SCWOHIGH SIGNALFINANCIAL10-K

374Water experienced a dramatic deterioration in financial performance with substantially reduced revenue, meaningfully expanded losses, and a significant decline in cash position and stockholders' equity.

The company's financial condition has weakened considerably, with revenue declining substantially while operating losses expanded meaningfully year-over-year. The sharp reduction in current assets from $14.9M to $5.9M, combined with declining stockholders' equity, raises concerns about the company's liquidity position and ability to fund ongoing operations without additional capital raises.

Comparing 2026-03-31 vs 2025-03-28View on EDGAR →
FINANCIAL ANALYSIS

374Water's financial performance deteriorated across all key metrics, with revenue declining substantially while both net losses and operating losses expanded meaningfully. The balance sheet shows significant stress with current assets falling 60.7% to $5.9M and stockholders' equity declining 56.5% to $6.7M, while liabilities increased modestly. Operating cash flow remained deeply negative at -$14.3M, worsening from the prior year's -$10.6M, painting a concerning picture of a company burning through cash while generating minimal revenue in its cleantech operations.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-68.7%
-$12.4M-$21.0M

Net income declined 68.7% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-65.2%
-$12.8M-$21.1M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Current Assets
Balance Sheet
-60.7%
$14.9M$5.9M

Current assets declined 60.7% — monitor working capital adequacy and short-term liquidity.

Stockholders Equity
Balance Sheet
-56.5%
$15.5M$6.7M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Revenue
P&L
-51.7%
$445K$215K

Revenue declined 51.7% — significant demand weakness or market share loss warrants investigation.

Total Assets
Balance Sheet
-40.5%
$19.2M$11.4M

Total assets contracted 40.5% — asset sales, write-downs, or balance sheet optimization underway.

Operating Cash Flow
Cash Flow
-35.3%
-$10.6M-$14.3M

Operating cash flow fell 35.3% — earnings quality concerns; investigate working capital changes and non-cash items.

Current Liabilities
Balance Sheet
+33.8%
$3.1M$4.2M

Current liabilities surged 33.8% — significant near-term obligations; verify ability to meet short-term debt.

Total Liabilities
Balance Sheet
+26.2%
$3.7M$4.7M

Liabilities increased 26.2% — monitor debt-to-equity ratio and interest coverage.

R&D Expense
P&L
+17.8%
$2.1M$2.5M

R&D investment increased 17.8% — signals commitment to future product development, though near-term margin impact.

LANGUAGE CHANGES
NEW — 2026-03-31
PRIOR — 2025-03-28
ADDED
As of March 27, 2026, the number of outstanding shares of common stock, $0.0001 par value per share, of the registrant was 17,441,368 .
(the Company , 374Water , We , or Our ) is a cleantech and environmental services company developing supercritical water oxidation technology ( SCWO ) for the destruction of organic waste streams within the municipal, federal, and industrial markets.
Importantly, our AirSCWO system is designed to eliminate recalcitrant organic wastes without creating waste byproducts, as well as to simplify existing, complex waste processing and disposal practices.
Our AirSCWO technology is designed to effectively convert solid and liquid wastes such as sewage sludge, biosolids, food waste, hazardous and non-hazardous waste, including forever chemicals (e.g., per-and polyfluoroalkyl substances or PFAS ) into inert and recoverable resources including water, minerals, and heat energy.
374Water made significant commercial and technological progress throughout the 2025 fiscal year.
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REMOVED
As of March 26, 2025, the number of outstanding shares of common stock, $0.0001 par value per share, of the registrant was 144,576,713 .
(the Company , 374Water , We , or Our ) is a global industrial technology and services company providing innovative solutions addressing global organic waste destruction/treatment and waste management issues within the municipal, federal, and industrial markets.
Importantly, our AirSCWO system is designed to eliminate recalcitrant organic wastes without creating waste byproducts, as well as to simplify existing, complex waste processing and disposal practices utilized throughout our target markets.
Our AirSCWO system is designed to effectively convert solid and liquid wastes such as sewage sludge, biosolids, food waste, hazardous and non-hazardous waste, and forever chemicals (e.g., per-and polyfluoroalkyl substances or PFAS ) into recoverable resources including water, minerals, and heat energy, by focusing on waste as a valuable resource.
In fiscal year 2024, 374Water outlined a new strategic plan and tactical roadmap.
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