AirJoule Technologies Q2 Results: Second quarter earnings release scheduled

1 min read     Updated on 11 Aug 2026, 05:46 AM
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AirJoule Technologies Corporation scheduled its second quarter 2026 earnings release for August 13, 2026, with a follow-up conference call on August 14, 2026. The company, known for its water-from-air technology and partnerships with GE Vernova and Carrier Global, will provide an update on its financial performance and strategic initiatives during the call.

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AirJoule Technologies Corporation (NASDAQ: AIRJ) will report its second quarter 2026 financial results after market close on Thursday, August 13, 2026. The announcement marks the next update for the platform technology company, which focuses on extracting water from air through sorption technologies. Management will host a conference call and Q&A session at 8:30 AM ET on Friday, August 14, 2026, to discuss the quarterly performance and provide further details on the company’s operational progress.

The live audio webcast of the conference call will be available on the investor section of the AirJoule Technologies website. Investors may also participate by phone by dialing 877-407-6184. An archived webcast will be accessible following the conclusion of the call.

Event Schedule

Event Date Time
Results Release August 13, 2026 After market close
Conference Call August 14, 2026 8:30 AM ET

About AirJoule Technologies Corporation

AirJoule Technologies Corporation is a leading platform technology that unleashes the power of water from air. Through its joint venture with GE Vernova and in partnership with Carrier Global Corporation, the company aims to address global water and energy constraints by delivering groundbreaking sorption technologies. For more information, investors can visit the company’s official website.

How might AirJoule's Q2 2026 revenue and cash burn rate influence its near-term capital raising needs or runway?

What specific milestones in the joint venture with GE Vernova or partnership with Carrier Global are expected to be highlighted during the conference call?

Will management provide updated guidance on the commercialization timeline for their sorption-based water extraction technology following this quarter's results?

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AirJoule surges on Kubota partnership for US water tech

2 min read     Updated on 23 Jul 2026, 02:58 AM
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AI Summary

AirJoule Technologies Corporation and Kubota Corporation announced an exclusive sales agreement and initial deployments of decentralized water infrastructure technology for U.S. residential developments. The partnership includes two system deployments in Texas and California starting Q3 2026, targeting water scarcity and regulatory challenges.

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AirJoule Technologies Corporation shares surged 23.6% to $4.67 on Wednesday after the climate-tech company announced a commercial partnership with Kubota Corporation to address water constraints in U.S. residential developments. The agreement includes an initial purchase of two AirJoule Core systems and grants Kubota exclusive sales rights for multi-unit residential projects in Texas and California. This collaboration targets deployments beginning in Q3 2026, aiming to provide reliable water resources in areas where traditional infrastructure is cost-prohibitive or unavailable.

Kubota has purchased two AirJoule Core systems for initial deployments at sites near Corpus Christi, Texas, and Irvine, California. These projects will pair AirJoule's atmospheric water generation technology with Kubota's water infrastructure expertise, including wastewater treatment, water reclamation, pipe systems, and operation and maintenance capabilities. The operational data generated will validate AirJoule's performance across various environmental conditions, accelerating commercial adoption.

Exclusive Sales Agreement

Under the exclusive sales agreement, Kubota will market, sell, and distribute AirJoule systems for multi-unit residential developments in Texas and California. The companies may consider broader commercial collaboration based on the results of these initial deployments, customer needs, and the feasibility of integrating AirJoule systems with Kubota's wastewater reclamation equipment and digital infrastructure capabilities.

Addressing Water Scarcity

The partnership focuses on solving several key challenges identified by residential developers in water-constrained markets:

  • Regulatory Compliance: In states like California, developers must demonstrate 20-year water resource security to obtain permits. The integrated solution aims to meet these requirements without relying on traditional water sources.
  • Water Quality: AirJoule's platform produces water meeting stringent U.S. drinking water standards, including those set by California.
  • Infrastructure Cost Avoidance: The decentralized approach eliminates the need for expensive and time-consuming extensions of centralized water pipes.
  • Water Resource Uncertainty: The technology provides a climate-independent water source, addressing issues like groundwater depletion and contamination.

Management Commentary

"This partnership with Kubota represents an important milestone as we commercialize AirJoule," said Matt Jore, Chief Executive Officer of AirJoule Technologies. "By partnering with Kubota on the initial deployments in Texas and California and for residential development sales, we are well-positioned to capture significant market share while solving a critical societal challenge."

Wataru Kondo, Director and Senior Managing Executive Officer at Kubota Corporation, added, "The AirJoule technology, combined with our water reclamation systems and smart infrastructure platform, positions us to deliver a complete, integrated solution. We see significant near-term demand from our developer network."

Deployment Details Corpus Christi, Texas Irvine, California
System AirJoule Core AirJoule Core
Start Date Q3 2026 Q3 2026
Primary Focus Residential Water Supply Residential Water Supply

What are the specific performance metrics Kubota will use to evaluate the initial deployments before considering broader commercial collaboration?

Could the exclusive sales rights in Texas and California expand to other water-constrained states if the Q3 2026 deployments are successful?

How will the capital costs of AirJoule Core systems compare to traditional water infrastructure extensions for developers in the target markets?

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