earnings
confidence high
sentiment neutral
materiality 0.80
Stabilis Solutions reports preliminary Q4 2025 revenue $13.0-13.5M, secures $200M data center LNG contract
Stabilis Solutions, Inc.
- Preliminary Q4 2025 revenue $13.0-13.5M, net loss $0.3-0.5M, adjusted EBITDA $1.4-1.6M.
- Awarded multi-year take-or-pay LNG contract for data center behind-the-meter power, ~$200M total revenue starting Q1 2027.
- Galveston LNG project targets FID by end of Q1 2026; 56% capacity committed; capital est. $350-400M.
- Two multi-year contracts ended in Q4 (Louisiana remote power and Galveston marine bunkering), representing 19% and 32% of 2025 revenue.
- Management calls 2026 a transitional year; expects Galveston on-stream by year-end 2027 and new contracts.