Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 4.87 · opened flat. High/low 4.92 at 9:30 am ET, 4.79 at 10:45 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of ASPN revenue | Skew |
|---|---|---|---|
| GMGeneral Motors LLC | 0.09% | 59.00% | 682× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“In 2025, sales to GM and Distribution International, Inc. (Distribution) represented 59% and 9% of our total revenue, respectively.”
$160M relationship682× more of ASPN’s book than GM’s
basisASPN fy2025 · closed 2025-12 $271MGM fy2025 · closed 2025-12 $185B
FILING10-K0001193125-26-106453cik 0001145986
“In 2025, sales to GM and Distribution International, Inc. (Distribution) represented 59% and 9% of our total revenue, respectively.”
$24M relationship
basisASPN fy2025 · closed 2025-12 $271M
FILING10-K0001193125-26-106453cik 0001145986
“Our 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.”
FILING10-K0001193125-26-106453cik 0001145986
“Our 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.”
FILING10-K0001193125-26-106453cik 0001145986
“Our 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.”
FILING10-K0001193125-26-106453cik 0001145986
“Our 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.”
FILING10-K0001193125-26-106453cik 0001145986
“In addition, we believe our aerogel blankets are used by 24 of the world's 25 largest refining companies, including ExxonMobil, Shell, and Chevron, among others.”
FILING10-K0001193125-26-106453cik 0001145986
“Our aerogel blankets are in use in several Canadian oil sands facilities owned and operated by Suncor Energy, ConocoPhillips, and Husky Energy, among others.”
FILING10-K0001193125-26-106453cik 0001145986
“Our products are in use at facilities operated by PTT LNG, ExxonMobil, and Dominion Energy, among others.”
FILING10-K0001193125-26-106453cik 0001145986
“Our products are currently used at facilities owned and operated by NextEra Energy Resources, Southern Company, and Duke Energy, among others.”
FILING10-K0001193125-26-106453cik 0001145986
“We 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.”
FILING10-K0001193125-26-106453cik 0001145986
“Our products are currently used at facilities owned and operated by NextEra Energy Resources, Southern Company, and Duke Energy, among others.”
FILING10-K0001193125-26-106453cik 0001145986
“Our aerogel blankets are in use in several Canadian oil sands facilities owned and operated by Suncor Energy, ConocoPhillips, and Husky Energy, among others.”
FILING10-K0001193125-26-106453cik 0001145986
“We have benefited from our technical and commercial relationships with ExxonMobil in the oil refinery and petrochemical sectors, and with TechnipFMC in the offshore oil sector.”
FILING10-K0001193125-26-106453cik 0001145986
“Our products are installed in offshore projects owned by Total, Marathon Oil, ConocoPhillips, and Shell, among others.”
FILING10-K0001193125-26-106453cik 0001145986
“In 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.”
FILING10-K0001193125-26-106453cik 0001145986
“In 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.”
FILING10-K0001193125-26-106453cik 0001145986
“In 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.”
FILING10-K0001193125-26-106453cik 0001145986
“We 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.”
FILING10-K0001193125-26-106453cik 0001145986
“We 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.”
FILING10-K0001193125-26-106453cik 0001145986
“Our aerogel blankets are in use in several Canadian oil sands facilities owned and operated by Suncor Energy, ConocoPhillips, and Husky Energy, among others.”
FILING10-K0001193125-26-106453cik 0001145986
“Our products are installed in offshore projects owned by Total, Marathon Oil, ConocoPhillips, and Shell, among others.”
FILING10-K0001193125-26-106453cik 0001145986
“Our products are currently used at facilities owned and operated by NextEra Energy Resources, Southern Company, and Duke Energy, among others.”
FILING10-K0001193125-26-106453cik 0001145986
“In 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.”
FILING10-K0001193125-26-106453cik 0001145986
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Aspen Aerogels Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Wholesale-Lumber & Other Construction Materials
Aspen Aerogels Inc has 3 disclosed suppliers and 25 disclosed customers. Each one is named in an SEC filing, either Aspen Aerogels Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
ASPN (Aspen Aerogels Inc) has 3 disclosed suppliers and 25 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: SU +4.63%, in the energy bundle.