If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In August, I concluded that there still were many questions to be asked after a big setback in the case of shares of Aspen Aerogels ( ASPN ). This followed a dramatic boom-bust cycle inThe Value I ...

Core Insights - Aspen Aerogels reported a revenue of $73.02 million for the quarter ended September 2025, reflecting a year-over-year decline of 37.8% and an EPS of -$0.06 compared to $0.11 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $74.39 million, resulting in a surprise of -1.85% [1] - The company did not deliver an EPS surprise, with the consensus EPS estimate being $0 [1] Financial Performance Metrics - Revenue from the Energy Industrial segment was $24.3 million, below the estimated $26.48 million, representing a year-over-year decline of 9.3% [4] - Revenue from the Thermal Barrier segment was $48.7 million, exceeding the estimated $46.81 million, but showing a significant year-over-year decline of 46.3% [4] - Gross Profit for the Thermal Barrier segment was reported at $11.93 million, lower than the estimated $15.15 million, while Gross Profit for the Energy Industrial segment was $8.87 million, also below the estimated $9.49 million [4] Stock Performance - Aspen Aerogels' shares have returned -10.8% over the past month, contrasting with the Zacks S&P 500 composite's increase of +1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

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 quarterly period ended September 30, 2025 OR ☐ 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: 001-36481 ASPEN AEROGELS, INC. (Exact name of registrant as specified in its charter) Delaware 04-3559972 (State or other juris ...

Aspen Aerogels (NYSE:ASPN) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Good morning. Thank you for attending the Aspen Aerogels Incorporated Q3 2025 financial results call. All lines will be muted during the presentation portion of the call, with an opportunity for questions and answers at the end. I would like to turn the conference over to your host, Neal Baranosky, Aspen's Senior Director, Head of Investor Relations and Corporate Strategy. Thank you. You may proceed, Mr. Baranosky.Speaker ...

November 6, 2025 ASPEN AEROGELS Q3 2025 FINANCIAL RESULTS CALL The presentation contains information regarding certain financial targets and outlook with respect to the Company. Such financial targets and outlook constitute forward looking information and is for illustrative purposes only and should not be relied upon as necessarily being indicative of future results. The assumptions and estimates underlying such financial targets are inherently uncertain and are subject to a wide variety of significant bus ...

Financial Performance - Total revenue for Q3 2025 was $73.0 million, a 37.7% decrease from $117.3 million in Q3 2024[2] - Net loss for Q3 2025 was $6.3 million, an improvement of $6.7 million compared to a net loss of $13.0 million in Q3 2024[3] - Adjusted EBITDA for Q3 2025 was $6.3 million, down from $25.4 million in Q3 2024, reflecting a decrease of 75.2%[4] - Revenue for Q3 2025 was $73,017,000, a decrease of 37.8% compared to $117,340,000 in Q3 2024[25] - Gross profit for Q3 2025 was $20,799,000, down 57.5% from $49,043,000 in Q3 2024[25] - Net loss for Q3 2025 was $(6,334,000), compared to a net loss of $(12,970,000) in Q3 2024[30] - Adjusted EBITDA for Q3 2025 was $6,255,000, a decrease from $25,351,000 in Q3 2024[29] - Total operating expenses for Q3 2025 were $24,147,000, down from $31,643,000 in Q3 2024[25] - The full-year 2025 net loss outlook is projected between $(341,600,000) and $(333,600,000)[30] Revenue Outlook - The updated full-year 2025 revenue outlook is projected to be between $270 million and $280 million, down from the previous estimate of $297 million to $317 million[7] Cash Flow and Liquidity - The company ended Q3 2025 with cash and equivalents of $152.4 million and generated $15 million of operating cash flow[8] - Cash provided by operating activities for Q3 2025 was $16,737,000, an increase from $9,865,000 in Q3 2024[27] - The company reported a net decrease in cash of $(68,844,000) for the nine months ended September 30, 2025[27] Business Strategy and Operations - Aspen's strategy includes driving growth through innovation and building a profitable, capital-efficient business[6] - The company has taken actions to reduce fixed costs and improve operating efficiency throughout 2025[9] - The company anticipates a strong 2026 for its Energy Industrial business as project activity normalizes[6] Segment Performance - Thermal Barrier revenue was $48.7 million, a 12% decrease quarter-over-quarter, while Energy Industrial revenue increased by 7% to $24.3 million[8] - Research and development expenses for Q3 2025 were $2,494,000, down from $4,591,000 in Q3 2024[25] - Aspen received a PyroThin® Thermal Barrier contract from a major European OEM, with production expected to start in 2027[8] Share Information - The weighted-average common shares outstanding for Q3 2025 were 82,399,599, compared to 76,261,294 in Q3 2024[25]

Full-year 2025 outlook updated to reflect lower near-term EV production in North AmericaPyroThin® award from a major EU OEM demonstrates technology leadership & supports growth opportunitiesLNG and Subsea project opportunities expected to drive Energy Industrial growth in 2026 NORTHBOROUGH, Mass., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) (“Aspen” or the “Company”), a technology leader in sustainability and electrification solutions, today announced financial results for the third ...

Core Insights - Aspen Aerogels, Inc. will discuss its financial results for Q3 2025 on November 6, 2025, at 8:30 a.m. ET [1] - The company will release its quarterly financial results before the market opens on the same day [1] Conference Call Details - Shareholders and interested parties can join the conference call by dialing +1 (404) 975-4839 (domestic) or +1 (929) 526-1599 (international) and referencing conference ID "877424" [2] - The conference call will also be available as a live listen-only webcast on Aspen's website [2] Webcast Replay - A replay of the webcast will be accessible on the Investor Relations section of Aspen's website for approximately one year after the conference call [3] Company Overview - Aspen Aerogels is a leader in sustainability and electrification solutions, focusing on resource efficiency, e-mobility, and clean energy [4] - The company's PyroThin® products address thermal runaway challenges in the electric vehicle market, while Cryogel® and Pyrogel® products are utilized by major energy infrastructure companies [4] - Aspen aims to partner with industry leaders to expand its Aerogel Technology Platform® into high-value markets [4]

Core Insights - Aspen Aerogels has appointed Glenn Deegan as Chief Administrative Officer, bringing over 25 years of experience in legal, HR, and transactional leadership to the executive team [1][2][3] - Deegan's role will focus on overseeing Aspen's administrative functions, including legal, compliance, human resources, and governance, which is crucial for the company's growth strategy [2][3] Company Overview - Aspen Aerogels is a technology leader in sustainability and thermal management solutions, with a focus on resource efficiency, e-mobility, and clean energy [5] - The company's aerogel technology, including products like PyroThin®, Cryogel®, and Pyrogel®, addresses challenges in the electric vehicle market and is valued by major energy infrastructure companies [5] Leadership Background - Glenn Deegan previously served as Chief Legal and Human Resources Officer at Altra Industrial Motion Corporation, where he managed legal, compliance, HR, and safety functions for a company with over 9,000 employees and $2 billion in revenue [3][4] - He played a significant role in Altra's $4.95 billion acquisition by Regal Rexnord Corporation in 2023, showcasing his expertise in strategic transactions [3]

Core Insights - Aspen Aerogels is uniquely positioned in the energy services sector, successfully transitioning from traditional energy markets to emerging markets in new energy, particularly as a supplier to EV batteries [1]. Company Overview - Aspen Aerogels has established a product line in traditional energy that is now experiencing significant revenue growth due to its involvement in the electric vehicle battery supply chain [1]. Leadership - Ricardo Rodriguez joined Aspen Aerogels as CFO and Treasurer in November 2021, indicating a strategic move to strengthen the company's financial leadership [2].