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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5949 followers
Created: 2025-07-22 13:18:46 UTC

Q2 ’25 consensus => $XX M revenue (–38% YoY vs $XXX M in Q2 ’24), gross profit $XX M (–62%), margin XX%

Valuation => EV/Sales 1.7X (vs 4.2X a year ago); EV/EBITDA 21X

Comps are brutal this quarter, but that XXX => 73M drop is largely seasonal + high base effects

Backlog & pipeline in EV‐battery thermal management, subsea insulation and semis tooling remains >1.5X current quarterly run‐rate

Balance sheet is net cash/light debt, and R&D investment is rolling off: stretches runway to cash flow breakeven likely by Q4 as comps ease in Q3

History shows $ASPN rebounds 2–3X when lumpy headwinds pass, this setup may be another one of those

Margin pressure in the near term, but XX% YoY revenue growth last year built a runway for a sharp inflection once comps normalize.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947647509825777994/c:line.svg)

**Related Topics**
[20m](/topic/20m)
[21x](/topic/21x)
[$20m](/topic/$20m)
[$118m](/topic/$118m)
[$73m](/topic/$73m)

[Post Link](https://x.com/Next100Baggers/status/1947647509825777994)