ASPEN AEROGELS INC — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 58/100
What the filing says
Aspen reported Q2 2026 revenue of $49.8M (down 36% from $78.0M in Q2 2025), driven by an $8.9M property damage loss at its East Providence, Rhode Island manufacturing facility in April 2026, offset by an $8.9M insurance recovery receivable. Thermal Barrier segment revenue fell 46% to $29.5M due to North American EV regulatory changes, though the company raised its European Thermal Barrier 2026 revenue outlook to $20–$30M and secured a PyroThin award from Jaguar Land Rover. Q3 2026 guidance: $65–$80M revenue and $7–$15M adjusted EBITDA. Cash position: $153.4M; stockholders' equity down to $192.5M from $235.5M at year-end 2025.
Why this rating
Material operational disruption and $14.2M incident-related costs (net of insurance recovery) represent ~3% of market cap. Offset by strong Q3 guidance, new JLR contract, and stabilizing European demand, but North American EV slowdown and facility restart risk remain significant headwinds.
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