Stabilis Solutions Q3 revenue beats estimates

Overview

• Stabilis Q3 revenue rose 15.3% yr/yr, beating analyst expectations

• Adjusted EBITDA for Q3 beat estimates, driven by high-growth markets

• Company progresses with Galveston LNG project, securing 10-year bunkering deal

Outlook

• Stabilis plans to finalize Galveston LNG project financing in early 2026

• Stabilis evaluating financing structures to minimize capital contribution

Result Drivers

• HIGHER THROUGHPUT VOLUMES - Increased volumes in marine, aerospace, and power generation markets improved profitability, per Executive Chairman Casey Crenshaw

• GALVESTON LNG EXPANSION - Co announced largest planned LNG liquefaction capacity expansion with new facility in Galveston, Texas

• MARINE BUNKERING AGREEMENT - Co secured 10-year agreement with global marine operator for LNG supply at Port of Galveston

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the oil & gas transportation services peer group is "buy"

• Wall Street's median 12-month price target for Stabilis Solutions Inc is $9.50, about 49.2% above its November 4 closing price of $4.83

Press Release: ID:nACSncQNba

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