Company Analysis
Sign in

XBP Global Holdings, Inc. (XBP)

Nasdaq: XBP · Services-Business Services, NEC · Irving, TX · filing with the SEC since 2021
Full chart Alerts Compare
Grade4.2
◀ Past 4.2● Present 4.6▶ Future 3.8
7 est.
OverviewBusinessFinancialsGradeForecastSentimentOwnershipPeopleFilingsPatents Chart

The grade of XBP Global Holdings, Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.2/10
◀ Past4.225% of the headline
● Present4.635% of the headline
▶ Future3.840% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 2 read as filed from the record and 7 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

4.2/1025% of the headline grade · 1 of 3 filed, 2 estimated

Surviving crises

as filed
0.9/10

Has it survived what it has been through?

7 warning events since 2021; the latest 2025-09-22.

weight 22% of this tense · 9th percentile among 105 sector filers · read for itself

From the record

XBP Global Holdings, Inc.'s filings since 2021 show 7 warning events of 3 kinds: a notice about its exchange listing (8-K item 3.01, 4 times, the latest 2025-09-22); a warning not to rely on past financial statements (8-K item 4.02, the latest 2021-12-17); an auditor change (8-K item 4.01, 2 times, the latest 2025-08-04) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

SI estimate
5.3/10

What has it actually done, year after year?

SI estimate 5.3/10, confidence 20 of 100 (family median).

weight 45% of this tense · 50th percentile among 101 sector filers · read for its customers

SI estimate Inferred, not read as filed

Why it is an estimate
Fewer than three filed years of revenue on file, so the desk assumes the typical reading of its industry family, the median of 101 members with one.
What the record cannot read
Fewer than three filed years of revenue on file.
How it was reasoned
family median, 101 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: XBP Global Holdings, Inc.'s track record is put at 5.3 of 10 with a confidence of 20 of 100, because fewer than three filed years of revenue on file, so the desk assumes the typical reading of its industry family, the median of 101 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Shareholder treatment

SI estimate
5.1/10

How has it treated the people who own it?

SI estimate 5.1/10, confidence 20 of 100 (family median).

weight 33% of this tense · 50th percentile among 80 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income, so the desk assumes the typical reading of its industry family, the median of 80 members with one.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
family median, 80 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: XBP Global Holdings, Inc.'s shareholder treatment is put at 5.1 of 10 with a confidence of 20 of 100, because fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income, so the desk assumes the typical reading of its industry family, the median of 80 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

● Present

What are they doing right now?

4.6/1035% of the headline grade · 1 of 3 filed, 2 estimated

Financial health

SI estimate
5.4/10

Is it financially healthy right now?

SI estimate 5.4/10, confidence 20 of 100 (family median).

weight 33% of this tense · 50th percentile among 99 sector filers · read for itself

SI estimate Inferred, not read as filed

Why it is an estimate
Fewer than two of the four checks can be read, so the desk assumes the typical reading of its industry family, the median of 99 members with one.
What the record cannot read
Fewer than two of the four checks can be read.
How it was reasoned
family median, 99 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: XBP Global Holdings, Inc.'s financial health is put at 5.4 of 10 with a confidence of 20 of 100, because fewer than two of the four checks can be read, so the desk assumes the typical reading of its industry family, the median of 99 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Industry position

as filed
3.2/10

How strong is its position in its industry?

bottom 32% of 101 in its family; net margin -24.7%.

weight 45% of this tense · 32nd percentile among 101 sector filers · read for its customers

From the record

XBP Global Holdings, Inc.'s standing among 101 graded names in its industry family: revenue of $873 million in fiscal 2024 ranks in the bottom 44% by size; a net margin of -24.7% ranks in the bottom 20% (its annual reports).

What it rests on

  • revenue against the family$873Mbottom 44% of its family
  • net margin-24.7%bottom 20% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
6.3/10

What are the people in charge doing?

SI estimate 6.3/10, confidence 35 of 100 (one part).

weight 22% of this tense · 63rd percentile among 75 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 37% of 75 in its family; the record of its people begins on 2023-12-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.9 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2023-12-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.9 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 75 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: XBP Global Holdings, Inc.'s leadership is put at 6.3 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 37% of 75 in its family; the record of its people begins on 2023-12-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.9 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

3.8/1040% of the headline grade · 0 of 3 filed, 3 estimated

Room to expand

SI estimate
1.2/10

How much room does it have to grow?

SI estimate 1.2/10, confidence 35 of 100 (one part).

weight 33% of this tense · 12th percentile among 103 sector filers · read for itself

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, cash less debt against assets, which ranks in the bottom 12% of 103 in its family; the record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue.
What the record cannot read
The record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue.
How it was reasoned
one part: cash less debt against assets, the one part on file, ranked among 103 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: XBP Global Holdings, Inc.'s room to expand is put at 1.2 of 10 with a confidence of 35 of 100, because read from one part only, cash less debt against assets, which ranks in the bottom 12% of 103 in its family; the record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue. A filing that carries the missing parts replaces this estimate with the filed reading.

Growth drivers

SI estimate
5.1/10

What could actually drive growth from here?

SI estimate 5.1/10, confidence 20 of 100 (family median).

weight 45% of this tense · 50th percentile among 101 sector filers · read for its customers

SI estimate Inferred, not read as filed

Why it is an estimate
The record does not carry three filed years of revenue and two of the four parts: acceleration, the newest year's growth, the growth of research and of capital spending, so the desk assumes the typical reading of its industry family, the median of 101 members with one.
What the record cannot read
The record does not carry three filed years of revenue and two of the four parts: acceleration, the newest year's growth, the growth of research and of capital spending.
How it was reasoned
family median, 101 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: XBP Global Holdings, Inc.'s growth drivers is put at 5.1 of 10 with a confidence of 20 of 100, because the record does not carry three filed years of revenue and two of the four parts: acceleration, the newest year's growth, the growth of research and of capital spending, so the desk assumes the typical reading of its industry family, the median of 101 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Expectations vs reality

SI estimate
5.2/10

Did its newest year beat what its own record pointed to?

SI estimate 5.2/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 93 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 93 members with one.
What the record cannot read
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned
family median, 93 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: XBP Global Holdings, Inc.'s expectations vs reality is put at 5.2 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 93 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton XBP · research, not advice