AIRJ
AirJoule Technologies Corporation3.5500
+0.0800+2.31%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
WPAs draw dozens of suitors
Q&A spotlighted robust traction for water purchase agreements, with dozens of discussions targeting water-stressed sites trucking water at $0.50-$0.75/gallon; AirJoule owns and operates for 15-year recurring revenue, selectively firming 2026/27 deals. Hyperscalers toured the reliable Hubbard deployment in Texas, accelerating data center pilots. GE Vernova waste-heat integration advanced to paper studies, eyeing demos soon. A250 dehumidifiers precede A1000 launches in 2026. Cash runway funds commercialization. Answers largely reaffirmed scripted macro tailwinds and milestones. Investors watch WPA signings.
Key Stats
Market Cap
215.41MP/E (TTM)
-Basic EPS (TTM)
-0.16Dividend Yield
0%Recent Filings
8-K
Priced $22.2M stock offering
AirJoule Technologies priced a public offering of 6,153,847 Class A shares at $3.25 each on January 14, 2026, expecting $19.3 million in net proceeds; the underwriter fully exercised its option for 923,077 more shares, adding $2.9 million. Closings set for January 15. Funds target manufacturing readiness and strategic deployments. Insiders bought in.
8-K
Public stock offering announced
AirJoule launched an underwritten public offering of Class A common stock on January 13, 2026, subject to market conditions, to fund manufacturing readiness and deployments with partners. It added $5.0 million to its GE Vernova JV on January 5 and held $21.8 million in cash as of December 31, 2025. Executives signaled purchase interest. Cash fuels growth, yet offering terms remain uncertain.
10-Q
Q3 FY2025 results
AirJoule Technologies posted a Q3 operating loss of $3.0M, up 27% y/y from $2.4M (derived), driven by higher G&A from share-based comp and headcount, yet R&D flipped positive after royalty reversal. Net loss hit $4.0M or $(0.07) per diluted Class A share on 60.5M shares, versus $35.0M profit last year, as fair-value losses on earnout and vesting shares liabilities ($1.8M) offset interest income; YTD net income was $13.4M or $0.22/share, with EPS matching diluted shares. Cash dipped to $26.0M after $12.8M AirJoule LLC contributions and $4.0M op cash burn, bolstered by $14.2M April PIPE; no debt, $82.3M JV commitment remains. Equity investment at $344.7M absorbed LLC's $154.8M goodwill impairment without hit. Cash funds runway.
8-K
Q3 loss, strong cash, partnerships advance
AirJoule Technologies reported Q3 2025 results, posting a $4.0M net loss amid $3.0M operating expenses, yet ended with $26.0M cash for years of runway. Key wins: Hubbard field demo running 24/7, A250 delivery to ASU, Net Zero Hub selection, U.S. Army ERDC pact, and $2.75M GE Vernova JV contribution. Partnerships accelerate 2026 deployments. Cash fuels the push.
10-Q
Q2 FY2025 results
AirJoule Technologies posted Q2 operating loss of $4.2M, narrower than $4.3M y/y, while six-month loss hit $7.4M versus $60.7M last year amid one-time merger costs. Net income swung to $2.5M profit from $13.4M, buoyed by $6.3M gain on earnout liability valuation and $1.6M tax benefit; six-month net reached $17.4M ($0.30 diluted EPS) from $195.0M, confirmed against 58.7M shares. Cash climbed to $30.5M (up from $28.0M year-end) via $14.6M April PIPE, despite $10M AirJoule LLC contribution and $2.2M operating outflow. No debt; $85M JV commitment lingers. JV equity loss doubled to $2.1M y/y. Early dilution risk shadows path to revenue.
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