Aspen Aerogels investor deck points to positive Adjusted EBITDA in Q3 2026
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.
Key points
- 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.
The filing
Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 15, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.