{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-26-005289","form_type":"8-K","ticker":"ASPN","cik":"0001145986","company_name":"ASPEN AEROGELS INC","filed_at":"2026-08-06T10:30:18+00:00","discovered_at":"2026-08-06T10:35:00.293712+00:00","generated_at":"2026-08-06T10:36:22.649388+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Aspen Aerogels Q2 revenue falls 36% YoY to $49.8M; net loss widens to $23.3M","bullets":["Total revenue $49.8M, down 36% YoY; Thermal Barrier revenue $29.5M, down 46% YoY due to North American EV policy changes.","Net loss $23.3M ($0.28 loss per share) vs $9.1M loss a year ago; includes $8.9M property damage loss from East Providence incident.","Adjusted EBITDA negative $6.6M vs positive $9.7M in Q2 2025; adjusted net loss $17.9M.","Q3 2026 guidance: revenue $65-80M, adjusted EBITDA $7-15M; European Thermal Barrier outlook raised to $20-30M for 2026.","Received PyroThin award from Jaguar Land Rover for two next-generation vehicle architectures."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-26-005289","json":"https://secwatch.observer/filing/0001171843-26-005289.json","markdown":"https://secwatch.observer/filing/0001171843-26-005289.md","text":"https://secwatch.observer/filing/0001171843-26-005289.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1145986/000117184326005289/0001171843-26-005289-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1145986/000117184326005289/f8k_080626.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-06T10:36:22.649388+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"}