SLNG · Stabilis Solutions, Inc.
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AI Brief
Q2 FY26 earnings call · Aug 12, 2026TL;DR. Stabilis posted Q2 revenue of $11.9M, down 31% YoY on completion of large 2025 contracts, with net loss of $4.6M and adjusted EBITDA of $0.1M, but secured a new behind-the-meter data-center commissioning contract for Q3, is preparing to launch its largest-ever ~$100M/year behind-the-meter data-center contract in Q1 2027, and expects 2027 revenue above $100M (a record) with adjusted EBITDA margin expanding to the high teens.
- + Expects 2027 revenue above $100M, a record, driven by the largest contract in company history.
- + Largest-ever contract: a two-year behind-the-meter data-center bridge power project beginning early 2027, expected at ~$100M revenue per year.
- + Secured a new behind-the-meter LNG supply contract for U.S. data-center commissioning, with service beginning in Q3 2026.
- + Aerospace revenue grew 71% YoY (LNG volumes +79% YoY), with non-power-generation industrial volumes up more than 67% YoY.
- + Expects 2027 adjusted EBITDA margin expansion to the high teens as contracts come online on a largely fixed cost base.
- + Received $20M of customer prepayments through Q2 2026 (plus $5M early Q3) to fund the 2027 data-center contract launch; full prepayments now received.
- − Q2 revenue fell 31.2% YoY to $11.9M due to completion of large marine and power-generation contracts in Q4 2025.
- − Q2 net loss widened to $4.6M ($0.25/share) vs. $0.6M loss in Q2 2025.
- − Adjusted EBITDA dropped to $0.1M from $1.5M in Q2 2025.
- − Galveston LNG project FID timeline extended; no firm date provided as commercial offtake and financing remain pending.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
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Guidance & track record
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Technicals
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Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Oil & Gas Integrated — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SLNG
this stock
Stabilis Solutions, Inc.
|
$97.26M | +14.9% | -6.9% | — | 0.1% |
|
XOM
ExxonMobil Holdings Corp
|
$682.54B | +37.9% | -5.0% | 21.3 | 1.0% |
|
CVX
Chevron Corp
|
$422.93B | +40.5% | -6.8% | 20.6 | 1.0% |
|
PCCYF
Petrochina Co Ltd
|
$303.03B | +15.0% | — | — | 0.0% |
|
SHEL
Shell plc
|
$276.70B | +31.7% | — | — | 0.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SLNG | -12.8% | -6.8% | +17.8% | -12.8% | +15.0% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -11.7% | -5.0% | -0.1% | -12.5% | +2.9% |