segment reported an approximately $84 million backlog.

(Moderate)

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Form Type
8-K

Rhea-AI Filing Summary

Xtend AI Robotics, Inc. announced preliminary, unaudited revenue of approximately $24.5 million to $26.5 million for the nine months ended September 30, 2026. AI Robotics segment revenue was $23 million to $24 million, and Construction segment revenue was $1.5 million to $2.5 million. The company said nine-month revenue already exceeds full-year 2025 revenue.

AI Robotics segment backlog was approximately $84 million as of September 30, 2026. These preliminary figures are unaudited and unreviewed, subject to completion of quarter-end closing procedures, and final results may differ. Xtend AI Robotics expects to report full third-quarter results on November 16, 2026. The company named Matt McGraw Chief Executive Officer of XTEND U.S.; he will lead U.S. sales, production and delivery. McGraw retired from the U.S. Navy as a SEAL Captain after more than 25 years of service.

Item 2.02 Results of Operations and Financial Condition Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Total Revenue Approximately $24.5 million to $26.5 million Nine months ended September 30, 2026; preliminary and unaudited
AI Robotics Segment Revenue $23 million to $24 million Nine months ended September 30, 2026; preliminary and unaudited
Construction Segment Revenue $1.5 million to $2.5 million Nine months ended September 30, 2026; preliminary and unaudited
AI Robotics Segment Backlog Approximately $84 million As of September 30, 2026
AI Robotics segment backlog financial
"AI Robotics segment backlog of approximately $84 million"
quarter-end closing procedures financial
"subject to completion of quarter-end closing procedures"
XTEND Operating System technical
"Powered by its proprietary XTEND Operating System (XOS)"
autonomy at the edge technical
"solutions are designed to provide autonomy at the edge"
Total Revenue Approximately $24.5 million to $26.5 million Exceeds full-year 2025 revenue
AI Robotics Segment Revenue $23 million to $24 million
Construction Segment Revenue $1.5 million to $2.5 million
AI Robotics Segment Backlog as of September 30, 2026 Approximately $84 million

FAQ

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What was XTND's AI Robotics segment backlog?

Xtend AI Robotics' AI Robotics segment backlog was approximately $84 million as of September 30, 2026.

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false 0002111860 0002111860 2026-10-26 2026-10-26
 
 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

 

FORM 8-K

 

 

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 26, 2026

 

 

Xtend AI Robotics, Inc.

(Exact name of Registrant as Specified in Its Charter)

 

 

 

Delaware   001-43471   38-4385227
(State or Other Jurisdiction
of Incorporation)
  (Commission
File Number)
  (IRS Employer
Identification No.)

 

5247 Crossroads Park Drive

Tampa, Florida

  33610
(Address of Principal Executive Offices)   (Zip Code)

Registrant’s Telephone Number, Including Area Code: (813) 621-8965

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class

 

Trading
Symbol(s)

 

Name of each exchange
on which registered

Common Stock, par value $0.0001 per share   XTND   New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 
 


Item 2.02 Results of Operations and Financial Condition.

On October 26, 2026, Xtend AI Robotics, Inc. (the “Company”) issued a press release announcing, among other things, its preliminary unaudited revenue range for the nine months ended September 30, 2026. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference.

The Company has not yet completed its quarter-end financial close process for the quarter ended September 30, 2026. This estimate of the Company’s preliminary unaudited revenue as of September 30, 2026 is preliminary, has not been audited and is subject to change upon completion of the Company’s financial statement closing procedures. Additional information and disclosure would be required for a more complete understanding of the Company’s financial position and results of operations as of September 30, 2026. The Company’s independent registered public accounting firm has not audited, reviewed or performed any procedures with respect to this preliminary revenue disclosure and, accordingly, does not express an opinion or any other form of assurance about it. The information presented herein should not be considered a substitute for the financial information the Company files with the Securities and Exchange Commission in its quarterly report on Form 10-Q for the quarter ended September 30, 2026. The Company has no intention or obligation to update preliminary estimates of its revenue.

The information contained in Item 2.02 of this Current Report on Form 8-K is intended to be furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as expressly provided by specific reference in such filing.

Item 7.01 Regulation FD Disclosure.

As noted above, on October 26, 2026, the Company announced its preliminary unaudited revenue range and backlog as of and for the nine months ended September 30, 2026. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

The information contained in Item 7.01 of this Current Report on Form 8-K (including Exhibit 99.1 attached hereto) is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act or the Exchange Act, except as expressly provided by specific reference in such filing. The Company undertakes no obligation to update, supplement or amend the materials attached hereto as Exhibit 99.1.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

 

Exhibit No.

  

Description

99.1    Xtend AI Robotics, Inc. press release, dated October 26, 2026
104    Cover Page Interactive Data File (embedded within the Inline XBRL document)

 


SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

XTEND AI ROBOTICS, INC.
By:  

/s/ Aviv Shapira

Name:   Aviv Shapira
Title:   Chief Executive Officer

Date: October 26, 2026

Exhibit 99.1

XTEND Reports Preliminary Third Quarter 2026 Results, Names Former Navy SEAL Captain Matt McGraw U.S. CEO, and Issues Letter to Shareholders

Preliminary, unaudited revenue range of approximately $24.5 to $26.5 million through September 30, 2026 already exceeds full-year 2025 revenue; AI Robotics segment backlog sits at $84 million as of September 30, 2026

McGraw to lead XTEND’s U.S. business as militaries reorganize around autonomy

TAMPA, Fla., October 26, 2026 - XTEND AI Robotics (NYSE: XTND) (“XTEND” or the “Company”), the software and execution layer for autonomous systems, today announced preliminary, unaudited revenue for the nine months ended September 30, 2026 and the appointment of Matt McGraw as Chief Executive Officer of XTEND U.S. Co-Founder and CEO Aviv Shapira also issued a letter to shareholders, available at https://xtend.me/letter-to-investors/.

“We expect to report revenue for the nine months ended September 30, 2026 that surpass our full-year 2025 revenue and AI Robotics segment backlog of approximately $84 million. With Matt at the helm of our U.S. business, we have the leadership to scale as the U.S. and Israel build permanent commands around autonomy,” commented, co-founder and CEO Aviv Shapira.

PRELIMINARY, UNAUDITED AND UNREVIEWED RESULTS FOR THE NINE MONTHS ENDED SEPTEMBER 30, 2026

 

Metric

   Nine Months Ended
September 30, 2026
 

Revenue

  

AI Robotics Segment Revenue

   $ 23m - $24m  

Construction Segment Revenue*

   $ 1.5 - $2.5  

Total Revenue

     $24.5m-$26.5m  

AI Robotics segment Backlog (September 30, 2026)

     ~$84 million  
*

Construction segment revenue includes the results of JFB from the acquisition date, September 3, 2026, through the end of the quarter, September 30, 2026.

XTEND expects to report full third quarter results on November 16, 2026. Figures are preliminary, unaudited and subject to completion of quarter-end closing procedures; final results may differ.


Mr. McGraw retired from the U.S. Navy as a SEAL Captain after more than 25 years of service, including as Deputy Commanding Officer of the 75th Ranger Regiment and a Squadron Commander at Naval Special Warfare Command. At the Defense Innovation Unit, he scouted emerging technologies for special operations requirements. Most recently, he was Vice President of Operations at Live Earth Imaging. He holds an MBA from Northwestern’s Kellogg School of Management and an M.S. in Defense Analysis from the Naval Postgraduate School. He will lead XTEND’s U.S. sales, production and delivery.

CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the capabilities of XOS, XTEND’s AI Robotics backlog and expected third quarter 2026 revenue, the anticipated delivery of systems under the DDP order, and its financial prospects. These statements are based on current expectations and assumptions and involve risks and uncertainties that could cause actual results to differ materially, including the timing and size of orders from government and defense customers, geopolitical and economic conditions in the United States and the other regions in which XTEND operates, and the other risks described under “Risk Factors” in the registration statement on Form S-4 filed with the SEC in connection with the business combination and in XTEND’s other filings with the SEC, available at www.sec.gov. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date of this press release. XTEND does not undertake any obligation to update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise, except as required by applicable law.

ABOUT XTEND

XTEND AI Robotics, Inc. (the “Company”) operates under two distinct business strategies. Through its wholly owned subsidiary XTEND Reality Expansion Ltd. (“XTEND”), the Company develops and sells software and advanced robotic hardware solutions for high-threat, complex operational environments where human exposure carries significant risk. Powered by its proprietary XTEND Operating System (“XOS”), these solutions are designed to provide autonomy at the edge. Through its wholly owned subsidiary JFB Construction Holdings (“JFB”), the Company operates a commercial and residential real estate construction and development strategy, delivering services including retail corporate buildouts, multifamily developments and luxury residential homes. The Company was formed through the combination of XTEND and JFB, uniting two complementary businesses to pursue shared technology and market opportunities, including applying XTEND’s AI-enabled drone technology to jobsite security, land surveying, building inspections and monitoring on JFB’s real estate projects, and leveraging JFB’s construction expertise to help reduce the cost of XTEND’s U.S. manufacturing expansion. For more information, visit www.XTEND.me.

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