---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-349663"
form_type: "8-K"
ticker: "AIRJ"
cik: "0001855474"
company_name: "AirJoule Technologies Corp."
filed_at: "2026-08-13T21:26:08+00:00"
generated_at: "2026-08-13T21:28:06.591477+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-349663
- form_type: 8-K
- ticker: AIRJ
- cik: 0001855474
- company_name: AirJoule Technologies Corp.
- filed_at: 2026-08-13T21:26:08+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1855474/000119312526349663/0001193125-26-349663-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1855474/000119312526349663/airj-20260813.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-349663
- JSON: https://secwatch.observer/filing/0001193125-26-349663.json
- Plain text: https://secwatch.observer/filing/0001193125-26-349663.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.