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AirJoule Technologies Corporation (AIRJ)

USD3.94 -0.07 (-1.84%)
US NASDAQ Industrials Electrical Equipment & Parts
Address 34361 Innovation Drive 59864
Ronan, MT, US
CEO Matthew Jore
IPO 2022-02-01
CIK 1855474 ISIN US6121601016

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Also trades on NASDAQ Capital Market · AIRJ (USD) NASDAQ Capital Market · AIRJW (USD) NASDAQ Global Market · XPDB (USD) NASDAQ Global Market · XPDBU (USD) NASDAQ Global Market · XPDBW (USD)
Description

AirJoule Technologies Corporation operates as an atmospheric renewable energy and water harvesting technology company. It provides energy and dehumidification, water harvesting systems, water recapture systems, evaporative heat pump systems, water heating systems, low relative humidity drying systems, pre- and mid-cool integration coils, evaporative cooling, advanced vacuum pump systems, isothermal condenser design, gate and seal systems, and atmospheric water generation through its AirJoule technology. In addition, it offers solutions, such as water from air, water recovery, data centers, cooling systems, and moisture control. The company was founded in 2018 and is headquartered in Ronan, Montana.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD3.94 -0.07 (-1.84%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.89
Float Shares
30.16M
Free Float %
44.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.57% -7.33% +7.27% +7.27% -11.28% -10.15% -21.33% -65.80% -64.21% -64.21% -64.21%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
3.94
Low 7.00 +77.8%
Consensus 7.00 +77.8%
Median 7.00 +77.8%
High 7.00 +77.8%
DCF (Unlevered) 0.38 -90.2%
DCF (Levered) 0.37 -90.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 +1
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
7.00
+77.8%
Last Quarter 1
7.00
+77.8%
Last Year 2
7.00
+77.8%
All Time 2
7.00
+77.8%
Quality scores
Altman Z-Score
3.27
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Electrical Equipment & Parts: +13.1%
  • EPS growth Electrical Equipment & Parts: +22.4%
    -103.7% Q1'26: -384.6% (vs Q1'25)
  • FCF margin FCF growth · Electrical Equipment & Parts: +27.2%
  • EBIT margin Electrical Equipment & Parts: +8.2%
  • ROIC Electrical Equipment & Parts: +6.4%
    -5.5% Q1'26: -5.3% (vs Q1'25)
  • Share dilution Electrical Equipment & Parts: +0.0%
    +10.5% Q1'26: +17.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×
    -0.01× Q1'26: -0.01× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.73) × ERP
WACC = 100% × Ke + 0% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.38 Current price: 3.94
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
est: -4.13M (+100.0%)
366.7K
366.7K – 366.7K
+108.9% YoY
2.78M
2.78M – 2.78M
+657.8% YoY
32.59M
32.59M – 32.59M
+1,073.0% YoY
84.31M
84.31M – 84.31M
+158.7% YoY
191.67M
191.67M – 191.67M
+127.3% YoY
EBITDA
-11.18M
-13.54M
— – —
— – —
— – —
— – —
— – —
EBIT
-11.22M
-13.59M
— – —
— – —
— – —
— – —
— – —
Net Income
215.70M
est: 258.28M (-16.5%)
-9.04M
est: 9.46M (-195.5%)
-19.08M
-19.27M – -12.11M
-301.7% YoY
-18.19M
-20.33M – -16.05M
+4.7% YoY
-18.33M
-18.33M – -18.33M
-0.8% YoY
-17.15M
-17.15M – -17.15M
+6.5% YoY
-10.05M
-10.05M – -10.05M
+41.4% YoY
SGA
9.19M
12.57M
— – —
— – —
— – —
— – —
— – —
EPS
4.15
est: 4.83 (-14.0%)
-0.15
est: 0.16 (-193.8%)
-0.27
-0.33 – -0.20
-268.8% YoY
-0.31
-0.34 – -0.27
-13.9% YoY
-0.31
-0.31 – -0.31
-0.8% YoY
-0.29
-0.29 – -0.29
+6.5% YoY
-0.17
-0.17 – -0.17
+41.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-18 HC Wainwright & Co. Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-19 C+ 2/5 2/5 1/5 1/5 4/5 1/5 4/5
2026-05-18 C+ 2/5 2/5 1/5 1/5 4/5 1/5 4/5
2026-05-15 B- 2/5 2/5 1/5 1/5 4/5 1/5 5/5
2026-05-14 B- 2/5 2/5 1/5 1/5 4/5 1/5 5/5
2026-05-13 C+ 2/5 2/5 1/5 1/5 4/5 1/5 4/5
2026-05-12 C+ 2/5 2/5 1/5 1/5 4/5 1/5 4/5
2026-05-11 C+ 2/5 2/5 1/5 1/5 4/5 1/5 4/5
2026-05-08 B- 2/5 3/5 1/5 1/5 4/5 1/5 4/5
2026-05-07 B- 2/5 3/5 1/5 1/5 4/5 1/5 4/5
2026-05-06 B- 2/5 3/5 1/5 1/5 4/5 1/5 4/5
2026-05-05 B- 2/5 3/5 1/5 1/5 4/5 1/5 4/5
2026-05-04 B- 2/5 3/5 1/5 1/5 4/5 1/5 4/5
2026-05-01 C+ 2/5 2/5 1/5 1/5 3/5 1/5 4/5
2026-04-30 C+ 2/5 2/5 1/5 1/5 3/5 1/5 4/5
2026-04-29 C+ 2/5 2/5 1/5 1/5 3/5 1/5 4/5
2026-04-28 C+ 2/5 2/5 1/5 1/5 3/5 1/5 4/5
2026-04-27 C+ 2/5 2/5 1/5 1/5 3/5 1/5 4/5
2026-04-24 C+ 2/5 2/5 1/5 1/5 3/5 1/5 4/5
2026-04-23 C 2/5 2/5 1/5 1/5 2/5 1/5 4/5
2026-04-22 C 2/5 2/5 1/5 1/5 2/5 1/5 4/5
2026-04-21 C 2/5 2/5 1/5 1/5 2/5 1/5 4/5
2026-04-20 C 2/5 2/5 1/5 1/5 2/5 1/5 4/5
2026-04-17 C 2/5 2/5 1/5 1/5 2/5 1/5 4/5
2026-04-16 C 2/5 2/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
27
Total invested
5.17M
Insider transactions (90d)
0
Beneficial owners (>5%)
31
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Stuart D. Porter 19.05M 38.90% 294.1K 18.76M 294.1K 18.76M IN United States 2024-03-21
2 Three Curve Capital LP 18.76M 38.30% 18.76M 18.76M PN Delaware 2024-03-21
3 Three Curve Holding Corporation 18.76M 38.30% 18.76M 18.76M CO Delaware 2024-03-21
4 Patrick C Eilers 16.00M 35.75% 16.00M 16.00M IN United States 2022-02-11
5 Theodore J Brombach 16.00M 35.75% 16.00M 16.00M IN United States 2022-02-11
6 XMS XPDI Sponsor II Holdings LLC 16.00M 35.75% 16.00M 16.00M OO Delaware 2022-02-11
7 XPDI Sponsor II LLC 16.00M 35.75% 16.00M 16.00M OO Delaware 2022-02-11
8 Patrick C. Eilers 10.81M 22.00% 10.81M 10.81M IN United States 2024-03-21
9 Transition Equity Partners, LLC 10.81M 22.00% 10.81M 10.81M OO Delaware 2024-03-21
10 Jore 7.69M 14.30% 7.69M 7.69M IN States 2024-03-21
11 TEP Montana, LLC 3.98M 8.10% 3.98M 3.98M OO Delaware 2024-03-21
12 James J. Pallotta 3.51M 7.15% 3.51M 3.51M IN Florida 2024-03-25
13 (1) BlackRock, Inc. 2.46M 9.80% 2.46M 2.46M HC Delaware 2022-02-04
14 Adage Capital Advisors, L.L.C. 1.60M 5.57% 1.60M OO Delaware 2021-12-27
15 Adage Capital Partners GP, L.L.C. 1.60M 5.57% 1.60M OO Delaware 2021-12-27
16 Adage Capital Partners, L.P. 1.60M 5.57% 1.60M PN Delaware 2021-12-27
17 Phillip Gross 1.60M 5.57% 1.60M IN Delaware 2021-12-27
18 Robert Atchinson 1.60M 5.57% 1.60M IN Delaware 2021-12-27
19 Aristeia Capital, L.L.C. 1.50M 5.22% 1.50M 1.50M IA, OO Delaware 2022-02-14
20 HGC Investment Management Inc. 1.50M 5.22% 1.50M 1.50M FI Citizenship or Place of Organization 2023-02-14
21 Marshall Wace LLP 1.49M 5.17% 1.49M IA, PN England 2023-02-14
22 Walleye Capital LLC 1.22M 11.50% 1.22M 1.22M IA Minnesota 2024-01-10
23 Fir Tree Capital Management LP 1.02M 9.61% 1.02M 1.02M IA Delaware 2024-02-14
24 Periscope Capital Inc. 898.5K 8.50% 898.5K 898.5K FI 2024-02-09
25 Christopher Hinkel 728.0K 6.86% 728.0K HC, IN Delaware 2023-06-14
26 RGC Management Company, LLC 728.0K 6.86% 728.0K HC, OO Delaware 2023-06-14
27 Radcliffe Capital Management, L.P. 728.0K 6.86% 728.0K IA, PN Delaware 2023-06-14
28 Steven B. Katznelson 728.0K 6.86% 728.0K HC, IN Delaware 2023-06-14
29 Cowen and Company, LLC 715.0K 6.70% 715.0K 715.0K BD USA 2024-02-05
30 Radcliffe SPAC GP, LLC 712.2K 6.71% 712.2K HC, OO Delaware 2023-06-14
31 Radcliffe SPAC Master Fund, L.P. 712.2K 6.71% 712.2K PN, OO Delaware 2023-06-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
27
-56 vs prev Q
New positions
6
Closed positions
57
Increased
15
Reduced
4
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 38.9K +38.9K (+100.0%) 153.10M +153.1M (+100.0%) 0.06% +0.064 pp 0.13% +0.134 pp USD3.94 +0.0% 1 qtrs NEW
2 CI PRIVATE WEALTH, LLC 1.79M +137.3K (+8.3%) 7.05M -697.3K (-9.0%) 2.96% +0.172 pp 0.01% -0.003 pp USD4.63 -14.9% 2 qtrs
3 BLACKROCK, INC. 1.32M +45.3K (+3.6%) 5.20M -778.0K (-13.0%) 2.18% +0.032 pp 0.00% +0.000 pp USD4.79 -17.7% 6 qtrs
4 VANGUARD GROUP INC 1.21M +49.8K (+4.3%) 4.78M -675.7K (-12.4%) 2.01% +0.043 pp 0.00% +0.000 pp USD7.75 -49.2% 7 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 584.6K +27.6K (+5.0%) 2.30M -308.9K (-11.8%) 0.97% +0.027 pp 0.00% +0.000 pp USD6.74 -41.5% 8 qtrs
6 VIDENT ADVISORY, LLC 469.2K +469.2K (+100.0%) 1.85M +1.8M (+100.0%) 0.78% +0.776 pp 0.02% +0.017 pp USD3.94 +0.0% 1 qtrs NEW
7 STATE STREET CORP 416.3K +129.4K (+45.1%) 1.64M +294.8K (+21.9%) 0.69% +0.204 pp 0.00% +0.000 pp USD5.20 -24.2% 7 qtrs
8 MARSHALL WACE, LLP 314.9K +194.2K (+160.9%) 1.24M +674.6K (+119.1%) 0.52% +0.317 pp 0.00% +0.001 pp USD4.53 -13.0% 5 qtrs
9 RENAISSANCE TECHNOLOGIES LLC 287.5K +231.9K (+417.1%) 1.13M +872.0K (+334.4%) 0.48% +0.382 pp 0.00% +0.001 pp USD4.09 -3.7% 2 qtrs
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 205.2K -2.4K (-1.1%) 808.4K -165.0K (-16.9%) 0.34% -0.011 pp 0.00% +0.000 pp USD7.16 -45.0% 7 qtrs
11 NORTHERN TRUST CORP 164.7K -9.0K (-5.2%) 649.0K -165.9K (-20.4%) 0.27% -0.021 pp 0.00% +0.000 pp USD5.75 -31.5% 7 qtrs
12 COLONY GROUP, LLC 154.1K +154.1K (+100.0%) 607.1K +607.1K (+100.0%) 0.25% +0.255 pp 0.00% +0.001 pp USD3.94 +0.0% 1 qtrs NEW
13 GWN SECURITIES INC. 153.2K +153.2K (+100.0%) 603.7K +603.7K (+100.0%) 0.25% +0.253 pp 0.12% +0.122 pp USD3.94 +0.0% 1 qtrs NEW
14 ARGENTARII, LLC 151.6K +121.6K (+405.2%) 597.1K +456.4K (+324.4%) 0.25% +0.200 pp 0.19% +0.138 pp USD4.09 -3.7% 2 qtrs
15 HIGHTOWER ADVISORS, LLC 122.2K +30.0K (+32.5%) 481.6K +49.0K (+11.3%) 0.20% +0.047 pp 0.00% +0.000 pp USD4.68 -15.8% 6 qtrs
16 CRAWFORD FUND MANAGEMENT, LLC 119.2K +119.2K (+100.0%) 469.6K +469.6K (+100.0%) 0.20% +0.197 pp 0.06% +0.062 pp USD3.94 +0.0% 1 qtrs NEW
17 UBS GROUP AG 99.9K -38.8K (-27.9%) 393.7K -256.7K (-39.5%) 0.17% -0.069 pp 0.00% +0.000 pp USD5.41 -27.2% 8 qtrs
18 HERITAGE FINANCIAL SERVICES, LLC 97.8K +85.4K (+690.4%) 385.4K +327.3K (+564.0%) 0.16% +0.141 pp 0.03% +0.027 pp USD4.45 -11.5% 5 qtrs
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 74.1K -4.3K (-5.5%) 291.9K -75.8K (-20.6%) 0.12% -0.010 pp 0.00% +0.000 pp USD4.64 -15.1% 3 qtrs
20 LOS ANGELES CAPITAL MANAGEMENT LLC 46.0K +46.0K (+100.0%) 232.1K +232.1K (+100.0%) 0.08% +0.076 pp 0.00% +0.001 pp USD3.94 +0.0% 1 qtrs NEW
21 ROYAL BANK OF CANADA 58.0K +884.0 (+1.5%) 228.0K -40.0K (-14.9%) 0.10% -0.001 pp 0.00% +0.000 pp USD4.64 -15.1% 4 qtrs
22 BANK OF NEW YORK MELLON CORP 52.8K -1.2K (-2.2%) 207.8K -45.2K (-17.9%) 0.09% -0.004 pp 0.00% +0.000 pp USD4.63 -14.9% 3 qtrs
23 WEALTHSPIRE ADVISORS, LLC 50.0K +— (+0.0%) 197.0K -37.5K (-16.0%) 0.08% -0.002 pp 0.00% +0.000 pp USD4.63 -14.9% 3 qtrs
24 PRELUDE CAPITAL MANAGEMENT, LLC 46.1K +4.6K (+11.1%) 181.6K -13.0K (-6.7%) 0.08% +0.006 pp 0.01% -0.002 pp USD4.57 -13.8% 3 qtrs
25 TWO SIGMA INVESTMENTS, LP 45.8K +19.7K (+75.3%) 180.4K +57.9K (+47.3%) 0.08% +0.032 pp 0.00% +0.000 pp USD4.37 -9.8% 2 qtrs
26 MORGAN STANLEY 44.9K +27.0K (+150.2%) 176.9K +92.8K (+110.2%) 0.07% +0.044 pp 0.00% +0.000 pp USD4.43 -11.1% 7 qtrs
27 SIMPLEX TRADING, LLC 41.2K +5.8K (+16.4%) 162.4K -3.6K (-2.2%) 0.07% +0.008 pp 0.00% +0.000 pp USD4.58 -14.0% 2 qtrs
28 BARCLAYS PLC 37.5K +3.8K (+11.1%) 147.8K -10.5K (-6.6%) 0.06% +0.005 pp 0.00% +0.000 pp USD4.56 -13.6% 3 qtrs
29 CITADEL ADVISORS LLC 34.5K +34.5K (+100.0%) 135.9K +135.9K (+100.0%) 0.06% +0.057 pp 0.00% +0.000 pp USD3.94 +0.0% 1 qtrs NEW
30 WELLS FARGO & COMPANY/MN 28.3K +8.5K (+42.7%) 111.5K +18.5K (+19.9%) 0.05% +0.013 pp 0.00% +0.000 pp USD4.76 -17.2% 8 qtrs
31 NUVEEN, LLC 28.0K +— (+0.0%) 110.4K -21.0K (-16.0%) 0.05% -0.001 pp 0.00% +0.000 pp USD4.63 -14.9% 3 qtrs
32 PRIVATE ADVISOR GROUP, LLC 25.5K +11.3K (+79.6%) 100.5K +33.9K (+50.9%) 0.04% +0.018 pp 0.00% +0.000 pp USD4.36 -9.6% 2 qtrs
33 HBK SORCE ADVISORY LLC 30.7K -76.0K (-71.2%) 99.3K -604.0K (-85.9%) 0.05% -0.129 pp 0.00% -0.015 pp USD5.80 -32.1% 6 qtrs
34 HRT FINANCIAL LP 24.7K +24.7K (+100.0%) 97.0K +97.0K (+100.0%) 0.04% +0.041 pp 0.00% +0.000 pp USD3.94 +0.0% 1 qtrs NEW
35 GOLDMAN SACHS GROUP INC 24.1K +3.3K (+16.0%) 95.0K -2.5K (-2.6%) 0.04% +0.005 pp 0.00% +0.000 pp USD4.59 -14.2% 5 qtrs
36 STIFEL FINANCIAL CORP 21.0K +— (+0.0%) 82.7K -15.7K (-16.0%) 0.03% -0.001 pp 0.00% +0.000 pp USD4.69 -16.0% 2 qtrs
37 DEUTSCHE BANK AG\ 20.5K +20.5K (+100.0%) 80.7K +80.7K (+100.0%) 0.03% +0.034 pp 0.00% +0.000 pp USD3.94 +0.0% 3 qtrs
38 XTX TOPCO LTD 20.1K +20.1K (+100.0%) 79.2K +79.2K (+100.0%) 0.03% +0.033 pp 0.00% +0.002 pp USD3.94 +0.0% 3 qtrs
39 RHUMBLINE ADVISERS 18.0K -3.6K (-16.6%) 71.1K -30.4K (-30.0%) 0.03% -0.007 pp 0.00% +0.000 pp USD4.63 -14.9% 3 qtrs
40 ISTHMUS PARTNERS, LLC 17.0K +— (+0.0%) 67.0K +66.9K (+83,625.0%) 0.03% -0.001 pp 0.01% +0.007 pp USD4.63 -14.9% 3 qtrs
41 JANE STREET GROUP, LLC 16.6K +16.6K (+100.0%) 65.4K +65.4K (+100.0%) 0.03% +0.028 pp 0.00% +0.000 pp USD3.94 +0.0% 1 qtrs NEW
42 NEW YORK STATE COMMON RETIREMENT FUND 16.2K +— (+0.0%) 63.8K -12.2K (-16.0%) 0.03% -0.001 pp 0.00% +0.000 pp USD4.63 -14.9% 3 qtrs
43 BANK OF AMERICA CORP /DE/ 15.8K +9.0K (+132.7%) 62.1K +30.4K (+95.5%) 0.03% +0.015 pp 0.00% +0.000 pp USD5.19 -24.1% 7 qtrs
44 OPPENHEIMER & CO INC 15.3K +15.3K (+100.0%) 60.5K +60.5K (+100.0%) 0.03% +0.025 pp 0.00% +0.001 pp USD3.94 +0.0% 1 qtrs NEW
45 FMR LLC 12.9K +12.2K (+1,646.8%) 50.9K +47.4K (+1,367.4%) 0.02% +0.020 pp 0.00% +0.000 pp USD3.98 -1.0% 2 qtrs
46 INVESCO LTD. 12.0K +17.0 (+0.1%) 47.1K -8.9K (-15.9%) 0.02% 0.000 pp 0.00% +0.000 pp USD4.63 -14.9% 3 qtrs
47 ABEL HALL, LLC 11.8K +11.8K (+100.0%) 46.3K +46.3K (+100.0%) 0.02% +0.020 pp 0.01% +0.011 pp USD3.94 +0.0% 1 qtrs NEW
48 INTECH INVESTMENT MANAGEMENT LLC 11.7K +1.2K (+10.9%) 46.2K -3.4K (-6.8%) 0.02% +0.002 pp 0.00% +0.000 pp USD4.56 -13.6% 3 qtrs
49 FAGAN ASSOCIATES, INC. 11.6K +11.6K (+100.0%) 45.8K +45.8K (+100.0%) 0.02% +0.019 pp 0.01% +0.006 pp USD3.94 +0.0% 1 qtrs NEW
50 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 11.5K +352.0 (+3.2%) 45.1K -6.9K (-13.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD4.61 -14.5% 3 qtrs
51 PRICE T ROWE ASSOCIATES INC /MD/ 10.9K +— (+0.0%) 43.0K -8.0K (-15.7%) 0.02% 0.000 pp 0.00% +0.000 pp USD4.63 -14.9% 3 qtrs
52 JPMORGAN CHASE & CO 9.7K -13.9K (-58.9%) 38.0K -72.3K (-65.5%) 0.02% -0.024 pp 0.00% +0.000 pp USD4.66 -15.5% 7 qtrs
53 GROUP ONE TRADING, L.P. 9.6K -3.5K (-26.9%) 37.7K -23.7K (-38.6%) 0.02% -0.006 pp 0.00% +0.000 pp USD4.65 -15.3% 3 qtrs
54 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 6.3K +— (+0.0%) 24.7K -4.7K (-16.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD4.63 -14.9% 3 qtrs
55 BNP PARIBAS ARBITRAGE, SNC 5.3K +374.0 (+7.6%) 20.9K -2.2K (-9.6%) 0.01% +0.001 pp 0.00% +0.000 pp USD4.60 -14.3% 3 qtrs
56 TORONTO DOMINION BANK 5.0K +5.0K (+100.0%) 19.7K +19.7K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD3.94 +0.0% 3 qtrs
57 TOWER RESEARCH CAPITAL LLC (TRC) 2.8K +226.0 (+8.9%) 10.9K -1.0K (-8.5%) 0.00% +0.000 pp 0.00% 0.000 pp USD4.63 -14.9% 3 qtrs
58 AMERITAS INVESTMENT PARTNERS, INC. 2.2K +— (+0.0%) 8.6K -1.6K (-16.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD4.63 -14.9% 3 qtrs
59 LEGAL & GENERAL GROUP PLC 2.0K +— (+0.0%) 7.7K -1.4K (-15.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.63 -14.9% 3 qtrs
60 RUSSELL INVESTMENTS GROUP, LTD. 1.8K +— (+0.0%) 7.0K -1.3K (-16.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.69 -16.0% 2 qtrs
61 STERLING CAPITAL MANAGEMENT LLC 1.6K +— (+0.0%) 6.5K -1.2K (-16.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.67 -15.6% 3 qtrs
62 NEWEDGE ADVISORS, LLC 1.5K +800.0 (+114.3%) 5.9K +2.6K (+80.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD4.29 -8.2% 2 qtrs
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.5K +122.0 (+9.1%) 5.8K -526.0 (-8.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.57 -13.8% 3 qtrs
64 CWM, LLC 1.3K -584.0 (-31.0%) 5.0K -4.0K (-44.4%) 0.00% -0.001 pp 0.00% +0.000 pp USD4.69 -16.0% 2 qtrs
65 CITIGROUP INC 1.2K +864.0 (+287.0%) 4.6K +3.2K (+225.1%) 0.00% +0.001 pp 0.00% +0.000 pp USD4.98 -20.9% 5 qtrs
66 AMALGAMATED BANK 751.00 +17.0 (+2.3%) 3.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.61 -14.5% 3 qtrs
67 SBI SECURITIES CO., LTD. 560.00 -310.0 (-35.6%) 2.2K -1.9K (-45.9%) 0.00% -0.001 pp 0.00% +0.000 pp USD6.55 -39.8% 5 qtrs
68 ROCKEFELLER CAPITAL MANAGEMENT L.P. 490.00 +— (+0.0%) 1.9K -367.0 (-16.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.69 -16.0% 2 qtrs
69 ADVISOR GROUP HOLDINGS, INC. 250.00 +250.0 (+100.0%) 985.00 +985.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.94 +0.0% 1 qtrs NEW
70 CHILTON CAPITAL MANAGEMENT LLC 247.00 +— (+0.0%) 974.00 -185.0 (-16.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.69 -16.0% 2 qtrs
71 GAMMA INVESTING LLC 119.00 +119.0 (+100.0%) 469.00 +469.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.93 +0.3% 1 qtrs NEW
72 NORTH STAR INVESTMENT MANAGEMENT CORP. 105.00 +105.0 (+100.0%) 414.00 +414.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.93 +0.3% 1 qtrs NEW
73 PNC FINANCIAL SERVICES GROUP, INC. 15.00 +15.0 (+100.0%) 59.00 +59.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.93 +0.3% 1 qtrs NEW
74 ALLWORTH FINANCIAL LP 11.00 +4.0 (+57.1%) 44.00 +11.0 (+33.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.27 -7.7% 2 qtrs
75 IFP ADVISORS, INC 5.00 -3.0 (-37.5%) 20.00 -18.0 (-47.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.60 -14.3% 2 qtrs
76 ROTHSCHILD INVESTMENT LLC 3.00 +3.0 (+100.0%) 12.00 +12.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.67 +7.4% 1 qtrs NEW
77 AQR CAPITAL MANAGEMENT LLC -26.6K (-100.0%) -124.6K (-100.0%) 0.00% -0.045 pp 0.00% 0.000 pp USD 2 qtrs SOLD
78 NISA INVESTMENT ADVISORS, LLC -6.5K (-100.0%) -30.4K (-100.0%) 0.00% -0.011 pp 0.00% 0.000 pp USD 3 qtrs SOLD
79 KOVITZ INVESTMENT GROUP PARTNERS, LLC -135.8K (-100.0%) -636.9K (-100.0%) 0.00% -0.229 pp 0.00% -0.003 pp USD 6 qtrs SOLD
80 CLEARSTEAD ADVISORS, LLC -77.0 (-100.0%) -362.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
81 MILLENNIUM MANAGEMENT LLC -11.8K (-100.0%) -55.2K (-100.0%) 0.00% -0.020 pp 0.00% +0.000 pp USD 2 qtrs SOLD
82 SRS CAPITAL ADVISORS, INC. -440.0 (-100.0%) -2.1K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
83 EVERSOURCE WEALTH ADVISORS, LLC -30.0 (-100.0%) -141.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 3 qtrs SOLD
84 TRUE WEALTH DESIGN, LLC -46.0 (-100.0%) -216.0 (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 2 qtrs SOLD
85 U.S. CAPITAL WEALTH ADVISORS, LLC -18.5K (-100.0%) -86.8K (-100.0%) 0.00% -0.031 pp 0.00% -0.002 pp USD 7 qtrs SOLD
86 BELVEDERE TRADING LLC -13.6K (-100.0%) -63.6K (-100.0%) 0.00% -0.023 pp 0.00% 0.000 pp USD 3 qtrs SOLD
87 B. RILEY FINANCIAL, INC. -12.6K (-100.0%) -58.9K (-100.0%) 0.00% -0.021 pp 0.00% -0.040 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 48 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 CoinShares Bitcoin Mining ETF WGMI 0.61% 2.41M 0.75%
2 iShares Micro-Cap ETF IWC 0.03% 471.0K 0.60%
3 iShares Russell 2000 Value ETF IWN 0.01% 1.23M 0.24%
4 Vanguard Russell 2000 Value ETF VTWV 0.01% 104.0K 0.06%
5 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 340.4K 0.30%
6 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.00% 135.9K 0.30%
7 iShares Russell 2000 BuyWrite ETF IWMW 0.00% 2.6K 0.39%
8 iShares Russell 2000 ETF IWM 0.00% 3.73M 0.19%
9 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.00% 24.4K 0.36%
10 Global X - Russell 2000 ETF RSSL 0.00% 65.7K 0.08%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.63
Bullish
Ratio by volume
3.00
Bullish
Buys
13
Sells
8
Shares acquired
1.00M
Shares disposed
96.0K
Cash buys
3.00
Cash sales
1.00
Net activity
+905,512
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-14 MacDonald Chad Officer Class A Common Stock 0 0.00 28,262 D
2026-03-03 Gutke Jeff Officer S-Sale D Class A Common Stock 3,462 3.17 11.0K 110,439 D
2026-02-27 Pang Stephen S. Officer M-Exempt A Class A Common Stock 17,579 0.00 36,569 D
2026-02-27 JORE MATTHEW B Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 30,135 0.00 60,270 D
2026-02-27 Gutke Jeff Officer M-Exempt D Restricted Stock Units 14,063 0.00 28,126 D
2026-02-27 EILERS PATRICK C Director / Officer F-InKind D Class A Common Stock 3,648 3.23 11.8K 1,869,426 D
2026-02-11 Pang Stephen S. Officer A-Award A Restricted Stock Units 185,938 0.00 185,938 D
2026-02-11 JORE MATTHEW B Director / Officer / 10% Owner A-Award A Restricted Stock Units 156,250 0.00 156,250 D
2026-02-11 EILERS PATRICK C Director / Officer A-Award A Performance Restricted Stock Units 72,844 0.00 72,844 D
2026-01-15 Porter Stuart D Director / 10% Owner P-Purchase A Class A Common Stock 153,846 3.25 500.0K 776,879 D
2026-01-15 JORE MATTHEW B Director / Officer / 10% Owner P-Purchase A Class A Common Stock 7,692 3.25 25.0K 7,718,123 D
2026-01-15 EILERS PATRICK C Director / Officer P-Purchase A Class A Common Stock 76,923 3.25 250.0K 1,860,518 D
2025-12-12 Murphy Thomas Edward Director P-Purchase A Class A Common Stock 14,450 3.40 49.1K 31,950 D
2025-12-10 Porter Stuart D Director / 10% Owner P-Purchase A Class A Common Stock 264,150 2.95 779.2K 623,033 D
2025-12-10 Pang Stephen S. Officer P-Purchase A Class A Common Stock 2,169 2.95 6.4K 18,990 D
2025-12-10 Murphy Thomas Edward Director P-Purchase A Class A Common Stock 17,500 2.86 50.1K 17,500 D
2025-12-10 JORE MATTHEW B Director / Officer / 10% Owner P-Purchase A Class A Common Stock 1,779 2.95 5.2K 7,710,431 D
2025-12-09 Porter Stuart D Director / 10% Owner P-Purchase A Class A Common Stock 46,800 2.84 132.9K 358,883 D
2025-12-09 JORE MATTHEW B Director / Officer / 10% Owner P-Purchase A Class A Common Stock 5,200 2.84 14.8K 7,708,652 D
2025-12-08 Porter Stuart D Director / 10% Owner P-Purchase A Class A Common Stock 31,695 2.77 87.8K 312,083 D
2025-12-08 JORE MATTHEW B Director / Officer / 10% Owner P-Purchase A Class A Common Stock 3,521 2.77 9.8K 7,703,452 D
2025-07-07 Sterling Denise Marie Brucia Director A-Award A Restricted Stock Units 25,487 0.00 25,487 D
2025-07-07 Murphy Thomas Edward Director A-Award A Restricted Stock Units 25,487 0.00 25,487 D
2025-06-25 Sterling Denise Marie Brucia 0 0.00 0
2025-06-25 Murphy Thomas Edward 0 0.00 0
2025-06-09 Pang Stephen S. Officer S-Sale D Class A Common Stock 7,635 4.23 32.3K 15,490 D
2025-06-09 JORE MATTHEW B Director / Officer / 10% Owner S-Sale D Class A Common Stock 3,865 4.23 16.4K 7,699,931 D
2025-06-09 Gutke Jeff Officer S-Sale D Class A Common Stock 1,605 4.23 6.8K 99,838 D
2025-06-09 EILERS PATRICK C Director / Officer S-Sale D Class A Common Stock 1,931 4.23 8.2K 1,783,595 D
2025-06-06 Pang Stephen S. Officer M-Exempt D Restricted Stock Units 23,125 0.00 69,375 D
2025-06-06 JORE MATTHEW B Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 12,500 0.00 37,500 D
2025-06-06 Gutke Jeff Officer M-Exempt A Class A Common Stock 6,250 0.00 101,443 D
2025-06-06 EILERS PATRICK C Director / Officer M-Exempt D Restricted Stock Units 6,250 0.00 18,750 D
2025-05-29 Zaatari Marwa Director M-Exempt D Restricted Stock Units 5,400 0.00 0 D
2025-05-29 Porter Stuart D Director / 10% Owner M-Exempt D Restricted Stock Units 5,400 0.00 0 D
2025-05-29 Derham Kyle Director M-Exempt D Restricted Stock Units 5,400 0.00 0 D
2025-05-29 Dabbar Paul Director A-Award A Restricted Stock Units 28,037 0.00 28,037 D
2025-05-29 Baucus Max Director M-Exempt D Restricted Stock Units 5,400 0.00 0 D
2025-05-29 Agrawal Ajay Director M-Exempt D Restricted Stock Units 5,400 0.00 0 D
2025-02-25 Gutke Jeff Officer M-Exempt A Class A Common Stock 63,579 0.12 7.6K 75,579 I
2025-02-12 Pang Stephen S. Officer A-Award A Restricted Stock Units 52,736 0.00 52,736 D
2025-02-12 JORE MATTHEW B Director / Officer / 10% Owner A-Award A Performance Restricted Stock Units 55,748 0.00 55,748 D
2025-02-12 Gutke Jeff Officer A-Award A Restricted Stock Units 42,189 0.00 42,189 D
2025-02-12 EILERS PATRICK C Director / Officer A-Award A Performance Restricted Stock Units 368,112 0.00 368,112 D
2024-12-30 Porter Stuart D Director / 10% Owner G-Gift D Class A Common Stock 1,530 0.00 274,988 D
2024-12-26 Porter Stuart D Director / 10% Owner G-Gift D Class A Common Stock 17,600 0.00 276,518 D
2024-12-17 Gutke Jeff Officer M-Exempt D Stock Options 12,000 0.12 1.4K 273,579 I
2024-11-14 JORE MATTHEW B Director / Officer / 10% Owner C-Conversion A Class A Common Stock 4,759,642 0.00 7,691,296 D
2024-10-17 Spence John Yogi 10% Owner J-Other D Class A Common Stock 3,481,337 0.00 0 I
2024-10-17 Brombach Theodore J 10% Owner J-Other D Private Placement Warrants 2,725,000 11.50 31.34M 0 I
2024-09-19 Spence John Yogi 10% Owner P-Purchase A Class A Common Stock 5,882 8.50 50.0K 67,548 D
2024-09-18 Spence John Yogi 10% Owner P-Purchase A Class A Common Stock 11,765 8.50 100.0K 61,666 D
2024-09-16 XPDI Sponsor II LLC 10% Owner J-Other D Warrants 8,900,000 11.50 102.35M 0
2024-09-16 EILERS PATRICK C Director / Officer / 10% Owner J-Other D Class A Common Stock 6,827,969 0.00 0
2024-09-16 Brombach Theodore J 10% Owner J-Other D Warrants 8,900,000 11.50 102.35M 0
2024-09-09 Pang Stephen S. Officer A-Award A Restricted Stock Units 67,500 0.00 92,500
2024-07-24 EILERS PATRICK C Director / Officer / 10% Owner J-Other D Class A Common Stock 3,980,310 0.00 0
2024-07-24 Brombach Theodore J 10% Owner J-Other D Class A Common Stock 162,059 0.00 0
2024-06-06 Zaatari Marwa Director A-Award A Stock Options 14,220 10.23 145.5K 14,220
2024-06-06 Porter Stuart D Director / 10% Owner A-Award A Restricted Stock Units 5,400 0.00 5,400
2024-06-06 Pang Stephen S. Officer A-Award A Restricted Stock Units 25,000 0.00 25,000
2024-06-06 JORE MATTHEW B Director / Officer / 10% Owner A-Award A Restricted Stock Units 50,000 0.00 50,000
2024-06-06 Gutke Jeff Officer A-Award A Restricted Stock Units 25,000 0.00 25,000
2024-06-06 EILERS PATRICK C Director / Officer / 10% Owner A-Award A Restricted Stock Units 25,000 0.00 25,000
2024-06-06 Derham Kyle Director A-Award A Restricted Stock Units 5,400 0.00 5,400
2024-06-06 Dabbar Paul Director A-Award A Restricted Stock Units 10,800 0.00 10,800
2024-06-06 Baucus Max Director A-Award A Restricted Stock Units 5,400 0.00 5,400
2024-06-06 Agrawal Ajay Director A-Award A Restricted Stock Units 5,400 0.00 5,400
2024-05-02 Pang Stephen S. Officer 0 0.00 0
2024-04-25 Derham Kyle Director 0 0.00 0
2024-03-14 Zaatari Marwa Director 0 0.00 0
2024-03-14 XPDI Sponsor II LLC 10% Owner J-Other D Class B common stock 269,531 0.00 6,827,969
2024-03-14 Three Curve Capital LP Director / 10% Owner I Class A Common Stock 0 0.00 18,755,774
2024-03-14 Porter Stuart D Director / 10% Owner A-Award A Class A Common Stock 294,118 8.50 2.50M 294,118
2024-03-14 JORE MATTHEW B Director / Officer 0 0.00 0
2024-03-14 Gutke Jeff Officer 0 0.00 0
2024-03-14 EILERS PATRICK C Director / 10% Owner A-Award A Class A Common Stock 658,252 0.00 3,980,310
2024-03-14 Dabbar Paul Director C-Conversion D Class B Common Stock 30,000 0.00 0
2024-03-14 Brombach Theodore J Director / 10% Owner M-Exempt D Class B Common Stock 6,827,969 0.00 0
2024-03-14 Baucus Max Director A-Award A Stock Option 71,395 0.12 8.6K 71,395
2024-03-14 Agrawal Ajay Director 0 0.00 0

Executive team

Top executives
Shares Outstanding
68.47M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-15 DEFA14A
2026-04-15 DEF 14A
2025-05-27 DEFA14A
2025-04-16 DEFA14A
2025-04-16 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-24 3
2026-04-16 SC 13D/A
2026-04-15 DEFA14A
2026-04-15 DEF 14A
2026-04-15 ARS
2026-03-31 8-K
2026-03-31 10-K
2026-03-03 4
2026-03-03 4
2026-03-03 4

Executive team

NameTitleCompensationGender
Matthew Jore Chief Executive Officer & Director 647.8K male
Sze-Yin Pang Chief Financial Officer 534.8K male
Patrick C. Eilers Executive Chairman 450.4K male
Jeffrey D. Gutke Chief Administrative Officer 240.0K male
Pete McGrail Chief Technical Officer 150.0K male
Bryan Barton Chief Commercialization Officer & President of AirJoule JV male
Tom Divine Vice President of Investor Relations & Finance male
Chad MacDonald Chief Legal Officer male
J. J. Jenks Vice President of Operations
Mike Kvam Chief Engineer male
Ramdas Rao President of International
ESG Rating
B
ELECTRICAL EQUIPMENT & PARTS
2025
E (Environmental)
65.2 / 67.7
Company / Sector avg.
S (Social)
65.8 / 63.2
Company / Sector avg.
G (Governance)
62.9 / 64.3
Company / Sector avg.
ESG Total
64.6 / 65.0
Company / Sector avg.
ESG Score History ELECTRICAL EQUIPMENT & PARTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits