Aspen Aerogels, Inc. filed a Form 8-K on September 15, 2026, to furnish an investor presentation under Regulation FD. The presentation outlines the company's financial outlook for the third quarter of 2026, including guidance for a return to positive Adjusted EBITDA and revenue targets. It details operational updates such as the staged restart of the East Providence manufacturing facility following an April 2026 incident, with full restoration targeted for H1 2027. The filing also highlights strategic growth in European thermal barrier programs and energy industrial infrastructure projects. Aspen Aerogels operates in the advanced materials industry, specializing in proprietary aerogel technology for thermal insulation in energy infrastructure and electric vehicle battery systems.

Aspen Aerogels reported Q2 2026 total revenue of $49.8 million and a net loss of $23.3 million ($0.28 per share). Results included an $8.9 million property damage loss from the April East Providence incident, offset by an equal insurance receivable, plus $5.3 million in related costs. Adjusted EBITDA was negative $6.6 million. The company raised its European Thermal Barrier 2026 revenue outlook to $20–$30 million and secured a PyroThin award from Jaguar Land Rover for two vehicle architectures starting production in 2027. Q3 2026 revenue is guided to $65–$80 million with adjusted EBITDA of $7–$15 million. Aspen Aerogels develops aerogel-based thermal barrier and insulation solutions for the electric vehicle, energy infrastructure, and industrial markets.