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Form 8-K

sec.gov

8-K — XCF Global, Inc.

Accession: 0001493152-26-021218

Filed: 2026-05-05

Period: 2026-05-04

CIK: 0002019793

SIC: 2860 (INDUSTRIAL ORGANIC CHEMICALS)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — form8-k.htm (Primary)

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UNITED

STATES

SECURITIES

AND EXCHANGE COMMISSION

Washington,

D.C. 20549

FORM

8-K

CURRENT

REPORT

Pursuant

to Section 13 or Section 15(d)

of

the Securities Exchange Act of 1934

Date

of Report (Date of earliest event reported): May 4, 2026

XCF

GLOBAL, INC.

(Exact

name of registrant as specified in its charter)

Delaware

001-42687

33-4582264

(State or other jurisdiction

of

incorporation or organization)

(Commission

File Number)

(I.R.S. Employer

Identification No.)

2500

CityWest Blvd. Suite 150-138

Houston,

Texas

77042

(Address

of principal executive offices)

(Zip

Code)

(346)

630-4724

(Registrant’s

telephone number, including area code)

(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

Class A Common Stock

SAFX

The Nasdaq Stock Market

LLC

Indicate

by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2

of the Securities Exchange Act of 1934.

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

7.01 Regulation FD.

On

May 4, 2026, XCF Global, Inc. (“XCF” or the “Company”) updated the Company’s investor presentation

(the “Investor Presentation”), attached hereto as Exhibit 99.1. The Investor Presentation will be available under

the “Events and Presentations” tab section of the Company’s website,

The

information in Item 7.01 of this Current Report (including Exhibit 99.1) is being furnished pursuant to Item 7.01 and shall not be deemed

to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the

liabilities of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as

amended.

Additional

Information and Where to Find It

In

connection with the proposed transaction, among the Company, DevvStream, and Southern, the Company will prepare and file relevant materials

with the Securities and Exchange Commission (the “SEC”), including a registration statement on Form S-4 that will contain

a proxy statement of the Company that also constitutes a prospectus (the “Proxy Statement/Prospectus”). A definitive Proxy

Statement/Prospectus will be mailed to stockholders of the Company. The Company, DevvStream, and Southern may also file other documents

with the SEC regarding the proposed transaction. This communication is not a substitute for any proxy statement, registration statement

or prospectus, or any other document that the Company, DevvStream, and Southern (as applicable) may file with the SEC in connection with

the proposed transaction. BEFORE MAKING ANY VOTING OR INVESTMENT DECISION, INVESTORS AND SECURITY HOLDERS OF THE COMPANY ARE URGED TO

READ CAREFULLY AND IN THEIR ENTIRETY THE PROXY STATEMENT/PROSPECTUS WHEN IT BECOMES AVAILABLE AND ANY OTHER RELEVANT DOCUMENTS THAT ARE

FILED OR WILL BE FILED BY THE COMPANY WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THESE DOCUMENTS, IN CONNECTION WITH THE

PROPOSED TRANSACTION, WHEN THEY BECOME AVAILABLE BECAUSE THESE DOCUMENTS CONTAIN OR WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED

TRANSACTION AND RELATED MATTERS. The Company’s investors and security holders will be able to obtain free copies of the Proxy Statement/Prospectus

(when they become available), as well as other filings containing important information about the Company, DevvStream, Southern, and

other parties to the proposed transaction, without charge through the website maintained by the SEC at www.sec.gov. Copies of the documents

filed with the SEC by the Company will be available free of charge under the tab “Financials” on the “Investor Relations”

page of the Company’s website page of the Company’s website at https://xcf.global/investor-relations/financials/sec-filings/

or by contacting the Company’s Investor Relations Department at safx@xcf.global.

Participants

in the Solicitation

The

Company, DevvStream, Southern, and their respective directors and certain of their respective executive officers and employees may be

deemed to be participants in the solicitation of proxies from the Company’s stockholders in connection with the proposed transaction.

Information regarding the directors and executive officers of the Company is contained in the Company’s Current Report on Form

8-K/A, filed with the SEC on October 31, 2025, its Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC

on March 31, 2026, and in other documents subsequently filed with the SEC. Additional information regarding the participants in the proxy

solicitations and a description of their direct or indirect interests, by security holdings or otherwise, will be contained in the Proxy

Statement/Prospectus and other relevant materials filed with the SEC (when they become available). These documents can be obtained free

of charge from the sources indicated above.

No

Offer or Solicitation

This

Current Report on Form 8-K is for informational purposes only and is not intended to and does not constitute an offer to sell or the

solicitation of an offer to buy any securities, or a solicitation of any vote or approval, nor shall there be any offer, solicitation

or sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification

under the securities laws of any such jurisdiction. No offer of securities shall be made except by means of a prospectus meeting the

requirements of Section 10 of the Securities Act of 1933, as amended.

Cautionary

Note Regarding Forward-Looking Statements

This

Current Report on Form 8-K contains “forward-looking” statements within the meaning of Section 27A of the Securities Act

of 1933 and Section 21E of the Exchange Act that involve substantial risks and uncertainties. All statements, other than historical facts,

are forward-looking statements, including: statements regarding the expected timing and structure of the proposed transaction; the ability

of the parties to complete the proposed transaction considering the various closing conditions; the expected benefits of the proposed

transaction; legal, economic, and regulatory conditions; and any assumptions underlying any of the foregoing. Forward-looking statements

concern future circumstances and results and other statements that are not historical facts and are sometimes identified by the words

“may,” “will,” “should,” “potential,” “intend,” “expect,” “endeavor,”

“seek,” “anticipate,” “estimate,” “overestimate,” “underestimate,” “believe,”

“plan,” “could,” “would,” “project,” “predict,” “continue,” “target,”

or the negatives of these words or other similar terms or expressions that concern the Company’s, DevvStream’s, or Southern’s

expectations, strategy, priorities, plans, or intentions. Forward-looking statements are based upon current plans, estimates, and expectations

that are subject to risks, uncertainties, and assumptions. Should one or more of these risks or uncertainties materialize, or should

underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking

statements. We can give no assurance that such plans, estimates, or expectations will be achieved, and therefore, actual results may

differ materially from any plans, estimates, or expectations in such forward-looking statements.

Important

factors that could cause actual results to differ materially from such plans, estimates, or expectations include, among others: (1) changes

in domestic and foreign business, market, financial, political, and legal conditions; (2) the number of stockholders that exercise dissenter’s

rights in connection with the Mergers; (3) the occurrence of any event, change or other circumstances that could give rise to the termination

of negotiations and any subsequent definitive agreements with respect to the proposed transactions; (4) the outcome of any legal proceedings

that may be instituted against the Company, DevvStream, Southern, the combined company or others; (5) the inability of the parties to

successfully or timely consummate the Mergers, including the risk that any required regulatory approvals are not obtained, are delayed

or are subject to unanticipated conditions that could adversely affect the combined company or the expected benefits of the Mergers or

that the approval of stockholders is not obtained; (6) changes to the proposed structure of the proposed transactions that may be required

or appropriate as a result of applicable laws or regulations; (7) the ability to meet stock exchange listing standards following the

consummation of the proposed transactions; (8) the risk that the proposed transactions disrupts current plans and operations of the Company,

DevvStream, or Southern as a result of the announcement and consummation of the proposed transactions; (9) the ability to recognize the

anticipated benefits of the proposed transactions, which may be affected by, among other things, competition, the ability of the combined

company to grow and manage growth profitably, maintain relationships with customers and suppliers and retain its management and key employees;

(10) costs related to the proposed transactions; (11) changes in applicable laws or regulations; (12) risks related to extensive regulation,

compliance obligations and rigorous enforcement by federal, state, and non-U.S. governmental authorities; (13) the possibility that the

Company, DevvStream, Southern, or the combined company may be adversely affected by other economic, business, and/or competitive factors;

(14) risks relating to the Company’s, DevvStream’s, and Southern’s key intellectual property rights; (15) various factors

beyond management’s control, including general economic conditions and other risks, uncertainties and factors set forth in the

section entitled “Risk Factors” and “Cautionary Note Regarding Forward-Looking Statements” in the Company’s

most recent Form 10-K for the year ended December 31, 2025 and other filings with the SEC and (16) certain other risks identified and

discussed in DevvStream’s other public filings with Canadian securities regulatory authorities, available on DevvStream’s

profile on SEDAR+ at www.sedarplus.ca. These risks, as well as other risks associated with the proposed transaction, will be more fully

discussed in the Proxy Statement/Prospectus that will be included in the registration statement on Form S-4 that will be filed with the

SEC in connection with the proposed transaction. While the list of factors presented here is, and the list of factors to be presented

in registration statement on Form S-4 will be, considered representative, no such list should be considered to be a complete statement

of all potential risks and uncertainties. Unlisted factors may present significant additional obstacles to the realization of forward-looking

statements. We caution you not to place undue reliance on any of these forward-looking statements as they are not guarantees of future

performance or outcomes and that actual performance and outcomes, including, without limitation, our actual results of operations, financial

condition and liquidity, and the development of new markets or market segments in which we operate, may differ materially from those

made in or suggested by the forward-looking statements contained in this communication.

Any

forward-looking statements speak only as of the date of this communication. Neither the Company, DevvStream, nor Southern undertakes

any obligation to update any forward-looking statements, whether as a result of new information or developments, future events, or otherwise,

except as required by law. Neither future distribution of this communication nor the continued availability of this communication in

archive form on the Company’s website should be deemed to constitute an update or re-affirmation of these statements as of any

future date

Item

9.01 Financial Statements and Exhibits.

(d)

Exhibits:

Exhibit No.

Description

99.1

Investor Presentation.

104

Cover page Interactive Data File (embedded in the cover

page formatted in Inline XBRL)

SIGNATURE

Pursuant

to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by

the undersigned hereunto duly authorized.

Dated: May 5, 2026

XCF

GLOBAL, INC.

By:

/s/ Christopher Cooper

Name:

Christopher Cooper

Title:

Chief Executive Officer

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Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

na

Period Type:

duration

X

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration