$AERO reported second-quarter 2026 revenue of $1.5 billion, up 12.6% from a year earlier, but profitability weakened sharply as higher costs weighed on results. Svenska Aerogel Holding AB (publ) posted gross profit of $374 million and operating profit of $68 million, both down materially year over year.
The company reported a net loss attributable to common shareholders of $58 million, or -$0.40 per diluted share. That compared with analyst expectations of a loss of -$0.46 per share, while revenue came in below estimates of roughly $1.5 billion.
Operating cash flow remained positive at $161 million, while capital spending totaled $66 million. Svenska Aerogel ended the period with $1.0 billion in cash and cash equivalents, alongside $8.0 billion in total liabilities.
- Revenue: $1.5 billion, up 12.6% year over year
- Gross profit: $374 million, down 28.3%
- Operating profit: $68 million, down 70.5%
- Net loss: $58 million
- Operating cash flow: $161 million
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Svenska Aerogel Holding AB (publ) Insider Trading Activity
Svenska Aerogel Holding AB (publ) insiders have traded $AERO stock on the open market 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AERO stock by insiders over the last 6 months:
- AARON JAMES MURRAY (Chief Commercial Officer) has made 0 purchases and 4 sales selling 950,000 shares for an estimated $1,451,465.
- HARO EDUARDO TRICIO has made 2 purchases buying 1,000,000 shares for an estimated $1,320,000 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Svenska Aerogel Holding AB (publ) Hedge Fund Activity
We have seen 34 institutional investors add shares of Svenska Aerogel Holding AB (publ) stock to their portfolio, and 26 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PAR CAPITAL MANAGEMENT INC removed 13,850,410 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $194,044,244
- VR ADVISORY SERVICES LTD added 5,175,640 shares (+43924.6%) to their portfolio in Q1 2026, for an estimated $72,510,716
- CITIGROUP INC added 1,823,199 shares (+inf%) to their portfolio in Q1 2026, for an estimated $25,543,017
- FOURTH SAIL CAPITAL LP removed 1,100,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $15,411,000
- REDWOOD CAPITAL MANAGEMENT, LLC added 551,601 shares (+inf%) to their portfolio in Q1 2026, for an estimated $7,727,930
- RUBRIC CAPITAL MANAGEMENT LP added 467,129 shares (+inf%) to their portfolio in Q1 2026, for an estimated $6,544,477
- BLACKROCK, INC. removed 456,403 shares (-43.4%) from their portfolio in Q1 2026, for an estimated $6,394,206
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Svenska Aerogel Holding AB (publ) Price Targets
Multiple analysts have issued price targets for $AERO recently. We have seen 4 analysts offer price targets for $AERO in the last 6 months, with a median target of $25.75.
Here are some recent targets:
- Alejandro Demichelis from Jefferies set a target price of $20.0 on 06/18/2026
- Guilherme Mendes from JP Morgan set a target price of $26.5 on 06/12/2026
- Pablo Monsivais from Barclays set a target price of $25.0 on 03/24/2026
- Duane Pfennigwerth from Evercore ISI Group set a target price of $30.0 on 03/12/2026
