Monitor the Final Investment Decision on the Galveston project by end of Q1 2026 and track progress on new data center customer discussions, which could provide additional revenue visibility beyond the $200 million contract.
Price Chart
Executive Summary
Stabilis Solutions reported a 23.3% YoY revenue decline in Q4 2025 to $13.3 million and a net loss of $0.3 million, primarily due to the completion of major contracts. However, the company secured a $200 million LNG supply agreement with visibility into revenue growth starting in 2027 and expects a Final Investment Decision on its Galveston project by Q1 2026.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $13.3 million, down 23.3% YoY
- Full year 2025 revenue was $68.2 million, down from $73.3 million in 2024
- Net loss of $0.3 million in Q4 2025 vs. net income of $2.1 million in Q4 2024
- Secured a $200 million multiyear take-or-pay LNG supply agreement
- Final Investment Decision expected for Galveston LNG liquefaction project by end of Q1 2026
- Cash balance of $7.5 million as of December 31, 2025
Financial Impact
Revenue declined by $10 million year-over-year, but secured $200 million in future contract value
Risk Factors
- Continued revenue decline if new contracts aren't secured
- Delay or cancellation of Galveston project investment decision
- Execution risk on new LNG supply agreement
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-006921 |
| Document: slng20251122_8k.htm | 0001437749-26-006921 |
| Document: 0001437749-26-006921-index-headers.html | 0001437749-26-006921 |
| Document: 0001437749-26-006921-index.html | 0001437749-26-006921 |
| Document: 0001437749-26-006921.txt | 0001437749-26-006921 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 30, 2026 16w ago | 8-K | $4.02 $3.95 | ▲ +1.74% | ▲ +2.01% | $4.45 (−10.70%) |
Jun 30, 2026 16w ago | DEFA14A | $4.05 $4.11 | ▲ +1.48% | ▲ +0.88% | $4.45 (+9.88%) |
Jun 25, 2026 17w ago | 8-K | $3.91 $4.19 | ▼ −7.16% | ▼ −5.00% | $4.45 (−13.81%) |
May 12, 2026 23w ago | Insider Cluster | $3.61 $3.79 | ▲ +4.99% | ▲ +5.59% | $4.45 (+23.27%) |
Mar 13, 2026 32w ago | S-3 | $3.26 $4.36 | ▲ +33.74% | ▲ +35.78% | $4.45 (+36.50%) |
Mar 4, 2026 33w ago | 8-K | $4.21 $3.69 | ▼ −12.35% | ▼ −10.11% | $4.45 (+5.70%) |
US Market Status
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