ASPEN AEROGELS INC (ASPN) Aspen Aerogels, Inc. is a company dedicated to the development, manufacturing, and sale of advanced aerogel insulation products. These specialized solutions primarily serve the energy infrastructure and building materials sectors across a wide geographical area, encompassing the United States, Asia, Canada, Europe, and Latin America. Their extensive product portfolio includes PyroThin, designed as thermal barriers crucial for lithium-ion batteries in electric vehicles and various energy storage systems. For the energy infrastructure sector, Pyrogel XTE is offered to mitigate corrosion under insulation in operating systems, while Pyrogel HPS is tailored for power generation applications, and Pyrogel XTF provides essential fire protection. Cryogel Z specifically addresses sub-ambient and cryogenic requirements within this same energy sector. Furthermore, Spaceloft Subsea is utilized in pipe-in-pipe configurations for offshore oil production. In the building materials market, Aspen Aerogels provides Spaceloft Grey and Spaceloft A2. Additionally, Cryogel X201 is engineered for designing diverse cold systems, found in applications such as refrigerated appliances, cold storage facilities, and aerospace systems. The company was established in 2001 and maintains its corporate headquarters in Northborough, Massachusetts.
Sector: Wholesale-Lumber & Other Construction Materials
Industry: Chemicals - Specialty
Aspen Aerogels, Inc. NYSE:ASPN Industrials · Construction
AH Close $5.52 +0.00% vs close
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All Press Release SEC Filings News
Press Release
Aspen Aerogels, Inc. Schedules Third Quarter 2026 Earnings Release and Conference Call
Aspen Aerogels announced it will release Q3 2026 financial results before market open on Thursday, November 5, 2026.
CEO Don Young and CFO Grant Thoele will host a conference call the same day at 8:30 a.m. ET, with a live webcast and slide presentation available on the company's website.
This is a scheduling notice only; no results or guidance were disclosed.
• 3d ago AI analysis › News
Aspen Aerogels (NYSE:ASPN) Stock: Insider Wood River Capital, Llc Sells 12,280,426 Shares
defenseworld.net • 29d ago SEC Filing ⚠ 5
ASPN: 8-K · other
Aspen Aerogels furnished an investor presentation dated September 15, 2026 as Exhibit 99.1 to an 8-K under Item 7.01, recapping its aerogel platform across its Energy Industrial and EV thermal barrier businesses, with $202M of LTM Q2 2026 revenue, $153.4M of cash and equivalents, and a footprint supporting $600M+ of annual revenue capacity.
The deck reiterates Q3 2026 guidance originally issued August 6, 2026: revenue of $65-80M and Adjusted EBITDA of $7-15M, marking a return to positive Adjusted EBITDA, alongside an expected GAAP net loss of $6-9M after net losses of $23.3M and $23.7M in Q1 and Q2 2026.
Management highlights a breakeven revenue target cut roughly 47% to $175M by year-end 2027, 50-60% incremental EBITDA flow-through above breakeven, and a European thermal barrier ramp from $9M of 2025 revenue to a $20-30M 2026 outlook and $135M of awarded 2027 potential, including a new Jaguar Land Rover award.
The East Providence aerogel plant remains in staged restart following the April 2026 incident, with full restoration targeted for H1 2027; the deck also notes EV thermal barrier customers can cancel contracts at any time without penalty.
SEC 8-K • 1mo ago News
Aspen Aerogels: Green Shoots Fail To Truly Impress Investors
seekingalpha.com • 2mo ago News
Aspen Aerogels Reminds Us Materials Science Can Be Cool, Especially If EVs Are Hot
seekingalpha.com • 2mo ago News
Aspen Aerogels Q2 Earnings Call Highlights
marketbeat.com • 2mo ago SEC Filing ● Major ⚠ 9
ASPN: 10-Q · periodic report
Aspen Aerogels reported Q2 2026 revenue of $49.8 million, down 36% from $78.0 million a year earlier, with the net loss widening to $23.3 million ($0.28 per share) from $9.1 million ($0.11). Gross profit collapsed 87% to $3.3 million and Adjusted EBITDA swung to negative $6.6 million from positive $9.7 million.
The quarter was disrupted by an April 8, 2026 explosion at the East Providence, Rhode Island plant — following a January 2026 fire — which halted operations; the company recorded an $8.9 million loss on property damage, offset by an $8.9 million estimated insurance receivable, and began a staged restart on May 14, 2026. Thermal barrier segment gross margin turned negative (-2%) as shutdown and incident-related costs hit cost of revenue.
Thermal barrier revenue fell 47% YoY to $29.4 million on lower order volumes and component pricing from its major U.S. automotive OEM, while energy industrial revenue slipped 11% to $20.4 million. H1 revenue includes $8.4 million recognized from a $37.6 million customer settlement tied to lower forecasted long-term demand, recognized over roughly two years.
Liquidity stands at $151.7 million in cash plus $13.2 million of revolver availability, which management says supports operations for at least twelve months, though it flags potential equity or debt financings to fund long-term growth. H1 operating cash flow of $17.9 million was materially boosted by a $29.2 million settlement-related customer payment rather than core operations.
SEC 10-Q • 2mo ago AI analysis › News
Aspen Aerogels, Inc. (ASPN) Q2 2026 Earnings Call Transcript
seekingalpha.com • 2mo ago News
Aspen Aerogels (ASPN) Reports Q2 Loss, Beats Revenue Estimates
zacks.com • 2mo ago Press Release ● Major ⚠ 3
Aspen Aerogels, Inc. Reports Second Quarter 2026 Financial Results and Recent Business Highlights
Aspen Aerogels reported Q2 revenue of $49.8 million, down from the prior year but up 32% quarter-over-quarter, driven by an 81% QoQ surge in Thermal Barrier revenue to $29.5 million.
The company recorded a net loss of $23.3 million, largely due to $8.9 million in property damage costs and $5.3 million in other incident-related expenses tied to the East Providence facility event.
Management issued strong Q3 guidance, projecting revenue of $65 to $80 million and positive Adjusted EBITDA of $7 to $15 million, while raising the 2026 outlook for European Thermal Barrier revenue to $20-$30 million.
Operational highlights include a staged restart of the East Providence facility and a new PyroThin award from Jaguar Land Rover for next-generation vehicle architectures.
• 2mo ago AI analysis › Press Release
Aspen Aerogels, Inc. to Present at the 29th Annual Oppenheimer Conference
Aspen Aerogels announced it will present at the 29th Annual Oppenheimer Technology, Internet & Communications Conference, which will be held virtually on August 11, 2026.
CEO Don Young and CFO Grant Thoele are scheduled to host a virtual presentation from 9:05 to 9:45 a.m. ET and will conduct one-on-one meetings with investors.
The presentation will be webcast live and archived on the company's website for one year.
• 2mo ago AI analysis › Press Release
Aspen Aerogels, Inc. Schedules Second Quarter 2026 Earnings Release and Conference Call
Aspen Aerogels announced it will release its second quarter 2026 financial results before the market opens on Thursday, August 6, 2026.
The company will host a conference call at 8:30 a.m. ET on the same day, featuring President and CEO Don Young and CFO Grant Thoele to discuss the results.
Access to the live webcast and subsequent replay will be available on the Investors section of the company's website.
• 3mo ago AI analysis › Press Release
Milestone Scientific Launches First Phase of AI Strategy with Pilot Debut of Milo, an AI-enabled Digital Engagement Platform, at ASPN 2026
globenewswire.com • 3mo ago Press Release
Aspen Aerogels Named a 2025 Supplier of the Year by General Motors
Aspen Aerogels was named a 2025 Supplier of the Year by General Motors, recognizing its innovation in EV thermal management.
The award highlights the strength of Aspen’s partnership with GM, building on a previous Overdrive Award received by the company.
GM’s procurement leadership cited Aspen’s execution and technology alignment as key factors in the selection, reinforcing Aspen’s role in the EV supply chain.
• 4mo ago AI analysis › SEC Filing ⚠ 3
ASPN: 8-K · other
Aspen Aerogels announced the successful initiation of a staged restart of its East Providence, Rhode Island manufacturing facility following an incident on April 8, 2026. The restart follows comprehensive mechanical, operational, and safety reviews conducted in coordination with local, state, and federal agencies, with the company expecting a deliberate, phased ramp-up of production.
The company also reported results from its Annual Meeting of Stockholders held on May 13, 2026, where nominees Steven R. Mitchell and Donald R. Young were elected as Class III directors, and KPMG LLP was ratified as the independent auditor. Stockholders approved the advisory vote on executive compensation and voted for an annual frequency for future say-on-pay votes.
Additionally, the Board designated Grant Thoele as the new principal accounting officer, effective immediately, replacing Santhosh P. Daniel. Thoele’s annual base salary was increased to $425,000, effective April 1, 2026, in recognition of his contributions.
SEC 8-K • 5mo ago AI analysis › Press Release ⚠ 2
Aspen Aerogels Begins Staged Restart of East Providence Facility
Aspen Aerogels has successfully initiated a staged restart of its East Providence, Rhode Island manufacturing facility following the April 8 incident.
The restart follows comprehensive mechanical, operational, and safety reviews conducted in coordination with local, state, and federal agencies, including rigorous equipment inspections and testing.
The company plans a deliberate, phased ramp-up of production, noting that returning the facility to full capabilities will take time, while emphasizing safety as the absolute priority.
• 5mo ago AI analysis › News
Aspen Aerogels Q1 Earnings Call Highlights
marketbeat.com • 5mo ago News
Aspen Aerogels, Inc. (ASPN) Q1 2026 Earnings Call Transcript
seekingalpha.com • 5mo ago News
Aspen Aerogels (ASPN) Reports Q1 Loss, Tops Revenue Estimates
zacks.com • 5mo ago Press Release ● Major
Aspen Aerogels, Inc. Reports First Quarter 2026 Financial Results and Recent Business Highlights
globenewswire.com • 5mo ago Press Release
Aspen Aerogels, Inc. Schedules First Quarter 2026 Earnings Release and Conference Call
Aspen Aerogels announced that it will release its first quarter 2026 financial results before the market opens on Thursday, May 7, 2026.
President and CEO Don Young and CFO Grant Thoele are scheduled to discuss the results during a conference call beginning at 8:30 a.m. ET on the same day.
The event will be accessible via live webcast on the company's website or through domestic and international dial-in numbers.
• 6mo ago AI analysis › Press Release
Aspen Aerogels Provides East Providence Facility Update
globenewswire.com • 6mo ago Press Release
Aspen Aerogels Provides Update on Incident at East Providence Facility
globenewswire.com • 6mo ago 
