AirJoule Q2 update: Kubota exclusive deal, $41.4M cash, 2026 spend guidance raised

AirJoule Technologies Corp.

Cash of $41.4M at Q2 end, no debt; includes $14.2M net proceeds from June registered direct offering.
2026 combined cash spend guidance raised to $27-28M from ~$25M; liquidity funds operations into 2028.
Exclusive Kubota sales agreement for AirJoule systems in Texas and California residential; two Core deployments start Q3 2026.
First full-scale AirJoule Prime system commissioned in May 2026; targeting up to 2,000 L/day at <200 Wh/L.
Received Expo City Dubai Green Licence; AirJoule Core system shipped to UAE for demonstrations.

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