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Sadot Group (SDOT) Q2 2026: revenue hits zero while net income prints $35.2 million

$246.6 million. That was Sadot Group Inc.'s (Nasdaq: SDOT) reported revenue for the second quarter of 2025, per the company's August 14, 2026 8-K. Q2 2026 came in at $0.0 million, while SDOT simultaneously reported $35.2 million in net…

By Warren Ashby·Aug 16, 2026·2 min read·regulatory·SDOT

Key takeaways

  • Sadot Group (Nasdaq: SDOT) reported $0.0 million in revenue for Q2 2026, down from $246.6 million in Q2 2025, per its August 14, 2026 8-K.
  • Despite zero revenue, SDOT reported $35.2 million in net income ($109.16 per diluted share) for Q2 2026 alongside a ($3.3 million) adjusted EBITDA.
  • The company issued a going-concern disclosure raising substantial doubt about its ability to continue operating within one year, citing recurring losses, negative working capital, a stockholders' deficit, and debt defaults.
  • On August 3, 2026, Nasdaq determined SDOT had regained compliance with the minimum stockholders' equity rule, but that clearance is conditional on demonstrating compliance again in its quarterly report for the period ending September 30, 2026.
  • SDOT acquired the TradeOS commodity trading platform on June 2, 2026, and generated approximately $1.0 million in gross revenue from its first commercial transactions in July 2026 (Q3).

$246.6 million. That was Sadot Group Inc.'s (Nasdaq: SDOT) reported revenue for the second quarter of 2025, per the company's August 14, 2026 8-K. Q2 2026 came in at $0.0 million, while SDOT simultaneously reported $35.2 million in net income and a going-concern disclosure that raises substantial doubt about its ability to continue operations within one year of the filing date.

Metric Q2 2026 (reported) Q2 2025 (reported)
Revenue $0.0M $246.6M
Gross profit $0.0M $11.0M
Net income $35.2M n/a
Adj. EBITDA ($3.3M) n/a
Cash $0.1M n/a

The $35.2 million reported net income ($109.16 per diluted share) sits $38.5 million above the $3.3 million adjusted EBITDA loss. The press release does not explain the gap; the Form 10-Q, filed the same day, carries the detail. Gross profit matched revenue: zero, down from $11.0 million a year earlier. The company's disclosures cite recurring losses, negative working capital, a stockholders' deficit, and defaults on outstanding debt. Management plans to raise additional capital and to restructure, convert, or settle outstanding obligations. Those transactions, the company said, are expected to be substantially dilutive to existing stockholders.

Nasdaq: conditional compliance

On May 5, 2026, Sadot received a deficiency letter from the Listing Qualifications Department of The Nasdaq Capital Market for failing to meet the minimum stockholders' equity requirement under Rule 5550(b)(1). The company submitted a compliance plan. On August 3, 2026, Nasdaq staff determined the company had satisfied the rule. That clearance is conditional: SDOT must demonstrate compliance again when it files its quarterly report for the period ending September 30, 2026. Failure at that filing opens the door to delisting proceedings. The company has said it cannot guarantee it will clear that bar.

TradeOS: acquired, deployed, first revenue

Sadot acquired the TradeOS commodity trading and risk management platform on June 2, 2026, along with related intellectual property. Amendment No. 2 to the purchase agreement restructured the deal as an asset acquisition only: no employees, customers, receivables, or assumed liabilities transferred. The company has since deployed the platform across its trading operations. In July 2026, SDOT executed its first commercial transactions on TradeOS, generating approximately $1.0 million in gross revenue. July falls in Q3, so that figure does not appear in the Q2 results. The company called the amount preliminary and said it is not material to expected Q3 results, offering no further third-quarter guidance.

Chief Executive Haggai Ravid said the company's near-term priorities are the balance sheet, outstanding obligations, and Nasdaq listing compliance, alongside the TradeOS integration. Management said it believes the platform may contribute to revenue as counterparty adoption widens over coming quarters. The company labeled that statement forward-looking and said there is no assurance the platform will contribute materially to revenue. Cash and cash equivalents as of June 30, 2026: $0.1 million.

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Source: sec.gov
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Frequently asked

How could Sadot report $35.2 million in net income with zero revenue?

The $35.2 million net income sits $38.5 million above the $3.3 million adjusted EBITDA loss, and while the press release does not explain the gap, the detail is contained in the Form 10-Q filed the same day.

Is Sadot at risk of being delisted from Nasdaq?

Yes; although Nasdaq found the company compliant on August 3, 2026, SDOT must demonstrate compliance again when it files its quarterly report for the period ending September 30, 2026, and failure could open the door to delisting proceedings.

What is TradeOS and how much revenue has it produced?

TradeOS is a commodity trading and risk management platform Sadot acquired on June 2, 2026, which generated approximately $1.0 million in gross revenue from its first commercial transactions in July 2026.

How much cash did Sadot have at the end of Q2 2026?

Sadot reported cash and cash equivalents of $0.1 million as of June 30, 2026.

What does management plan to do about the company's financial troubles?

Management plans to raise additional capital and to restructure, convert, or settle outstanding obligations, though it said these transactions are expected to be substantially dilutive to existing stockholders.