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Montana Technologies Earnings Calls
| Release date | May 14, 2026 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.740 |
| EPS Surprise | -1,133.33% |
| Revenue estimate | -1000000 |
| Revenue actual | - |
| Release date | Mar 30, 2026 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.370 |
| EPS Surprise | -311.11% |
| Revenue estimate | -1000000 |
| Revenue actual | 50K |
| Revenue Surprise | 105.00% |
| Release date | Nov 13, 2025 |
| EPS estimate | -$0.100 |
| EPS actual | -$0.0700 |
| EPS Surprise | 30.00% |
| Revenue estimate | - |
| Revenue actual | -974500 |
| Release date | Aug 13, 2025 |
| EPS estimate | -$0.0900 |
| EPS actual | $0.0400 |
| EPS Surprise | 144.44% |
| Revenue estimate | - |
| Revenue actual | - |
Last 4 Quarters for Montana Technologies
Below you can see how AIRJ performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 13, 2025 |
| Price on release | $4.76 |
| EPS estimate | -$0.0900 |
| EPS actual | $0.0400 |
| EPS surprise | 144.44% |
| Date | Price |
|---|---|
| Aug 07, 2025 | $4.51 |
| Aug 08, 2025 | $4.48 |
| Aug 11, 2025 | $4.72 |
| Aug 12, 2025 | $4.66 |
| Aug 13, 2025 | $4.76 |
| Aug 14, 2025 | $5.02 |
| Aug 15, 2025 | $4.96 |
| Aug 18, 2025 | $4.76 |
| Aug 19, 2025 | $4.70 |
| 4 days before | 5.54% |
| 4 days after | -1.26% |
| On release day | 5.46% |
| Change in period | 4.21% |
| Release date | Nov 13, 2025 |
| Price on release | $4.25 |
| EPS estimate | -$0.100 |
| EPS actual | -$0.0700 |
| EPS surprise | 30.00% |
| Date | Price |
|---|---|
| Nov 07, 2025 | $4.80 |
| Nov 10, 2025 | $4.79 |
| Nov 11, 2025 | $4.72 |
| Nov 12, 2025 | $4.62 |
| Nov 13, 2025 | $4.25 |
| Nov 14, 2025 | $4.36 |
| Nov 17, 2025 | $4.08 |
| Nov 18, 2025 | $4.05 |
| Nov 19, 2025 | $3.99 |
| 4 days before | -11.46% |
| 4 days after | -6.12% |
| On release day | 2.59% |
| Change in period | -16.88% |
| Release date | Mar 30, 2026 |
| Price on release | $2.90 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.370 |
| EPS surprise | -311.11% |
| Date | Price |
|---|---|
| Mar 24, 2026 | $3.08 |
| Mar 25, 2026 | $3.11 |
| Mar 26, 2026 | $3.07 |
| Mar 27, 2026 | $2.94 |
| Mar 30, 2026 | $2.90 |
| Mar 31, 2026 | $2.51 |
| Apr 01, 2026 | $2.59 |
| Apr 02, 2026 | $2.68 |
| Apr 06, 2026 | $2.83 |
| 4 days before | -5.84% |
| 4 days after | -2.41% |
| On release day | -13.45% |
| Change in period | -8.12% |
| Release date | May 14, 2026 |
| Price on release | $3.92 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.740 |
| EPS surprise | -1,133.33% |
| Date | Price |
|---|---|
| May 08, 2026 | $3.55 |
| May 11, 2026 | $3.82 |
| May 12, 2026 | $3.75 |
| May 13, 2026 | $3.83 |
| May 14, 2026 | $3.92 |
| May 15, 2026 | $3.73 |
| May 18, 2026 | $3.52 |
| May 19, 2026 | $3.54 |
| May 20, 2026 | $3.77 |
| 4 days before | 10.42% |
| 4 days after | -3.83% |
| On release day | -4.85% |
| Change in period | 6.20% |
Montana Technologies Earnings Call Transcript Summary of Q1 2026
AirJoule reported disciplined progress toward commercialization in Q1 2026. Key operational milestones include: the AirJoule Core design is effectively finalized with two variants planned (Core AWG targeting late 2026 for military and small residential; Core DH targeting 2027 for dehumidification markets), and the first full-scale AirJoule Prime unit has been built and is operational at Newark for optimization and upcoming deployment in Europe via the Net Zero Innovation Hub. The company highlights growing market tailwinds from water scarcity—particularly in data centers—where AirJoule can generate on-site distilled water using low-grade waste heat. Early performance data for Core DH indicates up to ~40% energy savings versus conventional desiccant wheels. Commercial engagement activity spans hyperscale data centers, U.S. residential (Southwest), military CRADA work, water distribution economics, and a Middle East distribution partnership. Financially, AirJoule Technologies recorded a noncash JV impairment (~$55M) that drove a $49.8M net loss for the quarter, but management emphasizes this was accounting-related with no cash impact; combined cash (company + JV) was about $35M with no debt and sufficient liquidity, per management, to fund operations through 2027. The company expects modest pilot/pay deployments in 2026 and meaningful commercial revenue beginning in 2027 as certifications, cost reductions, and Prime deployments scale.
