Airjoule Technologies Corporation · NASDAQ:AIRJ
Airjoule Technologies — Investor Presentation (October 2026)
22 slides from Airjoule Technologies's investor presentation, October 2026
Slide 1: AirJoule Technologies Corporation
AirJoule Technologies Corporation October 2026 NASDAQ | AIRJ NASDAQ: AIRJ |
Slide 2: Disclaimers
Disclaimers Forward Looking Statements The information in this presentation includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of
Slide 3: AIRJ Company Overview
AIRJ Company Overview Water from waste heat | 50/50 joint venture between AIRJ and Cooling and power infrastructure | Wholly owned by AIRJ GE Vernova • Proprietary sorption technology that uses low-grade waste heat • U.S. designer and manufacturer of liquid cooling, power to separate pure distilled
Slide 4: Investment Highlights
Investment Highlights BitSink adds a profitable operating business, immediately accretive 1 Revenue-generating to AIRJ revenue and gross profit, with 220+ MW deployed and platform $15M of near-term purchase orders. AirJoule atmospheric water generation produces pure distilled 2 Proprietary water wat
Slide 5: AirJoule AWG Provides Pure Distilled Water at Scale
AirJoule AWG Provides Pure Distilled Water at Scale Pure Water from Air Modular Scalability Sorbent-coated contactors selectively extract water vapor from AirJoule AWG systems are configured modularly to meet ambient air, using waste heat to drive the chemical processes industrial-scale water needs
Slide 6: Accelerating Commercial Development
Accelerating Commercial Development Growing demand pipeline across industry verticals for AirJoule AWG deployments Deployments structured as sales, leases, or Water Purchase Agreements Data Centers Food & Beverage Industrial Dehumidification Residential Development Anti-Corrosion for Military Milita
Slide 7: AirJoule AWG Performance vs Competition
AirJoule AWG Performance vs Competition AirJoule’s leading energetics result in greater customer value and short payback periods Moisture Removal Efficiency (watt-hour per liter) $0.20 2,000 $0.18 Desiccant Wheel 1,800 (Used to achieve ultra low $0.16 humidity for industrial Cost per liter of water(
Slide 8: AirJoule AWG Product Portfolio
AirJoule AWG Product Portfolio Distinct offerings meeting the needs of customers across key market segments and regions AirJoule Core AirJoule Prime Industrial Dehumidification Flagship Product Platform for Industrial and Mass Water • Manage up to 250L per day for small-to-medium applications • Prod
Slide 9: Recent Commercial Milestones
Recent Commercial Milestones BitSink acquisition closed on September 10, Completed technology acceleration program Exclusive agreement with Kubota Corporation to 2026, adding a profitable U.S. manufacturer of and preparing for first Prime deployment to deploy AirJoule systems for residential cooling
Slide 10: AI Infrastructure Growth Is Creating New Cooling, Power & Water Constraints
AI Infrastructure Growth Is Creating New Cooling, Power & Water Constraints COOLING POWER WATER Higher-density AI racks are accelerating AI compute requires substantially Traditional cooling architectures can the transition toward liquid cooling greater electrical infrastructure, require significant
Slide 11: BitSink Acquisition (September 2026): Key Terms
BitSink Acquisition (September 2026): Key Terms Performance- $18 million $9 million Based Earnout cash Upfront cash stock Upfront stock Up to $40M in AIRJ stock contingent consideration consideration on achieving 2027-2029 revenue milestones(1) AIRJ Retains Profitable No Debt Strong Balance Business
Slide 12: Vertically Integrated US Manufacturer of Cooling, Electrical and Modular Infrastructure for Data Centers
Vertically Integrated US Manufacturer of Cooling, Electrical and Modular Infrastructure for Data Centers Existing Customer BitSink designs and manufactures cooling, Genesis Digital Assets electrical and modular infrastructure for high- 16MW liquid cooling system – Pyote, TX (2023) + 20MW expansion (
Slide 13: AIRJ and BitSink Are Positioned for a Water-Neutral Approach to Liquid-Cooled AI Infrastructure
NVIDIA's latest AI server architecture uses outdoor dry coolers in a closed loop to AIRJ and BitSink Are Positioned reject heat from a 45°C liquid-cooled system, reducing water consumption to near zero¹. AirJoule AWG uses that same rejected heat to generate water on site. for a Water-Neutral Approac
Slide 14: Outlook for the Remainder of 2026
Outlook for the Remainder of 2026 First European data center deployment of Prime: Q4 Integration of BitSink into AIRJ 2026 Two Kubota Core deployments starting in Q3 2026: Ramp of the 65,000 sq ft manufacturing facility in Corpus Christi, TX and Irvine, CA Chesnee, SC Core DH deployments to strategi
Slide 15: Key Takeaways
Key Takeaways 1. A revenue-generating platform as of September 2026 BitSink adds a profitable U.S. manufacturer of data center cooling and electrical infrastructure with 220 MW+ deployed across North America 2. Proprietary water technology with world-class partners AirJoule AWG is commercialized thr
Slide 16: Appendix
APPENDIX NASDAQ: AIRJ | 16
Slide 17: AirJoule - Triple Purification Production of Distilled Water
AirJoule - Triple Purification Production of Distilled Water AirJoule Process Description AirJoule Process Diagram Air is drawn through sorbent-coated contactors, and 1 water vapor is selectively captured WASTE HEAT Chamber doors close, vacuum is applied, and heat is 2 added, distilling the water fr
Slide 18: AirJoule Core - Dehumidification
AirJoule Core - Dehumidification UP TO ~40% ENERGY SAVINGS VS. CONVENTIONAL DESICCANT WHEELS Electrical Energy Demand 1,000 Energy savings expected to widen as AirJoule prepares for product launch 800 651 at target Energy savings vs. conventional desiccant wheels operating ranges Major energy saving
Slide 19: Leadership
Leadership Experienced team with a strong track record Bryan Pat Eilers Matt Jore Stephen Chad Barton Executive Founder & Pang MacDonald CCO / Chairman CEO CFO CLO President of AirJoule JV • Founder & Managing • Over 30 years of • Over 20 years of capital • Over 15 years of • Technology and Partner
Slide 20: AirJoule Technologies – Board of Directors
AirJoule Technologies – Board of Directors Accomplished board with diverse areas of expertise Pat Eilers, Ajay Agrawal Matt Jore Thomas Murphy Executive Chairman Chief Business Development Officer Founder & CEO Former Partner Founder & Managing Partner Carrier Global Corporation AirJoule Technologie
Slide 21: Financial Results
Financial Results AirJoule Technologies (AIRJ) $ in millions Q1 2026 Q2 2026 • Net operating expenses of $4.1 million in Q2 2026 Operating expenses, gross $(4.4) $(4.9) • Includes $0.8 million in expense reduction from SOW expense reduction 0.8) 0.8) AirJoule JV pursuant to Statement of Work reimbur
Slide 22: Investor Relations Contact
Contact: Tom Divine Vice President, Investor Relations & Finance [email protected] (800) 942-3083 https://airjouletech.com NASDAQ | AIRJ NASDAQ: AIRJ |
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