{"filings":[{"id":543036,"accession_number":"0001193125-26-232121","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2026-05-20T15:28:16+00:00","items":["5.02"],"status":"ready","headline":"Gencor Industries CFO Eric Mellen to retire effective June 10, 2026","event_type":"leadership","confidence":"high","bullets":["CFO and Treasurer Eric Mellen notified the company of his retirement on May 14, 2026.","Retirement is effective June 10, 2026; a search for a new CFO has begun.","No replacement has been named as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98313,"accession_number":"0001193125-26-212435","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["5.01"],"status":"ready","headline":"Marc Elliott gains control of Gencor after E.J. Elliott gifts LLC interests; holds 95.5% of Class B stock","event_type":"other_material","confidence":"high","bullets":["E.J. Elliott gifted his LLC membership interests to Marc G. Elliott on May 1, 2026, transferring control.","Marc Elliott indirectly owns 14.5% of common stock and 95.5% of Class B stock, giving control.","Class B stock elects 75% of board; Marc Elliott's 95.5% Class B stake enables board control.","Marc Elliott disclaimed beneficial ownership beyond pecuniary interest; no other control change plans known."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98312,"accession_number":"0001193125-26-143463","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2026-04-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Gencor Industries annual meeting elects directors, ratifies auditor, approves 3-year say-on-pay","event_type":"other_material","confidence":"high","bullets":["John G. Coburn elected Common Stock director with 5.45M votes for, 3.70M withheld, 1.37M broker non-votes.","Class B stockholders unanimously elected Marc G. Elliott, Thomas A. Vecchiolla, and Walter A. Ketcham, Jr.","Carr, Riggs & Ingram ratified as independent auditor for FY 2026 with 10.5M common shares for, 16.7K against, 4.3K abstain.","Advisory say-on-pay frequency set at 3 years, approved with 9.06M common shares for, 76.5K against, 19.2K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113699,"accession_number":"0001193125-26-040311","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Gencor Q1 revenue falls 25% to $23.6M; EPS $0.23 vs $0.26; backlog rises","event_type":"earnings","confidence":"high","bullets":["Net revenue $23.6M, down 25% from $31.4M YoY; operating income $3.1M vs $4.6M.","Gross margin improved to 28.7% from 27.6% on higher-margin parts sales.","Cash & marketable securities $147.7M, up $11.4M from Sep 30; no debt.","Backlog $57.4M vs $54.4M a year ago; management sees order pickup despite federal infrastructure uncertainty."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":23577000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113698,"accession_number":"0001193125-26-026824","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Gencor Industries dismisses BPB, appoints CRI as auditor after CRI acquires BPB's capital markets practice","event_type":"other_material","confidence":"high","bullets":["Board dismissed BPB and appointed CRI effective Jan 27, 2026, following CRI's asset acquisition of BPB's capital markets practice on Jan 1, 2026.","BPB's audit reports for FY2024 and FY2025 had no adverse opinion or disclaimer except an adverse opinion on internal control over financial reporting for both years.","Adverse opinions on internal control were due to material weaknesses in ITGCs, user access, change management, third-party controls, and period-end close processes.","No disagreements or reportable events occurred during the fiscal years ended Sep 30, 2024 and 2025 or the subsequent interim period through Jan 27, 2026.","BPB provided a letter to the SEC agreeing with the statements in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113697,"accession_number":"0001193125-26-020473","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2026-01-23T23:59:59+00:00","items":["5.08","8.01"],"status":"ready","headline":"Gencor sets 2026 annual meeting for April 3; proposal deadline February 2","event_type":"other","confidence":"high","bullets":["Annual meeting scheduled for April 3, 2026; record date February 26, 2026.","Stockholder proposals under Rule 14a-8 must be received by February 2, 2026.","Director nominations and other proposals must be delivered by February 2, 2026 per by-laws."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130085,"accession_number":"0001193125-25-329707","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2025-12-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Gencor founder EJ Elliott retiring Dec 31; Marc Elliott named Chairman","event_type":"leadership","confidence":"high","bullets":["Executive Chairman EJ Elliott, founder in 1968, retires effective December 31, 2025.","Board appoints Marc Elliott (current President and director since 2007) as Chairman effective January 1, 2026.","Marc Elliott will continue as President; no other management changes announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130084,"accession_number":"0001193125-25-311910","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Gencor FY2025 EPS $1.07, up 8% YoY; Q4 revenue down 10%","event_type":"earnings","confidence":"high","bullets":["FY2025 net revenue $115.4M (+2% YoY); net income $15.66M ($1.07 diluted EPS) vs $14.56M ($0.99).","Q4 revenue $18.8M (-10% YoY); operating loss of $0.2M vs operating income of $1.2M a year ago.","Backlog at Dec 1, 2025 was $23.6M, down 58% from $56.2M at Dec 1, 2024.","Cash and marketable securities $136.3M; no short-term or long-term debt.","Q4 softness attributed to 'Liberation Day unease' and one-time extraordinary expenses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146671,"accession_number":"0001193125-25-223242","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2025-09-29T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Annual meeting elects directors and ratifies auditor; no material changes","event_type":"other","confidence":"high","bullets":["Directors elected: General John G. Coburn (Common Stock), E.J. Elliott, Marc G. Elliott, Thomas A. Vecchiolla, Walter A. Ketcham, Jr. (Class B).","Auditor Berkowitz Pollack Brant Advisors + CPAs ratified for fiscal year ending September 30, 2025 (Common: 10,704,103 for; Class B: 2,318,857 for).","Total shares voted: 12,338,845 Common and 2,318,857 Class B; no other business conducted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146670,"accession_number":"0001193125-25-176029","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Gencor Q3 revenue up 5.6% to $26.99M; EPS $0.26 vs $0.17","event_type":"earnings","confidence":"high","bullets":["Revenue $26.99M (+5.6% YoY); gross margin improved to 26.5% from 23.9%.","Operating income $3.14M vs $1.99M; net income $3.83M ($0.26 EPS) vs $2.56M ($0.17).","Nine-month revenue $96.61M (+4.7%); net income $13.74M ($0.94 EPS) vs $13.11M ($0.89).","Cash & securities $136.0M, no debt; backlog declined to $26.2M from $46.6M.","President cites improved production and efficiency; expects continued stable growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":96606000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146669,"accession_number":"0001193125-25-166050","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Gencor regains NYSE American listing compliance after filing overdue reports","event_type":"regulatory","confidence":"high","bullets":["Filed delinquent 10-K on June 27, 2025 and two 10-Qs on July 25, 2025.","NYSE granted extension to August 19, 2025; all filings completed before deadline.","On July 25, 2025, NYSE confirmed compliance and removed company from late filers' list.","Company had been non-compliant since January 2025 due to late annual report."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146668,"accession_number":"0001193125-25-164829","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Gencor Q2 fiscal 2025 revenue down 6.1%; EPS flat at $0.42; backlog falls to $27.8M","event_type":"earnings","confidence":"high","bullets":["Net revenue $38.2M (-6.1% YoY); gross margin 29.7% vs 30.3%.","Net income $6.1M ($0.42/sh) vs $6.2M ($0.42) prior year; six-month net income $9.9M ($0.68) vs $10.5M ($0.72).","Backlog $27.8M at Mar 31, 2025, down from $50.4M a year ago; cash & marketable securities $143.7M.","No debt; working capital $193.2M; management cites increased six-month revenue and operating income."],"consensus_eps_estimate":null,"consensus_eps_actual":0.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":96606000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146667,"accession_number":"0001193125-25-164824","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Gencor Q1 revenue up 20.7% to $31.4M; EPS falls to $0.26 on securities losses","event_type":"earnings","confidence":"high","bullets":["Net income $3.8M ($0.26 EPS) vs $4.3M ($0.30) YoY; operating income rose to $4.6M from $3.4M.","Revenue $31.4M (+20.7%) driven by higher contract equipment sales; parts sales declined.","Cash and marketable securities $130.1M; no debt; backlog $54.4M vs $61.3M a year ago.","Gross margin 27.6% vs 29.0% due to lower parts mix; net other income included $455K unrealized loss on bonds."],"consensus_eps_estimate":null,"consensus_eps_actual":0.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":96606000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146666,"accession_number":"0001193125-25-161122","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2025-07-18T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Gencor Industries schedules 2025 annual meeting for Sept 26, record date Aug 11","event_type":"other_material","confidence":"high","bullets":["Annual Meeting set for September 26, 2025; record date for voting is August 11, 2025.","Shareholder proposals under Rule 14a-8 must be received by July 28, 2025.","Deadline for director nominations and other business is also July 28, 2025 per by-laws.","Meeting changed by more than 30 days from prior year, triggering new submission deadlines."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165072,"accession_number":"0001193125-25-149717","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2025-06-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Gencor reports FY2024 revenue up 7.7% to $113.2M; EPS $0.99 vs $1.00; backlog $56.2M","event_type":"earnings","confidence":"high","bullets":["Full year net revenue $113.2M, up 7.7% from $105.1M; net income $14.6M ($0.99 diluted EPS) vs $14.7M ($1.00).","Q4 revenue flat at $20.9M; gross margin fell to 25.6% from 31.7%; operating income halved to $1.2M from $2.7M.","Backlog $56.2M at Dec 1, 2024 vs $57.8M a year earlier; cash & securities $115.4M, no debt.","SG&A rose $2.2M to $14.3M on trade show and professional fees; effective tax rate increased to 29.8% from 21.9%.","Net other income $7.0M, up $1.7M, driven by higher interest income ($3.4M) and portfolio gains ($3.6M)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165071,"accession_number":"0001193125-25-149714","cik":64472,"company_name":"GENCOR INDUSTRIES INC","ticker":"GENC","form_type":"8-K","filed_at":"2025-06-27T23:59:59+00:00","items":["3.01","9.01"],"status":"ready","headline":"Gencor receives NYSE American extension to Aug 19, 2025 to file delinquent reports","event_type":"regulatory","confidence":"high","bullets":["NYSE accepted extension request; new cure deadline August 19, 2025.","Delinquent reports: 10-K for FY ended Sep 30, 2024, and 10-Qs for Dec 31, 2024 and Mar 31, 2025.","Company expects to file 10-K within initial six-month period and 10-Qs by Aug 19, 2025.","Failure to make progress or file by Dec 30, 2025 could result in delisting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}