{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-26-001072","form_type":"8-K","ticker":"ASPN","cik":"0001145986","company_name":"ASPEN AEROGELS INC","filed_at":"2026-02-25T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.621271+00:00","generated_at":"2026-05-16T00:07:26.911511+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Aspen Aerogels Q4 revenue drops 66% to $41.3M; net loss $72.9M; initiates strategic review","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-26-001072","json":"https://secwatch.observer/filing/0001171843-26-001072.json","markdown":"https://secwatch.observer/filing/0001171843-26-001072.md","text":"https://secwatch.observer/filing/0001171843-26-001072.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1145986/000117184326001072/0001171843-26-001072-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1145986/000117184326001072/f8k_022526.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T00:07:26.911511+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}