Overview

* Excelerate Q2 2025 revenue missed analyst expectations, per LSEG data

* Liquefied natural gas infrastructure provider's adjusted net income and adj EBITDA beat analyst estimates, per LSEG data

* Co raised full-year 2025 adjusted EBITDA guidance to $420-$440 mln

Outlook

* Excelerate raises full-year 2025 Adjusted EBITDA guidance to $420-$440 mln

* Company expects 2025 maintenance capex between $65 mln and $75 mln

* Excelerate targets low double-digit annual dividend growth from 2026 and continuing through 2028

* Company sees committed growth capital for 2025 at $95-$105 mln

Result Drivers

* JAMAICA ACQUISITION - Integration of Jamaica LNG and power platform exceeded operational expectations

* COSTS AND EXPENSES - Net income decreased due to transition and transaction costs from Jamaica acquisition and higher interest expenses

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Miss $204.60 $228.90

Revenue mln mln (6

Analysts

)

Q2 Beat $46.80 $10.10

Adjusted mln mln (4

Net Analysts

Income )

Q2 Net $20.80

Income mln

Q2 Beat $107.10 $96.20

Adjusted mln mln (9

EBITDA Analysts

)

Q2 $43.40

Operatin mln

g Income

Q2 $26.34

Pretax mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and 3 "sell" or "strong sell"

* The average consensus recommendation for the natural gas utilities peer group is "buy"

* Wall Street's median 12-month price target for Excelerate Energy Inc ( EE ) is $34.50, about 29.5% above its August 8 closing price of $24.32

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)