Education
About Us
Working with TipRanks
Follow Us
Excelerate Energy, Inc. Class A (EE)
NYSE:EE
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.4Last Year’s EPS
0.46Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a predominantly positive outlook: Excelerate reported record 2025 results with adjusted EBITDA up ~30% and strong operational reliability (>99.9%), provided materially higher 2026 EBITDA guidance (midpoint ~18% above 2025), completed the Jamaica integration successfully and advanced the strategic Iraq project with attractive ~5x economics. The company also maintains strong liquidity, low leverage (1.6x), and initiated shareholder returns (dividend and $75M buyback authorization). Key negatives are a higher-than-expected Iraq capex estimate, elevated near-term maintenance and growth capital (first-half weighted with a ~$220M vessel payment), modest hurricane-related Q4 impacts, and some remaining execution/commercial uncertainties around the FSRU conversion and redeployments. Overall, the highlights significantly outweigh the lowlights.Company Guidance
Record Adjusted EBITDA and Strong YoY Growth
Full year 2025 adjusted EBITDA of $449 million (record), up about $100 million or ~30% year-over-year versus prior year.
Material 2026 EBITDA Guidance Upside
Full year 2026 adjusted EBITDA guidance of $515 million to $545 million (midpoint $530M), implying an increase of over $80 million (~18% vs. 2025). Guidance driven by contracted FSRU portfolio, full-year Jamaica contribution, partial Iraq contribution and incremental supply uplifts.
Outstanding Operational Reliability
Enterprise-wide reliability exceeded 99.9% for 2025 — the strongest operational performance to date, supporting stable and predictable cash flows.
Successful Jamaica Acquisition and Integration
Jamaica LNG-to-power platform acquisition closed May 2025 and fully integrated in Q4 2025; delivered stable contracted cash flows and demonstrated resilience during Hurricane Melissa with minimal operational and financial impacts.
Iraq Project Progress and Economics
Hull 3407 newbuild completed sea trials and is advancing through final commissioning with delivery in early Q2 2026; integrated Iraq terminal expected to commence operations in Q3 2026. Total terminal capex now estimated at $520M–$550M (inclusive of FSRU); expected EBITDA build multiple of ~5x at minimum contracted offtake (250 mmscfd) with upside to 500 mmscfd.
Strong Balance Sheet, Liquidity and Low Leverage
As of 12/31/2025 total debt (including finance leases) $1.3 billion, cash & equivalents $538 million, full $500 million revolver capacity available; net debt $730 million and trailing net leverage ~1.6x.
Shareholder Returns and Capital Allocation Actions
Board approved quarterly dividend $0.08 per share ($0.32 annualized) with target low double-digit annual dividend growth starting 2026; $75 million share repurchase program authorized in December 2025.
Committed Capital Positioned for Growth
2026 committed growth capital guidance of $370 million–$400 million (includes ~$220 million remaining for Hull 3407 and $140M–$170M for the Iraq terminal) and maintenance CapEx guidance of $100M–$110M to support reliability and dry docks.
Incremental Supply & Contract Uplifts
Back-to-back QatarEnergy and Petrobangla supply agreements expected to provide incremental EBITDA uplift (Petrobangla contribution noted ~ $15M for two years then ~$18M thereafter) and anticipated improved economics from redeployment/renegotiation of Express FSRU starting 2027.
EE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $42.89 | ― | ― |
Nov 05, 2025 | $26.23 | $28.11 | +7.17% |
Aug 11, 2025 | $24.17 | $23.66 | -2.11% |
May 07, 2025 | $24.72 | $27.27 | +10.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Excelerate Energy, Inc. Class A (EE) report earnings?
Excelerate Energy, Inc. Class A (EE) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Excelerate Energy, Inc. Class A (EE) earnings time?
Excelerate Energy, Inc. Class A (EE) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EE EPS forecast?
EE EPS forecast for the fiscal quarter 2026 (Q1) is 0.4.