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What is the revenue and EPS growth rate for AirJoule year over year?

What is the market's earnings forecast for AirJoule next quarter?

What does AirJoule do and what are its main business segments?

What factors drove the changes in AirJoule's revenue and profit?

- **Middle East Breakthrough**: Exclusive TenX distribution deal for Gulf countries; Corpus Christi water crisis underscores need for AirJoule's distributed water solution (faster deployment, 5-10x cost per gallon vs. desalination).
- **Product Launches**: Core system (industrial dehumidification/water) to launch Q4 2026; Prime system (industrial scale water) under construction with first deployment in 2026.
- **Financial Strength**: $44M combined cash (0 debt) post-January raise; $25M 2026 spend plan; targeting 30-35% gross margin at scale via contract manufacturing.
- **Strategic Shift**: From centralized desalination to distributed water generation; 2026 deployments in data centers, industrials, defense, and Middle East set stage for 2027+ scaling.

**【CEO Summary Section】**
- **2025 Milestones**: Validated technology through field deployments in Dubai, Texas, and Arizona; advanced A250 (Core) and A1000 (Prime) product development; secured partnerships with GE Vernova, TenX, and defense contractors; raised $23M in January 2026 to support 0-debt commercialization.
- **Market Opportunity**: Distributed water generation addresses centralized desalination vulnerabilities (e.g., Middle East conflict damaging plants); 2026 focus on converting 2025 customer engagements into commercial deployments across data centers, industrials, defense, and Middle East.
- **Middle East Strategy**: Exclusive TenX distribution agreement for Gulf countries; Corpus Christi water crisis highlights urgency for alternative solutions (AirJoule systems cost 5-10x less per gallon than desalination but offer faster deployment and water quality differentiation).

**【CFO Financial Commentary】**
- **2025 Results**: AirJoule Technologies reported $13.6M in operating expenses (up 21% YoY due to stock comp); JV with GE Vernova incurred $39.3M loss (non-cash R&D impairment). Total cash on hand: $22M (AirJoule) + $17M (JV) = $39M post-January equity raise.
- **2026 Outlook**: $25M combined spend (JV: $17-19M, AirJoule: $15M); no debt; expect modest revenue from Core system sales to ASU and others; targeting 30-35% gross margin at scale via contract manufacturing.

**【Q&A Highlights】**
- **Customer Engagement**: Direct outreach from data centers (permits delayed), warm introductions via partners, and trade shows; 1-3 months for initial discovery, 6-12 months for proof-of-value deployments.
- **Supply Chain Confidence**: 95% of components commoditized (pumps, valves, contactors); custom sorbent chambers produced at scale via cast aluminum; no supply chain bottlenecks anticipated.
- **Gross Margin Path**: 2026: focus on deployments; 2027: contract manufacturing for 30-35% margins; water purchase agreements (e.g., 15-20-year contracts) provide recurring revenue stability.
- **Middle East Risks**: Conflict may delay deployments but also accelerates awareness of water resilience needs; TenX partnership positions AirJoule to capitalize on post-conflict reconstruction.


AirJoule Technologies Corporation (AIRJ) Q4 2025 Earnings Call Transcript

- **Strategic Partnerships Accelerating Growth**: Won Net Zero Innovation Hub competition, collaborating with Carrier for HVAC integration, and securing defense contracts for anti-corrosion solutions.
- **2026 Commercialization Roadmap**: A250 dehumidifier to launch first, followed by A1000 water generator, targeting $0.50-$0.75/gallon pricing via water purchase agreements.
- **Financial Stability**: $26 million cash balance and $17-18 million JV spend guidance support 2026 deployment goals.
- **Technology Validation**: Hubbard, Texas deployment validates 50% improvement in water output (100 to 150 liters/day/chamber) and reliability in arid conditions.

**【CEO Summary Section】**
- Highlighted macro trends driving demand for AirJoule's water-from-air technology, including AI infrastructure's water footprint, manufacturing growth under the CHIPS Act, and military water resilience needs.
- Emphasized partnerships with Carrier for HVAC integration and recognition as a winner of the Net Zero Innovation Hub for Data Centers competition.
- Discussed regulatory tailwinds from refrigerant phaseouts and the company's position as a refrigerant-free solution provider.

**【CFO Financial Commentary】**
- Reported a net loss of $4 million for Q3 2025, driven by non-cash expenses and fair value adjustments.
- AirJoule JV contributed $2.75 million in capital, with full-year JV spend expected at the higher end of $17-18 million guidance.
- Cash balance of $26 million across entities, with sufficient liquidity for 2026 commercialization efforts.
- Filed an S-3 shelf registration to maintain capital market flexibility.

**【Q&A Key Highlights】**
- **Hubbard Deployment Impact**: The Texas system is accelerating commercial adoption by demonstrating real-world performance for hyperscalers in the region.
- **GE Vernova Collaboration**: Progressing on integrating AirJoule with GE's gas turbines for waste heat utilization, with a focus on customer education and potential 2026 demonstrations.
- **WPA Model Details**: Over 50% of customer discussions involve WPAs, offering recurring revenue and reduced upfront capital risk. Pricing targets $0.50-$0.75/gallon, competitive with trucked water costs.
- **Product Sequencing**: A250 dehumidifier expected to launch before A1000 water generator in 2026, driven by simpler design and market demand for humidity control solutions.
- **Military Expansion**: New defense contractor agreement to deploy systems for anti-corrosion in military storage facilities, expanding beyond water generation applications.

AirJoule Technologies Corporation(AIRJ)-20251114-2025 Q3 Earnings call transcript

- **A250 Launch**: 2026 product targeting industrial dehumidification with 80% energy savings, set to disrupt a $3B market.
- **Waste Heat Utilization**: Strategic collaborations with hyperscale data centers and GE Vernova to convert waste heat into water, addressing $30B data center water demand.
- **Financial Strength**: $30.5M cash, no debt, and $15M private placement ensure funding for 2026 commercialization.
- **Market Validation**: Hubbard project and ASU partnership advancing certifications and sorbent innovation for global deployment.

**【CEO Summary Section】**
- AirJoule has transitioned from technology development to commercialization, with a focus on leveraging its platform to address water and energy challenges.
- Introduced the A250 product for industrial dehumidification, offering 80% energy savings compared to traditional systems.
- Expanded manufacturing capabilities in Newark to support productization and scale.
- Completed a $15 million private placement, with $30.5 million in cash and no debt, providing runway for commercialization.

**【CFO Financial Commentary】**
- Q2 net income: $2.5 million (down from $14.9 million in Q1 due to non-cash gains).
- Operating expenses: $4.2 million, driven by professional fees and share-based compensation.
- Joint venture budget revised to $2 million-$3 million higher than original guidance, but fully funded with $15 million private placement.

**【Q&A Key Highlights】**
- **Data Center Collaboration**: MOU with hyperscale data center developer to integrate waste heat-to-water technology, improving WUE and site resilience.
- **A250 Productization**: Targeting 2026 launch, with preproduction units deployed in 2025. Energy savings of 0.4 kWh/L vs. 2 kWh/L for incumbents.
- **Hubbard Project**: Demonstrating waste heat utilization for potable water, pursuing Texas and NSF certifications.
- **Tariff Mitigation**: Flexible sourcing strategy with domestic and international suppliers, including BASF for sorbents.
- **ASU Partnership**: Independent validation of water quality and sorbent performance in low-humidity environments.


Actual			0.61	-0.25	0.26	0.04	-0.07
Forecast				-0.07	-0.06	-0.08	-0.085	-0.07
Surprise	0.00%	0.00%	0.00%	-257.14%	+533.33%	+150.00%	+17.65%	0.00%

Actual	--	--	0	0	0	--	-974.50K	--
Forecast	--	--	--	0	0	0	0	-1.00M
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

AIRJ

AIRJ fundamentals

AIRJ Q4 2025 Earnings Preview

Earnings Call

You can ask Aime

AIRJ

AIRJ fundamentals

AIRJ Q4 2025 Earnings Preview

Earnings Call

AIRJ Earnings Call Summary for Q4/20258:30 AM on Mar 31, 2026

AIRJ Earnings Call Summary for Q3/20258:30 AM on Nov 14, 2025

AIRJ Earnings Call Summary for Q2/20258:30 AM on Aug 14, 2025

AIRJ Earnings Call Summary for Q1/20258:30 AM on May 13, 2025

AIRJ Earnings Call Summary for Q4/20248:30 AM on Mar 26, 2025

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