AIRJ
AirJoule Technologies Corporation3.5500
+0.0800+2.31%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details demand drivers, economics
Q&A largely reaffirmed the prepared remarks' commercialization push, spotlighting data center projects canceled over water permits as a key demand driver. Management confirmed a scalable supply chain with no bottlenecks, targeting 30-35% gross margins at scale through contract manufacturing. Versus desalination—5-10x cheaper on opex—AirJoule prioritizes speed to deploy, resiliency, and zero-TDS distilled water. Modest 2026 revenue is expected from paid deployments. Data centers stall on permits. Analysts got straight answers on orders and CapEx; execs pledged deployment announcements. Confident tone persists, with eyes on 2026 proof-of-values.
Key Stats
Market Cap
215.41MP/E (TTM)
-Basic EPS (TTM)
-0.16Dividend Yield
0%Recent Filings
10-K
FY2025 results
AirJoule Technologies posted a $9.0M net loss for FY2025 ended December 31, 2025, after $216M profit in 2024 driven by one-time JV gains, with operating loss widening to $13.6M from elevated G&A. Pre-revenue core ops burned cash while ramping field tests—Q4 saw first Core system sale to Arizona State University plus deployments in Texas, California, and Dubai, validating tech in harsh climates ahead of 2026 commercialization. JV partner AirJoule LLC posted $323M net loss after $305M impairments to IPR&D and goodwill, yet deployed prototypes and generated $0.1M revenue. $21.8M cash funds $77M remaining JV commitment. IP infringement claims threaten quarterly momentum.
8-K
AIRJ hits 2025 goals
AirJoule Technologies reported Q4 and full-year 2025 results on March 30, 2026, highlighting field deployments in Dubai, Texas, Arizona, and California that validated its atmospheric water tech. Strategic wins included Net Zero Hub selection, U.S. Army CRADA, and TenX Gulf distribution deal, while $21.8M year-end cash swelled to ~$44M pro forma post-January offering for 2027 runway. Core launches late 2026. Commercial shift accelerates now.
8-K
Exec RSU grants tied to TSR
AirJoule's Compensation Committee granted performance-based RSUs on February 11, 2026, to executives Matthew B. Jore (116,822 target units), Stephen S. Pang (59,579), and Patrick C. Eilers (73,014). Vesting hinges on absolute TSR over the 2026-2028 period, from 0% below threshold to 200% at maximum. Executives stay incentivized. Change in control accelerates vesting.
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.
IPO
Website
Employees
Sector
Industry
AAON
AAON, Inc.
78.07+1.24
AERG
Applied Energetics, Inc.
1.94-0.01
AIRO
AIRO Group Holdings, Inc.
7.69-0.27
ARIS
Aris Water Solutions, Inc.
23.69+0.00
ASPN
Aspen Aerogels, Inc.
3.08-0.03
CARR
Carrier Global Corporation
53.44+0.86
EVOH
EVOAIR HLDGS INC
23.00+0.00
RAIN
Rain Enhancement Technologies H
5.92-0.12
RAKR
Rainmaker Worldwide Inc.
0.02-0.00
TT
Trane Technologies plc
395.96+1.09