false 0001855474 0001855474 2026-01-13 2026-01-13 0001855474 AIRJW:ClassCommonStockParValue0.0001PerShareMember 2026-01-13 2026-01-13 0001855474 AIRJW:WarrantsToPurchaseClassCommonStockMember 2026-01-13 2026-01-13 iso4217:USD xbrli:shares iso4217:USD xbrli:shares

 

 

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

 

 

 

FORM 8-K

 

 

 

CURRENT REPORT

 

PURSUANT TO SECTION 13 OR 15(D)
OF THE SECURITIES EXCHANGE ACT OF 1934

 

Date of report (date of earliest event reported): January 13, 2026

 

 

 

AirJoule Technologies Corporation

(Exact name of registrant as specified in its charter)

 

Delaware   001-41151   86-2962208
(State or other jurisdiction of
incorporation)
  (Commission File Number)   (I.R.S. Employer
Identification No.)

 

34361 Innovation Drive  
Ronan, Montana   59864
(Address of principal executive offices)   (Zip Code)

 

Registrant’s telephone number, including area code: (800) 942-3083

 

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class

 

Trading Symbol(s)

 

Name of each exchange on which registered

Class A Common Stock, par value $0.0001 per share   AIRJ   Nasdaq Capital Market
Warrants to purchase Class A Common Stock   AIRJW   Nasdaq Capital Market

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

 

Emerging growth company

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

 

 

 

 

 

 

Item 2.02 Results of Operations and Financial Condition

 

The information set forth under Item 8.01 of this Current Report on Form 8-K under the header “Cash, Cash Equivalents and Restricted Cash” is incorporated by reference into this Item 2.02.

 

Item 7.01 Regulation FD Disclosure

 

On January 13, 2026, AirJoule Technologies Corporation (the “Company”) issued a press release announcing that, subject to market conditions, it intends to conduct an underwritten public offering (the “Offering”) of shares of its Class A common stock, par value $0.0001 per share (“Class A Common Stock”), pursuant to a registration statement on Form S-3 (File No. 333-291527) filed with the U.S. Securities and Exchange Commission (the “Commission”) on November 14, 2025, and declared effective by the Commission on November 21, 2025. A copy of the press release announcing the Offering is furnished as Exhibit 99.1 hereto and is incorporated herein by reference.

 

The information in this Current Report on Form 8-K under Item 2.02, Item 7.01 and Exhibit 99.1 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities and Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific referencing in such filing.

 

Item 8.01 Other Events

 

On January 13, 2026, the Company provided certain updates to potential investors, the relevant excepts of which are set forth below.

 

Partnership with Red Dot Ranch

 

In December 2025, we announced a new collaboration with Red Dot Ranch Foundation (“Red Dot Ranch”), which focuses on bringing cutting-edge off-grid water solutions to rural communities in coastal California. Under this new commercial arrangement, we will deploy an AirJoule system to Red Dot Ranch’s location to enable Red Dot Ranch to evaluate the AirJoule system’s performance in producing clean water directly from moisture in the atmosphere. Pending successful evaluation and testing beginning in early 2026, we expect to expand such partnership and sell additional AirJoule systems over the coming years. 

 

Capital Contribution to AirJoule JV

 

On January 5, 2026, we contributed an additional $5.0 million in capital contributions to the joint venture with GE Vernova.

 

Cash, Cash Equivalents and Restricted Cash

 

As of December 31, 2025, we had approximately $21.8 million in cash, cash equivalents and restricted cash.

 

Item 9.01 Financial Statements and Exhibits

 

(d)Exhibits

 

99.1  Press release dated January 13, 2026.

 

104  Cover Page Interactive Data File (embedded within the Inline XBRL document)

 

1

 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

  AIRJOULE TECHNOLOGIES CORPORATION
     
Date: January 13, 2026    
  By: /s/ Stephen S. Pang
  Name:  Stephen S. Pang
  Title: Chief Financial Officer

 

2

 

Exhibit 99.1

 

AirJoule Technologies Announces Proposed Public Offering of Class A Common Stock

 

RONAN, Mont., January 13, 2026 – AirJoule Technologies Corporation (NASDAQ: AIRJ) (“AIRJ” or the “Company”) today announced the commencement of an underwritten public offering of shares of its Class A common stock, par value $0.0001 per share (“Class A common stock”), pursuant to an effective shelf registration statement on Form S-3 (File No. 333-291527) (the “Registration Statement”) previously filed with the U.S. Securities and Exchange Commission (the “SEC”). The offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering.

 

Patrick C. Eilers, our Executive Chairman and member of our Board of Directors, Matthew B. Jore, our Chief Executive Officer and member of our Board of Directors and Stuart D. Porter, a member of our Board of Directors, have indicated an interest in purchasing shares of Class A common stock in this offering at the public offering price per share and on the same terms as the other purchasers in this offering.

 

The Company intends to use the net proceeds it receives from the offering to fund growth capital, working capital and for general corporate purposes, including advancing capital-efficient manufacturing readiness and supporting phased, demand-aligned deployment with strategic growth partners. Lucid Capital Markets is acting as sole book-running manager for the offering.

 

The proposed offering will be made only by means of a prospectus and a prospectus supplement. Copies of the preliminary prospectus supplement and accompanying base prospectus relating to the offering and final prospectus supplement, when available, may be obtained from: Lucid Capital Markets, LLC, 570 Lexington Avenue, 40th Floor, New York, New York 10022, or by accessing the SEC’s website at www.sec.gov.

 

The offering is being conducted pursuant to the Registration Statement, which was previously filed with the SEC on November 14, 2025 and declared effective by the SEC on November 21, 2025, and the corresponding prospectus. A preliminary prospectus supplement thereto will be filed with the SEC. Before investing, prospective investors should read the prospectus supplement, the accompanying base prospectus and the documents incorporated by reference therein for additional information concerning the Company and the offering. This press release shall not constitute an offer to sell or the solicitation of an offer to buy the shares of Class A common stock or any other securities, nor shall there be any sale of such shares of Class A common stock or any other securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or other jurisdiction.

 

About AirJoule Technologies Corporation

 

AirJoule Technologies Corporation (NASDAQ: AIRJ) is the developer of AirJouleTM, a platform technology that provides efficient and sustainable dehumidification and pure water from air.

 

Cautionary Note Regarding Forward-Looking Statements

 

This communication contains “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, and the rules and regulations promulgated thereunder. These forward-looking statements include statements regarding the Company’s anticipated public offering, including the completion of the public offering on the anticipated terms, including the size of the offering and our use of proceeds therefrom. These forward-looking statements may be identified by their use of terms and phrases such as “may,” “expect,” “estimate,” “project,” “plan,” “believe,” “intend,” “achievable,” “anticipate,” “will,” “continue,” “potential,” “should,” “could,” and similar terms and phrases that indicate future events and that do not relate to historical matters. Although the Company believes that the expectations reflected in these forward-looking statements are reasonable, they do involve certain assumptions, risks and uncertainties. Actual results could differ materially from those anticipated in these forward-looking statements as a result of certain factors, including, but not limited to, those set forth in the Company’s filings with the SEC, including the Registration Statement and the prospectus supplement relating to this offering, its Annual Report on Form 10-K for the fiscal year ended December 31, 2024 and its subsequent Quarterly Reports on Form 10-Q, under the caption “Risk Factors,” as may be updated from time to time in the Company’s periodic filings with the SEC. Any forward-looking statement in this press release speaks only as of the date of this release. The Company undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by any applicable securities laws.

 

Contacts

 

Investor Relations & Media:

Tom Divine - Vice President, Investor Relations and Finance

[email protected]