ASPN 8-K: SEC filing

Aspen Aerogels

Filed with the SEC on · accession 0001171843-26-007142

ASPN filed a 8-K (current report) with the SEC on Nov 5, 2026. Aspen Aerogels reported Q3 2026 revenue of $85.2 million, up 71% quarter-over-quarter and above the high end of its outlook, with Adjusted EBITDA of $19.8 million. The stock moved +7.5% by the first close after the filing.

Summary of the filing

Aspen Aerogels reported Q3 2026 revenue of $85.2 million, up 71% quarter-over-quarter and above the high end of its outlook, with Adjusted EBITDA of $19.8 million. The company also issued Q4 2026 guidance for revenue of $60-75 million and Adjusted EBITDA of $5-13 million, and highlighted new data center and BESS commercial milestones.

Key details

Q3 2026 total revenue$85.2M
Q3 2026 net loss-$10.4M
Q3 2026 Adjusted EBITDA$19.8M
Q3 2026 adjusted net income$9.3M
Q3 2026 East Providence incident-related costs$15.1M
Q3 2026 loss on disposal of property, plant and equipment$4.6M
Cash, cash equivalents, and restricted cash at quarter end$146.5M
Q4 2026 revenue guidance low end$60.0M
Q4 2026 revenue guidance high end$75.0M
Q4 2026 Adjusted EBITDA guidance low end$5.0M
Q4 2026 Adjusted EBITDA guidance high end$13.0M
IssuerAspen Aerogels, Inc.
CustomerGeneral Motors
President and ceoDon Young
Chief financial officer and treasurerGrant Thoele

How ASPN stock reacted

Close before

$4.80

Nov 4, 2026

First close after

+7.50%

$5.16

5 trading days

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Since filing

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Frequently asked questions

What did ASPN file with the SEC on Nov 5, 2026?

ASPN filed a 8-K (SEC filing). Aspen Aerogels reported Q3 2026 revenue of $85.2 million, up 71% quarter-over-quarter and above the high end of its outlook, with Adjusted EBITDA of $19.8 million. The company also issued Q4 2026 guidance for revenue of $60-75 million and Adjusted EBITDA of $5-13 million, and highlighted new data center and BESS commercial milestones.

How do I read a 8-K?

A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more. The "Item" number tells you the topic (e.g. 2.02 results, 5.02 executive change, 1.01 new agreement, 1.03 bankruptcy). Exhibits (99.1 press release) usually hold the details.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 8-K (current report): A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more.

How did ASPN stock react to this filing?

ASPN closed at $4.80 before the filing and $5.16 on Nov 5, 2026 (+7.50%).

Other ASPN SEC filings

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