Aspen Aerogels Q4 Earnings Call Highlights

Maintenance and turnarounds: Young cited pent-up demand from refinery and petrochemical end users that have run facilities hard while minimizing maintenance and turnarounds.LNG and natural gas infrastructure: Young said the LNG market is in a multi-year build cycle and that Aspen expects its LNG and natural gas infrastructure activity in 2026 to roughly double versus 2025 in both project count and revenue contribution. He said Aspen is positioned across the entire LNG value chain, not solely liquefaction.Su ...