ZEOWW · Zeo Energy Corp.

This 8-K furnishes Zeo’s April 2026 investor presentation, which outlines strategic priorities and forward-looking financial expectations—notably 20%+ YoY revenue growth and high single-digit AEBITDA margins for its residential solar business in 2026. The guidance is anchored in selective market focus (OH, PA, VA), tailwinds from extended solar and battery tax credits (through 2027 and 2032), and reduced competition following widespread solar industry bankruptcies. While the U.S. solar penetration rate of 8% highlights significant long-term opportunity, the presentation also flags substantial risks—including material weaknesses in internal controls over financial reporting, dependence on net metering and utility rebate policies, supplier concentration, and exposure to interest rate and macroeconomic volatility. The disclosure of non-GAAP Adjusted EBITDA—defined as EBITDA excluding certain bad debt expenses and stock-based compensation addbacks—signals management’s emphasis on underlying operational performance, though the absence of GAAP reconciliations in the filing limits investor ability to assess adjustments. Because this is a Regulation FD disclosure under Item 7.01, the information is furnished—not filed—and carries no liability under Section 18 of the Exchange Act, reducing its enforceability and regulatory weight relative to core financial filings.