Recent 8-K filings for OPAD

• August 3, 2026, 4:15 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Offerpad Q2 revenue $77.7M, net loss narrows; gross margin highest since Q3 2023

  Revenue $77.7M (down 52% YoY); net loss $9.3M vs $10.9M loss YoY; diluted EPS ($1.94) vs ($3.93).

• 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 ◈ Listing & Compliance Notices

  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.

• February 26, 2024, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Offerpad reports Q4 2023 revenue $240.5M, net loss $15.4M; guides Q1 2024 revenue $245M-$285M

  Q4 homes sold 712, revenue $240.5M, net loss $15.4M ($0.57 diluted loss per share); Adjusted EBITDA loss $7.0M.

• November 1, 2023, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Offerpad Q3 revenue $234.2M (up 2% QoQ), net loss narrows to $20.0M; guides Q4 Adj EBITDA ($10M)-$0M

  Revenue $234.2M, up 2% QoQ from $230.1M; gross margin improved to 10.2% from 9.7%.

• August 2, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases

  Offerpad Q2 2023 revenue $230.1M, net loss narrows to $22.3M; Q3 guidance provided

  Revenue $230.1M (down 79% YoY but beat guidance high end by 15%); gross margin 9.7% highest since Q3 2021.

• July 6, 2023, 7:59 PM ET leadership materiality 0.70 positive item 5.02item 7.01item 9.01 ◈ executive_change ×2

  Offerpad appoints Axon veteran Jawad Ahsan as CFO, effective July 10

  Jawad Ahsan named CFO effective July 10, 2023; former CFO of Axon (market cap grew from $1B to $13B).

• May 3, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Offerpad Q1 net loss $59.4M, revenue down 56% YoY; guides Q2 revenue $140-200M

  Q1 2023 revenue $609.6M, down 56% YoY from $1.37B; homes sold 1,609, down 14% QoQ.

• March 30, 2023, 7:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Delaware court validates Offerpad's amended charter and all shares issued under it

  Court granted Section 205 order validating Third Amended and Restated Certificate of Incorporation as of Sept 1, 2021.

• March 17, 2023, 7:59 PM ET regulatory materiality 0.70 negative item 8.01item 9.01

  Offerpad files Section 205 petition to validate capital structure after Boxed ruling uncertainty

  Filed petition in Delaware Court of Chancery under DGCL Section 205 to validate Third Amended and Restated Certificate of Incorporation and all shares issued.

• February 22, 2023, 6:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  Offerpad Q4 revenue $677M, net loss $121M; raises $90M equity; Q1 outlook weak

  Q4 revenue $677.2M (-22% YoY); net loss $121.1M vs prior-year profit $12.8M.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

2 positive 16 negative 32 neutral

source · OPAD on sec.gov