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New Fortress Energy (NFE)

Earnings summaries and quarterly performance for New Fortress Energy.

Recent press releases and 8-K filings for NFE.

New Fortress Energy Secures Seven-Year Gas Supply Agreement in Puerto Rico
NFE
New Projects/Investments
  • New Fortress Energy (NFE) has secured final approval for a seven-year Gas Supply Agreement in Puerto Rico, committing to deliver approximately 75 TBtu of natural gas to enhance grid stability and enable cleaner power generation.
  • The pricing for the volumes supplied under the agreement is set at a blend of 115% of Henry Hub plus $7.95/MMBtu, excluding natural gas supplied to the units at San Juan 5 & 6.
  • Despite this operational milestone, NFE faces financial challenges characterized by high debt and negative profitability metrics, which have led to cautious market sentiment.
Dec 5, 2025, 2:13 AM
New Fortress Energy Faces Bankruptcy Risk After Q3 Loss
NFE
Profit Warning
Legal Proceedings
Guidance Update
  • New Fortress Energy is in severe financial distress, with shares plunging over 20% and management expressing "substantial doubt" about its ability to continue operating, potentially leading to bankruptcy protection in the U.S. or a court-supervised restructuring in the U.K..
  • The company reported a $293.4 million net loss in Q3, a significant decline from a profit in the prior year, and its quarterly interest expenses tripled to over $210 million.
  • It holds $8 billion in liabilities against only $1.3 billion in assets and secured a forbearance agreement on November 21 to delay interest payments on its 2029 senior-secured notes until December 15.
  • Its non-investment-grade credit rating has hindered securing long-term LNG supply deals, increasing reliance on higher-priced spot gas and worsening its liquidity crisis.
Nov 21, 2025, 7:40 PM
ConocoPhillips announces third-quarter 2025 results; increases quarterly ordinary dividend by 8% and announces preliminary 2026 guidance
NFE
Earnings
Dividends
Guidance Update
  • ConocoPhillips reported third-quarter 2025 earnings per share of $1.38 and adjusted earnings per share of $1.61.
  • The company increased its quarterly ordinary dividend by 8% to $0.84 per share, payable December 1, 2025.
  • Full-year 2025 production guidance was raised to 2.375 MMBOED, and operating cost guidance was further reduced to $10.6 billion.
  • Preliminary 2026 guidance includes $12 billion in capital expenditures, $10.2 billion in adjusted operating costs, and 0 to 2% underlying production growth.
  • The company updated Willow project capital guidance to $8.5 to $9.0 billion and reduced total LNG project capital guidance to $3.4 billion.
Nov 6, 2025, 12:00 PM
New Fortress Energy Achieves First Fire at CELBA 2 Power Plant
NFE
New Projects/Investments
  • New Fortress Energy (NFE) has achieved first fire at its 624 MW CELBA 2 Power Plant in northern Brazil, marking a significant operational milestone towards commercial operations expected later this year.
  • The CELBA 2 plant is part of NFE's broader 2.2 GW power development in Barcarena, which also includes the 1.6 GW PortoCem Power Plant.
  • Construction of the PortoCem Power Plant is approximately 75% complete, it is fully financed, and operations are anticipated to begin by August 2026.
Oct 6, 2025, 11:30 AM
New Fortress Energy Inc. Receives Nasdaq Non-Compliance Notice
NFE
Delisting/Listing Issues
  • New Fortress Energy Inc. (NFE) received a notice from Nasdaq on August 19, 2025, indicating non-compliance with Nasdaq Listing Rule 5250(c)(1) due to the failure to timely file its Form 10-Q for the period ended June 30, 2025.
  • The company has 60 calendar days from the notice date to submit a plan to regain compliance; if accepted, Nasdaq may grant an extension until February 16, 2026, to file the Form 10-Q.
  • The notice has no immediate impact on the listing or trading of NFE's securities, but failure to timely regain compliance could result in delisting from Nasdaq.
Aug 22, 2025, 12:00 AM
Golar LNG Limited announces Q2 2025 results and strategic developments
NFE
Earnings
New Projects/Investments
Debt Issuance
  • Golar LNG Limited reported Q2 2025 net income attributable to Golar of $16 million, Adjusted EBITDA of $49 million, and Total Golar Cash of $891 million as of June 30, 2025.
  • The company added $13.7 billion in Adjusted EBITDA backlog, including a $5.7 billion 20-year charter for FLNG Hilli and an $8 billion 20-year charter for the MKII FLNG, both with Southern Energy S.A. (SESA).
  • FLNG Gimi reached its Commercial Operations Date (COD) in June 2025, marking the commencement of its 20-year lease term with BP.
  • Golar closed an offering of $575 million convertible senior notes due 2030 and repurchased 2.5 million common shares for $103 million. A Q2 2025 dividend of $0.25 per share was also declared.
Aug 14, 2025, 9:37 AM
New Fortress Energy secures 5-year charter for FSRU in Egypt
NFE
New Projects/Investments
  • New Fortress Energy Inc. (NFE) has executed a 5-year agreement for the deployment of the Energos Winter, a 138,250 m3 floating storage and regasification unit (FSRU).
  • The agreement is with the Egyptian Natural Gas Holding Company (EGAS), and the FSRU will operate at EGAS’ LNG import terminal in Damietta, Egypt.
  • This marks NFE's second FSRU stationed in Egypt, with the Energos Winter joining the Energos Eskimo as early as August of this year.
  • The FSRU will provide regasification services, contributing to the security of natural gas supply for Egypt.
Jul 15, 2025, 8:15 PM
New Fortress Energy's Puerto Rico Gas Deal Halted
NFE
New Projects/Investments
Legal Proceedings
  • The Puerto Rico Financial Oversight and Management Board has halted New Fortress Energy's proposed $20 billion, 15-year natural gas supply contract due to concerns over potential monopoly control and the absence of a competitive bidding process.
  • This decision caused New Fortress Energy’s stock to drop more than 7%.
  • Despite the setback, brokerage firms maintain an overall 'Outperform' rating on New Fortress Energy.
  • Analysts' one-year price targets for New Fortress Energy range from $2.00 to $8.50, with an average target price of $5.79, suggesting significant upside potential. GuruFocus estimates a GF Value of $25.80 for the company within the next year.
  • The board has indicated that the deal could still be approved if it receives sufficient information and cooperation from the involved parties.
Jul 10, 2025, 5:44 PM
New Fortress Energy Q1 2025 Financial Filing Delay Noticed by Nasdaq
NFE
Delisting/Listing Issues
  • New Fortress Energy Inc. received a notice from Nasdaq for non-compliance with Listing Rule 5250(c)(1) due to the delayed filing of its Q1 2025 Form 10-Q.
  • The company has 60 calendar days to submit a compliance plan and may be granted up to 180 additional days (or until November 11, 2025) to file, though trading remains unaffected.
May 27, 2025, 12:00 AM
New Fortress Energy Completes Jamaica Business Sale
NFE
M&A
  • Completed sale of its Jamaica business, including LNG import and regasification operations, for $1.055 billion in cash on May 14, 2025.
  • Issued pro forma financial statements for Q1 2025 and full-year 2024 that reflect significant transaction accounting adjustments, including the elimination of the Jamaica business assets and liabilities.
May 21, 2025, 12:00 AM

Quarterly earnings call transcripts for New Fortress Energy.