The CMD sale LOI at $65M is the dominant catalyst — if consummated, it would eliminate the debt overhang and provide a clean balance sheet. Monitor for a definitive agreement and any competing bids. The continuing ops deterioration (revenue -58% YoY) is a secondary concern given the pending transformative sale. The prior 8-K (March 2026) showed CMD's $160M pipeline supports the sale thesis.
Price Chart
Executive Summary
1847 Holdings reported Q1 2026 continuing operations revenue of $1.17M (down 58% YoY from $2.77M) and a net loss from continuing operations of $(3.85M), widened from $(1.63M) a year ago, driven by higher interest expense and a $1.3M loss on warrant liability revaluation. The headline event is the proposed sale of CMD for $65M all-cash (3.5x the $18.75M purchase price), which would retire all debt and leave remaining capital for continuing ops. The stock will move on the CMD sale potential, not the deteriorating continuing ops.
Key Financial Metrics
Key Facts
- Continuing ops revenue fell 58% YoY to $1.17M from $2.77M
- Net loss from continuing ops widened to $(3.85M) from $(1.63M) YoY
- CMD classified as held-for-sale/discontinued ops; generated $8.2M revenue and $0.4M net income in Q1
- Non-binding LOI for proposed sale of CMD in potential $65M all-cash transaction
- CMD acquired Dec 2024 for ~$18.75M; proposed sale would be ~3.5x original purchase price
- Proceeds expected to repay all outstanding debt, remaining capital for continuing ops and future acquisitions
- Cash flow from operating activities from continuing ops was positive $0.7M vs $0.4M YoY
- Operating expenses from continuing ops declined ~53% YoY to $2.0M from $4.2M
- Loss from operations improved ~44% YoY to $(0.8M) from $(1.4M)
Financial Impact
Potential $65M all-cash sale of CMD subsidiary would retire all debt and provide capital for continuing operations; continuing ops revenue declined 58% YoY to $1.17M
Risk Factors
- CMD sale is non-binding — no assurance of definitive agreement or consummation
- Continuing ops revenue declining sharply (-58% YoY) with no clear recovery catalyst
- Net loss widened due to non-cash warrant liability charges and higher interest expense
- OTC listing limits liquidity and institutional interest
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-057166 |
| Document: ea0290858-8k_1847hold.htm | 0001213900-26-057166 |
| Document: 0001213900-26-057166-index-headers.html | 0001213900-26-057166 |
| Document: 0001213900-26-057166-index.html | 0001213900-26-057166 |
| Document: 0001213900-26-057166.txt | 0001213900-26-057166 |
| 8-K Data (Synthetic) | 0001213900-26-057166 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 4, 2026 7w ago | 8-K | $0.009300 | awaiting T+60 | — | $0.005000 (−46.24%) |
May 15, 2026 23w ago | 8-K | $0.0103 $0.008900 | ▼ −13.59% | ▼ −18.11% | $0.005000 (−51.46%) |
Mar 31, 2026 30w ago | 8-K | $0.008000 $0.0100 | ▲ +25.00% | ▲ +12.62% | $0.005000 (−37.50%) |
US Market Status
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