Every material Form 8-K ASPEN AEROGELS INC has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Aspen Aerogels reported third quarter 2026 revenue of $85.2 million, up from $73.0 million a year earlier, but its net loss widened to $10.4 million from $6.3 million, including $15.1 million of East Providence incident-related costs. The company's fourth quarter 2026 outlook calls for revenue of $60 million to $75 million and a net loss of $8 million to $11 million, and it also appointed Stacy D. Nieuwoudt to its board.
Q3 2026 revenue was $85.2 million versus $73.0 million in Q3 2025; Energy Industrial segment revenue was $39.9 million versus $24.3 million.
Q3 2026 net loss was $10.4 million, or $0.13 per share, versus $6.3 million, or $0.08 per share, a year earlier.
Q4 2026 outlook: revenue of $60 million to $75 million, net loss of $8 million to $11 million, and adjusted EBITDA of $5 million to $13 million.
Stacy D. Nieuwoudt joined the board effective November 4, 2026, increasing the board from six to seven members.
Aspen Aerogels posted an investor presentation on its website dated September 15, 2026, furnished as Exhibit 99.1 to a Form 8-K under Regulation FD. The deck restates Q3 2026 guidance, dated August 6, 2026, that marks a return to positive Adjusted EBITDA, and sets a target of about $175 million revenue run-rate for Adjusted EBITDA breakeven by year-end 2027.
Q3 2026 guidance, as of August 6, 2026, marks a return to positive Adjusted EBITDA.
Last-twelve-months revenue through Q2 2026 was $202 million; cash and equivalents were $153.4 million as of June 30, 2026.
European thermal barrier revenue is outlined at $20 million to $30 million for 2026, with a target of $40 million to $60 million of European OEM revenue in 2027.
East Providence facility is in a staged restart after an April 2026 incident, with full restoration targeted for the first half of 2027.
Aspen Aerogels reported second-quarter 2026 revenue of $49.8 million, down from $78.0 million a year earlier, and a net loss of $23.3 million versus $9.1 million. The company also guided third-quarter 2026 revenue to $65 million to $80 million and adjusted EBITDA to $7 million to $15 million, which shareholders will weigh against the second-quarter decline tied to the April 2026 East Providence incident.
Q2 2026 revenue was $49.8 million versus $78.0 million in Q2 2025; Thermal Barrier revenue fell to $29.5 million from $55.2 million
Q2 2026 net loss was $23.3 million, or $0.28 per share, versus $9.1 million, or $0.11 per share, a year earlier
Q3 2026 outlook: revenue of $65 million to $80 million and net loss of $6 million to $9 million
Q2 results included an $8.9 million property damage loss from the April 2026 East Providence incident, offset by an equal insurance recovery receivable expected to be collected in Q3 2026
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