earnings
confidence high
sentiment neutral
materiality 0.75
Stabilis Solutions Q4 revenue down 23.3% YoY, net loss of $0.3M; secures $200M LNG supply contract for data centers
Stabilis Solutions, Inc.
- Q4 2025 revenue $13.3M (down 23.3% YoY); net loss $0.3M vs net income $2.1M in Q4 2024.
- Adjusted EBITDA Q4 $1.5M vs $4.0M YoY; full year 2025 Adjusted EBITDA $8.0M.
- Awarded multi-year take-or-pay LNG supply contract valued at ~$200M for data center behind-the-meter power generation, revenue ramp starting early 2027.
- Galveston LNG liquefaction project final investment decision expected by end of Q1 2026; project financing being finalized with advisors.
- Cash of $7.5M and $2.7M availability under credit agreements as of Dec 31, 2025.