Stabilis Solutions (SLNG)
NASDAQ:SLNG
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.03Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Mixed. The quarter showed significant near-term financial weakness: Q1 revenue down ~40%, LNG volumes down ~41%, and adjusted EBITDA turned negative. However, the company has several positive catalysts—most notably a minimum $200M multi-year data center contract starting in 2027, $15M of advance payments already received, a visible pipeline of commissioning and bridge-power opportunities expected to drive recovery in the back half of 2026, and a scalable multi-source LNG model. Liquidity is constrained by restricted cash and ongoing capex needs, and the Galveston LNG project faces delays after an offtake termination. Overall, the company appears positioned for improvement but faces meaningful short-term headwinds.Company Guidance
Large Multi-Year Data Center Award Validates Platform
Announced an estimated $200 million minimum, two-year data center contract (delivery starting in 2027 through 2029) to support behind-the-meter power generation, representing a meaningful long-term revenue opportunity and validation of the company’s distributed power/LNG platform.
Strong Pipeline and Demand in Key End Markets
Management reported sustained and growing commercial activity for aerospace, data center commissioning/bridge power, and marine opportunities; multiple commissioning contracts (6–12 months) expected to start in 2Q and drive recovery into 2H 2026.
Advance Payments and Positive Operating Cash Flow
Cash flow from operations was $12.4 million in Q1, which included $15 million of advance payments from a customer associated with the 2027 data center contract (funds restricted to support equipment and preparations).
Planned Capital Investment to Support Growth
Q1 capital expenditures were $5.3 million; management expects an additional $10–$12 million of capital spending to secure equipment and guaranteed supply for the upcoming large data center project, to be funded by advance payments.
Scalable Multi-Source LNG Supply Model
Company emphasized a multi-source LNG supply model (own production + third-party supply + mobile infrastructure), enabling scalability across regions and the ability to pursue larger data center, aerospace, marine, and industrial opportunities without being limited by internal liquefaction capacity.
Mitigation Plan for Vessel Charter Costs
Approximately $1.5 million of vessel charter costs (non-Jones Act vessel) are being managed by pursuing a subcharter expected to be finalized in Q2 (effective Q3); management expects subcharter to be net neutral and to treat certain lease costs as extraordinary for adjusted EBITDA exclusion.
SLNG 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
SLNG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $4.31 | $4.16 | -3.48% |
Mar 04, 2026 | $5.16 | $4.21 | -18.41% |
Nov 05, 2025 | $4.95 | $4.75 | -4.00% |
Aug 06, 2025 | $4.80 | $4.45 | -7.29% |
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 Stabilis Solutions (SLNG) report earnings?
Stabilis Solutions (SLNG) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is Stabilis Solutions (SLNG) earnings time?
Stabilis Solutions (SLNG) earnings time is at Aug 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SLNG EPS forecast?
SLNG EPS forecast for the fiscal quarter 2026 (Q2) is -0.08.