Keel Infrastructure Corp. (KEEL)
NASDAQ:KEEL
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Earnings Data
Report Date
Aug 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.05Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced: The call highlighted substantial strategic progress — completed redomiciliation and rebrand, strengthened balance sheet with ~$533M liquidity, secured multi-hundred‑MW sites with zoning approvals, strong partner roster, and clear go‑to-market goals (three leases in 2026, revenue in 2027). Offsetting these positives were meaningful near-term financial headwinds: revenue declined 23% YoY, sizable operating and net losses, negative adjusted EBITDA, elevated energy costs, and remaining execution risks (permits, bandwidth and unsigned leases). The company appears well-capitalized to pursue its plan, but value realization depends on signing the targeted leases and delivering megawatts on schedule.Company Guidance
Corporate Transformation Completed
Redomiciled to the United States, rebranded as Keel Infrastructure, and closed sale of the Paso Pe site — completing a multiyear strategic pivot from Bitcoin mining to North American digital infrastructure.
Strong Liquidity Position
Current liquidity of approximately $533 million in cash and Bitcoin (as of May 8, 2026). Paso Pe sale accelerated 2–3 years of expected cash flow into upfront proceeds. Sold 269 BTC for $20 million during Jan 1–May 8, 2026 to de-risk balance sheet.
Secured Power and Site Portfolio
Near-term secured capacity: Panther Creek 350 MW (PPL ESA) with potential ISA conversion adding 60 MW (total ~400–430 MW) and indications expansion could exceed 500 MW long-term; Sharon 110 MW (First Energy) with 30 MW substation operational + 80 MW under development; Moses Lake 18 MW with a secured option for an additional 10 MW.
Permitting and Development Progress
Zoning approvals completed at all three near-term sites (Panther Creek zoning completed in February; Sharon full zoning permits and preliminary land development approval completed). Land development and environmental permits are in process and described as on track, targeting mid- to late-summer milestones.
Commercialization Momentum and Clear Targets
Active commercialization with strong inbound interest across all three sites. Company target: sign three leases by year-end 2026 (one at Panther Creek, one at Sharon, one at Moses Lake) with revenue expected to commence in 2027.
Strategic Delivery Partners and Future-Proofing
Established partner ecosystem (Turner Construction, Corgan, Vertiv, T5) and parallel engineering/architecture work to match evolving customer specifications (including support for emerging Vera Rubin deployments) to accelerate customer deployments.
Moses Lake Acceleration
Purchased critical modular data center equipment and major long-lead items for Moses Lake; site has all key critical pieces secured to enable accelerated deployment and faster RFS timeline relative to stick-built approaches.
Pipeline Upside (Scrubgrass & Sherbrooke)
Scrubgrass detailed load study covering 750 MW underway (results expected around Q4) and could more than double secured capacity if converted from expansion bucket. Sherbrooke consolidation plan to a single 96 MW campus progressing with city and utility engagement.
KEEL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KEEL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $3.97 | $4.30 | +8.31% |
Mar 31, 2026 | $1.84 | $1.95 | +5.98% |
Nov 13, 2025 | $3.17 | $2.60 | -17.98% |
Aug 12, 2025 | $1.23 | $1.27 | +3.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Keel Infrastructure Corp. (KEEL) report earnings?
Keel Infrastructure Corp. (KEEL) is schdueled to report earning on Aug 17, 2026, Before Open (Confirmed).
What is Keel Infrastructure Corp. (KEEL) earnings time?
Keel Infrastructure Corp. (KEEL) earnings time is at Aug 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KEEL EPS forecast?
Currently, no data Available