Aspen Aerogels Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+37.52%
vs ±16.0% implied · ×2.35
shaded = implied · ▲▼ = realized
Aspen Aerogels has 3 disclosed suppliers and 25 disclosed customers in SEC filings.
Aspen Aerogels Inc
5.06
SentenceIn 2025, sales to GM and Distribution International, Inc. (Distribution) represented 59% and 9% of our total revenue, respectively.
basisASPN FY2025 revenue $271MGM FY2025 revenue $185B
SentenceIn 2025, sales to GM and Distribution International, Inc. (Distribution) represented 59% and 9% of our total revenue, respectively.
basisASPN FY2025 revenue $271M
ASPN 10-Kaccession 0001193125-26-106453
SentenceOur aerogel insulation has undergone rigorous technical validation and is used by many of the world's largest oil producers and the owners and operators of refineries, petrochemical plants, LNG facilities and power generating and distribution assets, such as ExxonMobil, Reliance Industries, PTT LNG, and Royal Dutch Shell.
SentenceIn 2020 and 2021, we entered into contracts with GM to supply our thermal barrier products for use in the battery system of its EVs, and in 2023, we entered into thermal barrier production contracts with Toyota, Scania, ACC, Audi, a luxury brand of the Volkswagen Group, Volvo Truck, and a large EU battery manufacturer to supply a next generation vehicle platform of a major EU luxury sports car brand.
SentenceOur aerogel insulation has undergone rigorous technical validation and is used by many of the world's largest oil producers and the owners and operators of refineries, petrochemical plants, LNG facilities and power generating and distribution assets, such as ExxonMobil, Reliance Industries, PTT LNG, and Royal Dutch Shell.
SentenceIn 2020 and 2021, we entered into contracts with GM to supply our thermal barrier products for use in the battery system of its EVs, and in 2023, we entered into thermal barrier production contracts with Toyota, Scania, ACC, Audi, a luxury brand of the Volkswagen Group, Volvo Truck, and a large EU battery manufacturer to supply a next generation vehicle platform of a major EU luxury sports car brand.
ASPN 10-Kaccession 0001193125-26-106453
SentenceIn 2020 and 2021, we entered into contracts with GM to supply our thermal barrier products for use in the battery system of its EVs, and in 2023, we entered into thermal barrier production contracts with Toyota, Scania, ACC, Audi, a luxury brand of the Volkswagen Group, Volvo Truck, and a large EU battery manufacturer to supply a next generation vehicle platform of a major EU luxury sports car brand.
ASPN 10-Kaccession 0001193125-26-106453
SentenceWe are currently supplying thermal barrier production parts to GM, Toyota, and ACC, and thermal barrier prototype parts to a number of global manufacturers of EVs, grid storage, and home battery systems.
ASPN 10-Kaccession 0001193125-26-106453
SentenceWe believe our aerogel blankets are used by all of the world's 20 largest petrochemical companies, including Reliance Industries, Formosa Petrochemical, and LyondellBasell Industries, among others.
ASPN 10-Kaccession 0001193125-26-106453
SentenceOur aerogel blankets are in use in several Canadian oil sands facilities owned and operated by Suncor Energy, ConocoPhillips, and Husky Energy, among others.
ASPN 10-Kaccession 0001193125-26-106453
SentenceOur products are installed in offshore projects owned by Total, Marathon Oil, ConocoPhillips, and Shell, among others.
ASPN 10-Kaccession 0001193125-26-106453
SentenceOur products are currently used at facilities owned and operated by NextEra Energy Resources, Southern Company, and Duke Energy, among others.
ASPN 10-Kaccession 0001193125-26-106453
SentenceOur aerogel insulation has undergone rigorous technical validation and is used by many of the world's largest oil producers and the owners and operators of refineries, petrochemical plants, LNG facilities and power generating and distribution assets, such as ExxonMobil, Reliance Industries, PTT LNG, and Royal Dutch Shell.
ASPN 10-Kaccession 0001193125-26-106453
SentenceOur aerogel insulation has undergone rigorous technical validation and is used by many of the world's largest oil producers and the owners and operators of refineries, petrochemical plants, LNG facilities and power generating and distribution assets, such as ExxonMobil, Reliance Industries, PTT LNG, and Royal Dutch Shell.
ASPN 10-Kaccession 0001193125-26-106453
SentenceIn 2020 and 2021, we entered into contracts with GM to supply our thermal barrier products for use in the battery system of its EVs, and in 2023, we entered into thermal barrier production contracts with Toyota, Scania, ACC, Audi, a luxury brand of the Volkswagen Group, Volvo Truck, and a large EU battery manufacturer to supply a next generation vehicle platform of a major EU luxury sports car brand.
ASPN 10-Kaccession 0001193125-26-106453
Expected move
Inputs8Q avg ±23.8%·×0.51·cheap
straddle ±18.5%
spot 5.05exp Nov 20ATM strike 5ATM straddle 1.10IV 115%