ASPNHIGH SIGNALFINANCIAL10-K

ASPN experienced a catastrophic financial deterioration with revenue declining 40% and the company swinging from $13.4M profit to a massive $389.6M loss.

This represents a fundamental breakdown in the business model, with the company burning through cash at an unsustainable rate while losing nearly two-thirds of its stockholder equity. The dramatic shift from profitability to massive losses, combined with collapsing revenues and asset base, signals potential distress that could threaten the company's viability without immediate corrective action.

Comparing 2026-03-13 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

ASPN's financial performance collapsed across all metrics, with revenue plummeting 40% to $271.1M while the company swung from a $13.4M profit to a staggering $389.6M loss. The balance sheet contracted significantly with total assets falling 55% to $406.7M and stockholders' equity declining 62% to $235.5M, indicating substantial cash burn and potential asset write-downs. This comprehensive financial deterioration, combined with reduced capital expenditure suggesting constrained investment capacity, points to a company in severe financial distress.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-3012.5%
$13.4M-$389.6M

Net income declined 3012.5% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-793.6%
$54.5M-$378.2M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Gross Profit
P&L
-74.9%
$182.9M$46.0M

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

Accounts Receivable
Balance Sheet
-67.7%
$109.1M$35.3M

Receivables declined — improved collection efficiency or conservative revenue recognition.

Stockholders Equity
Balance Sheet
-61.7%
$614.7M$235.5M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Capital Expenditure
Cash Flow
-56.6%
$86.3M$37.4M

Capex reduced 56.6% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Total Assets
Balance Sheet
-54.6%
$895.1M$406.7M

Total assets contracted 54.6% — asset sales, write-downs, or balance sheet optimization underway.

Current Liabilities
Balance Sheet
-43.7%
$110.1M$62.0M

Current liabilities reduced — improved short-term financial position and working capital health.

Current Assets
Balance Sheet
-40.9%
$409.4M$242.1M

Current assets declined 40.9% — monitor working capital adequacy and short-term liquidity.

Revenue
P&L
-40.1%
$452.7M$271.1M

Revenue declined 40.1% — significant demand weakness or market share loss warrants investigation.

LANGUAGE CHANGES
NEW — 2026-03-13
PRIOR — 2025-02-27
ADDED
As of March 10, 2026, the registrant had 82,825,603 shares of common stock outstanding.
Additionally, we do not use the or symbol in each instance in which one of our trademarks appears in this report, but this should not be construed as any indication that we will not assert our rights thereto to the fullest extent under applicable law.
Our core businesses are organized into two reportable segments: Thermal Barrier and Energy Industrial.
Thermal Barrier We have developed a number of promising aerogel products and technologies for the EV market, including our proprietary line of PyroThin aerogel thermal barriers for use in battery packs in EVs.
These properties enable EV manufacturers to achieve critical battery performance and safety goals by impeding the propagation of thermal runaway in lithium-ion battery systems at the battery cell, module, and pack levels across multiple lithium-ion battery system architectures.
+7 more — sign up free →
REMOVED
As of February 25, 2025, the registrant had 82,059,182 shares of common stock outstanding.
In addition, we are developing applications for our aerogel technology in the battery materials market and a number of other high-potential markets.
Our core businesses are organized into two reportable segments: Energy Industrial and Thermal Barrier.
Thermal Barrier We are actively developing a number of promising aerogel products and technologies for the EV market.
These properties enable EV manufacturers to achieve critical battery performance and safety goals.
+7 more — sign up free →
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