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ASPN ASPEN AEROGELS INC

Trailing twelve months to 2026-06-30 · as filed 2026-08-07, not restated
Industrials

Scale

Market cap
$434m
Revenue TTM
$202m
Net income TTM
$-126m
Free cash flow
$34m
Composite score
53.0
Sector rank
#2464

Valuation

P / E
EV / EBITDA
EV / sales
1.7
FCF yield
7.92%
Earnings yield vs 10-yr
-33.81pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-62.5%
EBITDA margin
-39.6%
ROE
-65.6%
ROIC
-126.2%
Revenue growth
-49.1%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We market and sell our products primarily through a sales force based in North America, Europe and Asia. Financial Summary Our revenue for the six months ended June 30, 2026 was $87.7 million, which represented a decrease of $69.0 million, or 44%, from $156.7 million of revenue for the six months ended June 30, 2025. Revenue for the six months ended June 30, 2026 includes $8.4 million of revenue from a settlement agreement with a customer for $37.6 million for a claim for certain losses incurred arising from lower forecasted long-term demand by the customer which is being deferred and recognized as revenue over a period of approximately two years from the settlement date. …ASPEN AEROGELS INC, 10-Q, period ended 2026-06-30, filed 2026-08-07

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