Aspen Aerogels Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
5analysts covering
FY EPS (est.)
-$0.72next fiscal year
Monitoring Framework
Key Performance Indicators
Total Revenue Quarterly37.9MTarget: Sequential revenue growth each quarter through 2026
Energy Industrial Segment Revenue Quarterly21.6MTarget: Approximately 20% growth for full year 2026
Thermal Barrier Segment Revenue Quarterly16.3MTarget: Sequential recovery and European OEM revenue of $10 million to $15 million in 2026
Adjusted EBITDA Quarterly-12.7MTarget: -$10 million to -$4 million for Q2 2026
Watch Items
- East Providence Manufacturing Facility Staged RestartTrigger: Successful ramp-up of operations following the April 8, 2026 explosionAction: Monitor operational updates, regulatory clearances, and insurance recovery filings
- EV Thermal Barrier Customer Demand and Regulatory FrameworksTrigger: Changes in EV regulatory frameworks and incentive programs impacting OEM order volumesAction: Track quarterly segment revenue and updates on automotive OEM contracts
- Battery Energy Storage Systems (BESS) Segment CommercializationTrigger: Securing initial commercial revenues from grid infrastructure and data center applications in 2026Action: Review press releases and quarterly reports for new BESS supply agreements
Research as of 20 Jun 2026