Miscellaneous Chemical Products · SIC 2890

ASP Isotopes Inc.

ASPI

Watch

Latest revenue

$4.2M

as of 2026-03-31

Latest net income

$-7.1M

as of 2026-03-31

Net margin

-170.4%

as of 2026-03-31

3.8
of 10

ActaClear Score

Below avg
#9 of 10 in Miscellaneous Chemical Products
new
Profitability·25%
1.9
Growth·15%
Value·20%
2.8
Quality·20%
8.9
Momentum·20%
2.2

Computed from 5 years of SEC fundamentals + latest market data, ranked within Miscellaneous Chemical Products (10 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

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Price · 5Y

+27.8% / yr 8.1 pts / yr vs S&P 500 139.6% total
Compare:

Market data

Price feed temporarily unavailable for ASPI.

5-year trend

What this company does

AI

Item 1. Business Overview We are an advanced materials company dedicated to the development of a differentiated isotope enrichment platform to strengthen global supply chain access to critical materials used in nuclear medicine, next-generation semiconductors, and nuclear energy. In addition, in January 2026, we acquired Renergen, which is South Africa’s leading onshore natural gas explorer and the first integrated producer of both liquid helium and LNG (as discussed further below). Our proprietary enrichment technologies, the Aerodynamic Separation Process (“ASP technology”) and Quantum Enrichment technology (“QE technology”), are designed to enable the production of isotopes for a range…

AI summary unavailable — showing raw filing excerpt

Generated from ASPI's filing dated 2026-04-10

Key risks

AI

Item 1A. Risk Factors Investing in our common stock involves a high degree of risk. You should carefully consider the risk factors below together with the information contained elsewhere in this Annual Report on Form 10-K, including Part II, Item 8, “Financial Statements and Supplementary Data” and Part II, Item 7, “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” and in our other public filings in evaluating our business. Before you decide to invest in our common stock, you should consider carefully the risks described below, together with the other information contained in this Annual Report, including our financial statements and the related notes.…

AI summary unavailable — showing raw filing excerpt

Generated from ASPI's filing dated 2026-04-10

Profitability

Gross margin

14.3%

63.0%

Operating margin

-251.2%

60.5%

Net margin

-670.2%

14.3%

Return on equity

-78.3%

15.7%

Return on assets

-32.1%

6.6%

Leverage

Debt / equity

1.44×

48.4%

Long-term debt / equity

0.98×

39.9%

Debt / assets

59.0%

19.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$4.2M+279.4%$-7.1M+15.8%-170.4%

Q4 2025

2025-12-31

$16.7M+1295.4%$-63.3M-586.8%-380.2%

Q3 2025

2025-09-30

$4.9M+349.5%$-12.9M-75.3%-263.7%

Q2 2025

2025-06-30

$1.2M+17.2%$-75.2M-746.2%-6271.7%

Q1 2025

2025-03-31

$1.1M+31.1%$-8.5M-21.5%-768.1%

Q4 2024

2024-12-31

$1.2M$-9.2M-772.4%

Q3 2024

2024-09-30

$1.1M$-7.4M-74.2%-676.2%

Q2 2024

2024-06-30

$1.0M$-8.9M-107.2%-868.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Miscellaneous Chemical Products · SIC 2890

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Insider activity

Insider buying

$0

Insider selling

$8.3M

Net activity

−$8.3M

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-16

Robert Ainscow

COO

Sale22,500$5.21$117.1K
2026-04-16

Duncan Moore

Director

Sale11,642$5.21$60.6K
2026-04-15

Heather Kiessling

Chief Financial Officer

Sale23,124$5.48$126.7K
2026-03-06

Robert Ainscow

COO

Sale25,000$4.51$112.8K
2026-03-06

Robert Ainscow

COO

Sale8,438$5.44$45.9K
2026-03-02

Paul Elliot Mann

Executive Chairman

Sale162,153$5.44$881.5K
2025-12-18

Heather Kiessling

Chief Financial Officer

Sale80,000$5.80$463.8K
2025-12-08

Robert Ainscow

Interim CEO and COO

Sale8,438$6.20$52.3K
2025-12-01

Paul Elliot Mann

Executive Chairman

Sale162,153$5.75$932.9K
2025-11-25

Robert Ainscow

Interim CEO and COO

Sale25,000$5.77$144.2K
2025-11-25

Paul Elliot Mann

Executive Officer

Sale50,000$5.77$288.4K
2025-11-17

Paul Elliot Mann

Executive Officer

Sale112,500$7.51$844.5K
2025-11-17

Robert Ainscow

Interim CEO and COO

Sale67,500$7.51$506.7K
2025-10-14

Robert Ainscow

Interim CEO and COO

Sale22,500$13.60$306.0K
2025-09-30

Michael Gorley

Director

Sale64,000$9.75$624.2K
2025-09-15

Todd Wider

Director

Sale74,108$8.76$648.8K
2025-09-09

Paul Elliot Mann

Chief Executive Officer

Sale81,077$8.39$680.1K
2025-09-08

Robert Ainscow

Chief Operating Officer

Sale8,438$8.53$71.9K
2025-09-08

Paul Elliot Mann

Chief Executive Officer

Sale81,076$8.53$691.4K
2025-08-29

Duncan Moore

Director

Sale75,000$9.28$696.2K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ASPI

Institutional value

$124.6M

Total shares held

28.4M

Distinct holders

97

-75 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.8.3M$36.8M+1.5M (+22.7%)Added
2VANGUARD CAPITAL MANAGEMENT LLC5.1M$22.4MNew
3UBS Group AG2.8M$12.6M+435.3K (+18.1%)Added
4EXCHANGE TRADED CONCEPTS, LLC2.2M$9.7M+783.2K (+55.9%)Added
5VANGUARD PORTFOLIO MANAGEMENT LLC977.2K$4.3MNew
6VANGUARD FIDUCIARY TRUST CO753.3K$3.3MNew
7JANE STREET GROUP, LLC684.5K$3.0M-902.5K (-56.9%)Trimmed
8WIM INVESTMENT MANAGEMENT Ltd601.4K$2.7M+0 (+0.0%)No change
9GROUP ONE TRADING LLC595.6K$2.6M+151.3K (+34.0%)Added
10Sara-Bay Financial586.7K$2.6MNew
11Chicago Partners Investment Group LLC374.1K$2.1MNew
12Rathbones Group PLC386.6K$1.7M-412.6K (-51.6%)Trimmed
13Caprock Group, LLC321.0K$1.4M-1.3K (-0.4%)Trimmed
14Bank of New York Mellon Corp289.0K$1.3M+45.0K (+18.5%)Added
15IMC-Chicago, LLC268.5K$1.2M-26.0K (-8.8%)Trimmed
16JPMORGAN CHASE & CO273.5K$1.2M+79.0K (+40.6%)Added
17BANK OF MONTREAL /CAN/231.8K$1.0M+113.9K (+96.6%)Added
18Swiss National Bank210.1K$928.6K+0 (+0.0%)No change
19Nuveen, LLC207.4K$916.9K+24.7K (+13.5%)Added
20SBI Securities Co., Ltd.164.6K$727.7K+12.5K (+8.2%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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