Stabilis Secures $200 Million LNG Contract
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy SLNG?
Stabilis was recently awarded a multi-year take-or-pay contract to supply LNG for a U.S. behind-the-meter power generation application for a world-leading provider of remote and temporary power generation and energy services. LNG deliveries are expected to commence during the first quarter of 2027 and continue through the first quarter of 2029. Stabilis anticipates total revenue under the initial two-year term of the contract of approximately $200 million. This contract represents the Company's first-ever contract in support of data center behind-the-meter power generation, consistent with its strategic focus on growing, high-value vertical markets. Stabilis continues to advance its proposed Galveston liquefaction facility and Jones Act-compliant LNG bunkering vessel toward an expected Final Investment Decision by the end of the first quarter 2026. Stabilis has secured customer commitments for approximately 56% of the project's planned 350,000 gallons-per-day capacity and is engaged in late-stage discussions with multiple potential customers to secure the remaining available offtake. The total capital required for the Project is estimated at $350 million to $400 million. Financing for the Project is progressing with counterparties conducting detailed due diligence and active negotiations on definitive documentation and key commercial terms. During the fourth quarter, two multi-year customer contracts concluded in accordance with their terms. The completed contracts were for temporary remote power in Louisiana, and the Company's truck-to-vessel LNG marine bunkering services in Galveston, Texas. The marine customer elected not to extend the agreement due to the unavailability of suitable Jones Act-compliant LNG bunker vessels during the contemplated extension period. The two contracts accounted for approximately 19% and 32% of 2025 revenues, respectively. The Company is engaged in late-stage discussions for new customer opportunities and expects to redeploy assets and personnel to support replacement work during 2026.
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Analyst Views on SLNG
Wall Street analysts forecast SLNG stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 3.430
Low
9.00
Averages
9.00
High
9.00
Current: 3.430
Low
9.00
Averages
9.00
High
9.00
About SLNG
Stabilis Solutions, Inc. is an energy transition company. It provides turnkey clean energy production, storage, transportation and fueling solutions using liquefied natural gas (LNG) to multiple end markets. It provides LNG solutions to customers in diverse end markets, including aerospace, agriculture, energy, industrial, marine bunkering, mining, pipeline, remote power and utility markets. It builds and operates cryogenic natural gas processing facilities, called liquefiers, which convert natural gas into LNG through a purification and multiple-stage cooling process. It owns and operates a liquefier that can produce up to 100,000 LNG gallons per day in George West, Texas and a liquefier that can produce up to 30,000 LNG gallons per day in Port Allen, Louisiana. It offers its customers a virtual natural gas pipeline by providing turnkey LNG transportation and logistics services in North America. It operates a fleet of more than 160 mobile LNG storage and vaporization assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Performance: Gas utilities stocks collectively rose by approximately 1.2%, indicating relative strength in the market and reflecting a gradual recovery in investor confidence towards the sector.
- Leading Companies: Stabilis Solutions saw its stock price increase by about 6.4%, making it the top performer of the day, suggesting its growing competitiveness and investment appeal in the market.
- Other Company Dynamics: Chesapeake Utilities' stock rose by approximately 1.8%, further solidifying its market position in the gas utilities sector, which may attract more investor attention.
- Industry Trends: With hospital and medical practitioners also showing strong performance, the rise in gas utilities could signal a broader economic recovery, prompting investors to monitor the implications of this trend on future market conditions.
See More
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- Market Decline: Consumer services shares collectively fell by approximately 1.3% on Monday, indicating a weak trend in the sector that could undermine investor confidence and lead to capital outflows.
- WW International Leads Drop: WW International's stock plummeted by about 15.2%, a significant decline likely driven by market concerns over its future growth prospects, prompting investors to reassess its investment value.
- Beachbody Also Affected: Beachbody's shares decreased by around 3.1%, reflecting a potential weakening in consumer demand for fitness and health products, which could adversely impact its sales and profitability.
- Uncertain Industry Outlook: The overall decline in the consumer services sector may signal signs of economic slowdown, necessitating investors to monitor future market dynamics to adjust their investment strategies.
See More
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- Contract Completion Impact: Stabilis Solutions successfully completed major contracts with Carnival Corporation and a Louisiana electrical cooperative in 2025, resulting in a year-over-year revenue decline of approximately 28% in Q4, indicating short-term pressures on revenue and adjusted EBITDA.
- Future Contract Outlook: The company anticipates lower revenues and profitability in the first half of 2026, although the commencement of new customer contracts is expected to drive growth in mid-2026 and early 2027, reflecting confidence in future market demand.
- Major Contract Award: Stabilis secured a $200 million, two-year contract to support power generation for a U.S. data center, which is expected to become the company's largest contract ever, with deliveries starting in Q1 2027, further solidifying its market position.
- Financial Performance Decline: Adjusted EBITDA for Q4 was $1.5 million, down 62.5% year-over-year, while cash flow totaled approximately $670,000, with liquidity at $10.2 million, highlighting financial pressures following the conclusion of major contracts and the need for future investments.
See More
Stabilis (SLNG) Q4 2025 Earnings Call Transcript
See More
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- Earnings Report Disappointment: Stabilis Energy reported a Q4 GAAP EPS of -$0.01, missing expectations by $0.06, indicating ongoing pressure on profitability that could undermine investor confidence.
- Significant Revenue Decline: The company’s Q4 revenue of $13.3 million, down 23.1% year-over-year, fell short of the anticipated $21.9 million, reflecting weak market demand and intensified competition, which may hinder future growth prospects.
- Annual Financial Overview: For the full year 2025, Stabilis recorded revenues of $68.2 million and a net loss of $1.4 million, with adjusted EBITDA at $8.0 million; while cash flow from operations was $8.6 million, the overall financial health still requires improvement to support sustainable growth.
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See More
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- Revenue Forecast Decline: Stabilis Solutions anticipates Q4 2025 revenues between $13 million and $13.5 million, significantly below the consensus estimate of $21.90 million, indicating challenges in revenue growth for the company.
- Net Loss Expectations: The expected net loss for Q4 is projected to be between $0.3 million and $0.5 million, which may negatively impact investor confidence and reflects ongoing pressure on the company's profitability.
- Adjusted EBITDA Performance: The company expects adjusted EBITDA to range from $1.4 million to $1.6 million, showing some positive performance, yet failing to offset the negative impact of the overall revenue decline.
- Stock Price Reaction: Following the announcement, Stabilis Solutions' stock fell 1.08% in pre-market trading to $5.49, clearly indicating market concerns regarding its financial outlook.
See More
