---
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"
generated_at: "2026-08-06T10:36:22.649388+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Aspen Aerogels Q2 revenue falls 36% YoY to $49.8M; net loss widens to $23.3M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001171843-26-005289
- JSON: https://secwatch.observer/filing/0001171843-26-005289.json
- Plain text: https://secwatch.observer/filing/0001171843-26-005289.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.