Aspen Aerogels shares plunge on weak Q1 guidance

Published 12/02/2025, 23:04
Aspen Aerogels shares plunge on weak Q1 guidance

NORTHBOROUGH, Mass. - Aspen Aerogels, Inc. (NYSE:ASPN) reported better-than-expected fourth quarter results but saw its shares tumble 32% after issuing weak guidance for the first quarter of 2025.

The sustainability and electrification solutions provider posted Q4 adjusted earnings per share of $0.14, surpassing analyst estimates of $0.08. Revenue for the quarter came in at $123.1 million, up 46% YoY and above the consensus estimate of $114.42 million.

However, Aspen’s outlook for Q1 2025 fell short of expectations. The company forecasts revenue between $75 million and $95 million, well below analyst projections of $104.2 million. It also expects a net loss per share between $0.18 and breakeven, compared to the consensus estimate of $0.08 in earnings per share.

For the full year 2024, Aspen reported revenue of $452.7 million, a 90% increase YoY. Net income was $13.4 million, which included a $27.5 million one-time charge from the redemption of the company’s convertible note.

"Our financial results for 2024 underscore the scalability of our business model and leading market position," said Don Young, Aspen’s President and CEO. "In addition to exceeding our initial 2024 revenue and profitability expectations, we added multiple OEMs to our growing list of customers."

The company also announced it has stopped construction of its planned second aerogel manufacturing facility in Statesboro, Georgia. Instead, Aspen will focus on maximizing capacity at its existing East Providence facility and utilizing a flexible supply strategy with external manufacturing capabilities.

Despite the positive Q4 results, investors appeared to focus on the weak Q1 guidance, sending Aspen Aerogels shares sharply lower following the earnings release.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.