AirJoule Technologies (NasdaqCM:AIRJ) Q3 2025 Earnings Call November 14, 2025 08:30 AM ET Company ParticipantsTom Divine - VP of Investor Relations and FinancePat Eilers - Executive ChairmanBryan Barton - Chief Commercialization OfficerStephen Pang - CFOMatt Jore - CEOConference Call ParticipantsRyan Fink - Equity Research AnalystSean Milligan - Managing Director and Equity Research AnalystAmit Dayal - Managing Director and Senior Equity AnalystJake Sekelsky - Managing Director and Senior Research AnalystGe ...

Core Insights - AirJoule Technologies is at the forefront of commercializing metal-organic frameworks (MOFs) for extracting distilled water from air, following the recognition of MOF technology with the 2025 Nobel Prize in Chemistry awarded to its developers [1][5] Group 1: MOF Technology Overview - Metal-organic frameworks (MOFs) are crystalline materials with nanoscale pores that can selectively capture, store, and release molecules, showcasing vast potential in applications such as water harvesting and carbon capture [2] - Despite their promise, MOF technology has faced significant barriers to commercialization, including high manufacturing costs and challenges in scaling production [3] Group 2: AirJoule Technologies' Innovations - AirJoule Technologies has successfully addressed commercialization challenges through strategic partnerships, notably with BASF, to reduce production costs of MOF materials, making them economically viable for widespread use [4] - The proprietary AirJoule platform combines cost-effective MOFs with a dual vacuum chamber design to efficiently extract pure distilled water from the atmosphere, providing a sustainable solution to global water scarcity [4] Group 3: Market Applications and Future Plans - The initial high-impact application of AirJoule's technology focuses on water harvesting, targeting industrial users such as data centers and manufacturing operations, as well as the US military [5] - AirJoule systems are currently operational in Texas and the United Arab Emirates, with additional deployments planned for Q4 2025 and early 2026 [5] Group 4: Collaborative Efforts - The collaboration between GE Vernova and AirJoule Technologies, rooted in advancing MOF research for atmospheric water extraction, is instrumental in commercializing these materials at scale [6] - The recognition of MOF research by the Nobel Committee reflects the scientific community's confidence in the future impact of this technology on addressing water scarcity and resource sustainability [6]

Core Insights - AirJoule Technologies Corporation has announced a project to deploy its AirJoule system in Hubbard, Texas, utilizing geothermal low-grade waste heat to produce distilled water from air [1][2] - The project aims to address water quality issues in Texas, where the state has allocated $2.5 billion for water infrastructure and proposed a constitutional amendment for an additional $1 billion annually for twenty years [2] - The AirJoule platform offers a scalable and energy-efficient solution for generating water, reducing reliance on groundwater and surface water resources [3] Project Details - The project is set to begin in Q4 2025 and is expected to be completed by the end of Q1 2026, pending successful testing and potability certification [5] - AirJoule Technologies plans to pursue certification to ensure the produced water meets all minimum drinking water standards, which is crucial for supporting municipal and industrial customers [4][5] Market Context - Texas is identified as a key early market for AirJoule, with increasing concerns over water quality and infrastructure [2] - The project is part of a broader strategy to commercialize the AirJoule platform across various industrial applications in water-scarce regions globally [5] Technological Validation - Independent testing has confirmed that the AirJoule system produces pure, PFAS-free distilled water, which is essential for addressing critical water challenges [4]