AI brief of an SEC Form 8-K · AirJoule Technologies Corp. (AIRJ)

AirJoule Technologies Q2 net loss of $8.5 million; Kubota exclusive sales deal

Negative Impact 4 of 5 earnings Written later

AirJoule Technologies reported a second-quarter 2026 net loss of $8.5 million, or $0.12 per share, compared with net income of $2.5 million, or $0.04 per share, a year earlier. The company also raised its expected 2026 combined cash spend to $27 million to $28 million, up from about $25 million previously, and signed an exclusive sales agreement with Kubota Corporation. Shareholders face a wider loss and higher planned spending, while the company reports $41.4 million of cash and no debt.

Key points

  • Q2 2026 net loss of $8.5 million, or $0.12 per share, versus net income of $2.5 million, or $0.04 per share, in Q2 2025.
  • Six-month net loss of $58.4 million, or $0.85 per share, includes a $65.7 million equity loss from the investment in AirJoule, LLC.
  • 2026 combined cash spend now expected at $27 million to $28 million, up from about $25 million previously.
  • Cash of $41.4 million at June 30, 2026; Kubota agreement covers deployments in Texas and California beginning in Q3 2026.

The filing

CompanyAirJoule Technologies Corp. (AIRJ)
Form8-K, current report
Filed with the SECAug 13, 2026, 5:26 PM ET
Accession number0001193125-26-349663

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:44 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 13, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.