
Next earnings Aug 14, 2026
Conservative balance sheet (liabilities/equity -1.08x).
Liabilities / equity -1.08x · latest
This call stands until the filings change it — the engine re-rates on new 10-K/10-Q/8-K facts, never on price moves. Hit Watch above to follow KFII (Pro alerts fire the moment a rating flips), or catch every change in Saturday’s Flip Side. How to read a call
K&F GROWTH ACQUISITION CORP. II shows limited reported revenue.
Supporting the case: conservative balance sheet (liabilities/equity -1.08x).
Is KFII a buy? The one-page verdict, explained →
HOLD means own it, don't chase it — harvesting premium against the position matches the verdict.
Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.
| Line item | FY25 |
|---|---|
| Revenue | — |
| Gross profit | — |
| Operating income | -$742K |
| Net income | $10.2M |
| Diluted EPS | — |
| Net margin | — |
10-year statements — income, cash flow, balance sheet & CSV export →
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
The daily Brief delivers our freshest calls, rating flips and the filings behind them — every morning, free.
Sources: SEC EDGAR (CIK 0002029976, latest 10-Q filed 2026-05-14) · EODHD · as of 7/15/2026, 8:09:40 PM.
Rule-based analysis, generated automatically from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 15, 2026, 4:09 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Disclosed smart-money activity in KFII, but no clear buy consensus.
Different disclosure clocks — Form 4s file within days, Congress PTRs lag up to ~45 days, and 13F holdings are a quarterly snapshot (up to ~4.5 months old). A disclosed-accumulation view, not live correlation.
| 2025-02-06 | K&F Growth Acquisition LLC II Co-CEO, CFO | Buy | 495K @ $10.00 | $4.95M |
| Schonfeld Strategic Advisors | 539K sh | $5.62M |
As of each fund’s latest quarterly 13F — a delayed snapshot, not a live position. All tracked funds →
Schedule 13D/13G filings disclosing a >5% stake in the company. A 13D declares intent to engage — read the filing; a 13G is a passive holding. Percent is the percent-of-class stated on the cover page. Source: SEC EDGAR (public domain).
No unusual settlement fails — 292 shares failed to deliver on the latest published day.
KFII fails-to-deliver history — every published settlement day →
Aggregate CNS settlement fails on the latest published day, vs this name’s trailing median. From SEC fails-to-deliver data (published twice monthly) — a settlement metric, not short interest.
Auditor changes (8-K Item 4.01) and restatements (Item 4.02) are verified against the filing’s tagged items; going-concern flags key on the “substantial doubt” disclosure phrase in a 10-K/10-Q — review the filing itself. Source: SEC EDGAR (public domain).
1178 tracked peers · median
SEC correspondence
KFII SEC comment-letter history — every letter and response →
SEC staff comment letters (UPLOAD) questioning the company’s disclosures and its written responses (CORRESP), from the SEC’s filing review. Reviews are routine and this is not an assertion of wrongdoing; correspondence is released about 20 business days after a review concludes, so dates reflect the letter itself, not its release. Source: SEC EDGAR (public domain).