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

What were the key takeaways from AirJoule’s earnings call?

What guidance did AirJoule's management provide for the next earnings period?

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

What is AirJoule's gross profit margin?

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

What is AirJoule's latest dividend and current dividend yield?

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

- **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

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

AIRJ

AIRJ fundamentals

You can ask Aime