Stocks Consumer discretionary ASPN
NYSE · Consumer discretionaryAspen Aerogels Inc (ASPN)
Aspen Aerogels Inc brought in $214.3M of revenue over the twelve months to September 30, 2026, down 39.3% from a year earlier. It posted a net loss of $130.3M. In fiscal 2025 capital spending exceeded operating cash flow by $4.6M. At September 30, 2026 it held $146M in cash against $51.1M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Aspen Aerogels Inc
- Net worth
- Aspen Aerogels Inc has a market value (market cap) of $507.1M at the latest share price, and shareholders' equity of $184.4M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $271.1M (-40.1% year on year), with a net loss of $389.6M. Over the 12 months to September 30, 2026: revenue $214.3M, net loss $130.3M.
- Cash flow
- In fiscal 2025 operations brought in $32.9M of cash; after $37.4M of capital spending, free cash flow was -$4.6M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Aspen Aerogels Inc's next report is expected around February 24, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Aspen Aerogels Inc does
Aspen Aerogels Inc is registered with the SEC under industry code SIC 5030 (Wholesale-Lumber & Other Construction Materials). Its shares trade on NYSE under the ticker ASPN.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $271.1M | -$389.6M | -$4.73 | -$4.6M |
| 2024 | $452.7M | $13.4M | $0.17 | -$40.7M |
| 2023 | $238.7M | -$45.8M | -$0.66 | -$218.1M |
| 2022 | $180.4M | -$82.7M | -$2.10 | -$272.4M |
| 2021 | $121.6M | -$37.1M | -$1.22 | -$32.4M |
| 2020 | $100.3M | -$21.8M | -$0.83 | -$13.3M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where ASPN ranks in Consumer discretionary
Latest SEC filings
What Aspen Aerogels Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 17% to $85.2M versus the same quarter last year; diluted EPS -$0.13 versus -$0.08.
- November 5, 2026
- October 19, 2026Passive stake (5% or more) SCHEDULE 13G
- September 24, 2026Activist stake changed SCHEDULE 13D/A
- September 15, 2026
- August 13, 2026Passive stake changed SCHEDULE 13G/A
- August 7, 2026Quarterly report 10-Q · period to June 30, 2026Revenue fell 36% to $49.8M versus the same quarter last year; diluted EPS -$0.28 versus -$0.11.
- August 6, 2026
- May 18, 2026
Insider trades
What the people running Aspen Aerogels Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $58.1M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 4, 2026 | Nieuwoudt Stacy DurbinDirector | Received as pay | 6,073 | - |
| September 30, 2026 | Deegan Glenn E.CAO, GC & Corp Secretary | Shares withheld for tax | 1,143 | $6.3K |
| September 23, 2026 | Wood River Capital, LLC10% owner | Sold | 12,280,426 | $58.1M |
| June 23, 2026 | Noglows William PDirector | Exercised options | 14,799 | $70.3K |
| May 13, 2026 | Robinson CariDirector | Received as pay | 10,370 | - |
| May 13, 2026 | Kool KathleenDirector | Received as pay | 10,370 | - |
| May 13, 2026 | Noglows William PDirector | Received as pay | 10,370 | - |
| May 13, 2026 | Sweetnam James EDirector | Received as pay | 10,370 | - |
Who owns ASPN
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Orin Hirschman13G, passive with 1 related filers | 8.6% | October 19, 2026 |
| Oaktop Capital Management II, L.P.13G, passive | 5.35% | May 15, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 180 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Kim, LLC | 12,280,426 | 0 |
| BlackRock, Inc. | 5,277,148 | +534,072 |
| Oaktop Capital Management II, L.P. | 5,168,674 | 0 |
| Vanguard Capital Management LLC | 3,539,271 | +103,115 |
| Needham Investment Management LLC | 3,260,800 | -1,257,975 |
| George Kaiser Family Foundation | 3,167,322 | 0 |
| State Street Corp | 2,559,495 | +238,768 |
| American Century Companies Inc | 2,510,042 | +1,262,259 |
| Jacobs Levy Equity Management, Inc | 2,058,083 | +839,304 |
| Ameriprise Financial Inc | 1,821,295 | +314,916 |
| Geode Capital Management, LLC | 1,770,425 | +229,654 |
| Rice Hall James & Associates, LLC | 1,635,259 | +82,631 |
| Invesco Ltd. | 1,619,972 | -678,211 |
| Gagnon Securities LLC | 1,535,812 | -326,039 |
| Dimensional Fund Advisors LP | 1,447,333 | +190,853 |
| Goldman Sachs Group Inc | 1,372,300 | +472,787 |
| Royce & Associates LP | 1,323,218 | +336,705 |
| Aqr Capital Management LLC | 1,276,346 | +750,227 |
| Millennium Management LLC | 1,190,616 | -214,059 |
| Marshall Wace, Llp | 1,146,707 | -116,395 |
Insiders
12 insiders reported holding 1,475,562 shares in total, about $9M at the last price.
| Holder | Shares |
|---|---|
| Young Donald RPresident and CEO, Director | 637,834 |
| Whitaker Corby CChief Commercial Officer | 205,315 |
| Mitchell Steven RDirector | 156,898 |
| Noglows William PDirector | 114,156 |
| Landes GreggChief Operating Officer | 102,931 |
| Thoele Grant DouglasCFO & Treasurer | 77,732 |
| Deegan Glenn E.CAO, GC & Corp Secretary | 66,033 |
| Sweetnam James EDirector | 36,321 |
| Kool KathleenDirector | 34,323 |
| Robinson CariDirector | 22,616 |
Questions about ASPN
What does Aspen Aerogels Inc do?
Aspen Aerogels Inc is a company in the Consumer discretionary sector, listed on NYSE as ASPN. Its shares trade on NYSE under the ticker ASPN.
What is Aspen Aerogels Inc's net worth?
Aspen Aerogels Inc has a market value (market cap) of $507.1M at the latest share price, and shareholders' equity of $184.4M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Aspen Aerogels Inc profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $130.3M on revenue of $214.3M.
How much revenue does Aspen Aerogels Inc make?
Over the twelve months to September 30, 2026 Aspen Aerogels Inc reported revenue of $214.3M. That is 39.3% less than a year earlier.
When did Aspen Aerogels Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 6, 2026.
When is Aspen Aerogels Inc's next earnings report?
Aspen Aerogels Inc's next report is expected around February 24, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Aspen Aerogels Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.