Airjoule Technologies Corporation (AIRJ)
NASDAQ:AIRJ
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Earnings Data
Report Date
Aug 21, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.08Last Year’s EPS
0.04Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed meaningful technical and commercialization progress — a completed, operational Prime unit, a locked Core design, quantified energy advantages (e.g., ~40% energy savings for Core DH) and several active customer engagements and partnerships — while also disclosing a material noncash impairment that produced a large GAAP loss and reflecting modest near-term cash balances. Management presented a clear commercialization timeline (Core AWG late 2026, Core DH 2027, larger Prime deployments and contract manufacturing planning into 2028) and said liquidity supports operations through 2027, but commercial revenue is expected to be limited until 2027 and unit cost/capacity ramping and certification remain workstreams through 2026. Overall, progress and opportunity were balanced by significant accounting headwinds, execution risks around optimization and scaling, and near-term revenue deferral.Company Guidance
First Full-Scale AirJoule Prime Built and Operational
Completed and activated first full-scale AirJoule Prime at Newark, Delaware; unit engineered for scale with 16 vacuum chambers, mostly off-the-shelf components and a single in-house custom sorbent coated contactor. Management will report performance updates on the next earnings call.
Core Platform Design Locked and Productized Roadmap
AirJoule Core design is essentially locked after optimizations in airflow, thermal management and contactor coating. Company plans two Core variants: Core AWG (target commercialization late 2026) and Core DH (target commercial launch 2027).
Prime Performance Targets
Prime designed to deliver up to 2,000 liters per day and operate at less than ~200 watt-hours per liter when paired with low-grade waste heat; maximum power draw ~12.5 kilowatts and compatible with waste heat sources ≥60°C.
Dehumidification (Core DH) Energy Advantage
Initial performance data for Core DH shows up to approximately 40% energy savings versus incumbent desiccant wheel technology in target operating ranges. Core sorbent regenerates at ~60–70°C versus 120–150°C for conventional desiccants, enabling pump‑driven regeneration instead of electric reheat or natural gas.
Progress on Certifications and Water Quality Compliance
Advancing UL and water quality work; products already meet FDA bottled water standards and will comply with California water-quality standards. Company intends to pursue UL electrical certification and address water quality certification case-by-case.
Active Customer Engagements and Strategic Partnerships
Ongoing evaluations with a leading hyperscaler for Prime integration; Net Zero innovation hub collaboration (Europe) with planned Prime deployment; residential pilot deployed at Red Dot Ranch (Pescadero, CA) validating off-grid water generation; CRADA with U.S. Army ERDC for military Core AWG use; MoU and earlier defense-contractor collaboration for dehumidification; exclusive distribution agreement with TenX for six Gulf Cooperation Council countries.
JV Funding Support and No Debt
JV received $10 million in capital contributions from AirJoule Technologies during the quarter. AirJoule Technologies reported $31.1 million cash on balance sheet and combined cash with the JV of $35 million. Company reports no debt and states liquidity supports operations through 2027.
Clear Commercial Timeline and Manufacturing Plan
Targets: Core AWG launch late 2026, Core DH commercial launch 2027, contract manufacturing shift planning for 2028 to scale volumes; ongoing work to reduce unit costs through component selection and optimization across 2026.
AIRJ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AIRJ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $3.92 | $3.73 | -4.85% |
Mar 30, 2026 | $2.90 | $2.51 | -13.45% |
Nov 13, 2025 | $4.25 | $4.36 | +2.59% |
Aug 13, 2025 | $4.76 | $5.02 | +5.46% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Airjoule Technologies Corporation (AIRJ) report earnings?
Airjoule Technologies Corporation (AIRJ) is schdueled to report earning on Aug 21, 2026, After Close (Confirmed).
What is Airjoule Technologies Corporation (AIRJ) earnings time?
Airjoule Technologies Corporation (AIRJ) earnings time is at Aug 21, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is AIRJ EPS forecast?
AIRJ EPS forecast for the fiscal quarter 2026 (Q2) is -0.08.