NASDAQ$KEEL

Keel Infrastructure Corp · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Keel Infrastructure Corp reported its Q2 2026 financial results amid a strategic transition from Bitcoin mining to HPC infrastructure.

The company recorded revenues of $30.4 million, a 50% decline year-over-year, primarily due to lower Bitcoin prices and higher network difficulty. It reported a net loss of $65.0 million and an operating loss of $140.8 million, driven by accelerated depreciation from site shutdowns and a shift to HPC development. Cash and cash equivalents stood at $715.5 million following the issuance of $458 million in convertible notes.

  • Revenues fell 50% to $30.4 million as Bitcoin mining output and prices declined while the company ceased U.S. mining operations.
  • Net loss widened to $65.0 million with operating expenses elevated by $57.7 million in accelerated depreciation.
  • Raised $444.5 million net from 2026 Convertible Notes and repaid the Macquarie credit facility in full.
  • Ended the quarter with 2,261 Bitcoin in treasury valued at $132.4 million and 341 gross MW of current energized capacity.

Headline financials

Total Revenue

$30.4M

No prior period
EPS (adj)

-$0.11

No prior period
Bitcoin Earned

354

No prior period
Net Income

-$65M

No prior period
Operating Income

-$141M

No prior period
Gross Profit

-$86.8M

No prior period
Cash & Equivalents

$716M

No prior period
Total Assets

$1.42B

No prior period

Revenue & EPS history

Bitfarms · Revenue · Quarterly

$30.4M

Q2 2026
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Revenue by segment

Bitfarms · $30.4M total across 4 segments · Q2 2026

  • Cryptocurrency Mining
    $25.9M
  • Energy Sales
    $2.39M
  • Electrical Services
    $2.01M
  • Cryptocurrency Hosting
    $179K

Forward guidance

No explicit numerical guidance provided; company continues transition to HPC data centers.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-3.6%

Avg return

Earnings day

-5.1%

Avg return

5 days after

+2.7%

Avg return

30 days after

25%

6 / 24 earnings

Positive

+13.4%

Q4 2021

Best reaction

-21.6%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+7.8%+10.3%+31.7%
Q4 2025-6.4%-4.0%+21.2%
Q3 2025-18.0%-13.2%-13.6%
Q1 2025-3.6%+2.8%-23.0%
Q3 2024-21.6%-19.7%-28.3%
Q1 2024+9.3%+1.2%+40.5%
Q4 2023+1.1%-11.4%-21.2%
Q3 2023-3.4%+3.4%+84.5%
Q2 2023+0.0%+3.3%-19.0%
Q1 2023+8.2%+15.3%+20.4%
Q4 2022+0.5%+0.9%+17.0%
Q3 2022-12.0%-23.7%-38.5%
Q2 2022+0.0%-25.0%-37.0%
Q1 2022-1.0%-10.3%-29.6%
Q4 2021+13.4%+1.9%-23.3%
Q3 2021-1.7%-4.7%-39.3%
Q2 2021-19.9%-13.0%-19.0%
Q1 2021-0.6%+4.1%+7.0%
Q4 2020-12.3%-9.8%+26.5%
Q3 2020-5.9%-10.6%+44.3%
Q2 2020-0.4%-0.4%+21.6%
Q1 2020-12.7%-12.7%+29.0%
Q4 2019-3.0%-3.0%+29.9%
Q3 2019-3.3%-3.3%-16.6%
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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