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 reported a first quarter 2026 net loss of $49.8 million, compared with net income of $14.9 million a year earlier. The loss was driven largely by an $63.1 million equity loss from its 50/50 joint venture, partly offset by a $14.7 million income tax benefit and fair-value gains on contingent share liabilities.
Core cash use remained modest for an early-stage company, with operating cash outflow of $2.3 million. AirJoule raised $22.2 million through a January 2026 equity offering, ending the quarter with $31.1 million in cash at the parent and $3.9 million at the joint venture, and no debt. Management reaffirmed a 2026 combined cash spend framework of about $25 million and stated that available cash is sufficient to fund operations, the joint venture, and planned commercial deployments through 2027.
Operationally, the company completed the first full-scale AirJoule Prime system, advanced its AirJoule Core platform, launched a two-variant Core roadmap targeting water generation in 2026 and dehumidification in 2027, and expanded strategic partnerships with GE Vernova, the Net Zero Innovation Hub for Data Centers, the U.S. Army ERDC, and TenX Investment.
AirJoule Technologies Corp. Chief Legal Officer Chad MacDonald filed an initial ownership report showing equity interests in the company. He directly holds 28,262 shares of Class A Common Stock plus multiple equity awards, including restricted stock units, performance-based RSUs, and stock options.
The filing lists 164,063 restricted stock units and 69,375 additional restricted stock units, along with 52,570 and 13,380 performance restricted stock units that may cliff vest based on multi‑year performance conditions through 2027 and 2028. He also holds stock options for 243,579 underlying shares at an exercise price of $10.23 per share expiring in 2034. Several RSU awards vest in annual installments beginning in 2026 and 2027, each representing a contingent right to receive one share of Class A Common Stock.
Matthew Jore filed an amended Schedule 13D reporting beneficial ownership of 7,817,581 shares of AirJoule Technologies Corp. Class A common stock, representing 11.4% of the class. This includes 7,739,249 shares, 65,832 option shares exercisable within 60 days, and 12,500 restricted stock units vesting within 60 days.
On February 27, 2026, Jore received 21,126 shares upon vesting of restricted stock units, with some shares withheld for taxes. On April 14, 2026, he pledged an additional 550,000 shares as collateral under a non-recourse loan, bringing total pledged shares to 1,150,000, while retaining voting and dividend rights absent a default.
AirJoule Technologies Corporation will hold its 2026 virtual annual stockholder meeting on May 28, 2026, asking investors to elect two Class II directors and ratify Deloitte & Touche LLP as independent auditor for the year ending December 31, 2026. Stockholders of record as of April 9, 2026, when 68,472,740 common shares were outstanding, may vote online, by phone or by mail. The Board reports that a majority of directors are independent, has appointed a Lead Independent Director, and maintains audit, compensation, and nominating committees. The proxy also details executive pay, including equity awards tied to stock price and revenue performance over 2025–2027, stock ownership guidelines, and a clawback policy aligned with Nasdaq and SEC rules.
AirJoule Technologies Corporation is a pre-revenue, early-stage company developing its AirJoule sorption platform to harvest distilled water from air while providing highly efficient dehumidification and HVAC support. The technology uses proprietary metal-organic frameworks and a pressure swing system, targeting data centers, advanced manufacturing, military and building cooling markets.
The company operates largely through a 50/50 joint venture with GE Vernova, to which it has committed significant capital. It reported net losses of $(9.0) million and $(215.7) million for 2025 and 2024 and has not yet begun commercial sales, emphasizing substantial future funding needs and execution risk.
AirJoule Technologies Corporation reported a 2025 net loss of $9.0 million, compared with net income of $215.7 million in 2024, when results were boosted by a large one-time gain on contributing technology to its AirJoule, LLC joint venture. The company recorded a 2025 loss from operations of $13.6 million, reflecting spending on general and administrative, research and development, and commercial readiness.
AirJoule ended 2025 with $21.8 million in cash and reported a pro forma cash balance of about $44 million after a January 2026 registered equity offering, which it says is sufficient to fund planned operations and deployments through 2027. Management highlighted field deployments in Dubai, Texas, Arizona State University and California, expanded partnerships with GE Vernova, the Net Zero Innovation Hub, the U.S. Army ERDC and TenX Investment, and expects 2026 to mark a transition from development to initial commercial product launches and customer deployments.
AirJoule Technologies Corp. Chief Administrative Officer Jeff Gutke reported several equity transactions involving Class A common stock and restricted stock units. On March 3, 2026, he sold 3,462 shares at a weighted average price of $3.1702 per share.
According to the footnotes, this sale was a mandatory “sell to cover” transaction to satisfy tax withholding tied to vesting restricted stock units, not a discretionary trade. On February 27, 2026, 14,063 restricted stock units were converted into an equal number of Class A shares at no exercise price. Following these transactions, Gutke directly held 110,439 Class A shares and 28,126 restricted stock units, and indirectly held 75,579 shares through Doxey Capital LLC.
AirJoule Technologies Corp. Executive Chairman Patrick C. Eilers reported equity award activity. On February 27, 2026, he exercised 12,556 restricted stock units, receiving the same number of Class A common shares at $0.00 per share, and disposed of 3,648 shares at $3.23 per share to cover tax withholding. The restricted stock units vest in three equal annual installments beginning March 1, 2026, with each unit converting into one Class A share. He also reported indirect holdings of Class A shares through the Patrick C. Eilers Revocable Trust and the Eilers Dynasty Trust.
AirJoule Technologies Corp. Chief Financial Officer Stephen S. Pang reported equity compensation activity involving restricted stock units and Class A common stock. On February 27, 2026, he exercised or converted 17,579 restricted stock units into the same number of Class A common shares at a stated price of $0.00 per share. A related entry shows 5,509 Class A shares disposed of at $3.23 per share to satisfy tax withholding obligations, leaving him with 31,060 Class A shares held directly after these transactions. According to a footnote, the restricted stock units vest in three equal annual installments beginning on March 1, 2026, and each unit represents a contingent right to receive one Class A share.