AIRJW — what changed in the latest 10-Q
A section-by-section comparison of AIRJW's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-14 vs the prior 10-Q · 2026-05-15
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +34 | −30 | ~10 | 17 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 6 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | Some risk factors updated | 0 | 0 | ~1 | 4 |
| Other information | Text added/removed | +1 | −1 | 0 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Market risk (Item 3)
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-14
On April 9, 2026, we announced that we had been named the winner of the "Water Tech Innovation of the Year" award in the 2026 CleanTech Breakthrough Awards program. The program is conducted by CleanTech Breakthrough, an independent market intelligence organization that evaluates climate and clean te…
On July 21, 2026, we announced an exclusive sales agreement with Kubota Corporation, a global provider of water and environmental infrastructure solutions, together with initial deployments of AirJoule systems in Texas and California. Under the agreement, Kubota will market, sell and distribute AirJ…
On July 28, 2026, we announced the deployment of an AirJoule Core atmospheric water generation system at GE Vernova's Advanced Research Center Frontier Campus in Niskayuna, New York. The facility, which held its grand opening on July 16, 2026, was advanced with more than $110 million of combined inv…
Revenue will be earned primarily from the assembly and sale of AirJoule systems. During the year ended December 31, 2025, the AirJoule JV recognized $0.1 million of revenue through the sale of a pre-production unit to an academy partner for research and validation purposes. No revenue was earned in …
General and administrative expenses for the three months ended June 30, 2026 were $3.8 million, relatively flat as compared to $3.8 million for the three months ended June 30, 2025, reflecting minor offsetting changes in professional service costs and stock-based compensation expense.
Text removed vs the prior filing · source: 10-Q · 2026-05-15
On January 7, 2026, we announced that we had entered into a binding term sheet with TenX, a UAE-based technology and infrastructure investment firm, dated as of December 2, 2025, to become our exclusive distributor of AirJoule products in the Middle East region. Under the agreement, TenX Investment …
In January 2026, we commenced participation in the Net Zero Innovation Hub for Data Centers technology acceleration program in Fredericia, Denmark. The program is backed by Google, Microsoft, Data4, Vertiv, Schneider Electric and Danfoss. We were selected as one of three winners, from more than seve…
In December 2025, the AirJoule JV announced a collaboration with the Red Dot Ranch Foundation for off-grid residential water solutions in Pescadero, California. Initial testing of the Core system began in January 2026 and was completed in February 2026.
During the first quarter of 2026, the AirJoule JV continued to advance the productization of our AirJoule Core and AirJoule Prime platforms at its manufacturing facility in Newark, Delaware. Development activities included finalization of the AirJoule Core product design in preparation for third-par…
Revenue will be earned primarily from the assembly and sale of AirJoule systems. During the year ended December 31, 2025, the AirJoule JV recognized $0.1 million of revenue through the sale of a pre-production unit to an academy partner for research and validation purposes. No revenue was earned in …
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-14
During the quarter ended June 30, 2026, Matthew B. Jore, our Chief Executive Officer, and Stuart D. Porter, a member of our Board of Directors, each adopted a trading arrangement intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act. These trading arrangemen…
Text removed vs the prior filing · source: 10-Q · 2026-05-15
During the quarter ended March 31, 2026, no director or officer (as defined in Rule 16a-1(f) under the Exchange Act) of the Company adopted or terminated a “Rule 10b5-1 trading agreement” or “non-Rule 10b5-1 trading agreement,” as each term is defined in Item 408 of Regulation S-K.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice