SCWOHIGH SIGNALFINANCIAL10-K

SCWO shows severe financial deterioration with revenue declining 52%, net losses increasing 69% to $21M, and stockholders' equity falling 57%.

The company faces a critical financial crisis with declining revenue, massive operating losses, and rapidly eroding equity base. The 88% reduction in outstanding shares (from 144M to 17M) suggests a significant reverse stock split, typically indicating severe financial distress.

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

SCWO's financial position deteriorated dramatically with revenue falling 52% to just $215K while net losses expanded 69% to $21M, creating negative gross margins of over 1,000%. The company burned through cash rapidly as current assets dropped 61% to $5.9M and stockholders' equity fell 57% to $6.7M, while simultaneously increasing capital expenditures 242% to $1.9M. This combination of collapsing revenue, massive losses, and depleting cash reserves signals a company in severe financial distress requiring immediate capital infusion or restructuring.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+306.2%
$33K$135K

Interest expense surged 306.2% — significant debt increase or rising rates materially impacting earnings.

Capital Expenditure
Cash Flow
+242.1%
$555K$1.9M

Capital expenditure jumped 242.1% — major investment cycle underway; assess returns on deployment.

Share Buybacks
Cash Flow
+193.6%
-$320K$300K

Share repurchases increased 193.6% — management returning capital, signals confidence in intrinsic value.

Gross Profit
P&L
-157.6%
-$913K-$2.4M

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

Accounts Receivable
Balance Sheet
+148%
$270K$669K

Receivables surged 148% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

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.

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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