Aspen Aerogels (ASPN) Q4 2025 Earnings Transcript

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Wednesday, Feb. 25, 2026 astatine 8:30 a.m. ET

• President and Chief Executive Officer — Donald R. Young

• Chief Financial Officer and Treasurer — Ricardo C. Rodriguez

• Director of Investor Relations — Neal Baranosky

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Neal Baranosky: Thank you. Good morning, everyone. Joining maine connected today's telephone are Donald R. Young, President and CEO, and Ricardo C. Rodriguez, Chief Financial Officer and Treasurer. The property merchandise announcing Aspen Aerogels, Inc.'s fiscal results and concern developments and the descent platform that volition travel our speech contiguous are disposable connected the Investors conception of Aspen Aerogels, Inc.'s website aerogel.com. During this call, we volition notation to non-GAAP fiscal measures, including adjusted EBITDA and adjusted nett income. The reconciliations betwixt GAAP and non-GAAP measures are included successful the backmost of the descent presumption and net release. On today's call, absorption volition marque forward-looking statements astir our expectations.

These statements are taxable to risks and uncertainties that could origin our existent results to disagree materially. These risks and uncertainties see the factors identified successful our filings with the SEC. Please reappraisal the disclaimer statements connected leafage 1 of the descent deck, arsenic the contented of our telephone volition beryllium governed by this language. I would besides similar to enactment that from clip to time, successful transportation with vesting of restricted banal units and/or banal options issued nether our semipermanent equity inducement program, we expect that our Section 16 officers volition record Forms 4 to study the merchantability and/or withholding of shares successful bid to screen the outgo of taxes and/or the workout terms of options.

I volition present crook the telephone implicit to Donald R. Young. Donald?

Donald R. Young: Thanks, Neal. Good morning, everyone. Thank you for joining america for our Q4 2025 net call. My comments volition screen the evolving request situation for electrical vehicles and our related organizational adjustments, our maturation outlook for the Energy Industrial segment, and our advancement successful processing a artillery vigor retention systems segment. I volition besides outline our beardown liquidity presumption and the strategical reappraisal process that we are undertaking to research opportunities to maximize shareholder value. Ricardo volition amplify these points with his comments, and we look guardant to your questions. Throughout 2025 and into 2026, we streamlined the organization, lowered our fixed outgo base, strengthened liquidity, and positioned Aspen Aerogels, Inc. to run efficaciously successful a resetting EV market.