Airjoule Technologies Corporation · NASDAQ:AIRJ
Airjoule Technologies — Q2 2026 Earnings Presentation
14 slides from Airjoule Technologies's earnings presentation, Aug 14, 2026
Slide 1: AirJoule Technologies Q2 2026 Earnings Presentation
TM AirJoule Technologies Corporation (Nasdaq: AIRJ) Q2 2026 Earnings Presentation August 14, 2026 https://airjouletech.com
Slide 2: Disclaimers
DISCLAIMERS Forward Looking Statements The information in this presentation includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of
Slide 3: Presenters
PRESENTERS Matt Jore Pat Eilers Founder & Chief Executive Executive Chairman Officer Bryan Barton Stephen Pang Chief Commercialization Chief Financial Officer Officer AirJoule Technologies | August 2026 Slide 3
Slide 4: Purpose and Vision
Purpose: Freeing the world of its water and energy constraints by delivering groundbreaking sorption technologies. Vision: AirJoule is the leading platform technology that unleashes the power of water from air.
Slide 5: Water is now the gating item for development
WATER IS NOW THE GATING ITEM FOR DEVELOPMENT STATE MORATORIA, PERMIT PAUSES, AND SHRINKING MUNICIPAL SUPPLY ARE CONVERGING ON THE SAME CONSTRAINT Gov. Greg Abbott pauses new data centers New York Enacts Nation’s First Statewide until ERCOT, PUCT audit energy, water Moratorium on Data Centers usage W
Slide 6: AirJoule showcase at GE Vernova
AIRJOULE SHOWCASE AT GE VERNOVA CORE SYSTEM IS OPERATING AT GE VERNOVA'S NEW ADVANCED RESEARCH CENTER FRONTIER CAMPUS “The Frontier Campus was designed to bring customers and partners closer to the technologies we are developing. Having an AirJoule system operating here lets visitors see firsthand h
Slide 7: Q2 2026 & Recent Highlights
Q2 2026 & RECENT HIGHLIGHTS IMPORTANT MILESTONES ON THE PATH TO COMMERCIALIZATION Exclusive agreement with Kubota Corporation AirJoule Core system operating at GE to deploy AirJoule systems for residential Vernova’s Advanced Research Center development in Texas and California Frontier Campus Complet
Slide 8: UAE Developments
UAE DEVELOPMENTS AIRJOULE CORE SYSTEM DEPLOYMENT & EXPO CITY DUBAI GREEN LICENCE ARE IMPORTANT MILESTONES ▪ AirJoule Core system to be deployed at several sites ▪ AirJoule joined Dubai’s Green Innovation District and across the UAE for customer demonstrations received one of the first Green Licences
Slide 9: Kubota Collaboration
KUBOTA COLLABORATION EXCLUSIVE RESIDENTIAL SALES CHANNEL AND INITIAL DEPLOYMENTS WITH A GLOBAL WATER INFRASTRUCTURE LEADER Kubota collaboration is an important commercial milestone ▪ Establishes sales partnership with a global infrastructure partner across two of the largest water-constrained U.S. m
Slide 10: AirJoule Prime – First Full Scale Build Complete
AIRJOULE PRIME – FIRST FULL SCALE BUILD COMPLETE 16-CHAMBER UNIT BUILT AND OPERATIONAL AT NEWARK; EUROPEAN DEPLOYMENT VIA NET ZERO INNOVATION HUB PLANNED Build & Deployment Plan Mechanical Build Complete First full-scale 16-chamber Prime built; system operational at Newark facility Commissioning & S
Slide 11: 2026 Outlook
2026 OUTLOOK Product Launches Customer Deployments Manufacturing & Scale AirJoule Prime System Build Beginning Completed Kubota Partnership Active Q3 2026 Productization Underway Operational Full-scale system at Newark for Initial deployments with Kubota Corporation Optimizing AirJoule systems to re
Slide 12: Financial Results
FINANCIAL RESULTS AirJoule Technologies (AIRJ) $ in millions Q1 2026 Q2 2026 • Net operating expenses of $4.1 million in Q2 2026 Operating expenses, gross $(4.4) $(4.9) • Includes $0.8 million in expense reduction from SOW expense reduction 0.8) 0.8) AirJoule JV pursuant to Statement of Work Operati
Slide 13: Balance Sheet and Liquidity
BALANCE SHEET AND LIQUIDITY SUFFICIENTLY FUNDED INTO 2028 $41.4M + $1.6M = $43.0M AIRJ Corporate Cash (6/30/26) AirJoule JV Cash (6/30/26) Combined Cash Position (6/30/26) Key Financial Metrics Combined 2026 cash burn (AIRJ corporate + JV) ~$27 - $28M Cash runway Into 2028 2026 JV operating budget ~
Slide 14: Investment Highlights
INVESTMENT HIGHLIGHTS TRANSFORMATIONAL TECHNOLOGY AirJoule uses Waste Heat to Produce Pure Distilled Water from Air LARGE ADDRESSABLE MARKET Water and Energy Efficiency GLOBAL PARTNERSHIPS IN PLACE ENERGETICS DRIVE CUSTOMER RETURNS Targeted Paybacks of Less than 4 Years AirJoule Technologies | Augus
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