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Stabilis Solutions (SLNG)
NASDAQ:SLNG
Earnings Data
Report Date
May 13, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.09Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call described a disappointing fourth quarter driven by the conclusion of two large multiyear contracts that materially reduced revenue and compressed EBITDA and margins. Offsetting these near-term weaknesses, management announced a significant $200 million data center contract, progress toward FID for the Galveston liquefaction project (with ~60% of capacity contracted), strong demand trends across data centers, aerospace and marine bunkering, and a robust asset base (largest U.S. cryogenic fleet, two liquefiers plus an uninstalled train). Near-term risks remain including H1 2026 revenue headwinds, remaining Galveston offtake and financing needs, equipment availability (Jones Act bunkering vessels), and capital requirements. Overall, the company appears to be in a transitional position: current financials are weak but the pipeline of large contracts and infrastructure projects supports a constructive outlook if management executes on financing and project milestones.Company Guidance
Large Data Center Contract Award
Awarded an estimated $200,000,000 two-year contract to support behind-the-meter power generation for a U.S. data center (deliveries beginning in 2027, expected through 2029); customer provided credit enhancements and prepayments to support CapEx and reduce downside risk.
Progress on Galveston Liquefaction Project and FID Activity
Working toward final investment decision (FID) on Galveston liquefaction facility; management reported approximately 60% of planned capacity contracted (management also referenced 56% in later remarks) and is in active negotiations with potential equity sponsors and lenders, ordering long-lead items and engineering work to maintain schedule.
Growing End-Market Demand (Data Centers, Aerospace, Marine Bunkering)
Management cited significant and growing demand across key markets — notable increase in customer interest for LNG in commissioning, bridge and backup power for U.S. data centers; strong demand in aerospace with continued commercial launch activity; management expects multiyear growth visibility beginning in 2027 and noted distributed power revenue growth expectations in the sector (management suggested North of 30%+ growth vs. 2025 in that space).
Operational and Asset Strength
Company highlighted having the largest cryogenic logistics and regasification fleet in the U.S., two operational liquefiers (Port Allen and George West) plus an acquired, uninstalled liquefier train available for deployment — providing flexibility to scale and serve customers via third-party offtake where internal supply is not used.
Improving Segment Performance: Aerospace and Industrial
Quarterly end-market performance included a 17% increase in aerospace revenues and a 12% increase in industrial revenues year-over-year, partially offsetting declines in other end markets.
Liquidity and Cash Position
Reported liquidity of $10,200,000 at quarter end (comprised of $7,500,000 cash and ~$2,700,000 available on credit facilities) and positive operating cash flow for the quarter of approximately $670,000; customers expected to prepay some capital for the large data center contract, which will fund related mobile equipment investments.
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 |
|---|---|---|---|
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% |
May 07, 2025 | $5.83 | $5.97 | +2.49% |
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 May 13, 2026, TBA (Confirmed).
What is Stabilis Solutions (SLNG) earnings time?
Stabilis Solutions (SLNG) earnings time is at May 13, 2026, TBA (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 SLNG EPS forecast?
SLNG EPS forecast for the fiscal quarter 2026 (Q1) is -0.05.