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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
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Aspen Aerogels
Aspen Aerogels (ASPN) investor relations material
Aspen Aerogels Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
2025 was a transitional year with a reset in North American EV demand, significant cost reductions, and a focus on liquidity and strategic review to maximize shareholder value.
Full year 2025 revenue was $271.1 million, with Q4 revenue at $41.3 million; both thermal barrier and energy industrial segments saw sharp declines year-over-year.
Organizational streamlining and $75 million in fixed cost reductions positioned the company for effective operation in a resetting EV market.
Strategic review underway to evaluate long-term positioning, capital allocation, and adjacent growth opportunities such as BESS, with Piper Sandler & Co. as advisor.
Strong momentum in Europe with seven OEM design wins, Volvo Cars award, and a robust pipeline supporting multi-year revenue growth.
Financial highlights
Q4 2025 revenue was $41.3 million; $25.3 million from energy industrial, $16.1 million from thermal barrier.
Full year 2025 revenue totaled $271.1 million; $102.2 million from energy industrial, $168.9 million from thermal barrier.
Q4 GAAP net loss was $72.9 million (adjusted net loss $27.7 million); full year GAAP net loss was $389.6 million (adjusted net loss $40.5 million).
Adjusted EBITDA for 2025 was $2.9 million; Q4 adjusted EBITDA was negative $18 million.
Ended 2025 with $158.6 million in cash and cash equivalents.
Outlook and guidance
Q1 2026 revenue expected between $35 million and $40 million, with $25 million from energy industrial.
Q1 2026 net loss projected between $20 million and $23 million; adjusted EBITDA between negative $13 million and negative $10 million.
Full-year 2026 capital expenditures expected to be under $10 million.
Sequential revenue growth anticipated through 2026, driven by GM production normalization, European OEM ramp, and 20% energy industrial growth.
Adjusted EBITDA breakeven targeted at $175 million revenue by 2027, with incremental EBITDA margin of 50%-60% above breakeven.
What are the capital structure optimization plans?
How will Aspen mitigate continued thermal barrier softness?
What is the expected net cash position post-Statesboro sale?
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Next Aspen Aerogels earnings date
Q1 20267 May, 2026
Aspen Aerogels
Next Aspen Aerogels earnings date
Q1 20267 May, 2026
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Frequently asked questions
Aspen Aerogels Inc designs, develops, and manufactures aerogel insulation materials used in energy infrastructure and sustainable building applications. Its product offerings are used for thermal management in industries such as oil and gas, electric vehicles, and construction. The company provides high-performance insulation solutions based on proprietary aerogel technology. The company is headquartered in Northborough, Massachusetts, and its shares are listed on the NYSE.
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