UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36481 ASPEN AEROGELS, INC. (Exact name of registrant as specified in its charter) Delaware 04-3559972 (State or other jurisdiction o ...

Aspen Aerogels股价表现 - Aspen Aerogels (ASPN)股价在周二上涨了15.6%[1] 财务表现 - Aspen Aerogels第四季度营收同比增长41%，达到8420万美元，净亏损从去年的每股0.20美元降至每股0.01美元，远超分析师预期[2] - Aspen Aerogels的热障层业务收入同比增长110%，达到5290万美元，弥补了能源工业部门销售下降的情况[3] - Aspen Aerogels预计2024年全年营收至少为3.5亿美元，其中能源工业部门收入为1.5亿美元，热障层业务收入为2亿美元，预计净亏损不超过2300万美元，每股亏损为0.30美元[4]

财务数据和关键指标变化 - 2023年全年收入为2.387亿美元,同比增长32% [32] - 2023年第四季度收入为8.42亿美元,同比增长41%,环比增长39%,创历史新高 [32] - 2023年全年毛利为5690万美元,同比增加5190万美元 [40] - 2023年第四季度毛利率为35%,同比提升21个百分点 [38] - 2023年全年调整后EBITDA为正值,第四季度调整后EBITDA为910万美元,同比改善1360万美元 [41] 各条业务线数据和关键指标变化 - 2023年EV热屏障业务收入为1.101亿美元,同比增长98% [34] - 2023年第四季度EV热屏障业务收入为5290万美元,同比增长110%,环比增长61% [34] - 2023年能源工业业务收入为1.286亿美元,同比增长3% [33] - 2023年第四季度能源工业业务收入为3130万美元,同比下降9%,环比增长12% [33] 各个市场数据和关键指标变化 - 公司预计2024年北美EV产量将达到160,000辆,较2023年增长33% [49][50] - 预计2024年欧洲EV产量将达到800万辆,2028年将达到890万辆,年复合增长率为32% [63][64] 公司战略和发展方向及行业竞争 - 公司已获得6个汽车OEM的热屏障设计合同,正在与更多OEM洽谈 [99] - 公司现有产能可满足未来5年内超过44亿美元的订单需求 [113][114][115] - 公司正在与美国能源部贷款计划办公室就建设第二家生产厂进行谈判,预计2024年第一季度提供更新 [16][55][57] 管理层对经营环境和未来前景的评论 - 管理层对EV市场前景保持乐观,认为产量增长预期较市场普遍预期更为积极 [48][49][50][63][64] - 管理层认为公司现有产能和产品组合可以支撑未来5年的高速增长 [113][114][115] - 管理层对公司2024年的收入和利润目标保持信心,但也提到会保持谨慎,应对一些潜在的短期挑战 [53][54][55][56] 问答环节重要的提问和回答 问题1 **George Gianarikas 提问** 询问公司向大客户GM的销售量与其产量的匹配情况,是否存在库存积压的风险 [76] **Ricardo Rodriguez 回答** 公司认为目前存在一定的时间差,但不存在大量库存积压的风险,公司将继续密切关注客户的实际产量情况 [77][78] 问题2 **Colin Rusch 提问** 询问公司在定价策略方面的考虑,是否有提升价格的空间 [85] **Ricardo Rodriguez 和 Don Young 回答** 公司目前已经达到了目标毛利率水平,未来仍有提升价格的空间,尤其是在能源工业业务方面 [86][87][106] 问题3 **Eric Stine 提问** 询问公司是否有可能在2024年第三季度达到550百万美元的收入目标运营水平 [101] **Ricardo Rodriguez 和 Don Young 回答** 这仍然是可能的,但主要取决于公司最大客户的实际产量情况,公司已做好准备随时满足更高的需求 [102][103][104]

When it comes to reporting and trading, small-cap stocks usually get overlooked due to the lack of information, interest, or both. However, in the sea of options, hidden gems hold the potential to increase their value multiple times in the future, and Aspen Aerogels (NYSE: ASPN) might be one of these.A small-cap stock represents publicly traded company shares with a market capitalization typically between $250 million and $2 billion.In their Q4 report 2023, Aspen pre-announced that the total revenue reached ...

Aspen Aerogels (ASPN) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to loss of $0.20 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 91.67%. A quarter ago, it was expected that this maker of insulation products would post a loss of $0.29 per share when it actually produced a loss of $0.19, delivering a surprise of 34.48%.Over the last four quarters, the ...

$84.2 million quarterly revenue enabled gross margins of 35% and adjusted EBITDA of $9.1 million NORTHBOROUGH, Mass., Feb. 12, 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 fourth quarter and full year 2023, which ended December 31, 2023, and discussed recent business developments. Total revenue for the fourth quarter of 2023 was $84.2 million, compared to $59. ...

Investors are always looking for stocks that are poised to beat at earnings season and Aspen Aerogels, Inc. (ASPN) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Aspen Aerogels is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a prett ...

Aspen Aerogels (ASPN) - Aspen Aerogels (ASPN) 预计在2023年12月报告的季度中，盈利将同比增长，收入也将增加[1] - 如果关键数字超过预期，股价可能会上涨，反之则可能下跌[2] - 分析师最近对公司的盈利前景变得乐观，预计将会超过共识盈利预期[12] - Aspen Aerogels 在过去四个季度中四次超过共识盈利预期[14] Masco (MAS) - 预计 Masco (MAS) 将在2023年12月报告的季度中，每股盈利为0.66美元，同比增长1.5%[18] - Masco 在过去四个季度中三次超过共识盈利预期[19]

NORTHBOROUGH, Mass., Jan. 30, 2024 /PRNewswire/ -- Aspen Aerogels, Inc. (NYSE: ASPN) ("Aspen" or the "Company"), a technology leader in sustainability and electrification solutions, today announced that the Company is scheduled to present at Wolfe Research's Global Auto and Auto Tech Conference on Thursday, February 15, 2024, to be held at the Wolfe Office, New York, NY. The presentation materials utilized during the conference will be available on the Investor Relations section of Aspen's website at www.ae ...

公司业绩 - Aspen Aerogels, Inc.宣布将于2024年2月13日上午8:30举行电话会议，讨论截至2023年12月31日的第四季度和全年财务业绩[1] - 公司预计将于2024年2月12日收盘后发布第四季度的财务业绩[1] 公司背景 - Aspen Aerogels, Inc.是一家可持续性和电气化解决方案的技术领导者，其气凝胶技术使客户和合作伙伴能够实现全球资源效率、电动汽车和清洁能源等大趋势的目标[2]