Every 8-K that AirJoule Technologies Corporation Warrant (AIRJW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AIRJW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AIRJW filings page.
AirJoule Technologies Corp. (AIRJ) agreed to acquire 100% of BitSink LLC, a U.S. designer and manufacturer of cooling, electrical distribution and racking infrastructure for AI and high-density data centers. The deal includes $18 million in cash and $9 million in Class A common stock at closing, plus up to $40 million in additional stock-based earnout payments tied to revenue milestones over the three calendar years following closing.
At closing, the seller received 1,859,504 AIRJ Class A shares in a private, unregistered offering under Section 4(a)(2) of the Securities Act, with a maximum of 8,264,463 additional shares potentially issuable for earnouts. BitSink adds an established, profitable operating business with approximately $11 million in cumulative revenue across 2024–2025, $15 million in near-term purchase orders, and over 220 megawatts of deployed cooling and power capacity across North America.
The acquisition expands AirJoule Technologies’ presence in AI and HPC data center infrastructure and creates potential integration between BitSink’s liquid cooling and power systems and AirJoule’s atmospheric water generation technology, supported by a 65,000-square-foot manufacturing facility in Chesnee, South Carolina. AirJoule Technologies reported $45 million of cash on its balance sheet as of August 31, 2026, prior to the transaction.
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 is raising capital through a registered direct offering of 3,658,536 shares of Class A common stock at $4.10 per share. The transaction is expected to generate approximately $15.0 million in gross proceeds and about $14.2 million in net proceeds.
The company plans to use the funds to commercialize its AirJoule Core and Prime systems and for general corporate purposes, and expects the offering to fully fund operations into 2028 when combined with existing cash. At the same time, shareholders elected two Class II directors and ratified Deloitte & Touche LLP as the independent auditor for 2026.
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 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 Corporation reported that its Compensation Committee granted new performance-based restricted stock unit awards to three senior executives under its 2024 Incentive Award Plan. These awards vest based on the company’s absolute annualized total shareholder return from February 11, 2026 through December 31, 2028.
Each executive can vest in 0% to 200% of a target number of units depending on Absolute TSR achievement levels, with straight-line interpolation between thresholds. Target Absolute TSR RSU amounts are 116,822 units for Matthew B. Jore, 59,579 for Stephen S. Pang, and 73,014 for Patrick C. Eilers.
The awards include detailed provisions for change in control, various termination scenarios, and potential conversion to time-based RSUs, with vested awards settled in company stock or cash no later than March 15 of the year following vesting.