374Water receives Orlando license for waste destruction; OC San project delayed to 2026

374Water Inc.

Approved 5-year license with City of Orlando for Waste Destruction Services at Iron Bridge facility.
Full-scale AirSCWO demo achieved >99.95% PFAS destruction in biosolids and AFFF.
Orange County Sanitation District system not delivered in 2025; revenue now expected in 2026.
Company plans to expand holding tank capacity, scale logistics for recurring revenue stream.
Prior 2025 guidance including OC San revenue is adjusted; work with OC San continues.

item 2.02 item 7.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

374Water Inc. updated its fiscal years 2025 and 2026 guidance (lowered).

Period: fiscal years 2025 and 2026
Guidance: lowered
Result: guidance update

Exact text from the filing

Revenue associated with that system, which had been included in prior 2025 guidance, is now expected to be recognized in 2026.

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Source: SEC EDGAR

accession 0001654954-26-002128

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