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Aspen Aerogels (ASPN) guidance and outlook
Aspen Aerogels (ASPN) initiated its guidance on Nov 5, 2026: Revenue $60.0M–$75.0M for Q4 2026; Net income $8.0M–$11.0M for Q4 2026; EPS $0.10–$0.13 for Q4 2026; EBITDA $5.0M–$13.0M for Q4 2026. Aspen Aerogels' 10-Q filed Nov 5, 2026 makes 25 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $60.0M–$75.0M | new |
| Net income | Q4 2026 | $8.0M–$11.0M | new |
| EPS | Q4 2026 | $0.10–$0.13 | new |
| EBITDA | Q4 2026 | $5.0M–$13.0M | new |
| Capital expenditures | FY2026 | $10.0M | new |
| Depreciation & amortization | Q4 2026 | $5.0M | new |
| Stock-based compensation | Q4 2026 | $3.0M | new |
| Interest expense | Q4 2026 | $3.0M | new |
| Net income | the quarter ending Dec 31, 2026 | −$11.0M | new |
| Depreciation & amortization | the quarter ending Dec 31, 2026 | $5.0M | new |
| Stock-based compensation | the quarter ending Dec 31, 2026 | $3.0M | new |
| Other income | the quarter ending Dec 31, 2026 | $3.0M | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- We believe we will have additional opportunities to address high-value applications in the global insulation market, as well as in adjacent market opportunities such as energy storage applications, including battery energy storage systems, electrification applications, and other potential adjacent applications subject to their commercial potential, the differentiation of our products, and the ability to leverage…
- Our technologically advanced insulation products are targeted at the multi-billion dollar global market for energy industrial insulation materials.
- We have grown our business by forming technical and commercial relationships with industry leaders that have allowed us to optimize our products to meet the particular demands of target market sectors.
- We will continue our strategy of working with innovative companies to target and penetrate additional opportunities in the energy industrial and sustainable insulation materials markets.
- We manage the capacity of our East Providence facility on an ongoing basis in order to meet expected demand for our aerogel products.
- However, our ability to continue to mitigate the impacts of the disruption assumes that the staged restart of our East Providence manufacturing facility proceeds as we currently expect, and that we are able to continue to meet customer demand for our products through a combination of restored production in East Providence, production at our external manufacturing facility, and other efforts to mitigate the impact…
- Accordingly, we expect that our net loss, earnings per share and Adjusted EBITDA will vary from period to period.
- Our expectation for 2026 thermal barrier revenue is based, in part, on our OEM customers’ production forecasts.
- In addition, changes in trade policy and other macroeconomic factors have impacted both our customers and our operating environment, and we expect these conditions to continue to influence demand.
- We expect thermal barrier revenues for full year 2026 to decline compared to 2025, primarily due to lower anticipated production volumes.
- In addition, we have experienced operational disruptions at our manufacturing facility in East Providence, Rhode Island in 2026, which have adversely impacted our manufacturing capacity and are expected to increase near-term costs.
- These efforts to mitigate the disruption from the East Providence Incidents and expand the external manufacturing facility’s capabilities, including expedited freight and expedited repair costs related to our East Providence manufacturing facility, are expected to result in increased costs of revenue and increased general and administrative expenses during 2026.
Aspen Aerogels' latest quarter
Aspen Aerogels, Q3 2026: revenue $85.2M (+17% year over year), operating margin -8.4%, net loss $10.4M, operating cash flow −$3.8M. The chart follows the revenue to costs, profit and cash.
Questions
Did Aspen Aerogels raise or lower its guidance?
Aspen Aerogels (ASPN) initiated its guidance on Nov 5, 2026: Revenue $60.0M–$75.0M for Q4 2026; Net income $8.0M–$11.0M for Q4 2026; EPS $0.10–$0.13 for Q4 2026; EBITDA $5.0M–$13.0M for Q4 2026.
What does Aspen Aerogels expect?
We believe we will have additional opportunities to address high-value applications in the global insulation market, as well as in adjacent market opportunities such as energy storage applications, including battery energy storage systems, electrification applications, and other potential adjacent applications subject to their commercial potential, the differentiation of our products, and the ability to leverage… Our technologically advanced insulation products are targeted at the multi-billion dollar global market for energy industrial insulation materials. We have grown our business by formi
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.