Xcel Brands, Inc. is classed by the SEC under Patent Owners & Lessors (industry code 6794), based in New York, NY. Its latest filed balance sheet (2025-12-31) shows total assets of $36 million (its filed statements).
Licensing businessPatent Owners & LessorsNew York, NYfilings since 19998 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a licensing business: prior from its industry code (SEC 6794, Patent Owners & Lessors); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.2 out of ten, 8 of 9 metrics filed and 1 estimated: past 4.6 out of ten, present 4.6 out of ten, future 3.2 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 3.6 out of ten. 28 warning events since 2017; the latest 2026-10-02. 36th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 2.0 out of ten. -20.7% a year over 9 filed years; profitable in 1 of 9. 20th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 8.6 out of ten. CrossAssetData estimate 8.6/10, confidence 35 of 100 (one part). 86th percentile among 11 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 3.0 out of ten. ROE -97%: lost 97¢ per shareholder dollar. Leverage 54%: owes 54¢ per asset dollar. 30th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 2.7 out of ten. bottom 27% of 11 in its family; net margin -353.5%. 27th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 8.3 out of ten. top 17% of 9 in its family for leadership; chief executive since 2011. 83rd percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 4.5 out of ten. bottom 45% of 11 in its family for room to expand. 45th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 1.2 out of ten. bottom 12% of 10 in its family for growth drivers. 12th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 2.6 out of ten. bottom 26% of 9 in its family for expectations against reality. 26th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-04-15 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-13 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2025-08-15 for the period ended 2025-08-14 (on EDGAR). Newest filing: Form 8-K, 2026-10-02. Filings on record since 1999. Read from EDGAR 2026-10-12.
Who runs it
D, Loren Robert W (CEO and Chairman); Fielding, James D (Chief Financial Officer); Haran, James (Chief Financial Officer); Burroughs, Seth (EVP of BD Treasurer Secretary); Disanto, Mark (director); Liebman, Howard M (director); Weinswig, Deborah (director). 7 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.
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