What is Aspen Aerogels's deferred revenue?

Aspen Aerogels (ASPN) reported deferred revenue of $21.97M in Q1 2026.

How has Aspen Aerogels's deferred revenue changed year-over-year?

Aspen Aerogels's deferred revenue increased by 730.7% year-over-year, from $2.65M to $21.97M.

What is the long-term trend for Aspen Aerogels's deferred revenue?

Over 5 years (2020 to 2025), Aspen Aerogels's deferred revenue has grown at a -9.2% compound annual growth rate (CAGR), from $2.04M to $1.26M.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Aspen Aerogels ASPN Deferred Revenue

Deferred Revenue at other companies

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$584M+0.7%

Matrix Service CompanyMTRX

$340.7M+2.4%

EnerSysENS

——

BorgWarnerBWA

——

AlbemarleALB

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Segments

By product

See full

Thermal Barrier$19.48M—

Energy Industrial$2.5M—

Other financials

Income statement

See full

Revenue$37.9M-51.9%

Gross profit$4.3M-81.3%

Operating income-$20.8M+93.0%

Net income-$23.7M+92.1%

EPS (diluted)-$0.29+92.1%

Balance sheet

See full

Cash & equivalents$173.9M-9.5%

Total debt$113.4M-18.8%

Total equity$213.5M-32.2%

Total assets$410.5M-26.0%

Cash flow

See full

Operating cash flow$34.1M+506%

CapEx$1.4M-89.5%

Free cash flow$32.8M+545%

Valuation

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Market cap$470.74M-1.1%

Enterprise value$410.28M-3.1%

P/S2×+1.0×

Profitability

See full

Gross margin32.9%-7.1pp

Operating margin-43.3%-8.2pp

Net margin-48.6%-9.9pp

FCF margin-22.3%-10.1pp

Returns & leverage

See full

Return on equity-42.4%-12.2pp

Debt / equity0.5×+0.1×

Current ratio2.9×-1.3×

Where this comes from

Reported directly by Aspen Aerogels in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Aspen Aerogels’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Aspen Aerogels's deferred revenue?: Aspen Aerogels (ASPN) reported deferred revenue of $21.97M in Q1 2026.
How has Aspen Aerogels's deferred revenue changed year-over-year?: Aspen Aerogels's deferred revenue increased by 730.7% year-over-year, from $2.65M to $21.97M.
What is the long-term trend for Aspen Aerogels's deferred revenue?: Over 5 years (2020 to 2025), Aspen Aerogels's deferred revenue has grown at a -9.2% compound annual growth rate (CAGR), from $2.04M to $1.26M.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.