{"filings":[{"id":96384,"accession_number":"0001213900-26-047620","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2026-04-24T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Zeo Energy receives Nasdaq minimum bid price deficiency notice; 180 days to cure","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq deficiency letter on April 23, 2026 for failing to maintain minimum $1 bid price for 30 consecutive business days.","Has 180 calendar days, until October 20, 2026, to regain compliance by closing at $1+ for 10 consecutive business days.","If not cured, may seek a second 180-day period if it meets other Nasdaq Capital Market listing requirements.","No immediate effect on listing; stock continues trading under symbols ZEO and ZEOWW.","Company intends to monitor closing bid price and evaluate available options to regain compliance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96383,"accession_number":"0001213900-26-045152","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Zeo Energy provides investor presentation at Webull Webinar","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation dated April 15, 2026; available on company's IR website.","No specific financial figures or guidance changes included in the SEC filing excerpt.","Presentation was presented at Webull Corporate Connect Webinar on April 15, 2026."],"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,"calibrated_materiality_score":0.15,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110244,"accession_number":"0001213900-26-008299","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2026-01-27T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"Zeo Energy enters $30M equity line with White Lion Capital; shares sold at market discounts","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Up to $30M of newly issued Class A common stock can be sold to White Lion over 3 years.","Purchase price varies: for rapid notices, average of 3 lowest prices on notice date; for accelerated notices, lowest price in 1-hour period after consent.","Volume limited to 20% of average daily trading volume per notice; beneficial ownership capped at 4.99%.","Company issued $100K commitment shares to White Lion; must file resale registration statement within 15 days.","Cannot sell more than 11,454,607 shares below $1.02 without stockholder approval due to Nasdaq rules."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126828,"accession_number":"0001213900-25-106120","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Zeo Energy dismisses Grant Thornton, appoints Tanner as auditor for FY2025","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Audit committee approved dismissal of Grant Thornton as independent auditor, effective Oct 31, 2025.","Grant Thornton's reports for FY2024 and FY2023 were unqualified, with no adverse opinions.","No disagreements existed with GT, but material weaknesses in internal control over financial reporting were disclosed.","Tanner LLC appointed as successor auditor for the fiscal year ending December 31, 2025.","Company did not consult Tanner prior to appointment on accounting or audit matters."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143610,"accession_number":"0001213900-25-085291","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Zeo Energy presents at Gateway Conference; no specific financial details released","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["CEO Tim Bridgewater and CFO Cannon Holbrook presented at 2025 Annual Gateway Conference on Sept 4, 2025.","Investor presentation furnished as Exhibit 99.1; full content not included in this filing excerpt.","Form 8-K provides only standard cautionary language and no new material business updates."],"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":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143609,"accession_number":"0001213900-25-078497","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-08-19T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"Zeo Energy to pay Piper Sandler $1.69M cash and 677,711 shares for buy-side advisory fee","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cash payment of $1.6875 million plus 677,711 Class A shares to Piper Sandler as Heliogen Buyside Advisory Fee upon closing of Heliogen acquisition.","Half of shares (338,855) subject to lockup until 45 days after Heliogen close (~Sept 22, 2025).","Zeo to file resale registration statement by Sept 7, 2025 covering Piper Sandler shares and 9.93M shares for White Oak Capital.","Piper Sandler releases Zeo from fee/expense claims upon receipt of fee and satisfaction of conditions."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143604,"accession_number":"0001213900-25-074957","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K/A","filed_at":"2025-08-12T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Zeo Energy completes acquisition of Heliogen; Heliogen reports $6.4M Q1 loss, going concern doubt","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger closed on Aug 8, 2025; exchange ratio 0.9591 Zeo shares per Heliogen share.","Post-merger Zeo expects 54,832,032 shares outstanding, up from 48,526,464 pre-merger.","Heliogen Q1 2025 net loss $6.4M, revenue $0, cash burn $8.4M; $30.1M cash, no debt.","Heliogen auditors express substantial doubt about ability to continue as going concern.","Heliogen's prior year (2024) revenue was $1.5M with $15.2M net loss in Q1 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143608,"accession_number":"0001213900-25-073918","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Zeo Energy closes Heliogen stock acquisition; nets $13.6M cash, forms new division","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition completed Aug 8, 2025; consideration entirely in Zeo Class A common stock.","Zeo received ~$13.6M net cash from Heliogen at closing.","Heliogen's solutions form new division for long-duration energy storage targeting C&I and AI data centers.","Heliogen common stock (OTCQX: HLGN) ceased trading upon closing."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143607,"accession_number":"0001213900-25-073839","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Zeo Energy completes merger with Heliogen; Exchange Ratio 0.9591","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["As of Aug 8, 2025, each Heliogen share converted to 0.9591 Zeo Class A share.","Heliogen RSUs fully accelerated and canceled; holders receive Merger Consideration.","Heliogen options with exercise price >= per share purchase price canceled without payment.","Commercial warrants exercised before Closing; SPAC warrants out-of-money, no consideration paid.","Heliogen common stock and warrants ceased trading on OTCQX and OTCPK, respectively."],"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":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143606,"accession_number":"0001213900-25-073672","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Zeo Energy stockholders elect all five director nominees and approve share issuance proposal at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected directors Timothy Bridgewater, Dr. Abigail M. Allen, James P. Bensen, Neil Bush, Mark M. Jacobs; each received over 47.3M votes for.","Approved issuance of shares in excess of 20% under Nasdaq Rule 5635: 41.8M for, 5.5M against.","Ratified Grant Thornton LLP as independent auditor for FY 2025: 47.6M for, 27,624 against.","Approved adjournment proposal if needed: 47.6M for, 78,207 against."],"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":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143605,"accession_number":"0001213900-25-062352","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-07-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Gianluca Guy resigns from Zeo Energy board effective July 4","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gianluca 'Luke' Guy resigned as a member of the Board of Directors, effective July 4, 2025.","Resignation is for personal reasons and not due to any disagreement with management or the board.","Mr. Guy served on the board of Zeo Energy Corp. (Nasdaq: ZEO)."],"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,"calibrated_materiality_score":0.4,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161800,"accession_number":"0001213900-25-055295","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zeo Energy Q1 2025 revenue $8.8M (down 56.4% YoY); net loss $13.3M; agrees to acquire Heliogen","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $8.8M vs $20.1M in Q1 2024, a 56.4% decline; gross margin improved to 43.0% from 29.9%.","Net loss widened to $13.3M from $4.1M; Adjusted EBITDA was $(6.4)M vs $(0.5)M in prior year.","Definitive agreement to acquire Heliogen to expand into commercial clean energy solutions.","CEO cites high interest rates and seasonality as headwinds; expects improvement in H2 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161799,"accession_number":"0001213900-25-053861","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Zeo Energy Corp. sets first Annual Meeting for August 5, 2025, record date June 6, 2025","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Annual Meeting to be held virtually on August 5, 2025.","Record date for voting is June 6, 2025.","Rule 14a-8 stockholder proposals due by June 22, 2025.","Advance notice for director nominations and other proposals also due June 22, 2025.","Proxy statement with meeting details will be filed prior to the meeting."],"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":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161798,"accession_number":"0001213900-25-048922","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Zeo Energy receives Nasdaq deficiency notice for late Q1 2025 Form 10-Q filing","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Nasdaq notice received May 22, 2025 due to failure to file Q1 2025 10-Q by May 15 deadline.","Prior late 10-K (filed May 28, 2025) adds to listing non-compliance; both violations under Rule 5250(c)(1).","Company must submit compliance plan by June 16, 2025; if accepted, exception until October 13, 2025.","No immediate effect on trading; company expects to file 10-Q as soon as practicable."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161797,"accession_number":"0001213900-25-048509","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["1.01","7.01","8.01","9.01"],"status":"ready","headline":"Zeo Energy acquires Heliogen for $10M stock; exchange ratio based on $1.59/share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total Merger Consideration $10M, adjusted by Heliogen's Net Cash collar of $13M-$16M.","Exchange Ratio = (Consideration / 6.6M fully diluted shares) / $1.5859; Heliogen shareholders get ZEO shares.","Closing conditions include Heliogen stockholder vote, Nasdaq listing, S-4 effectiveness, Net Cash ≥ $10M.","Holders of ~23.5% of Heliogen voting power signed Voting Agreements to support the deal.","Heliogen pays Zeo a termination fee of $450,000 in certain scenarios (e.g., superior proposal)."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161796,"accession_number":"0001213900-25-047567","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zeo Energy reports FY 2024 revenue down 33% to $73.2M; net loss $9.9M vs income $4.8M in 2023","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year revenue $73.2M, down 33.2% YoY; net loss $9.9M vs net income $4.8M in 2023.","Adjusted EBITDA fell to $2.0M (2.7% of revenue) from $7.0M (6.4%) in 2023.","Q4 2024 revenue $18.6M (-18.9% YoY); net loss improved to $1.1M from $1.6M.","Q4 adjusted EBITDA swung to positive $3.1M (16.8% of rev) from -$0.9M in Q4 2023.","Completed Lumio asset acquisition in Nov 2024; secured $4.0M in Dec for sales expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":8783695.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161795,"accession_number":"0001213900-25-033386","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2025-04-18T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Zeo Energy receives Nasdaq notice for late 10-K filing; has until June 16 to submit plan","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Nasdaq notified Zeo on April 17, 2025 for failing to file 2024 10-K by March 31 deadline.","No immediate effect on listing or trading of ZEO shares on Nasdaq.","Company has 60 days, until June 16, 2025, to submit a compliance plan to Nasdaq.","If plan accepted, Nasdaq may grant exception until October 13, 2025 to regain compliance.","Zeo intends to file the 2024 10-K as soon as practicable."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179889,"accession_number":"0001213900-25-010071","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K/A","filed_at":"2025-02-04T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Zeo Energy corrects auditor opinion date on Sunergy's restated financials","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Grant Thornton opinion date corrected to August 16, 2024 (Note 3: January 23, 2025) on prior filing.","Sunergy audited financials show 2023 net income $4.8M on revenue $109.7M; 2022 net income $8.7M on revenue $89.0M.","Restatement reclassified cost of goods sold and selling expenses but had no impact on total expenses or net income.","No other changes made to the previously filed Form 8-K; financial data remains unchanged.","Correction is a clerical scrivener's error only; no new information for investors."],"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":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179888,"accession_number":"0001213900-25-008938","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K/A","filed_at":"2025-01-31T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Zeo Energy files 8-K/A correcting Grant Thornton signature on Sunergy restated financials","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amendment No. 4 corrects a scrivener's error: omitted signature of Grant Thornton LLP on the Report of Independent Registered Public Accounting Firm in Exhibit 99.1.","No other changes were made to the original Form 8-K filed January 23, 2025.","Exhibit 99.1 includes audited consolidated financial statements of Sunergy Renewables as of and for years ended Dec 31, 2023 and 2022, as restated.","Restatements reclassify costs between COGS, sales & marketing, and G&A; reclassify finance leases; no impact on net income or total operating expenses.","Business combination with ESGEN accounted for as a common-control transaction; no change in control occurred."],"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,"calibrated_materiality_score":0.1,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179887,"accession_number":"0001213900-25-006060","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K/A","filed_at":"2025-01-23T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Zeo Energy restates FY2023 and FY2022 Sunergy financials; no impact on net income","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Restatement corrects misclassifications: selling expenses moved from COGS to sales and marketing, no effect on total operating expenses or net income.","Finance lease assets/liabilities reclassified as right-of-use leases; operating lease presentation adjusted; cash flows unchanged.","Audit committee concluded prior financial statements (FY2022-2023, Q1 and Q2 2024) should no longer be relied upon.","Material weaknesses in internal control over financial reporting identified related to reconciliations, account review, and journal entries.","Company plans to file amendments to Form 10-Qs for Q1 and Q2 2024 to correct quarterly errors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196681,"accession_number":"0001213900-24-112659","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-12-26T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Zeo Energy enters $4M promissory note with LHX; repayable in shares at $1.35 or 4x cash","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Up to $4M available in three tranches: $2.5M initial, $750K upon 340 solar permits (60 days), $750K upon 296 installations (60 days after).","Repayment due one year from issuance; may elect share issuance at $1.35/share or cash at 4x principal.","No interest except 10% per annum on amounts unpaid after 30 days.","Voting agreement requires certain stockholders to back LHX board designee and share issuance.","Loan proceeds for working capital; LHX can waive milestones and advance funds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196680,"accession_number":"0001213900-24-098500","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["4.02"],"status":"ready","headline":"Zeo Energy restates FY2022-FY2024 financials; reclassifies commission expenses and leases","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit committee withdraws reliance on FY2022, FY2023, Q1/Q2 2024 financials and S-1 due to misstatements.","Misstatements include reclassification of commission expenses: $23.1M (2022), $28.7M (2023), $3.7M (Q1 2024), $4.1M (Q2 2024).","Additional reclassifications: leased vehicles from fixed assets to ROU assets, debt to financing leases across periods.","Company to file amended 8-K, 10-Qs, and S-1; material weakness in internal controls over financial reporting persists.","Management determined disclosure controls were ineffective as of Dec 2022, Dec 2023, Mar 2024, Jun 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196679,"accession_number":"0001213900-24-094780","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.01","3.02","1.01","7.01","9.01"],"status":"ready","headline":"Zeo Energy completes asset purchase from bankrupt Lumio for $4M cash and 6.2M shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired uninstalled residential solar contracts, inventory, IP, and goodwill from Lumio (Chapter 11 debtor) for $4M cash and 6,206,897 shares of Common Stock.","Bankruptcy Court approved the transaction on Nov 1, 2024; deal closed same day.","Separately, Zeo issued 1,873,103 shares to LHX at $1.45/share ($2.716M) under a subscription agreement; LHX gets a board seat.","CEO Tim Bridgewater says acquisition positions Zeo for above-industry growth in 2025, leveraging Lumio's sales reps.","Zeo also agreed to file a resale registration statement for the SA shares within 15 days."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196678,"accession_number":"0001213900-24-092956","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Zeo Energy to acquire residential solar assets from bankrupt Lumio for $4M cash and 6.2M shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquires uninstalled solar contracts, inventory, IP from Lumio Holdings (Chapter 11) for $4M cash + 6.2M shares.","Subscription Agreement: sells 1.87M shares at $1.45/sh ($2.72M) to LHX Intermediate with board seat and registration rights.","Transaction contingent on Bankruptcy Court order and other conditions; share purchase closes concurrently.","Lumio Holdings filed Chapter 11 on Sept 3, 2024 in Delaware Bankruptcy Court."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212978,"accession_number":"0001213900-24-071126","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-08-20T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Zeo Energy Q2 revenue down 51% to $14.7M, net loss of $1.3M; appoints Cannon Holbrook as CFO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2024 revenue $14.7M, down 51% from $30.1M in Q2 2023; net loss $1.3M vs net income $0.8M.","Adjusted EBITDA $0.7M (4.6% margin) compared to $1.3M (4.4% margin) in prior year.","Six months 2024 revenue $34.6M, down 29% YoY; net loss $3.2M; adjusted EBITDA loss $0.1M.","Appointed Cannon Holbrook as CFO; base salary $225k plus equity grants (15k shares immediate, 75k at 12/24/35 months).","Gross margin improved to 29.8% from 18.7% due to operational efficiencies and cost reductions."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":34575616.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212976,"accession_number":"0001213900-24-070378","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K/A","filed_at":"2024-08-19T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Zeo Energy restates FY2023 & Q1 2024 financials; net income cut by $1.4M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FY2023 net income reduced by $1.417M due to corrections in accounts payable, accrued expenses, and revenue.","Q1 2024 net loss increased by ~$193K; stock-based compensation ($505K) and transaction costs ($572K) were missed.","Material weaknesses exist in internal control over financial reporting: reconciliations, journal entry review.","Sunergy audited FY2023 assets restated to $48.1M; liabilities $17.5M; equity $30.6M.","Filing amends prior 8-Ks after non-reliance determination announced on July 29, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212977,"accession_number":"0001213900-24-064742","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-08-02T23:59:59+00:00","items":["4.02"],"status":"ready","headline":"Zeo Energy restates 2023 and Q1 2024 financials; net income reduced by $1.4M and $144K respectively","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FY2023 errors: $844K debit memos reversal, $268K insurance/audit accruals, $376K sales cut-off; net income reduced $1.417M.","Q1 2024 errors: $505K unrecorded stock-based comp, $572K transaction costs; net income reduced $144K.","Company cites material weakness in internal controls; remediation plan to be detailed in amended filings.","Previously issued financial statements for 2023 (8-K, S-1) and Q1 2024 (10-Q) should no longer be relied upon."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232066,"accession_number":"0001213900-24-043868","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zeo Energy Q1 revenue up 4% to $19.5M; net loss $1.7M vs prior year profit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $19.5M (+4% YoY); gross profit $1.8M (-47% YoY) from $3.4M.","Net loss $1.7M (-8.7% of revenue) vs net income $1.6M in Q1 2023.","Adjusted EBITDA loss $1.2M vs $2.0M gain in prior-year quarter.","Completed merger with ESGEN Acquisition Corp. on March 13, 2024; merger expenses $11.7M.","Expanded into Ohio and Illinois; $15M preferred equity from Energy Spectrum."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":19488190.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232065,"accession_number":"0001213900-24-034125","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-04-18T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Zeo Energy dismisses BDO, engages Grant Thornton; material weaknesses cited","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["BDO USA P.C. dismissed as independent auditor on April 16, 2024; no disagreements with BDO.","Material weaknesses in internal control over financial reporting identified (EPS calculation, cash flow classification).","Grant Thornton LLP engaged as new independent registered public accounting firm for FY 2024.","Grant Thornton previously served as Sunergy's auditor prior to the business combination with ESGEN Acquisition.","Auditor change approved by Audit Committee; BDO letter attached as Exhibit 16.1."],"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,"calibrated_materiality_score":0.6,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250344,"accession_number":"0001213900-24-025590","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K/A","filed_at":"2024-03-25T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Sunergy's audited FY2023 revenue $110.1M, net income $6.2M filed in 8-K/A","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sunergy revenue $110.1M in 2023 (up 24% YoY from $89.0M); net income $6.2M vs $8.7M in 2022.","Income from operations $6.5M in 2023 vs $8.6M in 2022; total assets $48.0M, cash $8.0M.","Unaudited pro forma combined financials filed to reflect Zeo Energy Corp post March 13 business combination.","Members' equity $32.3M at Dec 31, 2023; goodwill $27.0M from prior acquisition."],"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,"calibrated_materiality_score":0.6,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250346,"accession_number":"0001213900-24-024194","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-03-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zeo Energy reports FY2023 net revenue $110.1M (+24%); Q4 net loss $0.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2023 net revenue $110.1M, up 24% YoY; gross profit $20.2M (+26%).","Adjusted EBITDA for FY2023 rose 8% to $11.2M; Q4 adjusted EBITDA $1.3M vs $1.5M.","Q4 2023 net loss $0.1M vs net income $1.1M in Q4 2022; impacted by merger costs.","Completed business combination with ESGEN on March 13, 2024; now listed on Nasdaq.","Cash and equivalents $8.0M at Dec 31, 2023, up from $2.3M year-end 2022."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250345,"accession_number":"0001213900-24-024166","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-03-20T23:59:59+00:00","items":["1.01","5.02","2.01","3.02","9.01","2.02","3.03","5.01","5.03","5.06","7.01"],"status":"ready","headline":"Zeo Energy closes Sunergy business combination; 33.73M OpCo units issued","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Consideration to Sunergy sellers: 33,730,000 Exchangeable OpCo Units and 33,730,000 Class V shares.","Post-Closing shares: 5,026,964 Class A common and 35,230,000 Class V common outstanding.","Public shareholders redeemed 1,159,976 shares at ~$11.50/sh for ~$13.34M; trust holds ~$2.71M.","Sponsor subscribed for 1.5M Convertible OpCo Preferred Units for $15M in PIPE financing.","Zeo Class A common (ZEO) and warrants (ZEOWW) began trading on Nasdaq on March 14, 2024."],"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":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":52420000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250343,"accession_number":"0001193125-24-065933","cik":1865506,"company_name":"Zeo Energy Corp.","ticker":"ZEO","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"ESGEN enters non-redemption agreement with K2 Fund to backstop 174,826 shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["K2 Fund will purchase at least 174,826 ESAC Class A shares from redeeming holders and rescind redemptions.","ESGEN will issue K2 225,144 shares of Zeo Energy Corp. 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