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American Exceptionalism Acquisition Corp. A

For the period ended Jun 30, 2026. Filed Aug 12, 2026.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Jun 30, 2026 · Filed Aug 12, 2026

AEXA$10.64-0.1%Stored close · as of Nov 6, 2026
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM

10-Q

(MARK ONE)

☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarter ended

June 30

,2026

☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the transition period from

to

Commission file number:

001-42866

(Exact Name of Registrant as Specified in Its Charter)

Cayman Islands98-1871331
(State or other jurisdiction ofincorporation or organization)(I.R.S. EmployerIdentification No.)
801 Jefferson Ave., Suite 250 Redwood City, CA94063
(Address of principal executive offices)(Zip Code)

(650)

521-9007

(Issuer’s telephone number)

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading SymbolName of each exchange on which registered
Class A Ordinary Shares, $0.0001 par value per shareAEXANew York Stock Exchange

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No ☐

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation

S-T

(§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes ☒ No ☐

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a

non-accelerated

filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule

12b-2

of the Exchange Act.

Large accelerated filer☐Accelerated filer☐
Non-accelerated filer☒Smaller reporting company☒
Emerging growth company☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12

b-2

of the Exchange Act). Yes☒ No ☐

As of August 12, 2026

, there were 34,675,000 Class A Ordinary Shares, $0.0001 par value and 14,785,714 Class B Ordinary Shares, $0.0001 par value, issued and outstanding.

FORM 10-Q FOR THE QUARTER ENDED JUNE 30, 2026

TABLE OF CONTENTS

Page
Part I. Financial Information
Item 1. Interim Financial Statements
Condensed Balance Sheets as of June 30, 2026 (Unaudited) and December 31, 20251
Condensed Statements of Operations for the three and six months ended June 30, 2026 (Unaudited)2
Condensed Statements of Changes in Shareholders’ Deficit for the three and six months ended June 30, 2026 (Unaudited)3
Condensed Statement of Cash Flows for the six months ended June 30, 2026 (Unaudited)4
Notes to Condensed Financial Statements (Unaudited)5
Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations17
Item 3. Quantitative and Qualitative Disclosures About Market Risk19
Item 4. Controls and Procedures19
Part II. Other Information
Item 1. Legal Proceedings20
Item 1A. Risk Factors20
Item 2. Unregistered Sales of Equity Securities and Use of Proceeds20
Item 3. Defaults Upon Senior Securities20
Item 4. Mine Safety Disclosures20
Item 5. Other Information20
Item 6. Exhibits21
Signatures22

i

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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.