While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, ...

Fred UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol Name of exchange on which registered Common Stock, par value $0.00001 per share ASPN The New York Stock Exchange FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Co ...

财务数据和关键指标变化 - 公司Q1营收达到94.5百万美元,同比增长107%,环比增长12%,创历史新高 [30] - 公司毛利率达到37%,同比大幅提升 [39] - 公司调整后EBITDA为12.9百万美元,同比改善2450万美元 [47] - 公司预计全年营收至少380百万美元,调整后EBITDA至少55百万美元,实现正净利润 [61][65] 各条业务线数据和关键指标变化 - 电动车热障业务Q1营收65.4百万美元,同比增长459%,环比增长24% [34] - 能源工业业务Q1营收29.1百万美元,同比下降14%,环比下降7% [31] - 公司预计电动车热障业务2024年营收将超过230百万美元 [56] - 公司预计能源工业业务2024年营收将超过150百万美元 [60] 各个市场数据和关键指标变化 - 公司正在积极开发与近20个OEM客户的原型件业务,有望在2024年获得更多设计奖 [77][138] - 公司与通用汽车、丰田等主要客户保持密切合作,获得行业内广泛认可 [71][72] 公司战略和发展方向及行业竞争 - 公司正全面转产Rhode Island工厂以支持热障业务增长,预计年产能达500百万美元 [22][23] - 公司外包制造设施已满足能源工业业务80%以上的需求,有助于提升毛利率 [14][15] - 公司正与美国能源部洽谈贷款,为第二座生产工厂建设融资 [27][163] - 公司看好电动车热障和能源工业业务的长期增长前景 [24][25] 管理层对经营环境和未来前景的评论 - 公司Q1业绩强劲,体现了公司运营效率和成本控制能力 [12][17] - 公司有信心在现有产能和供应安排下实现650百万美元营收、230百万美元毛利和160百万美元调整后EBITDA的中期目标 [25][26] - 公司对2024年及未来几年的需求前景保持谨慎乐观,将密切关注客户库存水平 [56][57][58][59] 问答环节重要的提问和回答 问题1 **George Gianarikas 提问** 询问公司2025年新客户拓展计划 [76][77] **Don Young 回答** 公司正积极开发新客户,预计2025年新获客户将在2026年开始放量 [77][78] 问题2 **Colin Rusch 提问** 询问公司Rhode Island工厂产能提升空间 [84][85][86][87][88] **Don Young 和 Ricardo Rodriguez 回答** 公司已经实现了500百万美元的热障产能,未来仍有一定的提升空间,主要集中在提高良品率 [85][86][87][88] 问题3 **Eric Stine 提问** 询问公司Q1电动车热障业务的异常情况 [103][104][105][106][107][108][109] **Ricardo Rodriguez 回答** 公司Q1电动车热障业务表现正常,Q4可能存在一定波动,公司将密切关注客户库存水平 [105][106][107][108][109]

May 2, 2024 ASPEN AEROGELS Q1 2024 FINANCIAL RESULTS CALL Disclaimer on Forward Looking Statements This presentation and any related discussion contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties that could cause actual results ...

Revenue more than doubled year over year as the company's core product gains traction.Aspen Aerogels (ASPN 47.86%) easily beat quarterly expectations and said revenue more than doubled from a year ago. Investors are buying in, sending shares of the advanced materials company up 38% as of 10:30 a.m. ET.Revenue is surgingAspen makes materials designed to improve the efficiency of lithium batteries, among other uses. The company lost $0.02 per share in the first quarter of 2024, it reported yesterday, on reven ...

Aspen Aerogels (ASPN) came out with quarterly earnings of $0.01 per share, beating the Zacks Consensus Estimate of a loss of $0.13 per share. This compares to loss of $0.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 107.69%. A quarter ago, it was expected that this maker of insulation products would post a loss of $0.12 per share when it actually produced a loss of $0.01, delivering a surprise of 91.67%.Over the last four ...

Exhibit 99.1 Aspen Aerogels, Inc. Reports First Quarter 2024 Financial Results and Recent Business Highlights For Immediate Release $94.5 million in company revenue drove 37% gross profit margins and $12.9 million of Adjusted EBITDA Raising 2024 baseline Adjusted EBITDA outlook by 83% Expecting positive net income for 2024 NORTHBOROUGH, Mass., May 1, 2024 — Aspen Aerogels, Inc. (NYSE: ASPN) ("Aspen" or the "Company"), a technology leader in sustainability and electrification solutions, today announced finan ...

$94.5 million in company revenue drove 37% gross profit margins and $12.9 million of Adjusted EBITDARaising 2024 baseline Adjusted EBITDA outlook by 83%Expecting positive net income for 2024 NORTHBOROUGH, Mass., May 1, 2024 /PRNewswire/ -- Aspen Aerogels, Inc. (NYSE: ASPN) ("Aspen" or the "Company"), a technology leader in sustainability and electrification solutions, today announced financial results for the first quarter of 2024, and discussed recent business developments. Total revenue for the first quar ...

NORTHBOROUGH, Mass., April 30, 2024  /PRNewswire/ -- Aspen Aerogels, Inc. (NYSE:ASPN) ("Aspen", the "Company"), a technology leader in aerogel-based sustainability and electrification solutions, won a coveted Automotive News PACE Award for its PyroThin cell-to-cell (C2C) barrier platform used by leading automotive OEMs globally to improve electric vehicle (EV) battery safety and performance. Aspen was also honored with an Innovation Partnership Award recognizing its extensive collaboration with General Moto ...

Pasha Pechenkin Last summer, I believed that Aspen Aerogels (NYSE:ASPN) was not insulating investors from the cold, like its products are supposed to do. The company after talked about its promise, but that did not convince investors as it took a long time to show up in the results. With the business having seen runaway sales growth, but moreover operating leverage in recent quarters, investors have gotten a lot more faith into the story, for good reasons. I like the business and prospects, even after an im ...