Aspen Aerogels reports Q3 adjusted EPS (6c), consensus 0c

Reports Q3 revenue $73M, consensus $73.42M. “The U.S. EV environment has created a challenging backdrop after a period of significant development. We expect to rebuild growth in our Thermal Barrier business after the market stabilizes, supported by the ramp-up of our European programs, including our newest award,” commented Don Young, Aspen’s President and CEO. “We anticipate a strong 2026 for our Energy Industrial business as project activity normalizes. We also see near-term revenue opportunities from our diversification into adjacent markets. Our focus remains on driving growth through innovation and building a profitable, capital-efficient business,” added Young.