Earnings summaries and quarterly performance for Stabilis Solutions.
Executive leadership at Stabilis Solutions.
Board of directors at Stabilis Solutions.
Research analysts who have asked questions during Stabilis Solutions earnings calls.
Martin Malloy
Johnson Rice
4 questions for SLNG
Also covers: BE, BLDP, EOSE +6 more
TS
Tate Sullivan
Maxim Group
3 questions for SLNG
Also covers: ABM, AMPS, BEEM +17 more
BH
Barry Haimes
Sage Asset Management
2 questions for SLNG
Also covers: FOR, NNBR, PSQH
SL
Spencer Lehman
Shareholder
2 questions for SLNG
Also covers: IAUX
Matthew Dhane
Tieton Capital Management
1 question for SLNG
Also covers: GEOS, KTCC
Recent press releases and 8-K filings for SLNG.
Stabilis Solutions Announces Multi-Year Marine Bunkering Agreement with Carnival
SLNG
New Projects/Investments
- Stabilis Solutions, Inc. (SLNG) has entered into a definitive, 10-year offtake agreement with Carnival Corporation & plc to supply Liquefied Natural Gas (LNG) for Carnival's cruise operations at the Port of Galveston.
- This agreement represents the second anchor offtake agreement for Stabilis's planned Galveston LNG liquefaction facility, bringing the total contracted offtake to approximately 55% of the facility's planned capacity.
- Deliveries are expected to commence in the fourth quarter of 2027, contingent on the successful financing and construction of the Galveston LNG facility, with a Final Investment Decision (FID) targeted for the first quarter of 2026.
Dec 18, 2025, 9:50 PM
Stabilis Solutions' Subsidiary Enters Time Charter for LNG Bunkering Vessel
SLNG
New Projects/Investments
- Stabilis Solutions, Inc., through its wholly-owned subsidiary Stabilis GDS, Inc., entered into a time charter agreement on December 12, 2025, with Seaspan Energy Ltd. for the liquified natural gas (LNG) bunkering vessel "Garibaldi".
- The charter is for 730 days (two years) at a rate of $32,400 per day, and includes an estimated $1.0 million positioning fee.
- The agreement provides options for Stabilis GDS to extend the charter for an additional 365 days (one year) or to purchase the vessel for $60 million during the term. The vessel is intended for marine bunkering of LNG, with delivery and charter commencement expected around March 1, 2026.
Dec 17, 2025, 9:14 PM
Stabilis Solutions Reports Strong Q3 2025 Growth and Advances Galveston LNG Project
SLNG
Earnings
New Projects/Investments
Revenue Acceleration/Inflection
- Stabilis Solutions reported strong Q3 2025 financial results, with revenue increasing 15% year-over-year and LNG gallons sold up 21%. Key growth drivers included aerospace revenue up more than 88%, and power generation and marine revenues increasing 31% and 32%, respectively. Adjusted EBITDA was $2.9 million, and the company maintained a net positive cash position with $15.5 million in liquidity.
- The company secured the largest customer contract in its history, a 10-year marine bunkering contract for its proposed 350,000-gallon-per-day LNG facility in Galveston, Texas. Stabilis expects to break ground in Q1 2026 and targets the facility to come online in late 2027.
- The Galveston facility's initial customer accounts for approximately 40% of planned offtake capacity, with an additional 20% in late-stage negotiations, aiming for 75% of total capacity sold under long-term contracts by the final investment decision (FID) in early 2026. The project will be financed through a joint venture structure with project-level debt and equity from third-party investors to minimize shareholder dilution.
Nov 6, 2025, 2:00 PM
Stabilis Solutions Announces Third Quarter 2025 Results
SLNG
Earnings
New Projects/Investments
Revenue Acceleration/Inflection
- Stabilis Solutions, Inc. reported revenues of $20.3 million for Q3 2025, marking a 15.3% increase year-over-year, driven by strong growth in the marine, aerospace, and power generation markets.
- The company achieved net income of $1.1 million (or $0.06 per diluted share) and Adjusted EBITDA of $2.9 million for the third quarter ended September 30, 2025.
- Stabilis generated $2.4 million in cash flow from operations during Q3 2025 and maintained a strong liquidity position with $10.3 million in cash and $5.2 million of availability under credit agreements as of September 30, 2025.
- The company is advancing its largest planned LNG liquefaction capacity expansion in Galveston, Texas, having secured a 10-year marine bunkering agreement and expects to finalize project financing and commence construction in early 2026.
Nov 5, 2025, 10:16 PM
Stabilis Solutions Secures 10-Year LNG Bunkering Deal
SLNG
New Projects/Investments
Revenue Acceleration/Inflection
- Stabilis Solutions has signed a 10-year agreement to supply approximately 50 million gallons of liquefied natural gas (LNG) annually for marine bunkering operations at the Port of Galveston, marking its first marine bunkering contract.
- This deal supports the development of a new 350,000 gallon-per-day waterfront LNG liquefaction facility in Galveston, which is expected to increase Stabilis' total liquefaction capacity to 480,000 gallons per day. Deliveries are projected to begin in late 2027, contingent upon successful project financing by early 2026 and construction completion by mid-2028.
- The agreement secures about 40% of the new facility's capacity and positions Stabilis to expand its market presence in the Gulf Coast region.
- Financial analysts rate Stabilis Solutions stock as a Hold with a price target of $5.00, noting a modestly overvalued stock with mixed financial performance, strong balance sheet fundamentals, but challenges in profitability and revenue growth.
Oct 9, 2025, 1:16 PM
Stabilis Solutions Announces Long-Term LNG Bunkering Agreement and Galveston Facility Plans
SLNG
New Projects/Investments
Product Launch
- On October 9, 2025, Stabilis Solutions, Inc. (SLNG) announced a 10-year agreement to supply Liquefied Natural Gas (LNG) for marine bunkering operations at the Port of Galveston.
- This agreement will supply approximately 50 million gallons per year of LNG, with deliveries anticipated to begin in the fourth quarter of 2027.
- The contract serves as an anchor for the development of a new 350,000 gallon-per-day LNG liquefaction facility in Galveston, Texas, which will increase Stabilis' total liquefaction capacity to 480,000 gallons-per-day.
- The agreement represents approximately 40% of the planned capacity for the new Galveston facility.
- Stabilis is required to finalize project financing by Q1 2026 and complete construction of the Galveston LNG facility by Q2 2028.
Oct 9, 2025, 12:27 PM
Stabilis Solutions Reports Q4 and Full Year 2024 Results, Focuses on Growth Markets
SLNG
Earnings
New Projects/Investments
Management Change
- Stabilis Solutions reported a 4% decrease in Q4 2024 revenue compared to Q4 2023, but achieved record Q4 Adjusted EBITDA of $4 million and a 23.2% Adjusted EBITDA margin.
- For the full year 2024, revenue increased 0.2% to $73.3 million, with Adjusted EBITDA growing to $11.8 million from $6.8 million in 2023, and $13.7 million in cash from operations generated.
- The company is prioritizing growth in marine, aerospace, and distributed power solutions, investing over $7 million of its $9.2 million full-year capital expenditures in growth-related projects, including infrastructure expansion along the U.S. Gulf Coast.
- Casey Crenshaw has resumed the role of Executive Chairman and Interim President and CEO.
Feb 26, 2025, 2:00 PM
Stabilis Solutions Reports Q4 and Full Year 2024 Results, Focuses on Growth in Key Markets
SLNG
Earnings
New Projects/Investments
Management Change
- Stabilis Solutions reported Q4 2024 net income of $2.1 million ($0.11 per diluted share) and a record Adjusted EBITDA of $4 million, achieving a 23.2% margin. For the full year 2024, revenue was $73.3 million and Adjusted EBITDA reached $11.8 million.
- The company generated $13.7 million in cash from operations during 2024 and maintained a strong financial position with $9 million in cash and a net debt to trailing 12-month Adjusted EBITDA of 0.03 times as of December 31, 2024.
- Stabilis is prioritizing growth in marine, aerospace, and distributed power solutions for 2025, having directed over $7 million of its $9.2 million full-year capital expenditures towards growth investments, including the relocation of an LNG train and expansion of storage capacity.
- The deployment of the relocated LNG train could require an estimated $20 million to $25 million to finish construction if placed in George West, with the potential to generate $10 million to $15 million in additional gross margin, pending commercial contracts and financing.
- Casey Crenshaw resumed the role of CEO in Q4 2024, and the company anticipates one-time costs in Q1 2025 related to this management transition.
Feb 26, 2025, 2:00 PM
Quarterly earnings call transcripts for Stabilis Solutions.
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