Overview

* Stabilis Q3 revenue rose 15.3% yr/yr, beating analyst expectations

* Adjusted EBITDA for Q3 beat estimates, driven by high-growth markets

* Company progresses with Galveston LNG project, securing 10-year bunkering deal

Outlook

* Stabilis plans to finalize Galveston LNG project financing in early 2026

* Stabilis evaluating financing structures to minimize capital contribution

Result Drivers

* HIGHER THROUGHPUT VOLUMES - Increased volumes in marine, aerospace, and power generation markets improved profitability, per Executive Chairman Casey Crenshaw

* GALVESTON LNG EXPANSION - Co announced largest planned LNG liquefaction capacity expansion with new facility in Galveston, Texas

* MARINE BUNKERING AGREEMENT - Co secured 10-year agreement with global marine operator for LNG supply at Port of Galveston

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $20.33 $16.80

Revenue mln mln (1

Analyst)

Q3 EPS $0.06

Q3 Net $1.12

Income mln

Q3 Beat $2.90 $2.40

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 $9.50, about 49.2% above its November 4 closing price of $4.83

Press Release:

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(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.)