[8-K] Aspen Aerogels, Inc. Reports Material Event

Rhea-AI Filing Summary

Aspen Aerogels, Inc. (NYSE: ASPN) filed a Form 8-K on 7 Aug 2025.

• Item 2.02: Furnishes a press release (Exhibit 99.1) announcing Q2-25 results for the period ended 30 Jun 2025.
• Item 7.01: Simultaneously furnishes forward-looking commentary covering the company’s second-half 2025 outlook and a planned CFO transition to an internal successor.
• Because the information is “furnished” rather than “filed,” it is not subject to Section 18 liability and is excluded from incorporation by reference unless specifically stated.
• The body of the 8-K contains no quantitative financial data; investors must consult Exhibit 99.1 for revenue, EPS, margin and guidance figures.
• Ricardo C. Rodriguez, current CFO & Treasurer, signed the filing, indicating leadership continuity during the transition.

No share issuances, debt agreements or other material transactions are disclosed. The filing is primarily procedural, aimed at maintaining Reg FD compliance and timely investor communication.

Positive

• Timely Reg FD compliance through prompt Form 8-K filing and furnishing of press release
• Internal CFO succession reduces execution risk compared with an external hire

Negative

• Absence of quantitative Q2 data in the filing forces investors to seek additional documents
• Pending CFO transition can introduce short-term uncertainty until successor’s experience is disclosed

Insights

Financial Analyst

TL;DR: Procedural 8-K; impact neutral until Exhibit 99.1 details reviewed.

The company met its Reg FD obligations by promptly furnishing the press release. Without the embedded numbers, investors cannot gauge revenue growth, margins or cash burn. The mention of a CFO transition may raise short-term governance questions, but continuity is implied since the successor is internal. Overall, market impact hinges on the actual Q2 metrics and updated guidance contained in the exhibit.

Corporate Governance Expert

TL;DR: Internal CFO succession suggests orderly hand-off; limited disclosure keeps impact muted.

Leadership changes at the CFO level can be material, yet an internal successor typically mitigates disruption. The filing confirms that Rodriguez remains CFO at signing, indicating transition planning is underway but not immediate. No changes to board composition or compensation structures are noted. From a governance lens, transparency is adequate, but investors will require successor credentials once released.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

_________________

FORM 8-K

_________________

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported):  August 7, 2025

_______________________________

ASPEN AEROGELS, INC.

(Exact name of registrant as specified in its charter)

_______________________________

Delaware	001-36481	04-3559972
(State or Other Jurisdiction of Incorporation)	(Commission File Number)	(I.R.S. Employer Identification No.)

30 Forbes Road, Building B Northborough, Massachusetts	01532
(Address of Principal Executive Offices)	(Zip Code)

Registrant's Telephone Number, Including Area Code: (508) 691-1111

(Former name or former address, if changed since last report)

_______________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock	ASPN	The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On August 7, 2025, Aspen Aerogels, Inc. announced its financial results for the second quarter of 2025, which ended June 30, 2025, and also discussed business developments. A copy of the press release containing such announcement is attached hereto as Exhibit 99.1.

The information set forth in the press release, except for the information set forth under the headings “Second Half of 2025 Financial Outlook,” “Aspen Announces CFO Transition to Internal Successor” and “About Aspen Aerogels, Inc.,” together with the forward-looking statement disclaimer at the end of the press release, is incorporated by reference into this Item 2.02 of this Current Report on Form 8-K.

Item 7.01. Regulation FD Disclosure.

The information set forth under the headings “Second Half of 2025 Financial Outlook,” “Aspen Announces CFO Transition to Internal Successor” and “About Aspen Aerogels, Inc.,” together with the forward-looking statement disclaimer at the end of the press release, is incorporated by reference into this Item 7.01 of this Current Report on Form 8-K.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit Number		Description
99.1		Press Release issued by Aspen Aerogels, Inc. on August 7, 2025
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

The press release may contain hypertext links to information on our website. The information on our website is not incorporated by reference into this Current Report on Form 8-K and does not constitute a part of this Form 8-K.

The information contained in this Current Report on Form 8-K and Exhibit 99.1 attached hereto is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, nor shall it be deemed incorporated by reference into any registration statement or other filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	ASPEN AEROGELS, INC.
Date: August 7, 2025	By:	/s/ Ricardo C. Rodriguez
	Name:	Ricardo C. Rodriguez
	Title:	Chief Financial Officer and Treasurer

FAQ

What did Aspen Aerogels (ASPN) announce in its 8-K dated August 7 2025?

The company furnished a press release with Q2-25 results, a second-half outlook, and the announcement of a transition to a new internal CFO.

Does the 8-K include Aspen Aerogels’ Q2 2025 revenue or EPS figures?

No. The filing references those metrics but does not disclose them; they are contained in Exhibit 99.1.

Is the disclosed information considered "filed" or "furnished"?

It is furnished, not filed, meaning it is not subject to Section 18 liabilities unless later incorporated by reference.

Why might the CFO transition matter to ASPN investors?

CFO changes can affect financial strategy and reporting quality; an internal successor typically lowers execution risk compared with an external hire.

Where can investors locate the full second-half 2025 outlook for Aspen Aerogels?

The outlook is in the press release attached as Exhibit 99.1 to the 8-K.