STOCK TITAN

Applied Energetics (AERG) posts Q1 2026 loss, zero revenue and flags going concern risk

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
10-Q

Rhea-AI Filing Summary

Applied Energetics, Inc. reported a sharp deterioration in its first quarter ended March 31, 2026. Revenue fell to $0 from $209,753 a year earlier after government contracts became unfunded, while the company continued funding related work as internal R&D.

Operating expenses rose to $3,830,108, driven mainly by higher general and administrative costs and stock-based compensation, leading to a net loss of $3,807,723 versus $3,105,666 in 2025. Cash declined to $4,064,093 from $6,436,082 at year-end, with negative operating cash flow of $2,296,313, though working capital remained about $3.7 million.

Management discloses that recurring losses, limited contract activity, and reliance on raising capital create “substantial doubts” about the company’s ability to continue as a going concern. Internal control over financial reporting and disclosure controls are also deemed ineffective due to segregation-of-duties and policy weaknesses the company is starting to remediate.

Positive

  • None.

Negative

  • Going concern uncertainty: Management states that recurring losses, negative operating cash flow of $2,296,313, and limited contract activity raise substantial doubts about the company’s ability to continue as a going concern for one year from the issuance date.
  • Losses rising with no current revenue: Quarterly revenue dropped to $0 from $209,753, while the net loss widened to $3,807,723, reflecting higher general and administrative and research and development expenses.
  • Ineffective internal controls: The company concludes its internal control over financial reporting and disclosure controls were not effective as of March 31, 2026, citing segregation-of-duties and policy weaknesses still under remediation.

Insights

Losses deepened, revenue stalled, and going-concern risk remains elevated.

Applied Energetics posted no revenue in the quarter, compared with $209,753 a year earlier, after certain government contracts became unfunded. Operating expenses reached $3.83 million, mainly from higher payroll and stock-based compensation, pushing the net loss to $3.81 million.

Cash fell to $4.06 million, with negative operating cash flow of $2.30 million. Management explicitly states that recurring losses and limited contract activity raise “substantial doubts” about the company’s ability to continue as a going concern for one year from the financial statement issuance date.

Future performance depends heavily on securing new contract funding and external capital. The filing notes unfunded Department of War–related work, macroeconomic and geopolitical pressures on costs and supply chains, and acknowledges ineffective internal controls, all of which heighten execution and financing risk through at least 2026.

Revenue Q1 2026 $0 For the three months ended March 31, 2026
Revenue Q1 2025 $209,753 For the three months ended March 31, 2025
Net loss Q1 2026 $3,807,723 For the three months ended March 31, 2026
Net loss Q1 2025 $3,105,666 For the three months ended March 31, 2025
Operating cash flow $2,296,313 used Net cash used in operating activities Q1 2026
Cash balance $4,064,093 Cash and cash equivalents as of March 31, 2026
Working capital $3,711,639 Current assets minus current liabilities as of March 31, 2026
Stock-based compensation $1,348,232 Noncash stock-based compensation expense Q1 2026
going concern financial
"Such conditions raise substantial doubts about the Company’s ability to continue as a going concern for one year from the date the financial statements are issued."
A going concern is a business that is expected to continue its operations and meet its obligations for the foreseeable future, rather than shutting down or selling off assets. This assumption matters to investors because it indicates stability and ongoing profitability, making the business a more reliable investment. Think of it as believing a restaurant will stay open and serve customers, rather than closing down suddenly.
stock-based compensation financial
"Total stock-based compensation expense for grants to officers, employees and consultants was $1,348,232 and $991,793 for the three months ended March 31, 2026, and 2025, respectively."
Stock-based compensation is when a company pays employees, directors or consultants with shares or the right to buy shares instead of or in addition to cash. It matters to investors because issuing stock or options spreads ownership thinner (like cutting a pie into more slices), which can reduce each existing share’s claim on profits and can also change reported earnings; investors watch it to assess true cost of running the business and how management is incentivized.
Series A Redeemable Convertible Preferred Stock financial
"As of March 31, 2026, and December 31, 2025, there were 13,602 shares of Series A Redeemable Convertible Preferred Stock issued and outstanding, respectively."
material weakness financial
"our auditors noted lack of segregation of duties and written policies and procedures within the accounting functions and evidence of control review in that we have not designed such policies and procedures at a sufficient level to support the operating effectiveness of controls"
A material weakness is a significant flaw in the systems and checks a company uses to ensure its financial reports are accurate, meaning errors or fraud could happen and not be caught. For investors it matters because it raises the risk that reported results are unreliable—similar to finding a hole in a ship’s hull—potentially leading to corrected financials, regulatory action, reduced trust, and negative effects on stock value and borrowing costs.
Ultrashort Pulse (USP) Lasers technical
"AE owns and protects intellectual property that is integral and necessary for the development of Ultrashort Pulse (“USP™”) Lasers, Laser Guided Energy (“LGE®”) and Direct Discharge Electrical products"

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

FORM 10-Q

 

Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

 

For the quarterly period ended March 31, 2026

 

OR

 

Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

 

For the transition period from _________    to    ________

 

Commission File Number 001-14015

 

APPLIED ENERGETICS, INC.

(Exact Name of Registrant as Specified in Its Charter)

 

Delaware   77-0262908
(State or Other Jurisdiction of
Incorporation or Organization)
  (IRS Employer
Identification Number)
     
9070 S. Rita RoadSuite 1500
TucsonArizona
  85747
(Address of Principal Executive Offices)   (Zip Code)

 

Registrant’s telephone number, including area code (520) 628-7415

  

Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No ☐

 

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted and posted pursuant to Rule 405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit and post such files). Yes ☒ No ☐

 

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, or a smaller reporting company or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer”, “smaller reporting company” and “emerging growth company” in Rule 12b-2 of the Exchange Act. (Check one):

 

Large accelerated filer: Accelerated filer:
Non-accelerated filer: Smaller reporting company:
    Emerging growth company

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

Indicate by check mark whether the Registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act) Yes ☐ No

 

Securities registered pursuant to Section 12(b) of the Exchange Act: None

 

Securities registered pursuant to Section 12(g) of the Exchange Act:

 

Title of Each Class   Trading Symbol(s)   Name of Each Exchange on Which Registered
Common Stock, par value $0.001 per share   AERG   OTCQB

 

As of May 12, 2026, there were 223,944,247 shares of the issuer’s common stock, par value $0.001 per share, outstanding.

 

 

 

 

 

APPLIED ENERGETICS, INC.

QUARTERLY REPORT ON FORM 10-Q

TABLE OF CONTENTS

 

PART I. FINANCIAL INFORMATION
 
ITEM 1. Condensed Consolidated Unaudited Financial Statements 1
     
  Condensed Consolidated Balance Sheets as of March 31, 2026 (Unaudited) and December 31, 2025 1
     
  Condensed Consolidated Statements of Operations for the three months ended March 31, 2026 and 2025 (Unaudited) 2
     
  Condensed Consolidated Statements of Stockholders’ Equity for the three months ended March 31, 2026 and 2025 (Unaudited) 3
     
  Condensed Consolidated Statements of Cash Flows for the three months ended March 31, 2026 and 2025 (Unaudited) 4
     
  Notes to Condensed Consolidated Unaudited Financial Statements 5
     
ITEM 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations 17
     
ITEM 3. Quantitative and Qualitative Disclosures about Market Risk 21
     
ITEM 4. Controls and Procedures 22
     
PART II. OTHER INFORMATION
 
ITEM 1. Legal Proceedings 23
     
ITEM 1A. Risk Factors 23
     
ITEM 2. Unregistered Sales of Equity Securities and Use of Proceeds 23
     
ITEM 3. Defaults upon Senior Securities 23
     
ITEM 4. Mine Safety Disclosures 23
     
ITEM 5 Other Information 23
     
ITEM 6. Exhibits 23
     
SIGNATURES 24

 

i

 

 

PART I. FINANCIAL INFORMATION

 

ITEM 1. CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

 

APPLIED ENERGETICS, INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

 

   March 31,   December 31, 
   2026   2025 
   (unaudited)     
Assets        
Current assets        
Cash and cash equivalents  $4,064,093   $6,436,082 
Other assets   584,419    533,382 
Total current assets   4,648,512    6,969,464 
           
Long-term assets          
Property and equipment - net   1,222,287    1,267,037 
Right of use asset – operating lease   741,471    811,153 
Security deposit   17,004    17,004 
Total long-term assets   1,980,762    2,095,194 
Total assets  $6,629,274   $9,064,658 
           
Liabilities and Stockholders’ Equity          
Current liabilities          
Accounts payable  $256,801   $220,908 
Notes payable   
-
    48,000 
Operating lease liability - current   294,894    281,162 
Accrued expenses   337,099    242,197 
Accrued dividends   48,079    48,079 
Total current liabilities   936,873    840,346 
           
Long-term liabilities          
Operating lease liability - non-current   576,405    664,542 
Total long-term liabilities   576,405    664,542 
Total liabilities   1,513,278    1,504,888 
           
Commitments and contingencies   
 
    
 
 
           
Stockholders’ Equity          
Series A convertible preferred stock, $.001 par value, 2,000,000 shares authorized and 13,602 shares issued and outstanding at March 31, 2026 and December 31, 2025 (Liquidation preference $340,050 and $340,050, respectively)   14    14 
Common stock, $.001 par value, 500,000,000 shares authorized; 229,806,058 and 229,580,642 shares issued and outstanding at March 31, 2026 and December 31, 2025, respectively   229,809    229,583 
Additional paid-in capital   143,555,878    142,192,155 
Accumulated deficit   (138,669,705)   (134,861,982)
Total stockholders’ equity   5,115,996    7,559,770 
           
Total Liabilities and Stockholders’ Equity  $6,629,274   $9,064,658 

  

See accompanying notes to condensed consolidated financial statements (unaudited).

 

1

 

 

APPLIED ENERGETICS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(unaudited)

 

   FOR THE THREE MONTHS ENDED
MARCH 31,
 
   2026   2025 
         
Revenue  $
-
   $209,753 
Cost of revenue   
-
    63,914 
           
Gross profit   
-
    145,839 
           
Operating expenses          
General and administrative   3,282,788    2,609,688 
Selling and marketing   172,279    318,784 
Research and development   375,041    323,047 
Total operating expenses   3,830,108    3,251,519 
           
Operating loss   (3,830,108)   (3,105,680)
           
Other income/(expense)          
Other income   22,385    14 
Total other income/(expense)   22,385    14 
           
Loss before provision for income taxes   (3,807,723)   (3,105,666)
           
Provision for income taxes   
-
    
-
 
           
Net loss   (3,807,723)   (3,105,666)
           
Preferred stock dividends   (8,501)   (8,501)
           
Net loss attributable to common stockholders  $(3,816,224)  $(3,114,167)
           
Net loss attributable to common stockholders per common share - basic and diluted  $(0.02)  $(0.01)
           
Weighted average number of common shares outstanding   229,696,301    217,422,627 

  

See accompanying notes to condensed consolidated financial statements (unaudited).

 

2

 

 

APPLIED ENERGETICS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS’ (DEFICIT) EQUITY

FOR THE THREE MONTHS ENDED MARCH 31, 2026 AND 2025

(Unaudited)

 

   Preferred Stock   Common Stock   Additional
Paid-In
   Accumulated   Total
Stockholders’
(Deficit)
 
   Shares   Amount   Shares   Amount   Capital   Deficit   Equity 
Balance at December 31, 2025   13,602   $14    229,580,642(A)  $229,583   $142,192,155   $(134,861,982)  $7,559,770 
Stock-based compensation   -    
-
    -    
-
    1,348,232    
-
    1,348,232 
Common stock issued on exercise of options   
-
    
-
    217,463    218    20,162    
-
    20,380 
Common stock issued for settlement of restricted stock units   
-
    
-
    11,667    12    (12)   
-
    
-
 
Common stock withheld to cover income tax withholding obligations   
-
    
-
    (3,751)   (4)   (4,659)   
-
    (4,663)
Net loss for the period ended March 31, 2026   -    
-
    -    
-
    
-
    (3,807,723)   (3,807,723)
Balance at March 31, 2026   13,602   $14    229,806,021   $229,809   $143,555,878   $(138,669,705)  $5,115,996 

 

(A)Includes issuance in 2025 of 5,961,774 prefunded warrants.

 

   Preferred Stock   Common Stock   Additional
Paid-In
   Accumulated   Total
Stockholders’
(Deficit)
 
   Shares   Amount   Shares   Amount   Capital   Deficit   Equity 
Balance at December 31, 2024   13,602   $14    213,860,508   $213,861   $120,168,124   $(119,989,252)  $392,747 
Stock-based compensation   -    
-
    -    
-
    912,593    
-
    912,593 
Common stock issued on exercise of options   -    
-
    30,000    30    11,970    
-
    12,000 
Issuance of common stock under the market offering   -    
-
    4,272,334    4,272    5,999,978    
-
    6,004,250 
Common stock issued for settlement of restricted stock units   -    
-
    11,667    12    (12)   
-
    
-
 
Common stock withheld to cover income tax withholding obligations   -    
-
    (3,693)   (4)   (2,729)   
-
    (2,733)
Shares issued for consulting services   -    
-
    80,000    80    79,120    
-
    79,200 
Net loss for the period ended March 31, 2025   -    
-
    -    
-
    
-
    (3,105,666)   (3,105,666)
Balance at March 31, 2025   13,602   $14    218,250,816   $218,251   $127,169,044   $(123,094,918)  $4,292,391 

 

See accompanying notes to condensed consolidated financial statements (unaudited).

 

3

 

 

APPLIED ENERGETICS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(Unaudited)

 

   FOR THE THREE MONTHS ENDED
 MARCH 31,
 
   2026   2025 
Cash Flows From Operating Activities        
Net loss  $(3,807,723)  $(3,105,666)
Adjustments to reconcile net loss to net cash used in operating activities:          
Noncash stock based compensation expense   1,348,232    991,793 
Amortization of ROU assets   69,682    63,762 
Depreciation   88,143    56,151 
Amortization of prepaid assets   51,250    38,393 
Changes in assets and liabilities:          
Accounts receivable   
-
    245,505 
Other assets   (102,287)   (28,159)
ROU liabilities   (74,405)   (58,708)
Accounts payable   35,893    35,152 
Accrued expenses and compensation   94,902    30,166 
Net cash used in operating activities   (2,296,313)   (1,731,610)
           
Cash Flows From Investing Activities          
Purchase of equipment   (43,393)   (114,118)
Net cash used in investing activities   (43,393)   (114,118)
           
Cash Flows From Financing Activities          
Proceeds from issuance of common stock under the market offering   
-
    6,004,250 
Repayment of insurance premium loan   (48,000)   (47,325)
Tax withholdings related to net share settlement of RSU’s   (4,663)   (2,733)
Proceeds from the exercise of stock options and warrants   20,380    12,000 
Net cash provided by financing activities   (32,283)   5,966,193 
           
Net change in cash and cash equivalents   (2,371,989)   4,120,464 
           
Cash and cash equivalents, beginning of year   6,436,082    164,812 
Cash and cash equivalents, at end of period  $4,064,093   $4,285,276 
           
Supplemental disclosure of cash flow information          
Cash paid for interest  $
-
   $
-
 
Cash paid for taxes  $
-
   $
-
 

 

See accompanying notes to condensed consolidated financial statements (unaudited).

 

4

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

  

NOTE 1 – ORGANIZATION OF BUSINESS, GOING CONCERN AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

 

Basis of Presentation

 

The unaudited condensed consolidated financial statements include the accounts of Applied Energetics, Inc. and its wholly owned subsidiary North Star Power Engineering, Inc. (“North Star”) (collectively, “company,” “Applied Energetics,” “we,” “our” or “us”). All intercompany balances and transactions have been eliminated.

 

The unaudited condensed consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States (“GAAP”) for interim financial information, the instructions for Form 10-Q and the rules and regulations of the SEC. Accordingly, since they are interim statements, the accompanying unaudited condensed consolidated financial statements do not include all of the information and notes required by GAAP for annual financial statements, but reflect all adjustments consisting of normal, recurring adjustments, that are necessary for a fair presentation of the financial position, results of operations and cash flows for the interim periods presented. Interim results are not necessarily indicative of the results that may be expected for any future periods. The December 31, 2025, balance sheet information was derived from the audited financial statements as of that date. The interim unaudited condensed consolidated financial statements should be read in conjunction with the company’s audited consolidated financial statements contained in our Annual Report on Form 10-K.

 

Going Concern

 

The accompanying unaudited condensed consolidated financial statements have been prepared on a going concern basis, which contemplates the realization of assets and satisfaction of liabilities in the normal course of business.

 

For the three months ended March 31, 2026, the Company incurred a net loss of $3,807,723, had negative cash flows from operations of $2,296,313 and may incur additional future losses due to limited contract activity. At March 31, 2026, the company had total current assets of $4,648,512 and total current liabilities of $936,873, resulting in working capital of $3,711,639. At March 31, 2026, the company had cash of $4,064,093.

 

Based on the Company’s current business plan, it believes its cash balance as of the date of this filing, together with anticipated revenues from government contracts, will be sufficient to meet its anticipated cash requirements for the near term. However, there can be no assurance that the current business plan will be achievable. Such conditions raise substantial doubts about the Company’s ability to continue as a going concern for one year from the date the financial statements are issued. 

 

The Company’s existence depends upon management’s ability to develop profitable operations. Management is devoting substantially all of its efforts to developing its business and raising capital and there can be no assurance that management’s efforts will result in profitable operations or enable it to overcome future liquidity concerns. The accompanying consolidated financial statements do not include any adjustments relating to the recoverability of assets, the amount or classification of liabilities or otherwise that might be necessary should the Company be unable to continue as a going concern.

 

5

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

Trade conditions, such as unusually high and fluctuating tariffs, exacerbated supply chain shutdowns and delays, contribute to this uncertainty. Additionally, Russia’s military action in Ukraine, war in the Middle East, and related economic sanctions around the globe, could impact the Company’s ability to source necessary supplies and equipment which could materially and adversely affect its ability to continue as a going concern. In addition, the Company’s ability to continue as a going concern may depend on its ability to raise capital, which may be impacted by these events, including as a result of increased market volatility, or decreased market liquidity. This may result in third-party financing being unavailable on terms acceptable to the company or at all. The financial statements do not include any adjustments that might result from the outcome of this uncertainty.

 

To further improve its liquidity position, the Company’s management continues to explore additional equity financing through discussions with investment bankers and private investors. The company may be unsuccessful in its effort to secure additional equity financing. The financial statements do not include any adjustments relating to the recoverability of assets and the amount or classification of liabilities that might be necessary should the company be unable to continue as a going concern.

 

Applied Energetics, Inc. is a corporation organized and existing under the laws of the State of Delaware. Our headquarters are located at 9070 S. Rita Road Suite 1500, Tucson, Arizona, 85747, including office and laboratory space, and our telephone number is (520) 628-7415.

 

Use of Estimates

 

The preparation of unaudited condensed financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates, judgments and assumptions that affect the amounts reported in the financial statements and accompanying notes. Management bases its assumptions on historical experiences and on various other assumptions that it believes to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying values of assets and liabilities that are not readily apparent from other sources. In addition, management considers the basis and methodology used in developing and selecting these estimates, the trends in and amounts of these estimates, specific matters affecting the amount of and changes in these estimates, and any other matters related to these estimates, including significant issues concerning accounting principles and financial statement presentation. Such estimates and assumptions could change in the future as more information becomes known which could impact the amounts reported and disclosed herein. Significant estimates include revenue recognition, carrying amounts of long-lived assets, valuation assumptions for share-based payments, evaluation of debt modification accounting, effective borrowing rate determinations, analysis of fair value transferred upon debt extinguishment, valuation and calculation of measurements of income tax assets and liabilities.

 

Net Loss Attributable to Common Stockholders

 

Basic loss per common share is computed by dividing net loss attributable to common stockholders by the weighted average number of common shares outstanding for the period before giving effect to stock options, stock warrants, restricted stock units and convertible securities outstanding, which are considered to be dilutive common stock equivalents. Diluted net loss per common share is calculated based on the weighted average number of common and potentially dilutive shares outstanding during the period after giving effect to dilutive common stock equivalents. Contingently issuable shares are included in the computation of basic loss per share when issuance of the shares is no longer contingent. The number of options, restricted stock units, warrants, and our Series A Convertible Preferred Stock, which were not included in the computation of earnings per share because the effect was antidilutive, was 37,973,773 and 35,793,004 for the three months ended March 31, 2026 and 2025, respectively.

 

Significant Concentrations and Risks

 

We maintain cash balances at a commercial bank, and, at times, balances exceed FDIC limits. As of March 31, 2026, $3,809,644 was uninsured.

 

6

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

NOTE 2 – NEW ACCOUNTING STANDARDS

 

In November 2024, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2024-03 Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40) Disaggregation of Income Statement Expenses. The guidance in ASU 2024-03 requires public business entities to disclose in the notes to the financial statements, among other things, specific information about certain costs and expenses including purchases of inventory; employee compensation; and depreciation, amortization and depletion expenses for each caption on the income statement where such expenses are included. ASU 2024-03 is effective for annual reporting periods beginning after December 15, 2026, and interim reporting periods beginning after December 15, 2027. Early adoption is permitted, and the amendments may be applied prospectively to reporting periods after the effective date or retrospectively to all periods presented in the financial statements. The Company is currently evaluating the provisions of this guidance and assessing the potential impact on the Company’s financial statement disclosures.

 

NOTE 3 – OTHER ASSETS

 

Other assets consisted of the following as of March 31, 2026 and December 31, 2025:

 

   As of
March 31,
   As of
December 31,
 
   2026   2025 
Prepaid Expenses  $533,169   $430,882 
Prepaid Insurance    51,250    102,500 
Total other assets  $584,419   $533,382 

 

NOTE 4 – PROPERTY AND EQUIPMENT – NET

 

Property and equipment – net consisted of the following as of March 31, 2026 and December 31, 2025:

 

   As of
March 31,
   As of
December 31,
 
   2026   2025 
Lab equipment  $763,011   $763,011 
Battle Lab Equipment   1,108,334    1,102,941 
Software   442,310    442,310 
Furniture and fixtures   24,143    24,143 
Computer equipment   161,978    161,978 
Other Property Used for Transportation   49,200    11,200 
Total property and equipment   2,548,976    2,505,583 
Less: Accumulated depreciation   (1,326,689)   (1,238,546)
Property and equipment, net  $1,222,287   $1,267,037 

 

Depreciation expense for the three months ended March 31, 2026 and 2025, was $88,143 and $56,151, respectively. There were no material additions or disposals during the period ended March 31, 2026.

 

7

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

NOTE 5 – SECURITY DEPOSIT

 

As of March 31, 2026 and December 31, 2025, the Company had security deposit totaling $17,004 which primarily consist of amounts paid under office and facility lease agreements. These deposits are refundable upon lease termination, subject to the terms of the underlying agreements. The security deposits are classified as non-current assets, as the leases are not expected to terminate within the next twelve months.

 

NOTE 6 – ACCRUED EXPENSES

 

Accrued expenses consisted of the following as of March 31, 2026 and December 31, 2025:

 

   As of
March 31,
   As of
December 31,
 
   2026   2025 
Accrued payroll  $203,310   $148,218 
Accrued 401k   9,339    
-
 
Accrued PTO   71,651    55,673 
Accrued payroll taxes   15,167    26,832 
Accrued other   37,632    11,474 
Total accrued expenses  $337,099   $242,197 

 

NOTE 7 – NOTES PAYABLE

 

Premium Financing

 

On June 12, 2025, the Company entered into an agreement with Oakwood D&O Insurance to provide financing in the amount of $160,000 for the insurance premium associated with two D&O policies. Both policies commenced June 12, 2025, and provide coverage for the next 12 months, expiring June 11, 2026. The loan bears interest at a fixed rate of 9.250% per annum and required the company to prepay $45,000 and appears on the balance sheet as other asset. On July 12, 2025, the Company commenced monthly principal and interest payments of $16,686 which was the first payment of ten remaining months due of $166,861.50, the last payment of which was scheduled to be made on April 12, 2026. As of March 31, 2026, the outstanding balance on the note was $0.

 

On March 12, 2024, the Company entered into an agreement with Oakwood D&O Insurance to provide financing in the amount of $189,302 for the insurance premium associated with two D&O policies. Both policies commenced March 12, 2024, and provided coverage for the next 15 months, expiring June 11, 2025. The loan bears interest at a fixed rate of 9.50% per annum and required the company to prepay $41,057 and appears on the balance sheet as an “other asset.” On April 12, 2024, the Company commenced monthly principal and interest payments of $15,775 which was the first payment of twelve remaining months due of $189,302, the last payment of which was made on March 12, 2025. As of December 31, 2025, the outstanding balance on the note was $0.

 

Notes Payable Reconciliation

 

The following reconciles notes payable as of March 31, 2026, and December 31, 2025:

 

   March 31,
2026
   December 31,
2025
 
Beginning balance  $47,325   $47,325 
Notes payable   
-
    160,000 
Payments on notes payable   (47,325)   (159,325)
Total   
-
    48,000 
Less-Notes payable – current   
-
    48,000 
Notes payable – non-current  $
-
   $
-
 

 

8

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

NOTE 8 – STOCKHOLDERS’ EQUITY

 

Authorized Capital Stock

  

During the three months ended March 31, 2025, the Company completed the placement of 8,010,652 shares of its common stock, par value, $0.001 per share, some of which were underlying pre-funded common stock purchase warrants, in a private sale to individual purchasers at a price of $0.75 per share (or $0.749 per underlying share for pre-funded warrants), for aggregate proceeds in the approximate amount of $ 6,004,250.

 

During the three months ended March 31, 2025, the company issued 30,000 shares of common stock upon the exercise of 30,000 options at an exercise price of $0.40 a share. As a result, the company received $12,000 in cash proceeds as part of the transaction.

 

During the three months ended March 31, 2025, restricted stock units covering 11,667 shares of the company’s common stock vested. The Company issued 11,667 and withheld 3,693 shares of common stock from the holder pursuant to their restricted stock unit agreements to cover its tax withholding obligation of $2,733.  

 

During the three months ended March 31, 2025, the Company issued 80,000 shares of common stock to consultants in exchange for services rendered. During the three months ended March 31, 2026, the Company recognized stock compensation expense of $79,120.

 

During the three months ended March 31, 2026, the Company issued 217,463 shares of common stock upon the exercise of 217,463 options at an average exercise price of $0.09   a share. As a result, the Company received $20,380 in cash proceeds as part of the transaction.

 

During the three months ended March 31, 2026, restricted stock units covering 11,667 shares of the company’s common stock vested. The Company issued 11,667 and withheld 3,751 shares of common stock from the holder pursuant to their restricted stock unit agreements to cover its tax withholding obligation of $4,663.  

 

Preferred Stock

 

As of March 31, 2026, and December 31, 2025, there were 13,602 shares of Series A Redeemable Convertible Preferred Stock (the “Series A Preferred Stock”) issued and outstanding, respectively. The company has not paid the dividends commencing with the quarterly dividend due August 1, 2013. Dividend arrearages as of March 31, 2026, including previously accrued dividends of $48,079 included in our balance sheet total approximately $439,521. The Company’s Board of Directors suspended the declaration of the dividend, commencing with the dividend payable as of February 1, 2015, since the Company did not have a surplus (as such term is defined in the Delaware general corporation Law) as of December 31, 2014, until such time as we have a surplus or net profits for a fiscal year.

 

The Series A Preferred Stock has a liquidation preference of $25.00 per Share. The Series A Preferred Stock bears dividends at the rate of 6.5% of the liquidation preference per share per annum, which accrues from the date of issuance, and is payable quarterly. Dividends may be paid in: (i) cash, (ii) shares of our common stock (valued for such purpose at 95% of the weighted average of the last sales prices of our common stock for each of the trading days in the ten trading day period ending on the third trading day prior to the applicable dividend payment date), provided that the issuance and/or resale of all such shares of our common stock are then covered by an effective registration statement and the company’s common stock is listed on a U.S. national securities exchange or the Nasdaq Stock Market at the time of issuance or (iii) any combination of the foregoing. If the company fails to make a dividend payment within five business days following a dividend payment date, the dividend rate shall immediately and automatically increase by 1% from 6.5% of the liquidation preference per offered share of Series A preferred stock to 7.5% of such liquidation preference. If a payment default shall occur on two consecutive dividend payment dates, the dividend rate shall immediately and automatically increase to 10% of the liquidation preference for as long as such payment default continues and shall immediately and automatically return to the Initial dividend rate at such time as the payment default is no longer continuing.

 

9

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

Each share of Series A Preferred Stock is convertible at any time at the option of the holder into a number of shares of common stock equal to the liquidation preference (plus any unpaid dividends for periods prior to the dividend payment date immediately preceding the date of conversion by the holder) divided by the conversion price (initially $12.00 per share, subject to adjustment in the event of a stock dividend or split, reorganization, recapitalization or similar event). If the closing sale price of the common stock is greater than 140% of the conversion price on 20 out of 30 trading days, the company may redeem the Series A Preferred Stock in whole or in part at any time through October 31, 2010, upon at least 30 days’ notice, at a redemption price, payable in cash, equal to 100% of the liquidation preference of the shares to be redeemed, plus unpaid dividends thereon to, but excluding, the redemption date, subject to certain conditions. In addition, beginning November 1, 2010, the company may redeem the Series A Preferred Stock in whole or in part, upon at least 30 days’ notice, at a redemption price, payable in cash, equal to 100% of the liquidation preference of the Series A Preferred Stock to be redeemed, plus unpaid dividends thereon to, but excluding, the redemption date, under certain conditions.

 

If a change of control occurs, each holder of shares of Series A Convertible Preferred Stock that are outstanding immediately prior to the change of control shall have the right to require the corporation to purchase, out of legally available funds, any outstanding shares of Series A Convertible Preferred Stock at the defined purchase price. The purchase price is defined as: per share of Preferred Stock, 101% of the liquidation preference thereof, plus all unpaid and accumulated dividends, if any, to the date of purchase thereof. The purchase price is payable, at the corporation’s option, (x) in cash, (y) in shares of the common stock at a discount of 5% from the fair market value of Common Stock on the Purchase Date (i.e. valued at a 95% discount of the Common Stock on the Purchase Date), or (z) any combination thereof.

 

If the Corporation pays all or a portion of the Purchase Price in Common Stock, no fractional shares of Common Stock will be issued; instead, the company will round the applicable number of shares of Common Stock up to the nearest whole number of shares; provided that the Corporation may pay the Purchase Price (or a portion thereof), whether in cash or in shares of Common Stock, only if the Corporation has funds legally available for such payment and may pay the Purchase Price (or a portion thereof) in shares of its Common Stock only if (i) the Common Stock is listed on a U.S. national securities exchange or the Nasdaq Stock Market at the time of issuance and (ii) a shelf registration statement covering the issuance by the Corporation and/or resales of the Common Stock issuable as payment of the Purchase Price is effective on the Payment Date unless such shares are eligible for immediate resale in the public market by non-affiliates of the Corporation.

 

Stock Option and Stock Issuance Plan

 

Effective November 12, 2018, the Board of Directors of Applied Energetics, Inc. adopted the 2018 Incentive Stock Plan. The plan provides for the allocation and issuance of stock, restricted stock purchase offers and options (both incentive stock options and non-qualified stock options) to officers, directors, employees and consultants of the company. The board reserved a total of 50,000,000 shares for possible issuance under the plan.

 

The Company has, from time to time, also granted non-plan options and restricted stock units to certain officers, directors, employees and consultants. Total stock-based compensation expense for grants to officers, employees and consultants was $1,348,232 and $991,793 for the three months ended March 31, 2026, and 2025, respectively, which was charged to general and administrative expense.

 

The $1,348,232 stock-based compensation for the three months ended March 31, 2026, was comprised of $929,673 option expense and $418,559 expense from the vesting of the restricted stock.

  

The Company recognized no related income tax benefit because our deferred tax assets are fully offset by a valuation allowance.

 

As of March 31, 2026, the company has $8,511,976 of unrecognized compensation cost related to unvested stock options granted and outstanding, net of estimated forfeitures. The cost is expected to be recognized on a weighted average basis over a period of approximately six years.

 

10

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

The following table summarizes the activity of our stock options for the three months ended March 31, 2026:

 

   Shares   Weighted
Average
Exercise
Price
   Weighted
Average
Contractual
Term
Outstanding
   Intrinsic
Value
 
Outstanding at December 31, 2025   33,371,563   $0.30    5.43   $262,199,729 
Granted   675,000    1.42    9.36    5,163,158 
Exercised   (217,500)   0.09    2.75    (577,117)
Forfeited or expired   (400,000)   
-
    -    - 
Outstanding at March 31, 2026   33,429,063    0.62    5.16    153,227,964 
Outstanding and exercisable at March 31, 2026   21,637,395    0.42    3.38    63,649,913 

 

We determine the fair value of option grant share-based awards at their grant date, using a Black-Scholes- Merton Option- Pricing Model applying the assumptions in the following table:

 

   Three Months
Ended
March 31,
 
   2026 
Assumptions:    
Risk-free interest rate   3.94-4.17%
Expected dividend yield   0%
Expected volatility   86.20-87.44%
Expected life (in years)   6.5-7.0 

 

The fair value of restricted stock and restricted stock units was estimated using the closing price of our common stock on the date of award and fully recognized upon vesting. Restricted stock activity for the three months ended March 31, 2026, was as follows:

 

   Restricted Stock Outstanding 
   Shares   Weighted
Average
Fair Value
per Share
at Grant Date
 
Nonvested at December 31, 2025   3,057,121    2.44 
Granted – restricted stock units and awards   
-
    
-
 
Granted – performance-based stock units   
-
    
-
 
Canceled   
-
    
-
 
Vested   (11,667)   (2.25)
Nonvested at March 31, 2026   3,045,454   $2.45 

 

11

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

As of March 31, 2026, and December 31, 2025, there was $1,124,196 and $1,542,756 respectively in unrecognized stock- based compensation related to unvested restricted stock agreements, net of estimated forfeitures. The cost is expected to be recognized on a weighted average basis over a period of approximately six years.

 

On October 9, 2025, the Company entered a private placement issued 5,995,674 shares of its common stock (or pre-funded warrants in lieu thereof) to a group of existing accredited investors at a purchase price of $1.80 per share. The pre-funded warrants are exercisable immediately upon issuance at a price of $0.001 per share until exercised. The Company assessed the pre-funded warrants for appropriate balance sheet classification and concluded that the pre-funded warrants are freestanding equity-linked financial instruments that meet the criteria for equity classification under ASC 480 and ASC 815. Accordingly, they are classified as equity and accounted for as a component of common stock at the time of issuance. The Company also determined that the prefunded warrants should be included in the determination of basic and diluted earnings per share in accordance with ASC 260, Earnings per Share.

 

Warrant stock activity for the three months ended March 31, 2026, was as follows:

 

   Warrant Activity 
       Weighted
Average
Exercise
   Weighted
Average
remaining
Contractual
Term
 
   Shares   Price   (years) 
Outstanding at December 31, 2025   1,435,000   $0.0600    3.33 
Granted   
-
    
-
    
-
 
Exercised   
-
    
-
    
-
 
Forfeited   
-
    
-
    
-
 
Outstanding and exercisable at March 31, 2026   1,435,000   $0.0600    3.33 

 

   Warrants Outstanding   Warrants Exercisable 
       Weighted
Avg.
Remaining
   Weighted         
   Shares   Contractual
Life in
   Avg.
Exercise
   Shares     
Range of Exercise Prices  Outstanding   Years   Price   Exercisable     
$0.06   1,435,000    3.3   $0.06    1,435,000     
    1,435,000    3.3   $0.06    1,435,000      

 

12

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

NOTE 9 – REVENUE RECOGNITION 

 

The company derives revenue from technical research detailing the findings of its investigations to its customers under contract for specific projects. Under Topic 606, revenue is recognized when control of promised goods and services is transferred to customers, and the amount of revenue recognized reflects the consideration to which an entity expects to be entitled in exchange for the goods and services transferred. A performance obligation is a contractual promise to transfer a distinct good or service to the customer and is the unit of account under Topic 606. The transaction price of a contract is allocated to distinct performance obligations and recognized as revenue when or as the performance obligations are satisfied. The company’s contracts require significant integrated services and are accounted for as a single performance obligation, and revenue is recognized by the company over the contract term at a fixed contract price.

 

Contract modifications are routine in the performance of our contracts. Contracts are often modified to account for changes in the contract specifications or requirements. In most instances, contract modifications are for goods or services that are not distinct, and, therefore, are accounted for as part of the existing contract.

 

As of March 31, 2026 and December 31, 2025, the Company had $0 of accounts receivable recorded on the balance sheet.

 

Concentrations

 

During the three months ended March 31, 2026, the Company had $0 in revenue recognized. As of March 31, 2026, the Company has $0 of accounts receivable recorded on the balance sheet. Accordingly, no allowance for doubtful accounts was recorded as of March 31, 2026.

 

During the three months ended March 31, 2025, two customers accounted for a total of $209,753 in revenue or 100% of revenue recognized. As of March 31, 2025, the Company has $90,334 or 100% of accounts receivable recorded as current assets on the balance sheet related to two customers. Based on the Company’s evaluation of credit risk, historical collection experience, and subsequent collections received, management concluded that these receivables are fully collectible. Accordingly, no allowance for doubtful accounts was recorded as of March 31, 2025. The accounts receivable balance was fully collected.

 

13

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

NOTE 10 – COMMITMENTS AND CONTINGENCIES

 

Operating Leases

 

In March 2021, the company signed a five-year lease for a 13,000 square foot laboratory/office space in Tucson. The initial base rent was $6.7626 per rentable square foot for year one and escalated to $ 9.2009 per rentable square foot in year two. It is to further escalate to $11.4806 per rentable square foot in year three, $13.1740 per rentable square foot in year four and $14.9306 per rentable square foot in year five, in addition to certain operating expenses and taxes.

 

On June 7, 2023, the company entered into an amendment to extend the term of the original lease from April 26, 2026 to July 31, 2028. Included in the lease amendment is extension space commencing on August 1, 2023. As of August 1, 2023 the Company has secured additional square footage in the amount of 9,805 rentable square feet (8,375 usable square feet). The initial base rent for expansion space was $9.10 per rentable square foot for year one, and escalated to $10.20 in year two, $11.30 in year three, $12.40 in year four and $13.50 in year five, plus certain operating expenses and taxes.

 

On July 3, 2024, Applied Energetics, Inc. exercised its option to lease more than 5,000 square feet of additional space at the University of Arizona Tech Park. The Company will occupy, in the aggregate, approximately 26,000 sq. ft. of space at the Arizona Tech Park. The company took the option to lease this additional space under the June 7, 2023, amendment.

 

The Company incurred lease expense for its operating leases of $164,133 which was included in general and administrative expenses in the statements of operation for the period ended March 31, 2026. During the three months ended March 31, 2026, the Company made cash lease payments in the amount of $94,553.

 

At March 31, 2026, the Company had approximately $299,703 in future minimum lease payments due for the nine months ended. The below table presents the future minimum lease payments due reconciled to lease liabilities.

 

   Operating
Lease
 
For the three months ended March 31, 2026    
2026, nine months ended  $299,703 
2027   418,216 
2028   250,317 
2029   
-
 
Thereafter   
-
 
Total undiscounted lease payments   968,236 
Present value discount, less interest   96,936 
Lease Liability  $871,299 

 

14

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

Guarantees

 

The Company agrees to indemnify its officers and directors for certain events or occurrences arising as a result of the officers or directors serving in such capacity. The maximum amount of future payments that the company could be required to make under these indemnification agreements is unlimited. However, the Company maintains a director’s and officer’s liability insurance policy that limits its exposure and enables it to recover a portion of any future amounts paid. As a result, it believes the estimated fair value of these indemnification agreements is minimal because of its insurance coverage, and it has not recognized any liabilities for these agreements as of March 31, 2026 and 2025.

 

Litigation

 

On January 15, 2021, the company filed a complaint in the United States District Court, Southern District of New York, against Gusrae, Kaplan & Nusbaum (GKN) and Ryan Whalen for malpractice and breach of New York Rules of Professional Conduct by both parties as former counsel to the company. On May 28, 2021, GKN and Mr. Whalen filed a motion to dismiss the complaint. On June 25, 2021, the company filed an opposition to the motion. On July 13, 2021, GKN and Mr. Whalen filed their reply brief. On March 30, 2022, United States Magistrate Judge Debra Freeman signed an order denying the motion of GKN and Mr. Whalen to dismiss the company’s claim for malpractice and for rescission of the shares-for-fees agreement under which GKN and Whalen received 1,242,710 shares of the company’s common stock. The motion was partially granted as to the separate claim for violation of NYRPC 1.7 and 1.8 because the court found that it was duplicative of the malpractice claim. Motions for summary judgment in the case were fully briefed, and the judge held oral arguments on August 7, 2025. On September 17, 2025, the court issued an Opinion and Order denying both parties’ motions for Summary Judgment. The parties participated in a mediation on April 23, 2026 which did not result in a settlement. The court recently scheduled the trial to commence on December 1, 2026.

 

As with any litigation, the Company cannot predict the outcome with certainty, but the company expects to provide further updates on the status of the litigation as circumstances warrant.

 

The Company may, from time to time, be involved in legal proceedings arising from the normal course of business.

 

NOTE 11 – SEGMENT INFORMATION

 

ASC Topic 280, “Segment Reporting,” establishes standards for companies to report in their financial statement information about operating segments, products, services, geographic areas, and major customers. Operating segments are defined as components of an enterprise that engage in business activities from which it may recognize revenues and incur expenses, and for which separate financial information is available that is regularly evaluated by the chief operating decision maker (“CODM”), or group, in deciding how to allocate resources and assess performance.

 

The CODM has been identified as the Chief Executive Officer, who reviews the assets, operating results, and financial metrics for the company as a whole to make decisions about allocating resources and assessing financial performance. Accordingly, management has determined that there is only one reportable segment.

 

The CODM assesses performance for the single segment and decides how to allocate resources based on net income or loss that also is reported on the statement of operations as net income or loss. When evaluating the Company’s performance and making key decisions regarding resource allocation, the CODM reviews each of the key metric included in net income or loss and set forth in the table below.

 

15

 

 

APPLIED ENERGETICS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

MARCH 31, 2026

(Unaudited)

 

The Company is currently deemed to be comprised of only one operating segment and one reportable segment. The following table presents selected financial information with respect to the Company’s single reportable segment for the three months ended March 31, 2026 and 2025:

 

   FOR THE THREE MONTHS ENDED
MARCH 31,
 
   2026   2025 
         
Revenue  $
-
   $209,753 
           
Operating Expenses          
Cost of revenue          
Payroll and related   
-
    59,064 
Materials and supplies   
-
    4,850 
Total cost of revenue   
-
    63,914 
           
General and administrative          
Payroll and related   1,001,682    680,320 
Professional fees   323,845    319,582 
Board compensation   96,250    76,250 
Employee stock based compensation   864,134    471,744 
Consulting stock based compensation   484,097    520,049 
Materials and supplies   37,867    71,886 
Marketing and travel   87,343    64,727 
Investor relations   24,462    36,122 
Insurance   51,250    75,533 
Software and communications   56,757    71,602 
General and administrative, including rent   166,958    165,722 
Depreciation   88,143    56,151 
Total general and administrative   3,282,788    2,609,688 
           
Selling and marketing          
Professional fees   134,700    256,777 
Payroll and related   23,817    60,164 
Marketing and travel   13,762    1,843 
Total selling and marketing   172,279    318,784 
           
Research and development          
Payroll and related   317,442    182,707 
Materials and supplies   57,599    140,340 
Total research and development   375,041    323,047 
Operating loss  $(3,830,108)  $(3,105,680)

 

NOTE 12 – SUBSEQUENT EVENTS 

 

The Company’s management has evaluated subsequent events occurring after March 31, 2026, the date of our most recent balance sheet, through the date our financial statements were issued.

 

Effective April 17, 2026, the company received a requisition from the University of Rochester in the amount of $243,000 for the next phase of an arrangement with the university to support its Laboratory for Laser Energetics (LLE) for ongoing efforts to develop pulsed laser technologies. The work is expected to be completed by June 30, 2026.

 

Subsequent to the period ended March 31, 2026, the Company issued an incentive stock option to purchase up to 100,000 shares of common stock, at an exercise price of $1.22, to one employee.

 

Subsequent to the period ended March 31, 2026, the Company granted an advisory board member a nonstatutory stock option to purchase 1,000,000 shares of the Company’s common stock at an exercise price of $1.20 per share. The option vests as to 100,000 shares on the grant date, with the remaining 900,000 shares vesting in nine equal semi-annual installments beginning six months after the grant date and expires ten years from the grant date.

 

Subsequent to the period ended March 31, 2026, certain holders of the Company’s outstanding stock options exercised their rights to purchase shares of the Company’s common stock. As a result of these exercises, the Company issued an aggregate of 108,000 shares of common stock at exercise prices ranting from $0.07 to $0.40 per share, resulting in total cash proceeds to the Company of $10,300.

 

16

 

 

ITEM 2. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS

 

Our discussion and analysis of the financial condition and results of operations should be read in conjunction with the unaudited condensed consolidated financial statements and the related disclosures included elsewhere herein and in the Management’s Discussion and Analysis of Financial Condition and Results of Operations included as part of our Annual Report on Form 10-K for the year ended December 31, 2025.

 

CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS

 

Certain statements in this Quarterly Report on Form 10-Q constitute forward-looking statements within the meaning of the securities laws. Forward-looking statements include all statements that do not relate solely to the historical or current facts and can be identified by the use of forward-looking words such as “may,” “believe,” “will,” “would,” “could,” “should,” “expect,” “project,” “anticipate,” “estimates,” “possible,” “plan,” “strategy,” “target,” “prospect,” or “continue,” and other similar terms and phrases. These forward-looking statements are based on the current plans and expectations of our management and are subject to a number of uncertainties and risks that could significantly affect our current plans and expectations, as well as future results of operations and financial condition and may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Important factors that could cause our actual results to differ materially from our expectations are described in Item 1A (Risk Factors) of our Annual Report on Form 10-K, for the year ended December 31, 2025. Although we believe that the expectations reflected in such forward-looking statements are reasonable, there can be no assurance that such expectations will prove to have been correct. We do not assume any obligation to update these forward-looking statements to reflect actual results, changes in assumptions, or changes in other factors affecting such forward-looking statements.

 

Overview

 

Applied Energetics, Inc. is a leader in developing the next generation optical sources exhibiting ever-increasing output energy, peak power and frequency agility while also providing decreased size, weight, and cost of these systems for customers. Applied Energetics utilizes patented, dual-use technologies to advance critical industries. Leveraging our proprietary fiber-based architecture and wavelength- and pulse-agility capability, our USP technology can enable users to achieve specific effects across different use cases with an unmatched blend of size, weight, and power attributes. While initially designed to meet the emerging needs and priorities for the national security community, our directed energy technology also has potential commercial applications in both the biomedical and advanced manufacturing industries.

 

Our USP lasers are designed to provide:

 

Frequency Agile Optical Sources from Ultraviolet (UV) to Far Infrared (IR)

 

Pulse Duration Agility

 

Size, Weight, and Power Optimization

 

Advanced Fiber Applications

 

Laser Guided Energy (LGE®)

 

Laser Induced Plasma Channel (LIPC®)

 

Applied Energetics’ directed energy technologies are vastly different from conventional directed energy systems. Our proprietary fiber-based architecture is a key differentiator for our most recent technology demonstrators. Compared with traditional continuous wave laser technologies, with their larger footprints, AE’s architecture enables orders of magnitude size-weight-power reductions on all deliverables, for powerful, dual-use and agile systems that can fit a host of platforms while delivering very high-intensity, ultrashort pulses of light to the required target. This unique directed energy solution allows extremely high peak power and energy, with target and effects tunability, and is effective against a wide variety of potential targets.

 

Applied Energetics’ optical fiber-based laser architectures also enable unmatched wavelength agility as well as pulse duration agility. Using innovative and highly specialized frequency shifting techniques, wavelengths can be custom tuned from the deep ultraviolet to the far infrared. In addition, temporal outputs can be adjusted from continuous wave to sub-picoseconds. The technology enables the customer to adjust the lasers’ operating parameters, ultimately creating more flexibility to change wavelength and pulse width. This feature allows for optimization of laser performance for defense or commercial applications.

 

Our proprietary USP laser technology provides a significantly more compact solution than current continuous wave laser platforms while still delivering high peak power. Continuous wave laser systems are typically used to heat a target and, during continuous illumination, this heat transfer leads to melting or charring of the material. Using continuous wave output powers that now exceed 100 kilowatts (1kW = 1000 watts), it can take anywhere from seconds to tens of seconds to impact a target. By contrast, Applied Energetics has delivered USP lasers to national security users that exceed five terawatts (1 TW = 1 trillion watts) in peak power, with the difference being that this peak power from a USP laser is delivered in a pulse that is less than a trillionth of a second. During this short pulse duration, and having such a high peak intensity, near-instantaneous ablation of the surface of the threat takes place. The net result of our innovative USP approaches is highly effective lasers capable of jamming, damaging, and destroying certain surveillance and reconnaissance sensors with mountable footprints that require only a fraction of the size, weight, and power requirements of other-directed energy technologies. We believe the combination of both low size and weight, along with power characteristics of wavelength and pulse duration agility will help us achieve our vision statement of “Directed Energy, Anywhere.”

 

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AE owns and protects intellectual property that is integral and necessary for the development of Ultrashort Pulse (“USP™”) Lasers, Laser Guided Energy (“LGE®”) and Direct Discharge Electrical products for military and commercial applications. AE currently owns 26 patents and an additional nine Government Sensitive Patent Applications (“GSPA”). These GSPA’s are held under secrecy orders of the US government and allow the company greatly extended protection rights, including having no expiration date until such time as they are no longer classified after which they will have the normal 20-year patent protection. The company also has two pending patent applications and one provisional patent application which is undergoing conversion to its non-provisional form. We continue to file patent applications as we deem appropriate to protect our intellectual property and enhance our competitive advantage. We conduct research and development efforts under contracts and on an internal basis as we move toward product development and testing.

 

During the past several years, substantially all of our operating revenues were derived from contracts with DoW agencies and a major research university. Along with the performance of these contracts, we have conducted internal research and development efforts, building a team of scientists and engineers and establishing our testing facilities in the Battle Lab. We have also begun testing products in remote testing field locations, some of them private and some of them run by government agencies or universities. During the past year, our efforts in this area have been focused on preparing for and conducting these tests and preparing product demonstrations.

 

AE continues to expand its technical capabilities and administrative capacity with the addition of employees, consultants and contractors, and agreements with leading laser and optics universities in the country. AE also works with a team of contractors to strengthen our compliance, IT, technical staff, human resources and public relations.

 

Recent Developments and Trends

 

Effective May 17, 2025, the company received a requisition from the University of Rochester in the amount of $181,639. This is part of a contractual arrangement with the university in the approximate amount of $250,000 to support its Laboratory for Laser Energetics (LLE) for ongoing efforts to explore pulsed laser technologies. Work on the contract commenced on July 10, 2025 with a meeting at Applied Energetics headquarters in Tucson, AZ with Dr. Jon Zuegel, Laser Development and Engineering Division Director and a Senior Scientist at the LLE to discuss the research to be provided by the company. We completed work under the requisition and then worked with the University of Rochester to plan and commence work on the next phase. In April 2026, we were awarded a follow-on contract in excess of $240,000 to support Phase 1 of the program.

 

During the first half of 2025, we were continuing work on two contracts with the Office of Naval Research (ONR), but both contracts were subsequently closed. Also, through November 14, 2025, we were continuing work on a Phase II Small Business Technology Transfer (STTR) contract with the U.S. Army. In the fourth quarter of 2025, we completed work on this contract and received full payment from the customer.

 

During the three months ended March 31, 2025, we recognized revenues as we performed services under these contracts and recorded related costs under cost of revenues. During the three months ended March 31, 2026, on the other hand, the company was no longer performing services under these contracts so recorded no revenues or costs with respect to them. However, the company has continued working on related technologies as part of its ongoing internal research and development program.

 

Costs under these firm fixed fee contracts were affected by supply chain disruptions, and shortages of items like semiconductor chips, and related systemic issues, and general inflation. These supply issues similarly affect any internal research and development programs, and we anticipate that they will continue for at least the near term. Micro-electronic and semiconductor chip shortages are still impacting supply chains, and as such, can impact our ability to develop our technology in a timely manner and to execute and deliver technology to meet demands of our prospective customers. Certain optical transmitting components are also in short supply. The ongoing conflict in the Middle East is also putting upward pressure on shipping expenses for all of these products. Expenditures associated with internal research and development, such as supplies, equipment, and components, are recorded as expenses rather than cost of revenues.

 

During the quarter ended March 31, 2026, the company has continued its work on the design and integration of USP technologies onto the Kord Firefly platform and has extended this work into the second quarter. With recent upgrades and advances to the FIREFLYTM system, the company looks to continue integration into the updated platform.

 

During the fourth quarter of 2025 and the first quarter of 2026, the company began conducting field tests of certain of its lasers. To do so, it has made arrangements to use existing testing facilities maintained by third parties, including a private entity and a research university. The costs and availability of these testing facilities vary, depending on prior reservations and the minimum length of time needed for each field test. To facilitate these testing outings and make the time spent in the field more efficient, the company purchased an ATC Command/Response Trailer which is outfitted with a ramp door for access to the laser being tested, air conditioning for climate control, a generator, and workstations to enable the team to make adjustments to the lasers being tested in real time in the field. Our team has conducted several such field tests, in one of which, we completely disabled the sensor on a drone at a range that meets specifications provided to us by prospective customers.

 

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The current budgetary and deficit funding environment, continuing inflation, tariffs and other ongoing supply chain disruptions, the appropriations process, federal government shutdowns, and budget cuts, among other items, all continue to create significant short and long-term challenges and risks to the company and its business development endeavors. It is difficult to forecast the effect that any future tariffs will have on our ability to source raw materials, supplies, and equipment needed to continue our operations both for the performance of our ongoing contractual obligations and our internal research and development efforts. Moreover, the cuts to funding and reductions in federal government personnel can impact our cash flows and ability to continue operating. Many of these cuts are proposed to the Departments of War and Homeland Security budgets which are the focus of much of our business development efforts. However, we remain optimistic that the innovative nature of our technology and its novel approach to addressable threats position the company for development, growth, and market opportunities.

 

Certain mitigating factors could blunt any potential impact of these changes on our industry. The DoW and others in the administration have indicated that funding for innovation and novel technologies will continue to be a priority, and directed energy has been discussed as part of this trend. Also, many of the cuts are being challenged in court and, in some cases, reversed either because of judicial rulings or policy reversals. However, it is difficult to predict precisely where funds will be cut or allocated, and even a general reduction in force can make administrative functions, such as finalizing contracts and government payment processing, challenging. These factors could severely impact our cash flows and our ability to continue operating.

 

Geo-political events continue to affect our business. In particular, the ongoing military action in the Middle East has restricted the flow of oil and liquid natural gas worldwide and is driving up the price of goods and services which include supplies, materials and equipment which we need for our business. Also, certain economic events and policies, such as tariffs and embargoes, tend to be inflationary and contribute to drive up costs.

 

For fiscal year 2026, which started on October 1, 2025, the National Defense Authorization Act (NDAA) was delayed, but on December 18, 2025, the-president signed the 2026 NDAA into law (P.L.-119-60). The NDAA sets defense spending policies, while the separate appropriations bills comprising the federal budget fund government spending, including spending on defense and homeland security. This impacts all proposals under review by the DoW. The federal government experienced a funding gap beginning on October 1, 2025—the start of FY2026—and ending when the Continuing Appropriations, Agriculture, Legislative Branch, Military Construction and Veterans Affairs, and Extensions Act, 2026 (P.L. 119-37), was signed into law on November 12, 2025. On February 3, 2026, the president signed the Consolidated Appropriations Act, 2026 (P.L. 119-75). This bill included Defense Appropriations, and all previously unfunded agencies except for Homeland Security.

 

Critical Accounting Policies

 

Use of Estimates

 

The preparation of consolidated financial statements in conformity with United States generally accepted accounting principles requires management to make estimates, judgments and assumptions that affect the amounts reported in the financial statements and accompanying notes. Management bases its assumptions on historical experiences and on various other inputs and estimates that it believes to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying values of assets and liabilities that are not readily apparent from other sources. In addition, management considers the basis and methodology used in developing and selecting these estimates, the trends in and amounts of these estimates, specific matters affecting the amount of and changes in these estimates, and any other relevant matters related to these estimates, including significant issues concerning accounting principles and financial statement presentation. Such estimates and assumptions could change in the future as more information becomes known which could impact the amounts reported and disclosed herein.

 

Share-Based Payments

 

Stock-based compensation cost is measured at grant date, based on the fair value of the award and is recognized as an expense over the requisite service period.

 

The fair value of each option grant is estimated at the date of grant using the Black-Scholes-Merton option valuation model. We make the following assumptions relative to this model: (i) the annual dividend yield is zero as we do not pay dividends on our common stock, (ii) the weighted-average expected life is based on a midpoint scenario, where the expected life is determined to be half of the time from grant to expiration, after taking into account the vesting period, (iii) the risk free interest rate is based on the U.S. Treasury security rate for the expected life, and (iv) the volatility is based on the level of fluctuations in our historical share price for a period approximately equal to the weighted-average expected life.

 

Results of Operations

 

Comparison of Operations for the Three Months Ended March 31, 2026 and 2025:

 

   2026   2025   $ Change   % Change 
Revenue  $-   $209,753    (209,753)   -100.00%
Cost of revenue   -    (63,914)   (63,914)   -100.00%
General and administrative   (3,282,788)   (2,609,688)   673,100    25.79%
Selling and marketing   (172,279)   (318,784)   (146,505)   -45.96%
Research and development   (375,041)   (323,047)   51,994    16.09%
Other income   22,385    14    22,371    159792%
Net loss  $(3,807,723)  $(3,105,666)   (702,057)   22.61%

 

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Revenue

 

Revenue decreased by approximately $210,000 to $0 for the three months ended March 31, 2026.from the three months ended March 31, 2025. In April 2025, the company was notified by a customer that two of its active contracts were currently unfunded and remain unfunded, resulting in a decrease in revenue for the period. Although the contracts remain open, the company suspended all work until funding is secured in the future. Despite the suspension, the company continues to advance the underlying technology through its internal research and development efforts. Both the customer and the company are actively seeking alternative sources of funding, including from within the original contracting agency and other departments of the U.S. Department of War.

 

Cost of Revenue

 

Cost of revenue decreased by approximately $64,000 to $0 for the three months ended March 31, 2026 from the three months ended March 31, 2025. This decrease was attributable to the unavailability of federal funds. The cost of material, supplies and direct labor incurred were expensed to R&D while our programs and work remain active and in place.

 

General and Administrative

 

General and administrative expenses increased by approximately $673,000 to approximately $3,283,000 for the three months ended March 31, 2026, compared to approximately $2,610,000 for the three months ended March 31, 2025, primarily due to an increase in salaries and employee benefits of approximately $320,000, as well as an increase in stock based compensation of approximately $356,000.

 

Selling and Marketing

 

Selling and marketing expenses decreased by approximately $147,000 to approximately $172,000 for the three months ended March 31, 2026, compared to approximately $319,000 for the three months ended March 31, 2025, due to a decrease of approximately $122,000 in professional fees and a decrease in payroll and related expenses of approximately $36,000 offset by an increase in marketing expenses of approximately $12,000.

 

Research and Development

 

Research and development expenses increased by approximately $52,000 to approximately $375,000 for the three months ended March 31, 2026, compared to approximately $323,000 for the three months ended March 31, 2025, primarily due to an increase in labor costs of $135,000 offset by a decrease in material costs of approximately $83,000 associated with continued development of our USP laser technologies.

 

Net Loss

 

Our operations for the three months ended March 31, 2026, resulted in a net loss of approximately $3,808,000 an increase of approximately $702,000 compared to a net loss of approximately $3,106,000 for the three months ended March 31, 2025, primarily due to an increase in general and administrative expense and research and development expenses partially offset by a decrease in selling and marketing expenses.

 

Liquidity and Capital Resources

 

The accompanying unaudited condensed consolidated financial statements have been prepared on a going concern basis, which contemplates the realization of assets and satisfaction of liabilities in the normal course of business. For the three months ended March 31, 2026, the company incurred a net loss of approximately $3,808,000, had negative cash flows from operations of approximately $2,296,000 and may incur additional future losses due to the possible reduction in government contract activity and the expenses discussed under Results of Operations. In their report accompanying our financial statements for the year ended December 31, 2025, our independent auditors stated that our financial statements were prepared assuming that we would continue as a going concern and that they have substantial doubt as to our ability to do so for one year from the date the financial statements are issued based on our recurring losses from operations and need to raise additional capital. The financial statements do not include any adjustments relating to the recoverability of assets and the amount or classification of liabilities that might be necessary should the company be unable to continue as a going concern.

 

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At March 31, 2026, the company had total current assets of approximately $4,649,000 and total current liabilities of approximately $937,000 resulting in working capital of approximately $3,712,000. At March 31, 2026, we had approximately $4,064,000 of cash and cash equivalents, a decrease of approximately $2,372,000 from approximately $6,436,000 at December 31, 2025.

 

During the first three months of 2026, the net cash outflow from operating activities was approximately $2,296,000. This amount was comprised primarily of our net loss of approximately $3,808,000, offset by non-cash stock-based compensation expense of approximately $1,348,000, amortization of ROU assets of approximately $70,000, depreciation and amortization of approximately $88,000, and amortization of prepaid assets of approximately $51,000 as well as cash used from changes in assets and liabilities of approximately $46,000 due to a decrease in other assets of approximately $102,000, a decrease in the ROU liability of approximately $75,000 and offset by an increase in accounts payable and accrued liabilities of approximately $131,000.

 

During the first three months of 2026, the net cash outflow from investing activities was approximately $43,000. This was for the purchase of equipment.

 

During the first three months of 2026, the net cash outflow from financing activities was approximately $32,000. This amount consisted of approximately $20,000 received from the exercise of options and warrants offset by approximately $4,700 tax withholdings related to the share settlement of RSUs and approximately $48,000 of repayment of an insurance premium loan.

 

Based on the company’s current business plan, we believe our cash balance as of the date of this report will be sufficient to meet the company’s anticipated cash requirements for the near term. However, we cannot be certain that the current business plan will be achievable.

 

The company’s existence depends upon management’s ability to develop profitable operations. Management is devoting significant time and effort to developing its business and raising capital, as needed, and cannot be certain that these efforts will be successful. Management’s business development efforts may not result in profitable operations. To fund its research and development and marketing efforts, the company’s management continues to explore possible financing opportunities through discussions with investment bankers and private investors. The company may not be successful in its effort to secure additional financing on terms it considers favorable. The accompanying consolidated financial statements do not include any adjustments that might result should the company be unable to continue as a going concern. 

 

Additionally, international, macroeconomic events, including the military action in the Middle East, the Russian military action in Ukraine and related economic sanctions around the globe could impact the company’s ability to source necessary supplies and equipment which could materially and adversely affect our ability to continue as a going concern. These events may also impair our ability to raise capital, including as a result of increased market volatility, or decreased market liquidity, which also affects the company’s ability to continue as a going concern. Third-party financing may become unavailable on terms acceptable to the company or at all. The impact of such events on the world economy and the specific impact on the company’s financial position and results of operations are difficult to predict. The financial statements do not include any adjustments that might result from the outcome of this uncertainty.

 

Budgeting for upcoming expenses and costs of supplies and equipment needed to perform our existing, and any future, grants or contracts requires that we estimate factors such as inflation and geo-political events that affect such expenses and costs. Although inflation generally moderated in 2024 and 2025, recent events in the Middle East appeared to be driving it back up during the first quarter of 2026 through the current date. In addition, the cost of labor continues to increase across certain sectors of the US and global economy which may drive up our general and administrative expenses as well as the cost of personnel, particularly given the highly skilled nature of this work. Inflation has also impacted the price of supplies and materials we must purchase. In addition, geo-political events have further limited the number of countries from which we can source certain supplies and equipment. These limitations can range from outright prohibitions to strong discouragement based on potentially sensitive information. We continually monitor these events and the markets for needed supplies in order to make the best estimates possible, both in our internal budgeting and in any bids or proposals we submit.

 

ITEM 3. QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK

 

Disclosure under this item is not required for smaller reporting companies.

 

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ITEM 4. Controls and Procedures

 

Conclusion Regarding the Effectiveness of Disclosure Controls and Procedures

 

Our management, with the participation of our Chief Executive Officer and Chief Financial Officer, has evaluated the effectiveness of our disclosure controls and procedures as of March 31, 2026. The term “disclosure controls and procedures,” as defined in Rules 13a-15(e) and 15d-15(e) under the Exchange Act, means controls and other procedures of a company that are designed to ensure that information required to be disclosed by a company in the reports that it files or submits under the Exchange Act is recorded, processed, summarized and reported, within the time periods specified in the SEC’s rules and forms. Disclosure controls and procedures include, without limitation, controls and procedures designed to ensure that information required to be disclosed by a company in the reports that it files or submits under the Exchange Act is accumulated and communicated to the company’s management, including its chief executive and principal financial officers, as appropriate to allow timely decisions regarding required disclosure. Management recognizes that any controls and procedures, no matter how well-designed and operated, can provide only reasonable assurance of achieving their objectives and management necessarily applies its judgment in evaluating the cost-benefit relationship of possible controls and procedures. Based on that evaluation our Chief Executive Officer and Chief Financial Officer concluded that our disclosure controls and procedures were not effective as of March 31, 2026 primarily as a result of weaknesses in our internal control over financial reporting as described below. In response to this conclusion and in conjunction with our ongoing assessment and remediation of such internal control over financial reporting as described below, we are in process of strengthening the company’s disclosure controls and procedures.

 

Management’s Report on Internal Control over Financial Reporting

 

Our management is responsible for establishing and maintaining adequate internal control over financial reporting, as such term is defined in Rules 13a-15(f) or 15d-15(f) under the Exchange Act. Internal control over financial reporting is a process designed by, or under the supervision of, our chief executive and principal financial officers and effected by our Board of Directors, management and other personnel, to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles. Internal control over financial reporting includes those policies and procedures that:

 

pertain to the maintenance of records that, in reasonable detail, accurately and fairly reflect the transactions and dispositions of the company’s assets;

 

provide reasonable assurance that transactions are recorded as necessary to permit preparation of financial statements in accordance with generally accepted accounting principles, and that receipts and expenditures of the company are being made only in accordance with authorizations of the management and directors of the company; and

 

provide reasonable assurance regarding prevention or timely detection of unauthorized acquisition, use or disposition of the company’s assets that could have a material effect on the financial statements.

 

Because of its inherent limitations, internal control over financial reporting may not prevent or detect misstatements. Also, projections of any evaluation of effectiveness to future periods are subject to the risk that controls may become inadequate because of changes in conditions, or that the degree of compliance with the policies or procedures may deteriorate.

 

With the assistance of independent consultants, our management, including our Chief Executive Officer and Chief Financial Officer, have evaluated the effectiveness of our internal control over financial reporting as of March 31, 2026, based on the framework established in Internal Control — Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission (the COSO Framework). This assessment included an evaluation of the design of our internal control over financial reporting and testing of the operational effectiveness of those controls. This assessment also took into consideration a material weakness cited by our auditors. In particular, our auditors noted lack of segregation of duties and written policies and procedures within the accounting functions and evidence of control review in that we have not designed such policies and procedures at a sufficient level to support the operating effectiveness of controls to prevent and detect potential error. To mitigate this weakness, in 2025, the company retained the services of an independent consulting firm to conduct an assessment of our internal controls, gap analysis, and remediation recommendations. Based on our assessment under the criteria described above, the Chief Executive Officer and Chief Financial Officer have concluded that our internal control over financial reporting was not effective as of March 31, 2026.

 

Remediation of Material Weakness

 

The company is committed to addressing the material weakness described above and has retained an independent consultant which has conducted a comprehensive assessment of the company’s internal controls and provided a gap analysis and recommendations for remedial measures. Management has begun to implement changes in processes designed to improve its internal control over financial reporting in accordance with some of these preliminary recommendations. Remediation will not be complete until there has been sufficient time to conclude through testing that the controls operate effectively.

 

Changes in Internal Controls Over Financial Reporting

 

Other than work on remedial measures set forth above under Management’s Report on Internal Control over Financial Reporting, there has been no change in Applied Energetics’ internal control over financial reporting for the quarter ended March 31, 2026, that materially affected or is reasonably likely to materially affect our internal control over financial reporting.

 

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PART II – OTHER INFORMATION

 

ITEM 1. LEGAL PROCEEDINGS

 

On January 15, 2021, the company filed a complaint in the United States District Court, Southern District of New York, against Gusrae, Kaplan & Nusbaum (GKN) and Ryan Whalen for malpractice and breach of New York Rules of Professional Conduct by both parties as former counsel to the company. On May 28, 2021, GKN and Mr. Whalen filed a motion to dismiss the complaint. On June 25, 2021, the company filed an opposition to the motion. On July 13, 2021, GKN and Mr. Whalen filed their reply brief. On March 30, 2022, United States Magistrate Judge Debra Freeman signed an order denying the motion of GKN and Mr. Whalen to dismiss the company’s claim for malpractice and for rescission of the shares-for-fees agreement under which GKN and Whalen received 1,242,710 shares of the company’s common stock. The motion was partially granted as to the separate claim for violation of NYRPC 1.7 and 1.8 because the court found that it was duplicative of the malpractice claim. Motions for summary judgment in the case are fully briefed, and the judge held oral arguments on August 7, 2025. On September 17, 2025, the court issued an Opinion and Order denying both parties’ motions for Summary Judgment. The parties participated in a mediation on April 23, 2026. The pre-trial conference, originally set for October, was extended to May 20, 2026, to accommodate the mediation. No date has been set for trial.

 

As with any litigation, the company cannot predict the outcome with certainty, but the company expects to provide further updates on the status of the litigation as circumstances warrant.

 

The company may, from time to time, be involved in legal proceedings arising from the normal course of business.

 

ITEM 1A. RISK FACTORS

 

Not applicable.

 

ITEM 2. UNREGISTERED SALES OF EQUITY SECURITIES AND USE OF PROCEEDS

 

The company has reported all information pertaining to issuances of equity securities sold during the period covered by this Quarterly Report on Form 10-Q in previously filed report on Forms 10-K, 10-Q and 8-K.

 

ITEM 3. DEFAULTS UPON SENIOR SECURITIES

 

Not applicable.

 

ITEM 4. MINE SAFETY DISCLOSURES

 

Not applicable.

 

ITEM 5. OTHER INFORMATION

 

Rule 10b5-1 Trading Arrangements

 

No new 10b5-1 Trading Plans were established by officers or directors during the three months ended March 31, 2026. 

 

ITEM 6. EXHIBITS

 

EXHIBIT
NUMBER
  DESCRIPTION
10.1   Executive Employment Agreement, dated as of January 28, 2026, by and between the Registrant and Warren Spector (incorporated by reference to Exhibit 99.1 to the Registrant’s Form 8-K filed with the SEC on February 3, 2026).
31.1   Certification of Chief Executive Officer Pursuant to Exchange Act Rule 13a-14(a).
31.2   Certification of Chief Financial Officer Pursuant to Exchange Act Rule 13a-14(a).
32.1   Principal Executive Officer Certification pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.
32.2   Principal Financial Officer Certification pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.
101.INS   Inline XBRL Instance Document.
101.SCH   Inline XBRL Taxonomy Extension Schema Document.
101.CAL   Inline XBRL Taxonomy Extension Calculation Linkbase Document.
101.DEF   Inline XBRL Taxonomy Extension Definition Linkbase Document.
101.LAB   Inline XBRL Taxonomy Extension Label Linkbase Document.
101.PRE   Inline XBRL Taxonomy Extension Presentation Linkbase Document.
104   Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101).

 

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SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

  

  APPLIED ENERGETICS, INC.
   
  By:  /s/ Christopher Donaghey
    Christopher Donaghey,
President and Chief Executive Officer
   
Date: May 13, 2026  

 

  By:  /s/ Warren Spector
    Warren Spector,
Chief Financial Officer
   
Date: May 13, 2026  

 

 

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FAQ

How did Applied Energetics (AERG) perform financially in Q1 2026?

Applied Energetics reported no revenue and a larger net loss of $3,807,723 in Q1 2026. Operating expenses rose to $3,830,108, mainly from higher salaries and stock-based compensation, compared with a $3,105,666 loss on $209,753 of revenue in Q1 2025.

What is Applied Energetics’ cash and liquidity position as of March 31, 2026?

The company held $4,064,093 of cash and cash equivalents and working capital of about $3,711,639 at March 31, 2026. Negative operating cash flow of $2,296,313 and ongoing losses mean liquidity depends on controlling expenses, future contracts, and potential new financing.

Does Applied Energetics’ Q1 2026 10-Q raise going concern doubts?

Yes. Management states that recurring net losses, negative operating cash flow of $2,296,313, and limited contract activity raise substantial doubts about the company’s ability to continue as a going concern for one year from issuance, absent profitable operations or additional capital.

Why did Applied Energetics have no revenue in Q1 2026?

Revenue fell to zero because two government contracts became unfunded, halting billable work. Although the contracts remain open, the company suspended performance until funding resumes and instead continued related technology efforts as internal research and development expense.

What are the main drivers of Applied Energetics’ higher expenses in Q1 2026?

General and administrative expense increased to $3,282,788, driven by roughly $320,000 higher salaries and benefits and about $356,000 more stock-based compensation. Research and development also rose modestly, while selling and marketing declined compared with the prior-year quarter.

What internal control issues does Applied Energetics report in its Q1 2026 filing?

Management and independent consultants identified a material weakness from lack of segregation of duties, insufficient written policies and procedures, and limited evidence of control review. As a result, disclosure controls and internal control over financial reporting were deemed ineffective.

What subsequent events after March 31, 2026 are highlighted for Applied Energetics?

Subsequent events include a $243,000 requisition from the University of Rochester for pulsed laser technology work, new stock option grants totaling 1,100,000 shares, and additional option exercises yielding 108,000 common shares and $10,300 of cash proceeds to the company.