ASPEN AEROGELS INC

ASPEN AEROGELS INCASPNEarnings & Financial Report

NYSE · Consumer Discretionary · Wholesale-Lumber & Other Construction Materials

Aspen Aerogels Inc is a leading manufacturer of high-performance aerogel-based insulation and thermal management materials. It serves core sectors including renewable energy, oil and gas infrastructure, aerospace, commercial construction and industrial manufacturing, with key markets across North America, Europe and Asia-Pacific. Its products are prized for superior thermal resistance, fire safety and lightweight performance for harsh operating conditions.

ASPN Q4 FY2025 Key Financial Metrics

Revenue

$41.3M

Gross Profit

$-22.9M

Operating Profit

$-70.4M

Net Profit

$-72.9M

Gross Margin

-55.5%

Operating Margin

-170.3%

Net Margin

-176.4%

YoY Growth

-66.4%

EPS

$-0.87

ASPEN AEROGELS INC Q4 FY2025 Financial Summary

ASPEN AEROGELS INC reported revenue of $41.3M (down 66.4% YoY) for Q4 FY2025, with a net profit of $-72.9M (down 741.7% YoY) (-176.4% margin). Cost of goods sold was $64.3M, operating expenses totaled $47.5M.

Key Financial Metrics

Total Revenue$41.3M
Net Profit$-72.9M
Gross Margin-55.5%
Operating Margin-170.3%
Report PeriodQ4 FY2025

Revenue Breakdown

ASPEN AEROGELS INC Q4 FY2025 revenue of $41.3M breaks down across 3 segments, led by Energy Industrial at $14.5M (35.0% of total).

SegmentRevenue% of Total
Energy Industrial$14.5M35.0%
Other$13.9M33.6%
Thermal Barrier$12.9M31.3%

ASPEN AEROGELS INC Revenue by Segment — Quarterly Trend

ASPEN AEROGELS INC revenue by segment across the last 4 reported quarters, showing how each business line (such as Energy Industrial and Other) has evolved quarter over quarter.

SegmentQ4 FY2025Q3 FY2025Q2 FY2025Q1 FY2025
Energy Industrial$14.5M$13.5M$9.3M$17.3M
Other$13.9M$15.0M$29.5M$40.6M
Thermal Barrier$12.9M$44.4M$39.2M$20.9M

ASPEN AEROGELS INC Annual Revenue by Year

ASPEN AEROGELS INC annual revenue history includes year-by-year totals (for example, 2025 revenue was $271.1M).

YearAnnual Revenue
2025$271.1Mvs 2024
2024$452.7Mvs 2023
2023$238.7Mvs 2022
2022$180.4M

ASPEN AEROGELS INC Quarterly Revenue & Net Profit History

ASPEN AEROGELS INC results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q4 FY2025$41.3M-66.4%$-72.9M-176.4%
Q3 FY2025$73.0M-37.8%$-6.3M-8.7%
Q2 FY2025$78.0M-33.7%$-9.1M-11.6%
Q1 FY2025$78.7M-16.7%$-301.2M-382.7%
Q4 FY2024$123.1M+46.2%$11.4M9.2%
Q3 FY2024$117.3M+93.1%$-13.0M-11.1%
Q2 FY2024$117.8M+144.5%$16.8M14.3%
Q1 FY2024$94.5M+107.3%$-1.8M-1.9%

Income Statement

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Revenue$94.5M$117.8M$117.3M$123.1M$78.7M$78.0M$73.0M$41.3M
YoY Growth107.3%144.5%93.1%46.2%-16.7%-33.7%-37.8%-66.4%

Balance Sheet

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Assets$698.0M$748.6M$782.6M$895.1M$555.0M$525.1M$491.4M$406.7M
Liabilities$206.8M$230.8M$274.9M$280.4M$240.1M$216.4M$185.7M$171.2M
Equity$491.2M$517.8M$507.6M$614.7M$314.8M$308.8M$305.7M$235.5M

Cash Flow

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Operating CF$-17.7M$6.8M$20.8M$35.7M$5.6M$-3.9M$15.0M$16.1M