374Water (SCWO) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
16 Apr, 2026Corporate overview and technology
Focuses on organic waste destruction using proprietary AirSCWO supercritical water oxidation technology, achieving over 99.99% destruction efficiency.
AirSCWO systems are modular, scalable, and customizable, producing reusable water, minerals, and heat energy as residuals.
Addresses a significant market problem driven by PFAS liabilities, regulatory risks, and limited alternatives for true destruction.
Offers both Waste Destruction Services (WDS) and Integrated Destruction Operations (IDO) across multiple markets.
Active and planned deployments include Orlando, Orange County (CA), and Olathe (KS), with additional systems in manufacturing.
Operations highlights and business updates
Leadership changes include the appointment of a new CEO and several board members in early 2026.
WDS facility operational in Orlando, FL, with agreements for further deployments in Olathe, KS, and Orange County, CA.
Completed DoD project in Detroit and waste destruction projects at Peterson Space Force Base and with the State of North Carolina.
Announced collaboration with Crystal Clean for PFAS eradication and completed several municipal and federal projects.
AirSCWO technology and applications
Utilizes supercritical water oxidation at >374°C and 221 bar to oxidize organic compounds without creating waste byproducts.
Destroys a wide range of organic wastes, including biosolids, landfill leachates, PFAS, pesticides, pharmaceuticals, and microplastics.
Converts waste into safe, dischargeable water, mineral effluents, safe vent gas, and recoverable heat energy.
Proven effectiveness on sludges, firefighting foam, hazardous waste, pharmaceutical waste, food waste, and more.
Latest events from 374Water
- Shareholders will vote on director elections, capital structure changes, and governance amendments.SCWO
Proxy filing - Q2 2026 revenue jumped 280% year-over-year, but liquidity concerns persist.SCWO
Q2 2026 - Supercritical water oxidation enables rapid, scalable destruction of hazardous waste with minimal emissions.SCWO
H.C. Wainwright 26th Annual Global Investment Conference 2024 - Scalable PFAS destruction tech gains traction amid regulatory and market tailwinds.SCWO
Gabelli Funds' 2nd PFAS Symposium - Gross margin surged and net loss widened, with urgent need for new financing.SCWO
Q1 2026 - Net loss widened to $21M on $0.2M revenue as focus shifts to scaling AirSCWO and service growth.SCWO
Q4 2025 - Q3 revenue up over 560% year-over-year; AirSCWO system fully operational in Orlando.SCWO
Q3 2024 - Revenue fell and losses widened as commercialization efforts and funding needs increased.SCWO
Q2 2024 - 2024 revenue fell to $0.4M, but new contracts and funding support ambitious long-term growth.SCWO
Q4 2024