Airjoule Technologies Corporation · NASDAQ:AIRJ
Airjoule Technologies — Investor Presentation (November 2025)
20 slides from Airjoule Technologies's investor presentation, November 2025
Slide 1: AirJoule Technologies Corporation
AirJoule Technologies Corporation Nasdaq: AIRJ https://airjouletech.com November 2025
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: Purpose and Vision: The Power of Water from Air
TM Purpose: THE POWER OF WATER FROM AIR 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 4: AirJoule separates water from air with unprecedented efficiency
AirJoule separates water Dehumidified Air from air with unprecedented efficiency Ambient Air PFAS-free, Distilled Water Applications Target Industries Key Investors / Partners Water production Data centers Power generation Moisture recapture Manufacturing Dehumidification Military Cooling efficiency
Slide 5: AirJoule is capitalizing on macro tailwinds
AIRJOULE IS CAPITALIZING ON MACRO TAILWINDS Essential need to address water scarcity Onshoring of advanced Growing focus on energy manufacturing efficiency AI-driven data center Mandated phase-out of development high GWP refrigerants TM AirJoule Technologies | November 2025 Slide 5
Slide 6: Advancing strategic collaborations & field deployments
ADVANCING STRATEGIC COLLABORATIONS & FIELD DEPLOYMENTS ✓ Real-world operational validation through continuous operation in Hubbard, TX ✓ Industry recognition from leading data center operators in need of sustainable water solutions ✓ Academic validation from a premier research institution for atmosp
Slide 7: Strategic expansion into defense applications
STRATEGIC EXPANSION INTO DEFENSE APPLICATIONS U.S. Army Engineer Research & Development Center Collaboration with Defense Contractor for Anti-Corrosion • Executed a Cooperative Research & Development • Executed agreement with a U.S. defense contractor Agreement (CRADA) to integrate AirJoule to demon
Slide 8: Accelerating commercial development
ACCELERATING COMMERCIAL DEVELOPMENT GROWING DEMAND PIPELINE ACROSS INDUSTRY VERTICALS FOR AIRJOULE DEPLOYMENTS – SIGNING UP NOW Deployments structured as sales, leases, or Water Purchase Agreements Data Center Cooling Food & Beverage Semiconductors & Chemicals Residential Development Anti-Corrosion
Slide 9: Strong focus on productization
STRONG FOCUS ON PRODUCTIZATION MAXIMIZE WATER OUTPUT ▪ Improving sorbent formulas and coating processes ▪ Optimizing adsorption and desorption cycles Reduce REDUCE SYSTEM overall system costs COSTS ▪ Identifying cost-effective components ▪ Locking in supply chain relationships ▪ Eliminate unnecessar
Slide 10: Market opportunities
MARKET OPPORTUNITIES AIRJOULE’S SUPERIOR PERFORMANCE UNLOCKS A VAST ARRAY OF MARKET OPPORTUNITIES (ESTIMATED AT $450 BILLION) Data Center Waste Heat & Distributed Water Cooling Generation ~$20 billion market ~$60 billion market Advanced Manufacturing Heating, Ventilation, and Air [placeholder] Condi
Slide 11: Performance vs competition
AIRJOULE PERFORMANCE VS COMPETITION AIRJOULE’S LEADING ENERGETICS RESULT IN GREATER CUSTOMER VALUE AND SHORT PAYBACK PERIODS $0.20 2,000 Moisture Removal Efficiency (watt-hour per liter) $0.18 1,800 Desiccant Wheel (Used to achieve ultra low humidity $0.16 for industrial applications) 1,600 Cost per
Slide 12: AirJoule platform supports differentiated products
AIRJOULE PLATFORM SUPPORTS DIFFERENTIATED PRODUCTS CORE TECHNOLOGY SUPPORTS ROBUST PIPELINE OF PRODUCTS WITH MINIMAL DESIGN DIFFERENCES A250TM A1000TM Water Generator Next Gen HVAC Systems Projects Underway Preparing for 2026 Projects Future Product Dehumidification and Water Waste Heat to Water “Ca
Slide 13: A250 dehumidifier
AIRJOULE A250TM DEHUMIDIFIER AirJoule A250TM Incumbent Desiccant Incumbent Dehumidifier AirJoule A250TM Dehumidification Prototype CFM 600 same Moisture removal 16 lbs/hr (~7LPH) same Outlet Air 85F, 30%RH 35% RH (In: 75F 50% RH) MRE (Wh/L) 2,100 Wh/L 400 Wh/L (including fans) Released as water Capt
Slide 14: A1000 water generator
AIRJOULE A1000TM WATER GENERATOR AirJoule A1000TM captures low-grade waste heat and produces distilled water onsite at data centers and other industrial sites Co-located Power & Water Modular configuration to scale as needed • 100 MW data center could utilize 1,000 AirJoule A1000TM systems Sources o
Slide 15: Rapid commercialization by leveraging partnerships
RAPID COMMERCIALIZATION BY LEVERAGING PARTNERSHIPS 2020 – 2021 2022 - 2024 2025+ Joint Development Agreement with A250 and A1000 pre-production BASF for MOF supply systems for customer demonstrations in Licensed concept for “self-regenerating 2025 to drive commercial sales in 2026 pressure swing deh
Slide 16: 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 TM AirJoule Technologies | No
Slide 17: Waste heat recovery is an untapped resource
WASTE HEAT RECOVERY IS AN UNTAPPED RESOURCE AIRJOULE UTILIZES LOW-GRADE WASTE HEAT TO EXTRACT MOISTURE FROM AMBIENT AIR Massive amount of wasted heat in nearly every market vertical Energy Used ▪ Power generation and heavy industrial activities release large amounts of waste heat Energy Lost / Waste
Slide 18: AirJoule Technologies – Board of Directors
AIRJOULE TECHNOLOGIES – BOARD OF DIRECTORS ACCOMPLISHED BOARD WITH DIVERSE AREAS OF EXPERTISE Pat Eilers, Ajay Agrawal Max Baucus Matt Jore Executive Chairman Chief Business Development Officer Former US Senator & Founder & CEO Founder & Managing Partner Carrier Global Corporation Ambassador to Chin
Slide 19: AirJoule Technologies – Company Leadership
AIRJOULE TECHNOLOGIES – COMPANY LEADERSHIP EXPERIENCED TEAM WITH A STRONG TRACK RECORD Pat Eilers Matt Jore Stephen Chad Bryan Executive Founder & Pang MacDonald Barton Chairman CEO CFO CLO CCO • Founder & Managing • Over 30 years of • Over 20 years of capital • Over 15 years of ▪ Technology and Par
Slide 20: Financial results
FINANCIAL RESULTS AirJoule Technologies (AIRJ) $ in millions Q1 2025 Q2 2025 Q3 2025 • Net operating expenses of $3.0 million in Q3 Operating expenses, gross $(3.7) $(4.7) $(3.5) 2025 SOW expense reduction 0.5) 0.5) 0.5) • Includes $0.5 million in expense reduction from AirJoule JV pursuant to State
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