{"filings":[{"id":500085,"accession_number":"0001171843-26-003511","cik":1145986,"company_name":"ASPEN AEROGELS INC","ticker":"ASPN","form_type":"8-K","filed_at":"2026-05-18T20:30:18+00:00","items":["5.02","5.07","7.01","9.01"],"status":"ready","headline":"Aspen Aerogels begins staged restart of East Providence facility after April 8 incident","event_type":"other_material","confidence":"medium","bullets":["Restart initiated after comprehensive safety reviews with local, state, and federal agencies.","Company expects phased ramp-up; returning to full capabilities will take time.","CEO Don Young thanked East Providence officials and cited safety as top priority.","CFO Grant Thoele's base salary increased to $425,000, effective April 1, 2026.","Shareholders approved all proposals at annual meeting, including director elections and advisory votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91568,"accession_number":"0001171843-26-003109","cik":1145986,"company_name":"ASPEN AEROGELS INC","ticker":"ASPN","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Aspen Aerogels Q1 revenue falls 52% YoY to $37.9M; adjusted loss per share $0.28 vs $0.06 prior year","event_type":"earnings","confidence":"high","bullets":["Revenue $37.9M, down from $78.7M; thermal barrier segment revenue dropped 67% to $16.3M on reduced customer demand.","Net loss $23.7M vs $301.2M (prior year included $286.6M impairment); adjusted net loss $23.3M vs $4.8M.","Adjusted EBITDA negative $12.7M vs positive $4.9M in prior year; cash balance $175.6M, up from $158.6M year-end.","Received $37.6M cash from GM commercial settlement; $3.5M recognized as revenue in Q1, remaining $4.9M/quarter through 2027.","East Providence manufacturing facility to have staged restart in May 2026; secured additional subsea pipeline award for Q3 delivery."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":37884000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91567,"accession_number":"0001171843-26-002620","cik":1145986,"company_name":"ASPEN AEROGELS INC","ticker":"ASPN","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Aspen Aerogels: East Providence facility remains offline after April 8 explosion","event_type":"other_material","confidence":"high","bullets":["Explosion damaged production space, origin traced to high-temperature oven.","Eleven employees transported to medical facilities and subsequently released.","Facility remains offline as of April 21; company working with authorities on restart plan.","Business interruption and property damage insurance claims process initiated.","Further update expected with fiscal Q1 2026 earnings release in early May."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101757,"accession_number":"0001171843-26-001072","cik":1145986,"company_name":"ASPEN AEROGELS INC","ticker":"ASPN","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Aspen Aerogels Q4 revenue drops 66% to $41.3M; net loss $72.9M; initiates strategic review","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $41.3M (-66% YoY); Thermal barrier $16.1M, Energy Industrial $25.3M.","Net loss $72.9M vs income $11.4M; adjusted net loss $27.7M. Full year net loss $389.6M includes $291.2M impairment on Statesboro plant.","Full year revenue $271.1M (down 40% YoY); adjusted EBITDA $2.9M vs $89.9M.","Cash $158.6M at year-end; expects $37.6M GM commercial settlement payment in Q1 2026.","Initiated strategic review to strengthen long-term competitive positioning; North Sea subsea pipeline award."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":271103000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118071,"accession_number":"0001171843-25-007988","cik":1145986,"company_name":"ASPEN AEROGELS INC","ticker":"ASPN","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Aspen Aerogels amends MidCap credit facility: removes EBITDA covenant, boosts liquidity threshold to 100% of term loan","event_type":"debt","confidence":"high","bullets":["Minimum liquidity threshold raised from greater of $50M and 85% of term loan to greater of $50M and 100%.","Minimum EBITDA financial maintenance covenant removed entirely.","Mandatory prepayment from asset sales reduces amortization in direct order of maturity; acquisition basket reduced.","CFO states liquidity trending ahead of expectations; amendment provides flexibility for 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118070,"accession_number":"0001171843-25-007067","cik":1145986,"company_name":"ASPEN AEROGELS INC","ticker":"ASPN","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Aspen Aerogels Q3 revenue $73M (-38% YoY); lowers FY2025 outlook on slower EV production","event_type":"earnings","confidence":"high","bullets":["Revenue $73.0M vs $117.3M in Q3 2024 (down 38%); net loss $6.3M improved from $13.0M loss last year.","Adjusted EBITDA fell to $6.3M from $25.4M in prior year; adjusted EPS loss $0.06 vs $0.17 loss.","Cites lower near-term EV production in North America as reason for updated full-year 2025 outlook.","PyroThin award from a major EU OEM; LNG and subsea project opportunities expected to drive growth in 2026.","Restructuring and impairment charges of $1.6M included in Q3 net loss."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":229764000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134518,"accession_number":"0001193125-25-201332","cik":1145986,"company_name":"ASPEN AEROGELS INC","ticker":"ASPN","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aspen Aerogels promotes Grant Thoele to CFO, effective Oct 1, 2025","event_type":"leadership","confidence":"high","bullets":["Grant Thoele named CFO and Treasurer, succeeding Ricardo C. Rodriguez.","Base salary of $390,000; annual performance bonus target of 60% of base.","Promotion equity grant of $300,000 in PSUs, RSUs, and stock options.","Severance: 1x salary plus bonus on non-CIC qualifying termination; 2x on change of control.","Non-compete covenant for one year post-employment with 50% base salary payment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134517,"accession_number":"0001171843-25-005147","cik":1145986,"company_name":"ASPEN AEROGELS INC","ticker":"ASPN","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Aspen Aerogels Reports Q2 2025 Revenue of $78M, Net Loss of $9.1M, and CFO Transition","event_type":"earnings","confidence":"high","bullets":["Total revenue for Q2 2025 was $78.0 million, down from $117.8 million in Q2 2024.","Net loss was $9.1 million, including $5.9 million of restructuring and impairment charges, compared to net income of $16.8 million a year ago.","Adjusted EBITDA for Q2 2025 was $9.7 million, versus $28.9 million in the prior-year quarter.","Aspen announces a CFO transition to an internal successor during Q3 2025.","Fixed cost structure reductions are expected to drive incremental profit in the second half of 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":156747000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}