Jun 2026 (Q2 FY26) — Aug 6, 2026
Aspen Aerogels Q2 FY26 — Strong Q3 Outlook Driven by Energy Industrial, EV Momentum, and European Expansion
Read the full callAspen Aerogels earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 49.8 | −36.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -57.7 | −51.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -23.3 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $8.09 on 14 Oct 2025 → $5.4. High $8.82 (15 Oct 2025), low $2.57 (25 Feb 2026).
Overview
Call summaries
Aspen Aerogels Q2 FY26 — Strong Q3 Outlook Driven by Energy Industrial, EV Momentum, and European Expansion
Read the full callEvery analysed call
Financials
Net profit, year on year: −157% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 117 | 123 | 79 | 78 | 73 | 41 | 38 | 50 |
| Operating profit | 17 | 15 | -299 | -5 | -3 | -70 | -21 | -29 |
| Operating margin | 14.8% | 11.9% | −380.3% | −6.6% | −4.6% | −170.3% | −55.0% | −57.7% |
| Other income | -30 | -4 | -1 | -3 | -2 | -3 | -3 | 6 |
| Profit before tax | -13 | 11 | -300 | -8 | -6 | -73 | -24 | -23 |
| Tax rate | −2.1% | −1.6% | −0.4% | −10.0% | −10.3% | 0.1% | 1.1% | −2.7% |
| Net profit | -13 | 11 | -301 | -9 | -6 | -73 | -24 | -23 |
| EPS ($ per share) | -0.17 | — | -3.67 | -0.11 | -0.08 | — | -0.29 | -0.28 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -472 | -486 | -508 | -545 | -628 | -674 | -660 | -1,050 |
| Total liabilities | 29 | 45 | 30 | 55 | 196 | 215 | 280 | 171 |
| Fixed assets | 62 | 54 | 47 | 56 | 259 | 417 | 459 | 98 |
| Total assets | 99 | 104 | 97 | 183 | 643 | 703 | 895 | 407 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -9 | -1 | -10 | -19 | -94 | -43 | 46 | 33 |
| Cash from investing | -4 | -2 | -3 | -14 | -178 | -175 | -86 | -37 |
| Cash from financing | 5 | 3 | 26 | 92 | 478 | 75 | 122 | -58 |
| Net cash flow | -7 | 0 | 13 | 60 | 206 | -143 | 81 | -63 |
| Capital expenditure | -4 | -2 | -3 | -14 | -178 | -175 | -86 | -37 |
| Free cash flow | -12 | -3 | -13 | -32 | -272 | -218 | -41 | -5 |
23 filings between Nov 13, 2025 and Sep 30, 2026.
Purchases
None
No insider bought shares.
Sales
$58.27M
2 sales by 2 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Wood River Capital, LLC | — | $58.09M | Sep 23, 2026 |
| Young Donald R | — | $183.6K | Nov 13, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | DEEGAN GLENN E. CAO, GC & Corp Secretary | Tax withheld | 1,143 | $6.3K |
| Sep 23, 2026 | Wood River Capital, LLC Insider | Sale | 12,280,426 | $58.09M |
| Jun 23, 2026 | NOGLOWS WILLIAM P Director | Option exercise | 14,799 | $70.3K |
| May 13, 2026 | Mitchell Steven R Director | Award | 10,370 | $0 |
| May 13, 2026 | Kool Kathleen Director | Award | 10,370 | $0 |
| May 13, 2026 | NOGLOWS WILLIAM P Director | Award | 10,370 | $0 |
| May 13, 2026 | SWEETNAM JAMES E Director | Award | 10,370 | $0 |
| May 13, 2026 | Robinson Cari Director | Award | 10,370 | $0 |
| Mar 8, 2026 | Whitaker Corby C Chief Commercial Officer | Tax withheld | 1,924 | $6.2K |
| Mar 8, 2026 | Young Donald R President and CEO | Tax withheld | 4,275 | $13.8K |
| Mar 8, 2026 | Landes Gregg Chief Operating Officer | Tax withheld | 1,924 | $6.2K |
| Mar 8, 2026 | Thoele Grant Douglas CFO & Treasurer | Tax withheld | 590 | $1.9K |
| Mar 5, 2026 | Daniel Santhosh P Chief Accounting Officer | Tax withheld | 986 | $3.2K |
| Mar 5, 2026 | Whitaker Corby C SVP, Sales and Marketing | Tax withheld | 3,907 | $12.8K |
| Mar 5, 2026 | Landes Gregg SVP, Operations and Strat Deve | Tax withheld | 3,814 | $12.5K |
| Mar 5, 2026 | Young Donald R President and CEO | Tax withheld | 8,618 | $28.2K |
| Mar 5, 2026 | Thoele Grant Douglas CFO & Treasurer | Tax withheld | 2,368 | $7.7K |
| Mar 4, 2026 | Whitaker Corby C SVP, Sales and Marketing | Award | 57,462 | $0 |
| Mar 4, 2026 | Young Donald R President and CEO | Award | 156,716 | $0 |
| Mar 4, 2026 | Thoele Grant Douglas CFO & Treasurer | Award | 55,298 | $0 |
| Mar 4, 2026 | Landes Gregg SVP, Operations and Strat Deve | Award | 57,462 | $0 |
| Mar 4, 2026 | DEEGAN GLENN E. CAO, GC & Corp Secretary | Award | 55,503 | $0 |
| Nov 13, 2025 | Young Donald R President and CEO | Sale 10b5-1 plan | 56,845 | $183.6K |
| Oct 1, 2025 | Thoele Grant Douglas CFO & Treasurer | Award | 10,273 | $0 |
| Sep 30, 2025 | DEEGAN GLENN E. CAO, GC & Corp Secretary | Award | 11,673 | $0 |
| Sep 13, 2025 | Daniel Santhosh P Chief Accounting Officer | Tax withheld | 1,563 | $10.3K |
| Sep 5, 2025 | Pittman Stephanie Chief Human Resources Officer | Tax withheld | 1,581 | $10.5K |
| Aug 13, 2025 | Daniel Santhosh P Chief Accounting Officer | Sale | 2,000 | $15.1K |
| Aug 12, 2025 | Daniel Santhosh P Chief Accounting Officer | Sale | 4,410 | $32.2K |
| May 23, 2025 | Johnson Virginia CLO, GC, and Secretary | Tax withheld | 6,129 | $39.2K |
| May 12, 2025 | Young Donald R President and CEO | Purchase | 20,000 | $107.0K |
| Apr 30, 2025 | NOGLOWS WILLIAM P Director | Award | 10,370 | $0 |
| Apr 30, 2025 | Kool Kathleen Director | Award | 10,370 | $0 |
| Apr 30, 2025 | Robinson Cari Director | Award | 10,370 | $0 |
| Apr 30, 2025 | Mitchell Steven R Director | Award | 10,370 | $0 |
| Apr 30, 2025 | SWEETNAM JAMES E Director | Award | 10,370 | $0 |
| Mar 7, 2025 | Landes Gregg SVP, Operations and Strat Deve | Tax withheld | 1,924 | $15.3K |
| Mar 7, 2025 | RODRIGUEZ RICARDO C. CFO & Treasurer | Tax withheld | 1,924 | $15.3K |
| Mar 7, 2025 | Whitaker Corby C SVP, Sales and Marketing | Tax withheld | 1,924 | $15.3K |
| Mar 7, 2025 | SCHILLING KEITH L SVP, Technology | Tax withheld | 1,924 | $15.3K |
| Mar 7, 2025 | Young Donald R President and CEO | Tax withheld | 3,569 | $28.4K |
| Mar 7, 2025 | Johnson Virginia CLO, GC, and Secretary | Tax withheld | 1,924 | $15.3K |
| Mar 5, 2025 | Pittman Stephanie Chief Human Resources Officer | Tax withheld | 936 | $7.3K |
| Mar 5, 2025 | Whitaker Corby C SVP, Sales and Marketing | Award | 25,510 | $0 |
| Mar 5, 2025 | SCHILLING KEITH L SVP, Technology | Tax withheld | 936 | $7.3K |
| Mar 5, 2025 | SCHILLING KEITH L SVP, Technology | Award | 24,713 | $0 |
| Mar 5, 2025 | Young Donald R President and CEO | Tax withheld | 2,316 | $18.2K |
| Mar 5, 2025 | Young Donald R President and CEO | Award | 54,209 | $0 |
| Mar 5, 2025 | Johnson Virginia CLO, GC, Secretary & CCO | Tax withheld | 936 | $7.3K |
| Mar 5, 2025 | Johnson Virginia CLO, GC, Secretary & CCO | Award | 26,307 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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