
Aspen Aerogels delivered sequential revenue and EBITDA improvement, with Q2 revenues topping guidance and Q3 outlook signaling further recovery. Thermal Barrier sales rebounded sequentially, especially in Europe, but remain pressured by regulatory shifts and evolving battery technologies. ASPN's EBITDA break-even threshold lowered to $175 million in annual revenue, reflecting cost discipline and operational progress despite fire-related disruptions.










