Monitor for follow-on production awards from the Defense Innovation Unit and potential EPA STAR/SBIR funding. The Orange County deployment in November 2026 and the Orlando hub completion are near-term catalysts to watch.
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Executive Summary
374Water published an updated investor presentation and press release highlighting the EPA's new PFAS TECH Strategy, which names supercritical water oxidation as a destruction technology to advance. The filing is a routine Regulation FD disclosure with no new financial data or guidance.
Key Facts
- EPA launched the PFAS TECH Strategy on October 26, 2026, identifying supercritical water oxidation as a technology to advance through testing and partnerships.
- 374Water's AirSCWO technology achieved 99.9993% total PFAS destruction and removal efficiency across 42 PFAS compounds, validated by a U.S. Army Corps of Engineers ERDC technical report.
- The company has a ~$4.8M order from the City of Olathe, KS for equipment and operations, and a $600K mobile WDS contract with the City of St. Cloud, MN completed in September 2026.
- The Orlando hub at Iron Bridge Water Reclamation Facility is completing construction with ~88,000 gallons of on-site storage.
- Orange County Sanitation District deployment is planned for November 2026 after passing Factory Acceptance Test in Q2 2026.
- No financial results, guidance, or material agreements were disclosed in this filing.
Financial Impact
No financial data in this filing; existing contracts total ~$5.4M (St. Cloud $600K completed, Olathe ~$4.8M order).
Risk Factors
- Forward-looking statements about EPA funding and contract awards are aspirational and not guaranteed.
- Company has a market cap of $43M and limited revenue history; execution risk on scaling AirSCWO technology remains.
- Regulatory and policy changes could affect PFAS destruction mandates and funding.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001654954-26-009210 |
| Document: scwo_ex992.htm | 0001654954-26-009210 |
| Document: 0001654954-26-009210-index-headers.html | 0001654954-26-009210 |
| Document: 0001654954-26-009210-index.html | 0001654954-26-009210 |
| Document: 0001654954-26-009210.txt | 0001654954-26-009210 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 8-K | $2.49 | awaiting T+20 | awaiting T+20 | $2.46 (−1.20%) |
Aug 18, 2026 10w ago | 8-K | $2.49 $3.25 | ▲ +30.52% | ▲ +32.47% | $2.46 (−1.20%) |
Aug 11, 2026 11w ago | 424B5 | $2.32 $3.31 | ▼ −42.67% | ▼ −43.73% | $2.46 (−6.03%) |
May 14, 2026 24w ago | 8-K | $2.26 $2.31 | ▲ +2.21% | ▲ +0.09% | $2.46 (+8.85%) |
Apr 16, 2026 28w ago | 8-K | $3.29 $2.22 | ▼ −32.52% | ▼ −38.34% | $2.46 (−25.23%) |
Apr 15, 2026 28w ago | 8-K | $3.29 $2.22 | ▼ −32.52% | ▼ −38.34% | $2.46 (−25.23%) |
Mar 31, 2026 30w ago | 8-K | $2.89 $2.41 | ▲ +16.61% | ▲ +26.33% | $2.46 (+14.88%) |
Feb 24, 2026 35w ago | 8-K | $2.74 $3.50 | ▲ +27.74% | ▲ +32.97% | $2.46 (−10.22%) |
US Market Status
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