Aspen Aerogels Q2 revenue falls on lower Thermal Barrier sales
ASPN•Outlook for Q3 and 2026
- Aspen expects Q3 2026 revenue between $65 mln and $80 mln
- Company sees Q3 2026 adjusted EBITDA between $7 mln and $15 mln
- Aspen raises 2026 European Thermal Barrier revenue outlook to $20 mln-$30 mln
Q2 revenue and loss details
- US insulation technology firm's Q2 revenue fell 36% yr/yr, driven by lower Thermal Barrier sales
- Company posted wider Q2 net loss, impacted by East Providence incident-related costs
| Metric | Beat/Miss | Actual | Consensus Estimate |
| Q2 Loss Per Share | $0.28 | ||
| Q2 Net Loss | $23.30 mln |
Analyst coverage and comparable reads
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"
- The average consensus recommendation for the specialty chemicals peer group is "buy"
- Wall Street's median 12-month price target for Aspen Aerogels, Inc. is $7.00, about 39.7% above its August 5 closing price of $5.01
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