AirJoule Technologies Corp (NAS:AIRJ)

Q1 2026 Airjoule Technologies Corp Earnings Call Transcript

May 15, 2026 / 12:30 PM GMT

Release Date Price: $3.73 (-4.85%)

Transcript 10-Q8-K

Key Points

Positve

AirJoule Technologies Corp (AIRJ) has made significant progress in 2026, including the completion of the first AirJoule Prime full-scale system at their Newark, Delaware facility.
The company has a strong cash position with no debt, supporting operations through 2027.
AirJoule is seeing strong customer demand across various markets, particularly in hyperscale data centers and residential development.
The AirJoule Core platform has improved performance and durability, with the design now essentially locked.
The company is actively engaged in the Middle East, with plans to scale across the UAE and broader GCC markets, leveraging their technology for water security.

Negative

AirJoule Technologies Corp (AIRJ) recorded a non-cash impairment charge of approximately $55 million, impacting their financial results.
The company reported a net loss of $49.8 million for the first quarter of 2026.
There is uncertainty around the timeline for customer orders, as some customers require pilot deployments before committing to larger orders.
The commercialization of the AirJoule Core and Prime systems is still in progress, with full-scale commercial revenue expected to begin in 2027.
The company faces challenges in reducing unit costs and optimizing the performance of their systems, which are ongoing processes.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AIRJ.OQ - AirJoule Technologies Corp
Q1 2026 Airjoule Technologies Corp Earnings Call
May 15, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings, and welcome to the Air Dual Technologies first quarter 2026 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad.

Please note that this conference is being recorded.

It's now my pleasure to turn the call over to your host, Tom Devine, Vice President of Investor Relations and Finance.

Thank you. You may begin.

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Unidentified_2 [2]
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