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Aspen Aerogels ASPN Thermal Barrier — Cost of Goods Sold

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Other financials

Income statement

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Revenue$49.8M-36.1%
Gross profit$3.3M-87.1%
Operating income-$28.8M-458%
Net income-$23.3M-157%
EPS (diluted)-$0.28-155%

Balance sheet

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Cash & equivalents$151.7M-9.5%
Total debt$107.0M-19.5%
Total equity$192.5M-37.7%
Total assets$392.9M-25.2%

Cash flow

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Operating cash flow$34.1M+506%
CapEx$1.8M-86.0%
Free cash flow$32.8M+545%

Valuation

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Market cap$522M-8.8%
Enterprise value$477.26M-11.2%
P/S2.6×+1.1×

Profitability

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Gross margin32.9%-7.1pp
Operating margin-61%-6.0pp
Net margin-62.4%-10.6pp
FCF margin-22.3%-10.1pp

Returns & leverage

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Return on equity-50.4%-12.6pp
Debt / equity0.6×+0.1×
Current ratio2.5×-1.5×

Where this comes from

Reported directly by Aspen Aerogels in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The source filing: Aspen Aerogels’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 4:15 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-340275
Line itemRevenue / Three Months Ended / June 30, 2026Revenue / Three Months Ended / June 30, 2025Cost of Goods Sold / Three Months Ended / June 30, 2026Cost of Goods Sold / Three Months Ended / June 30, 2025Revenue / Six Months Ended / June 30, 2026Revenue / Six Months Ended / June 30, 2025Cost of Goods Sold / Six Months Ended / June 30, 2026Cost of Goods Sold / Six Months Ended / June 30, 2025
Energy industrial$20,372$22,793$16,491$14,483$41,960$52,615$34,792$32,615
Thermal barrier29,47755,23130,09438,22545,773104,13245,40176,004
Total$49,849$78,024$46,585$52,708$87,733$156,747$80,193$108,619

Item 1. Financial Statements.

FAQ

What is Aspen Aerogels's thermal barrier — cost of goods sold?
Aspen Aerogels (ASPN) reported thermal barrier — cost of goods sold of $30.09M in Q2 2026.
How has Aspen Aerogels's thermal barrier — cost of goods sold changed year-over-year?
Aspen Aerogels's thermal barrier — cost of goods sold decreased by 21.3% year-over-year, from $38.23M to $30.09M.
What is the long-term trend for Aspen Aerogels's thermal barrier — cost of goods sold?
Over 3 years (2022 to 2025), Aspen Aerogels's thermal barrier — cost of goods sold has grown at a 32.1% compound annual growth rate (CAGR), from $69.43M to $160.11M.
What does thermal barrier — cost of goods sold mean?
Represents the direct costs attributable to the production of thermal barrier products and the delivery of related services. This includes raw materials, direct labor, and manufacturing overhead specifically allocated to this business segment. Monitoring this metric helps assess production efficiency and the impact of input cost fluctuations on segment margins.

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