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AIRJ · NASDAQ · Electrical Equipment & Parts

AirJoule Technologies

Commercializes AirJoule systems for water generation, dehumidification, and HVAC.

$4.58

After-hours close+0.02 (+0.53%)

At close$4.56(−4.91%)

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Profile

AirJoule Technologies CorporationAIRJIndustrials

Develops AirJoule systems that harvest distilled water from air and provide dehumidification for HVAC and industrial uses. Commercialization runs mainly through a GE Vernova joint venture and a Carrier HVAC agreement, with operations concentrated in the United States and partner scopes shaping international expansion.

Commercializes AirJoule, a sorption and pressure-swing platform that produces distilled water from air and dehumidified air for industrial, HVAC, and distributed-water applications. Product work centers on Prime for industrial-scale atmospheric water generation and Core systems for smaller water and dehumidification deployments.

Operations are concentrated in the United States, with a Newark, Delaware facility used for coating, assembly, testing, and Prime optimization. The GE Vernova joint venture covers the Americas, Africa, and Australia, while a separate CATL-affiliate venture for Asia and Europe had not started operations in the cited filings.

Execution depends on partner-led commercialization. The GE Vernova venture handles most development, operations, and commercialization activity, and Carrier is the named HVAC integration path. The business remains in productization and scale-up before a mature revenue base.

Company facts

CEOMatthew B. Jore

ListedMar 14, 2024

ExchangeNASDAQ

HeadquartersRonan, MT

CountryUnited States

Employees16

CIK0001855474

ISINUS6121601016

Key statistics

Market cap$330.1M

EPS (ttm)−$1.32

P/E (ttm)−3.46

ROE-32.5%

P/B1.28

P/S0.00

Dividend yield—

Beta2.74vs XLI 1.01

Year to date +8.7% · Average volume (30d) 1.8M

Analysts

Price target, next 12 months$8.50+86.4%Median of 2 analysts · vs the Aug 28 close

ConsensusBuy2 of 2 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $4.56

High$10.00+119.3%

Median$8.50+86.4%

Low$7.00+53.5%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior target	Target
Aug 17, 2026	UBS	Target	$7	$10
May 8, 2026	Seaport Global	Target		$7
Dec 22, 2025	UBS	Target		$7

Earnings

EPS

Estimate−$0.08

ReportedDue Nov 12, 2026

Revenue

Estimate$250.0K

ReportedDue Nov 12, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 13, 2026Q2 FY26	−$0.08	−$0.12	−60.0%	—	—	—	−4.43%
May 14, 2026Q1 FY26	−$0.06	$0.17	+383.3%	−$1.0M	—	—	−4.85%
Mar 30, 2026Q4 FY25	−$0.09	−$0.37	−311.1%	−$1.0M	$50.0K	+105.0%	−13.45%
Nov 13, 2025Q3 FY25	−$0.10	−$0.07	+30.0%	—	−$974.5K	—	+2.59%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$0	$0	$0	$0	$0	$0
Gross profit	$0	$0	$0	−$11.2K	$0	$0
Operating income	−$3.2M	−$4.2M	−$3.0M	−$3.2M	−$3.6M	−$4.1M
Net income	$14.9M	$2.5M	−$4.0M	−$22.4M	−$49.8M	−$8.5M
Diluted EPS	$0.26	$0.04	−$0.07	−$0.39	−$0.74	−$0.12
Gross margin	—	—	—	—	—	—
Operating margin	—	—	—	—	—	—

Fiscal years (4-quarter sums)FY22 $0 · FY23 $0 · FY24 $0 · FY25 $0

Balance sheet, Jun 30, 2026Cash & short-term investments $41.4M · Total debt $107.1K · Total assets $306.8M · Shareholders' equity $248.6M

Dividends

No dividends on record.

Ownership

Institutions 21.87%15.83M sharesInsiders 15.22%11.02M sharesOther 62.91%45.55M shares

Shares outstanding 72.40M · Float 34.48M · 47.6% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Matthew B. Jore · director, 10 percent owner, officer: Chief Executive Officer	7.75M	10.70%	Form 4	Jun 9, 2026
Pennant Select, LLC	2.18M	3.01%	13F	May 15, 2026
Ci Private Wealth, LLC	1.95M	2.69%	13F	May 15, 2026
Patrick C. Eilers · director, officer: Executive Chairman	1.87M	2.59%	Form 4	Jun 9, 2026
BlackRock, Inc.	1.83M	2.52%	13F	May 13, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Jun 9, 2026	Chad MacDonald	officer: Chief Legal Officer	−1,987	$4.50
Jun 8, 2026	Chad MacDonald	officer: Chief Legal Officer	−5,320	$4.65
Mar 3, 2026	Jeff Gutke	officer: Chief Administrative Officer	−3,462	$3.17
Jan 15, 2026	Stuart D. Porter	director, 10 percent owner:	+153,846	$3.25
Jan 15, 2026	Patrick C. Eilers	director, officer: Executive Chairman	+76,923	$3.25