Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip · SIC 3585
AirJoule Technologies Corp.
AIRJ
Latest revenue
—
as of 2025-12-31
Latest net income
$-9.0M
as of 2025-12-31
Net margin
—
as of 2025-12-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip (9 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.
Community sentiment
Where do you think AIRJ is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $332.8M
- Enterprise value
- $332.7M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 1.38×
- Dividend yield
- 0.0%
- 52-wk high
- $6.75
- 52-wk low
- $2.22
- Beta
- —
- Shares out
- 68.5M
5-year trend
What this company does
Item 1. Business. Overview We are an advanced technology company whose purpose is to free the world from its water and energy constraints by delivering groundbreaking sorption technologies. Our platform technology, AirJoule, produces pure distilled water from air and, at commercial scale, will mitigate water scarcity through distributed water generation for businesses and consumers around the world. Our products are especially valuable for industrial users, which generate significant amounts of waste heat that can be used to power our sorption technologies to produce low cost pure distilled water and dehumidified air – two key inputs for a variety of industrial activities, including data…
AI summary unavailable — showing raw filing excerpt
Generated from AIRJ's filing dated 2026-03-31
Key risks
Item 1A. Risk Factors Risks Related to Our Business, Our Technology and Our Industry We have incurred significant losses since inception, we expect to incur losses in the future, and we may not be able to achieve or maintain profitability. We are an early-stage water harvesting technology company with a history of losses. We have incurred a net income (loss) of $(9.0) million and $215.7 million for the years ended December 31, 2025 and 2024, respectively. Although our predecessor entity was established in 2018, we did not develop our first prototype of the AirJoule system until June 2021, and we have not yet begun commercializing our AirJoule systems. We expect that we will continue to…
AI summary unavailable — showing raw filing excerpt
Generated from AIRJ's filing dated 2026-03-31
Profitability
Return on equity
-3.4%
99.9%Return on assets
-2.7%
104.6%Leverage
Debt / equity
0.27×
100.4%Debt / assets
21.3%
79.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | — | — | $-49.8M | -434.9% | — |
Q4 2025 2025-12-31 | — | — | $-22.4M | -112.5% | — |
Q3 2025 2025-09-30 | — | — | $-4.0M | -111.5% | — |
Q2 2025 2025-06-30 | — | — | $2.5M | -81.3% | — |
Q1 2025 2025-03-31 | — | — | $14.9M | +229.1% | — |
Q4 2024 2024-12-31 | — | — | $178.8M | — | — |
Q3 2024 2024-09-30 | — | — | $35.0M | +73542.2% | — |
Q2 2024 2024-06-30 | — | — | $13.4M | +8934.9% | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip · SIC 3585
Your notes
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Insider activity
Insider buying
$1.9M
Insider selling
$74.6K
Net activity
+$1.8M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AIRJ
Institutional value
$15.9M
Total shares held
6.4M
Distinct holders
54
-23 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.8M | $4.6M | +505.3K (+38.3%) | Added |
| 2 | Savant Capital, LLC | 1.5M | $3.8M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $3.5M | — | New |
| 4 | WELLS FARGO & COMPANY/MN | 288.3K | $723.7K | +260.0K (+918.9%) | Added |
| 5 | VANGUARD FIDUCIARY TRUST CO | 215.3K | $540.4K | — | New |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 180.2K | $452.4K | — | New |
| 7 | Argentarii, LLC | 151.5K | $380.3K | -28 (-0.0%) | Trimmed |
| 8 | HighTower Advisors, LLC | 107.2K | $269.0K | -15.1K (-12.3%) | Trimmed |
| 9 | Bank of New York Mellon Corp | 65.1K | $163.4K | +12.4K (+23.4%) | Added |
| 10 | Nuveen, LLC | 58.6K | $147.2K | +30.6K (+109.3%) | Added |
| 11 | UBS Group AG | 56.1K | $140.9K | -43.8K (-43.8%) | Trimmed |
| 12 | Wealthspire Advisors, LLC | 50.0K | $125.5K | +0 (+0.0%) | No change |
| 13 | Directional Asset Management | 43.8K | $109.8K | +4.9K (+12.6%) | Added |
| 14 | HBK Sorce Advisory LLC | 30.7K | $109.1K | +0 (+0.0%) | No change |
| 15 | Meramec Financial Planners, LLC | 30.0K | $97.5K | +0 (+0.0%) | No change |
| 16 | SEI INVESTMENTS CO | 30.6K | $76.9K | — | New |
| 17 | Private Advisor Group, LLC | 29.5K | $74.0K | +4.0K (+15.7%) | Added |
| 18 | STIFEL FINANCIAL CORP | 21.0K | $52.7K | +0 (+0.0%) | No change |
| 19 | DEUTSCHE BANK AG\ | 20.5K | $51.4K | +0 (+0.0%) | No change |
| 20 | RHUMBLINE ADVISERS | 17.8K | $44.7K | -223 (-1.2%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AIRJ's latest filing finishes processing.
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