Overview

* Stabilis Q2 revenue falls 7% yr/yr, missing analyst expectations, per LSEG data

* Adjusted EBITDA for Q2 misses analyst expectations, reflecting lower equipment revenues

* Company sees growth in aerospace, marine, and power generation markets

Outlook

* Company plans to invest in LNG infrastructure for emerging opportunities

* Company focuses on cash flow generation and maintaining liquidity for growth

* Stabilis aims to expand customer relationships in high-growth markets

Result Drivers

* REVENUE DECLINE - Total revenue fell 7% year-over-year due to completion of a large project in late 2024, per CEO Casey Crenshaw

* MARKET GROWTH - Aerospace, marine, and power generation markets grew 15% year-over-year, driven by demand for LNG solutions, according to CEO Casey Crenshaw

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Miss $17.30 $17.90

Revenue mln mln (1

Analyst)

Q2 Net -$600,00

Income 0

Q2 Miss $1.50 $2.30

Adjusted mln mln (1

EBITDA Analyst)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the oil & gas transportation services peer group is "buy"

* Wall Street's median 12-month price target for Stabilis Solutions Inc ( SLNG ) is $10.50, about 54% above its August 5 closing price of $4.83

* The stock recently traded at 74 times the next 12-month earnings vs. a P/E of 36 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.)