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AirJoule Technologies Corp. (AIRJ) Form 8-K — Aug 13, 2026

$AIRJForm 8-KItems 2.02, 9.01Filed Aug 13, 2026, 5:26 PM ET0001193125-26-349663Original filing

AirJoule Technologies (NASDAQ: AIRJ) reported a second quarter 2026 net loss of $8.5 million, or $0.12 per share, versus net income of $2.5 million in the year-ago quarter, and a six-month net loss of $58.4 million driven largely by its share of AirJoule LLC joint venture losses. Operating loss was roughly flat year-over-year at $4.1 million and the company reported no revenue as it remains pre-commercial. The headline strategic development is an exclusive sales agreement with Kubota Corporation, making Kubota the exclusive sales channel for AirJoule systems into multi-unit residential developments in Texas and California.

Key figures

Guidance
2026 combined cash spend of approximately $27-28 million across AirJoule Technologies and the AirJoule joint venture (raised from approximately $25 million previously); sufficient liquidity to fund operations into 2028
Total Debt
0
Total Assets
306840266
Cash Position
41417134
Shares Outstanding
72400588
Q2 2025 eps
0.04
Q2 2025 net income
2513213
Total stockholders equity
248637802
Investment in airjoule llc
263498454
Prime system target output
up to 2,000 liters per day at less than 200 watt-hours per liter
Jv operating expenses q2 2026
5000000
Jv capital contribution q2 2026
2500000
Combined cash with joint venture
43000000
Core dh addressable installed base
1200000
Proceeds from common stock issuance six months
36453501
Registered direct offering net proceeds june 2026
14200000

Price after filing

1 day: -9.4%7 days: -21.1%30 days: -42.9%

Close on the filing date to close N calendar days later (from $1.75). Historical, not a forecast.

AI analysis

Red flags4 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    AirJoule Technologies Corp. (AIRJ) Form 8-K — Aug 13, 2026: AI Analysis | Signal8