Stabilis Anticipates 2026 Transition Year with $100 Million Contract Revenue
"Following the conclusion of customer contracts within our marine bunkering and power generation markets, we anticipate 2026 will be a transitional year for our organization as we prepare to support new, long-term customer agreements, while continuing to advance toward FID under our Galveston LNG project," said Casey Crenshaw, Executive Chairman and Interim President & Chief Executive Officer. "The recently awarded multi-year contract for LNG for behind the meter power will be transformational for the Company," continued Crenshaw. "On an annualized basis, we expect this contract will represent approximately $100 million in revenue - more than our total, consolidated annual revenue in any year since our inception, with an anticipated contract commencement planned for the first quarter 2027. In addition to providing us longer-term demand certainty, this contract provides a definitive, high-value entry point into the data center power generation market, a key area of strategic focus for our organization. Looking ahead, 2027 is shaping up to be a historic year for Stabilis," concluded Crenshaw. "Given current contract commitments, customer indications of interest, and preliminary expectations for our Galveston LNG facility to be on-stream by year-end 2027, we're building steady momentum toward a positive inflection in our business, one guided by a continued focus on disciplined execution, financial conservatism, and a returns-driven approach toward capital allocation."
Trade with 70% Backtested Accuracy
Analyst Views on SLNG
About SLNG
About the author
Stabilis Solutions Announces Q4 2025 Revenue Forecast
- Revenue Forecast Decline: Stabilis Solutions anticipates Q4 2025 revenues between $13 million and $13.5 million, significantly below the consensus estimate of $21.90 million, indicating challenges in revenue growth for the company.
- Net Loss Expectations: The expected net loss for Q4 is projected to be between $0.3 million and $0.5 million, which may negatively impact investor confidence and reflects ongoing pressure on the company's profitability.
- Adjusted EBITDA Performance: The company expects adjusted EBITDA to range from $1.4 million to $1.6 million, showing some positive performance, yet failing to offset the negative impact of the overall revenue decline.
- Stock Price Reaction: Following the announcement, Stabilis Solutions' stock fell 1.08% in pre-market trading to $5.49, clearly indicating market concerns regarding its financial outlook.
STABILIS SOLUTIONS: Q4 PRELIMINARY REVENUE ESTIMATED AT USD 13 MILLION TO USD 13.5 MILLION (CORRECTION FROM 'Q4 REVENUE OF USD 200 MILLION')
Revenue Correction: The revenue for Q4 has been revised from $13 million to $13.5 million.
Clarification on Figures: The previous figure of $200 million was not related to Q4 revenue.
Maxim Group Maintains Buy on Stabilis Solutions, Lowers Price Target to $10
Fastest News Alerts: Benzinga Pro offers real-time intelligence and news alerts to help traders stay informed and make winning trades in the stock market.
Exclusive Community Access: Joining Benzinga Pro connects users with over 10,000 serious traders and provides access to exclusive stories and insights from Benzinga reporters.
Stabilis (SLNG) Q2 Revenue Falls 7%
Earnings Performance: Stabilis Solutions reported a GAAP EPS of ($0.03) and revenue of $17.3 million for Q2 2025, both falling short of analyst expectations due to the completion of a significant customer contract and a decline in profitability metrics.
Market Focus and Future Outlook: The company is shifting towards higher-growth markets like marine, aerospace, and power generation, which now account for nearly 77% of total revenue; however, management acknowledged uncertainties in converting potential deals into signed contracts moving forward.
Stabilis Solutions reports Q4 EPS 11c vs 5c last year
Q4 Financial Performance: Stabilis Solutions reported Q4 revenue of $17.3 million, slightly below estimates of $17.9 million, but highlighted strong year-over-year margin expansion and improved profitability.
Leadership and Strategy: Casey Crenshaw has been appointed as interim CEO following the departure of Westervelt Ballard, with a focus on asset optimization and system efficiency to drive growth through new contracts and customers.
This Stabilis Solutions Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday
Analyst Coverage Initiations: Several Wall Street analysts have initiated coverage on various companies, including Flowco Holdings Inc. with an Outperform rating and a price target of $33, MicroVision, Inc. with a Buy rating and a price target of $3, Lifeward Ltd. with a Buy rating and a price target of $10, and Stabilis Solutions, Inc. with a Buy rating and a price target of $12.
Current Stock Performance: As of Friday, Flowco shares closed at $28.65, MicroVision at $1.51, Lifeward at $1.40, and Stabilis Solutions at $6.33, reflecting varying market sentiments and potential growth opportunities as indicated by the analysts' ratings.
Stabilis Solutions Announces Q4 2025 Revenue Forecast
- Revenue Forecast Decline: Stabilis Solutions anticipates Q4 2025 revenues between $13 million and $13.5 million, significantly below the consensus estimate of $21.90 million, indicating challenges in revenue growth for the company.
- Net Loss Expectations: The expected net loss for Q4 is projected to be between $0.3 million and $0.5 million, which may negatively impact investor confidence and reflects ongoing pressure on the company's profitability.
- Adjusted EBITDA Performance: The company expects adjusted EBITDA to range from $1.4 million to $1.6 million, showing some positive performance, yet failing to offset the negative impact of the overall revenue decline.
- Stock Price Reaction: Following the announcement, Stabilis Solutions' stock fell 1.08% in pre-market trading to $5.49, clearly indicating market concerns regarding its financial outlook.
STABILIS SOLUTIONS: Q4 PRELIMINARY REVENUE ESTIMATED AT USD 13 MILLION TO USD 13.5 MILLION (CORRECTION FROM 'Q4 REVENUE OF USD 200 MILLION')
Revenue Correction: The revenue for Q4 has been revised from $13 million to $13.5 million.
Clarification on Figures: The previous figure of $200 million was not related to Q4 revenue.
Maxim Group Maintains Buy on Stabilis Solutions, Lowers Price Target to $10
Fastest News Alerts: Benzinga Pro offers real-time intelligence and news alerts to help traders stay informed and make winning trades in the stock market.
Exclusive Community Access: Joining Benzinga Pro connects users with over 10,000 serious traders and provides access to exclusive stories and insights from Benzinga reporters.
Stabilis (SLNG) Q2 Revenue Falls 7%
Earnings Performance: Stabilis Solutions reported a GAAP EPS of ($0.03) and revenue of $17.3 million for Q2 2025, both falling short of analyst expectations due to the completion of a significant customer contract and a decline in profitability metrics.
Market Focus and Future Outlook: The company is shifting towards higher-growth markets like marine, aerospace, and power generation, which now account for nearly 77% of total revenue; however, management acknowledged uncertainties in converting potential deals into signed contracts moving forward.
Stabilis Solutions reports Q4 EPS 11c vs 5c last year
Q4 Financial Performance: Stabilis Solutions reported Q4 revenue of $17.3 million, slightly below estimates of $17.9 million, but highlighted strong year-over-year margin expansion and improved profitability.
Leadership and Strategy: Casey Crenshaw has been appointed as interim CEO following the departure of Westervelt Ballard, with a focus on asset optimization and system efficiency to drive growth through new contracts and customers.
This Stabilis Solutions Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday
Analyst Coverage Initiations: Several Wall Street analysts have initiated coverage on various companies, including Flowco Holdings Inc. with an Outperform rating and a price target of $33, MicroVision, Inc. with a Buy rating and a price target of $3, Lifeward Ltd. with a Buy rating and a price target of $10, and Stabilis Solutions, Inc. with a Buy rating and a price target of $12.
Current Stock Performance: As of Friday, Flowco shares closed at $28.65, MicroVision at $1.51, Lifeward at $1.40, and Stabilis Solutions at $6.33, reflecting varying market sentiments and potential growth opportunities as indicated by the analysts' ratings.
