Stabilis Solutions Q2 Earnings Call Highlights

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Wed, August 12, 2026 astatine 11:04 AM CDT 6 min read

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Second-quarter results weakened arsenic gross fell 31% twelvemonth implicit twelvemonth to $11.9 cardinal and adjusted EBITDA declined to $0.1 million, mostly due to the fact that large marine and power-generation contracts ended successful precocious 2025. Management expects nary further net interaction from the terminated LNG vas charter.
Data halfway contracts are expected to thrust a second-half recovery. Stabilis expects second-half 2026 gross to emergence much than 50% from the archetypal half, with deliveries for a caller six-month commissioning task opening successful August and a large bridge-power declaration starting successful aboriginal 2027.
The institution expects the ample information halfway bridge-power task to make astir $100 cardinal successful yearly revenue implicit its two-year term, helping propulsion 2027 gross supra $100 cardinal and adjusted EBITDA margins into the precocious teens. Aerospace request besides remained strong, with gross up 71% twelvemonth implicit twelvemonth and LNG supplied to 3 rocket-launch customers successful 2026.

Stabilis Solutions (NASDAQ:SLNG) reported second-quarter 2026 gross of $11.9 million, down astir 31% from the prior-year period, arsenic ample marine and power-generation contracts concluded successful precocious 2025. The institution said increasing aerospace and concern enactment partially offset the interaction of those completed agreements.

Adjusted EBITDA was $0.1 million, compared with $1.5 cardinal a twelvemonth earlier. Chief Financial Officer Andy Puhala said adjusted EBITDA excluded astir $2.9 cardinal successful vas charter costs associated with an LNG bunkering vas leased successful precocious 2025 for a prospective marine customer. The charter was terminated precocious successful the 2nd quarter, and Puhala said Stabilis does not expect further profit-and-loss interaction from the vas beyond the reported quarter.

Data Center Contracts Expected to Drive Second-Half Recovery

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Executive Chairman and Interim President and CEO Casey Crenshaw said the archetypal 4th represented the company's debased constituent for 2026 pursuing the expiration of 2 large multiyear contracts astatine the extremity of 2025. Activity strengthened successful the 2nd quarter, helium said, with aerospace LNG volumes rising 79% twelvemonth implicit twelvemonth and 87% sequentially. Non-power-generation concern volumes accrued much than 67% twelvemonth implicit year.

Stabilis expects gross and profitability to amended successful some the 3rd and 4th quarters arsenic precocious awarded contracts statesman work and regenerate request from the completed contracts. Crenshaw said second-half gross is expected to summation by much than 50% compared with the archetypal fractional of 2026.

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