Aspen Aerogels (ASPN) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Materials· Aug 6, 2026

Source: earnings call transcript

Aspen Aerogels reported a strong Q2 with significant quarter-over-quarter revenue growth, primarily driven by its Thermal Barrier business. The company provided an optimistic Q3 outlook, anticipating robust performance from Energy Industrial projects, increased North American EV demand, and expanding European OEM engagements. Management also highlighted progress in Battery Energy Storage Systems and the staged restart of its East Providence plant, while navigating incident-related costs.

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