SecBot SecBot
8-K ·Filed Apr 1, 2026

RENX

RenX Enterprises Corp.
BULLISH
Impact 8/10
Horizonmonths Processed6mo ago SEC0001213900-26-038059
earnings-rerun-backfill
Actionable Insight ▲ Bullish

Monitor upcoming Microtec mill commissioning and initial production results as a key catalyst for margin expansion and revenue growth. The capital raise context suggests this beat may support further financing.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
RENX ▼ -26.44% at T+60d
LONG call ✗ call lost -26.44% · α vs SPY -39.82% · entry $2.61 → $1.92
Entry = T+0 close
Apr 1, 2026
via day close
T+1d
-22.61%
call -22.61% · α -22.68%
$2.02
settled 7mo ago
T+5d
+0.77%
call +0.77% · α -3.00%
$2.63
settled 7mo ago
T+20d
+2.30%
call +2.30% · α -7.42%
$2.67
settled 6mo ago
T+60d
-26.44%
call -26.44% · α -39.82%
$1.92
settled 4mo ago

Price Chart

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Executive Summary

RenX Enterprises Corp. reported $8.2 million in revenue for fiscal year 2025, beating prior guidance of $7.0 million, while retiring $11.9 million in legacy debt and completing platform buildout. The results reflect a transformation from a real estate holding company to an operating platform, with non-recurring charges totaling $4.8 million.

Key Financial Metrics

Revenue
$8.2M
est $3.3M · +148.5%
Gross Margin
29.1%

Key Facts

  • Revenue of $8.2 million for FY2025, beating prior guidance of $7.0 million by 17%
  • Retired $11.9 million in legacy debt
  • Deployed new processing equipment at Myakka City facility
  • First deliveries into premium compost market completed
  • Microtec UTM 1200 Turbo Mill confirmed manufactured and en route, expected to drive gross margins toward 60%+
  • FY2025 net loss of $15.9 million, of which $4.8 million was non-recurring charges

Financial Impact

Revenue beat guidance by 17%, with $8.2M actual vs $7.0M expected. Gross margin at 29.1%. $11.9M in debt retired.

revenuedebtmargins

Risk Factors

  • Substantial dilution risk from recent $6.04 million convertible note offering
  • Execution risk around Microtec mill installation and commercial production
  • Dependence on monetization of legacy real estate assets

Market Snapshot

Exchange
Nasdaq
Sector
Refuse Systems

Investment Themes

Industrials & Manufacturing

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0001213900-26-038059
Document: ea0284431-8k_renx.htm0001213900-26-038059
Document: 0001213900-26-038059-index-headers.html0001213900-26-038059
Document: 0001213900-26-038059-index.html0001213900-26-038059
Document: 0001213900-26-038059.txt0001213900-26-038059
8-K Data (Synthetic)0001213900-26-038059
24 reports for RENX
Performance horizon
78% Hit rate @ T+20 7 of 9 directional calls Went positive at some point 12 of 13 best @ T+1▲ +27.71%May 15, 2026
Filters
Rows
Reports for RENX — sortable, filterable
TypeNow
Oct 15, 2026
11d ago
EFFECT
BEARISH ★ 7/10
$1.72awaiting T+20—$1.03 (+40.12%)
Oct 14, 2026
12d ago
424B5
BEARISH ★ 7/10
$1.72awaiting T+20—$1.03 (+40.12%)
Oct 8, 2026
18d ago
S-3
BEARISH ★ 7/10
$1.67awaiting T+20—$1.03 (+38.32%)
Oct 5, 2026
21d ago
8-K
BEARISH ★ 7/10
$1.94awaiting T+20—$1.03 (+46.91%)
Aug 21, 2026
9w ago
8-K
NEUTRAL ★ 4/10
$1.97 $1.71▼ −13.20%▼ −13.21%$1.03 (−47.72%)
Aug 13, 2026
10w ago
8-K
BEARISH ★ 7/10
$2.00 $1.78▲ +11.00%▲ +9.25%$1.03 (+48.50%)
Aug 5, 2026
11w ago
424B5
BEARISH ★ 8/10
$1.92 $2.15▼ −11.98%▼ −11.38%$1.03 (+46.35%)
Jun 15, 2026
19w ago
8-K
MIXED ★ 5/10
$1.78 $2.06▲ +15.73%▲ +15.53%$1.03 (−42.13%)
Jun 2, 2026
20w ago
Press Release
BULLISH ★ 5/10
$1.65 $1.95▲ +18.18%▲ +19.75%$1.03 (−37.58%)
May 21, 2026
22w ago
Press Release
NEUTRAL ★ 4/10
$1.62 $1.71▲ +5.56%▲ +5.22%$1.03 (−36.42%)
Showing 10 of 24

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Report published Apr 21, 2026