Welcome to our dedicated page for AirJoule Technologies SEC filings (Ticker: AIRJ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
AirJoule Technologies Corporation filings document an emerging growth technology company developing the AirJoule water-from-air platform, including its Class A common stock and warrants, operating results, and commercialization updates. Form 8-K reports cover quarterly and annual results, technology validation, product development, strategic partnerships, and material agreements related to equity financing.
Proxy and governance filings cover annual-meeting proposals, director elections, auditor ratification, board composition, committee assignments, non-employee director compensation, and executive equity awards under the 2024 Incentive Award Plan. Offering-related disclosures address Class A common stock sales, shelf registration use, capital-structure changes, and related governance context.
AirJoule Technologies Corporation reported no revenue and a substantial net loss for the six months ended June 30, 2026 as it continues early-stage commercialization of its AirJoule sorption technology and relies heavily on its 50/50 joint venture with GE Vernova. Net loss was $58,359,106, compared with net income of $17,391,871 a year earlier, driven primarily by an equity loss from investment in AirJoule, LLC of $65,658,820, which reflects that venture’s $110.3 million in-process R&D impairment and $76.1 million goodwill impairment.
Operating expenses remained modest for a growth-stage company, with general and administrative costs of $7,162,278, research and development of $388,278, and sales and marketing of $163,950 for the first half. Changes in fair value of Earnout Shares and Subject Vesting Shares liabilities produced additional non‑cash losses.
Liquidity strengthened through equity raises. The company closed a January 2026 offering and a June 2026 registered direct offering, generating combined net proceeds of about $35.8 million. Cash, cash equivalents and restricted cash were $41,417,134 and working capital was approximately $41.0 million at June 30, 2026. AirJoule also holds a $30,000,000 committed equity facility and has a remaining capital contribution commitment to the AirJoule JV of $64.8 million. Management expects existing cash and prior proceeds to fund operations and JV needs for at least twelve months but notes it may seek additional financing for future opportunities.
The company disclosed a material weakness in internal control over financial reporting related to complex, non‑routine transactions and is implementing remediation measures. Strategic developments include third‑party recognition via a CleanTech award, an exclusive residential sales partnership with Kubota, and new demonstration deployments with GE Vernova.
AirJoule Technologies Corporation reported second quarter 2026 results and a broad commercialization update centered on its AirJoule Prime and Core platforms. For the three months ended June 30, 2026, the company recorded a net loss of $8.5 million, compared with net income of $2.5 million a year earlier. For the first six months of 2026, it posted a net loss of $58.4 million, versus net income of $17.4 million in the prior-year period, driven largely by a $65.7 million equity loss from its investment in AirJoule, LLC and fair-value changes in share-related liabilities.
Cash, cash equivalents and restricted cash were $41.4 million as of June 30, 2026, and combined cash across AirJoule Technologies and the joint venture totaled $43.0 million with no debt. Management expects combined 2026 cash spend of $27–$28 million, up from a prior framework of about $25 million, and states that available liquidity is sufficient to fund operations, the joint venture and planned deployments into 2028. Operationally, the company commissioned its first full-scale AirJoule Prime system, entered an exclusive sales agreement with Kubota for multi-unit residential projects in Texas and California, advanced deployments with GE Vernova and the Net Zero Innovation Hub for Data Centers, and expanded its presence into the UAE through a Green Licence at Expo City Dubai and an AirJoule Core demonstration program.
AirJoule Technologies Corporation registers resale rights for up to 3,494,054 shares of Class A Common Stock for B. Riley Principal Capital II and up to 3,724,874 shares for the PIPE Investors. The prospectus states the company will not receive proceeds from resales by the Selling Securityholders, though it may receive up to $27.1 million in aggregate gross proceeds under a separate Purchase Agreement with B. Riley Principal Capital II. The filing describes the mechanics of the committed equity financing, resale methods, Nasdaq listing (symbol: AIRJ), and the potential dilutive effect on outstanding shares (72,400,588 outstanding as of June 8, 2026).
AirJoule Technologies Corporation is registering 18,532,361 shares of Class A Common Stock issuable upon exercise of warrants under a shelf prospectus. The filing also registers the resale by selling securityholders of 46,078,053 shares of Class A Common Stock and 5,874,765 Private Placement Warrants.
The company states it will not receive proceeds from resale by the selling securityholders; it would receive up to approximately $213.1 million only if all Warrants are fully exercised for cash at an $11.50 exercise price. As of June 8, 2026, there were 72,400,588 shares outstanding and the Class A closing price was $4.64.
AirJoule Technologies Corp. Chief Legal Officer Chad MacDonald reported share sales that were executed solely to cover taxes on a restricted stock unit vesting. A total of 7,307 shares of Class A Common Stock were sold in two transactions labeled as open-market sales.
On June 8, 2026, 5,320 shares were sold at a weighted average price of $4.6464, with individual trades ranging from $4.62 to $4.68. On June 9, 2026, 1,987 shares were sold at a weighted average price of $4.4980, with trades ranging from $4.45 to $4.58.
The filing notes these were mandatory “sell to cover” transactions to satisfy tax withholding obligations and did not represent discretionary trading decisions. After these transactions, MacDonald directly holds 44,080 shares of AirJoule Class A Common Stock.
AirJoule Technologies Corp.'s Chief Legal Officer, Chad MacDonald, exercised derivative awards linked to restricted stock units, acquiring 23,125 shares of Class A Common Stock. After the transaction, he directly holds 51,387 Class A Common shares and 46,250 restricted stock units.
The restricted stock units relate to equity compensation that vests in four equal annual installments beginning on June 6, 2025, with each unit representing a contingent right to receive one share of Class A Common Stock. No open-market purchases or sales were reported in this filing.
AirJoule Technologies Corp.’s Executive Chairman Patrick C. Eilers reported compensation-related equity activity rather than open-market trading. He exercised 6,250 restricted stock units, receiving Class A Common Stock at a conversion price of $0.00 per share, while 1,832 shares of Class A Common Stock were withheld at $4.87 per share to satisfy tax obligations.
After these transactions, he directly holds 1,873,844 shares of Class A Common Stock and has 12,500 restricted stock units outstanding. Additional indirect holdings are reported through the Eilers Dynasty Trust and the Patrick C. Eilers Revocable Trust, each shown with 1,366,616 shares of Class A Common Stock. The restricted stock units vest in four equal annual installments beginning on June 6, 2025, with each unit representing a contingent right to one share of Class A Common Stock.
AirJoule Technologies Corp. Chief Financial Officer Stephen S. Pang reported routine equity compensation activity involving restricted stock units and Class A Common Stock. He exercised derivative securities representing 23,125 shares of Class A Common Stock and a portion of the resulting shares was used to cover tax obligations.
The filing shows a tax-withholding disposition of 7,248 shares at $4.87 per share, which reflects shares delivered to satisfy tax liabilities rather than an open-market sale. Following these transactions, Pang directly owns 46,937 shares of Class A Common Stock and continues to hold 46,250 restricted stock units, which vest in four equal annual installments beginning on June 6, 2025.