The earnings call presented a mixed view with significant cost reductions and strong cash positioning as highlights. However, these positive aspects were overshadowed by substantial revenue declines, challenges in key segments, and a noticeable drop in gross profit and margins.

Company Guidance

During the Aspen Aerogels Q2 2025 financial results call, management provided guidance for the second half of 2025, projecting revenue between $140 million and $160 million, which would translate to a full-year range of $297 million to $317 million. Adjusted EBITDA for the second half is expected to reach $20 million to $30 million, potentially doubling the first half's performance. The company anticipates net income for the second half to range from a loss of $7 million, or $0.08 per share, to a gain of $3 million, or $0.04 per share. Capital expenditures are projected to be managed below $25 million for the year, excluding remaining costs for the mobilization of Plant 2. Management emphasized their focus on streamlining operations and optimizing the fixed cost structure to enhance profitability, aiming for a resilient, growth-oriented business model.

Cost Reduction Achievements

Aspen Aerogels removed approximately $65 million in cost, lowering OpEx back to 2022 levels on a run rate basis, and structured the company to require minimal capital expenditures.

Positive Adjusted EBITDA Outlook

The company expects to generate approximately 2x the adjusted EBITDA in the second half of 2025 compared to the first half, reflecting the progress made in streamlining and optimizing the fixed cost structure.

Strong Cash Position

Aspen ended the quarter with $168 million of cash and equivalents, and expects asset sales related to Plant 2 to improve the net cash position by at least $50 million.

General Motors Market Share Gains

General Motors continues gaining U.S. market share, leading to increased quarter-over-quarter revenue for Aspen's EV Thermal Barrier segment by 14%.

Aspen Aerogels (ASPN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ASPN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	-0.02 / -	-0.17	―	―	―
Aug 07, 2025	2025 (Q2)	-0.11 / -0.11	0.21	-152.38% (-0.32)
May 08, 2025	2025 (Q1)	-0.07 / -3.67	-0.02	-18250.00% (-3.65)
Feb 12, 2025	2024 (Q4)	0.09 / 0.14	-0.01	1500.00% (+0.15)
Nov 06, 2024	2024 (Q3)	-0.08 / -0.17	-0.19	10.53% (+0.02)
Aug 07, 2024	2024 (Q2)	0.05 / 0.21	-0.22	195.45% (+0.43)
May 01, 2024	2024 (Q1)	-0.13 / -0.02	-0.24	91.67% (+0.22)
Feb 12, 2024	2023 (Q4)	-0.11 / -0.01	-0.2	95.00% (+0.19)
Nov 01, 2023	2023 (Q3)	-0.27 / -0.19	-0.75	74.67% (+0.56)
Aug 02, 2023	2023 (Q2)	-0.37 / -0.22	-0.68	67.65% (+0.46)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ASPN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$7.57	$7.55	-0.26%
May 08, 2025	$5.69	$4.31	-24.25%
Feb 12, 2025	$11.75	$9.00	-23.40%
Nov 06, 2024	$16.86	$16.77	-0.53%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Aspen Aerogels (ASPN) report earnings?

Aspen Aerogels (ASPN) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Aspen Aerogels (ASPN) earnings time?

Aspen Aerogels (ASPN) earnings time is at Oct 30, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ASPN EPS forecast?

ASPN EPS forecast for the fiscal quarter 2025 (Q3) is -0.02.

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