earnings
confidence high
sentiment neutral
materiality 0.75
Stabilis Solutions Q1 revenue down 40%, net loss widens; secures $200M LNG contract
Stabilis Solutions, Inc.
- Q1 2026 revenue $10.4M, down 40.2% YoY; net loss $4.1M ($0.22/diluted) vs $1.6M loss YoY.
- Secured $200M, 2-year LNG supply contract for behind-the-meter data center power, starting Q1 2027.
- Aerospace revenues grew 31% YoY; Adjusted EBITDA was -$0.7M vs +$2.1M in Q1 2025.
- Operating cash flow $12.4M, including $15M advance payments; cash $13.7M ($10.6M restricted).
- Management expects significant improvement in H2 2026, citing robust demand and upcoming contracts.