Recent 8-K filings for OPAD

• April 30, 2026, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases ×2

  Offerpad Q1 revenue $80.1M, down 50% YoY; net loss narrows to $10.1M

  Revenue $80.1M (-50% YoY); total transactions 263 (-49% YoY).

• April 30, 2026, 7:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Offerpad files shelf takedown for up to $69.7M ATM equity offering via Jefferies

  Filed prospectus supplement for at-the-market offering of up to $69,738,969 in Class A common stock.

• March 6, 2026, 6:59 PM ET regulatory materiality 0.75 negative item 3.01item 7.01item 9.01 ◈ Listing & Compliance Notices

  Offerpad receives NYSE non-compliance notice for average stock price below $1.00

  NYSE notified Offerpad on March 3, 2026; avg closing price <$1.00 over 30 consecutive trading days.

• February 23, 2026, 6:59 PM ET earnings materiality 0.60 negative item 2.02item 9.01

  Offerpad Q4 2025 revenue $114.1M, net loss narrows to $8.8M; guides Q1 2026 $70-95M

  Q4 2025 revenue $114.1M, down 35% YoY; net loss $8.8M ($0.24 EPS) vs loss $17.3M ($0.63) in Q4 2024.

• January 13, 2026, 6:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements ×2

  Offerpad raises $18M via 10M-share equity offering at $1.80/share

  Issued 10,000,000 shares of Class A common stock at $1.80 per share for gross proceeds of $18.0 million.

• November 3, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Offerpad Q3 revenue $132.7M, net loss $11.6M; liquidity over $75M, Q4 guide $100-125M

  Revenue $132.7M on 367 homes sold, down 36% YoY; gross margin 7.0%.

• October 20, 2025, 7:59 PM ET debt materiality 0.80 negative item 2.02item 8.01

  Offerpad Q3 prelim: revenue $132.7M, net loss $11.6M; enters $15M related-party facility

  Preliminary Q3 revenue $132.7M, net loss $11.6M, Adjusted EBITDA -$4.6M; sold 367 homes.

• August 28, 2025, 7:59 PM ET other material materiality 0.65 negative item 8.01item 9.01

  Offerpad enters ATM offering agreement for up to $100M in common stock

  Opens at-the-market equity facility with Jefferies LLC for up to $100M of Class A common stock.

• August 4, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Offerpad Q2 revenue $160.3M, net loss $10.9M; raises $21M in July, liquidity >$75M

  Revenue of $160.3M, homes sold 452; net loss of $10.9M ($0.39 diluted loss per share).

• July 7, 2025, 7:59 PM ET debt materiality 0.60 negative item 8.01

  Offerpad subsidiary reduces senior credit facility from $375M to $175M

  OP SPE Borrower Parent and two units agreed to cut Citibank facility from $375M to $175M.

• June 11, 2025, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 5.07item 9.01

  Offerpad amends Citibank facility: committed cut to $25M, uncommitted raised to $375M

  Committed senior facility reduced from $150M to $25M; uncommitted facility increased from $250M to $375M.

• May 12, 2025, 7:59 PM ET debt materiality 0.75 negative item 1.01item 9.01

  Offerpad reduces credit capacity; extends loan maturities to Aug 2025

  Revolving Senior Loan reduced to $50M available ($25.54M committed); maturity Aug 31, 2025.

• May 5, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Offerpad Q1 revenue $160.7M, net loss -$15.1M; Renovate revenue record $5.3M

  Revenue $160.7M, down 44% YoY and 8% QoQ; homes sold 460 (-46% YoY).

• April 16, 2025, 7:59 PM ET regulatory materiality 0.85 negative item 3.01

  Offerpad receives NYSE delisting notice for market cap and equity below $50M

  NYSE notified Offerpad on April 10, 2025 of non-compliance: avg market cap and last reported equity each <$50M.

• February 24, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Offerpad reports Q4 2024 revenue $174.3M, net loss $17.3M; FY2024 net loss improves 47% to $62.2M

  Q4 2024: homes sold 503 (-29% YoY), revenue $174.3M (-28%), net loss $17.3M.

• December 6, 2024, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 9.01

  Offerpad amends credit facilities to uncommitted, extends maturity to July 2026

  The $200M senior facility and $45M mezzanine facility are now entirely uncommitted.

• November 4, 2024, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Offerpad Q3 net loss narrows 32% YoY to $13.5M; revenue $208.1M (-11% YoY)

  Net loss improved 32% to $13.5M ($0.49 diluted EPS); Adjusted EBITDA loss improved 53% to $6.2M.

• August 5, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Offerpad Q2 revenue $251M, net loss -$13.8M; Q3 guidance for sequential EBITDA improvement

  Revenue $251.1M, down 12% QoQ but up 9% YoY; net loss -$13.8M improved 38% YoY.

• June 20, 2024, 7:59 PM ET other material materiality 0.60 neutral item 5.02item 9.01

  Offerpad amends CEO and officers' LTIP awards; extends performance period, adjusts price targets

  Performance period shifted to June 12, 2024 – June 12, 2027 (was 2023–2026); vesting delayed by one year.

• May 6, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases

  Offerpad Q1 revenue $285M at high end of guidance; net loss improves 71% YoY to $17.5M

  Revenue $285.4M (sequentially +19%, YoY -53%); gross profit $22.6M up 210% YoY.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

0 positive 12 negative 17 neutral

source · OPAD on sec.gov