American Exceptionalism Acquisition Corp A-A 2026年季度报告

For the quarter ended June 30, 2026 TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGE ACTOF1934 For the transition period fromto Commission file number: 001-42866 AMERICAN EXCEPTIONALISM ACQUISITION CORP. A(Exact Name of Registrant as Specified in Its Charter) Cayman Islands(State or other jurisdiction ofincorporation or organization) 98-1871331(I.R.S. EmployerIdentification No.) 801 Jefferson Ave., Suite 250Redwood City, CA(Address of principal executive offices) 94063(ZipCode) (650) 521-9007(Issuer’s telephone number) Securities registered pursuant to Section12(b) of the Act: Title of each classTradingSymbolName of each exchangeon which registeredClass A Ordinary Shares, $0.0001 par value pershareAEXANew York Stock Exchange Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934during 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 filingrequirements 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 ofRegulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles).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 anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growthcompany” in Rule 12b-2 of the Exchange Act. Acceleratedfiler☐Smallerreportingcompany☒Emerging growth company☒ Largeacceleratedfiler☐Non-accelerated filer☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☒No☐ As of August12, 2026, there were 34,675,000 ClassA Ordinary Shares, $0.0001 par value and 14,785,714 ClassB Ordinary Shares, $0.0001 par value,issued and outstanding. AMERICAN EXCEPTIONALISM ACQUISITION CORP. AFORM 10-Q FOR THE QUARTER ENDED JUNE30, 2026TABLE OF CONTENTS Part I. Financial InformationItem 1. Interim Financial StatementsCondensed Balance Sheets as of June30, 2026 (Unaudited) and December31, 2025Condensed Statements of Operations for the three and six months ended June30, 2026 (Unaudited)Condensed Statements of Changes in Shareholders’ Deficit for the three and six months ended June30, 2026 (Unaudited)Condensed Statement of Cash Flows for the six months ended June30, 2026 (Unaudited)Notes to Condensed Financial Statements (Unaudited)Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations Item 3. Quantitative and Qualitative Disclosures About Market Risk Item 4. Controls and Procedures PART I - FINANCIAL INFORMATION AMERICAN EXCEPTIONALISM ACQUISITION CORP. ACONDENSED BALANCE SHEETS (1)On September25, 2025, the Company issued an additional 2,464,285 founder shares to the Sponsor, as defined below, through sharecapitalization. As a result, the Sponsor holds an aggregate of 14,485,714 founder shares. All share and per-share amounts have been retroactivelypresented (see Note 5).(2)Includes 1,928,571 ClassB Ordinary Shares that were subject to forfeiture if the over-allotment option was not exercised in full or in part by theunderwriter. Subsequently, on September29, 2025, the underwriter exercised their over-allotment option in full as part of the closing of the InitialPublic Offering, as defined below. As such, the 1,928,571 founder shares are no longer subject to forfeiture (see Note 5). The accompanying notes are an integral part of these unaudited condensed financial statements. AMERICAN EXCEPTIONALISM ACQUISITION CORP. ACONDENSED STATEMENTS OF OPERATIONSFOR THE THREE AND SIX MONTHS ENDED JUNE30, 2026(UNAUDITED) (1)On September25, 2025, the Company issued an additional 2,464,285 founder shares to the Sponsor through share capitalization. As a result, theSponsor holds an aggregate of 14,485,714 founder shares. All share and per-share amounts have been retroactively presented (see Note 5).(2)Includes 1,928,571 ClassB Ordinary Shares that were subject to forfeiture if the over-allotment option was not exercised in full or in part by theunderwriter. Subsequently, on September29, 2025, the underwriter exercised their over-allotment option in full as part of the closing of the InitialPublic Offering. As such, the 1,928,571 founder shares are no longer subject to forfeiture (see Note 5). The accompanying notes are an integral