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8-K ·Filed Mar 31, 2026
LB

LBRA

1847 Holdings LLC
BULLISH
Impact 8/10
Horizonweeks Processed6mo ago SEC0001213900-26-036903
earnings-rerun-backfill
Actionable Insight ▲ Bullish

Monitor for updates on the strategic review of CMD, as a potential sale could unlock significant shareholder value. While the net income includes a large non-recurring gain, the strong underlying growth at CMD (32% revenue growth, 84% Adjusted EBITDA growth) and expanding bid pipeline suggest improving fundamentals.

DirectionBullish
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
LBRA ▲ +25.00% at T+60d
LONG call ✓ call won +25.00% · α vs SPY +12.62% · entry $0.008000 → $0.0100
Entry = T+0 close
Mar 31, 2026
via day close
T+1d
0.00%
call 0.00% · α -0.75%
$0.008000
settled 7mo ago
T+5d
-7.50%
call -7.50% · α -11.44%
$0.007400
settled 7mo ago
T+20d
+8.75%
call +8.75% · α -0.67%
$0.008700
settled 6mo ago
T+60d
+25.00%
call +25.00% · α +12.62%
$0.0100
settled 4mo ago

Price Chart

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Executive Summary

1847 Holdings reported audited 2025 results showing 207% YoY revenue growth to $48.3 million and a net income turnaround to $66.5 million from a $106.8 million loss in 2024, driven by strong performance at subsidiary CMD and a large non-recurring gain on warrant liabilities. The company also announced it is exploring strategic alternatives for CMD, including a potential sale.

Key Financial Metrics

EPS
$0.31
Revenue
$48.3M
+207.0% YoY
Rating
strong beat
Gross Margin
49.5%

Key Facts

  • Revenue grew 207% YoY to $48.3 million in 2025
  • Net income from continuing operations was $66.5 million vs. a $106.8 million loss in 2024
  • The net income was largely driven by a $76.9 million gain on change in fair value of warrant liabilities
  • CMD subsidiary generated $40.5 million in revenue (32% YoY growth) and $14.3 million in Adjusted EBITDA (84% YoY growth)
  • Company is evaluating strategic alternatives for CMD, including a potential sale to retire convertible debt

Financial Impact

Revenue increased by $32.6 million, net income improved by $173.3 million, and Adjusted EBITDA turned positive to $9.8 million from a $3.3 million loss

revenuenet incomeadjusted ebitdagross profit

Risk Factors

  • A significant portion of net income ($76.9 million) came from a non-recurring gain on warrant liabilities, making the profitability less sustainable
  • The company has convertible debt that it aims to retire, which could lead to dilution if new equity is issued
  • The OTC listing may limit investor interest and stock liquidity

Market Snapshot

Exchange
OTC
Sector
Services-Management Consulting Services

Investment Themes

Services

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-036903
Document: ea0284111-8k_1847hold.htm0001213900-26-036903
Document: 0001213900-26-036903-index-headers.html0001213900-26-036903
Document: 0001213900-26-036903-index.html0001213900-26-036903
Document: 0001213900-26-036903.txt0001213900-26-036903
8-K Data (Synthetic)0001213900-26-036903
3 reports for LBRA
Performance horizon
Filters
Rows
Reports for LBRA — sortable, filterable
TypeNow
Sep 4, 2026
7w ago
8-K
NEUTRAL ★ 2/10
$0.009300awaiting T+60—$0.007000 (−24.73%)
May 15, 2026
23w ago
8-K
MIXED ★ 7/10
$0.0103 $0.008900▼ −13.59%▼ −18.11%$0.007000 (−32.04%)
Mar 31, 2026
29w ago
8-K
BULLISH ★ 8/10
$0.008000 $0.0100▲ +25.00%▲ +12.62%$0.007000 (−12.50%)
Showing 3 of 3

US Market Status

Market Closed — Opens in 3h 52m

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Report published Apr 21, 2026