Stabilis Solutions, Inc. (SLNG) Earnings
Stabilis Solutions, Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $-0.07. SLNG has beaten EPS estimates in 6 of its last 11 reported quarters (average surprise -24.1% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.04 | $-0.22 | -388.9% | $10M | -15.9% |
| Mar 5, 2026 | $-0.04 | $-0.01 | +73.0% | $13M | +0.0% |
| Nov 5, 2025 | $0.01 | $0.06 | +419.5% | $20M | -7.2% |
| May 7, 2025 | $-0.03 | $-0.09 | -200.0% | $17M | -10.2% |
| Mar 6, 2024 | $-0.08 | $0.08 | +200.0% | $18M | -30.1% |
| May 10, 2023 | $-0.01 | $0.06 | +700.0% | $27M | +4.0% |
| Mar 8, 2023 | — | $0.01 | — | $30M | +14.6% |
| Nov 2, 2022 | $-0.03 | $0.06 | +300.0% | $26M | +17.8% |
| Aug 10, 2022 | $-0.07 | $-0.12 | -71.4% | $23M | +3.8% |
| May 4, 2022 | $-0.10 | $-0.02 | +80.0% | $23M | +0.4% |
| Mar 9, 2022 | $-0.06 | $-0.13 | -116.7% | $24M | +7.8% |
| Nov 10, 2021 | $-0.06 | $-0.26 | -333.3% | $20M | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Prepared remarks mention total liquidity was 17.2 million, capital expenditures $5.3 million related to data center project, expect to invest $10 - $12 million more. Key operational highlights include talk of data center commissioning contracts starting in Q2, work on Galveston LNG project, subchartering of vessel, and aerospace/behind-the-meter power opportunities.
Guidance
Expect to invest $10 - $12 million in capital for data center project; anticipate replacing canceled contracts in back half of year; subcharter of vessel expected in Q2 with effective date in Q3; expect George West volumes to be closer to consistent utilization in Q3/Q4.
Risks & headwinds
Iran war and related delays affecting contract subchartering and project timelines.
Analyst Q&A
Q: Talk about contracts for behind-the-meter power, size, replacing canceled contracts, bridge arrangement, backup-related contracts.
A: Commissioning project starting Q2, running through Q4, aims to replace canceled contracts, bridge power vs commissioning, working with Galveston LNG off-taker.
Q: Galveston LNG off-taker possibility, off-take agreement provisions.
A: Current off-take agreement is good, anticipate previous off-taker to return, delays due to Iran war led to contract exit.
Q: Data center new contract details, direct to data center or intermediary.
A: Construction commissioning project, work with end user and power provider, different from bridge power, smaller MW for commissioning.
Q: Data center commissioning contract vs bridge, modular data centers.
A: Commissioning can convert to bridge, modular data centers, backup needs post-construction.
Q: Subchartering of vessel timeline.
A: Anticipated in Q2, effective Q3, net neutral.
Q: Straits of Hormuz impact, capitalizing on LNG bunkering.
A: Macro strong, supports need for LNG bunkering, commercial team working, U.S. LNG advantaged for data centers.
Q: Data center story visibility, IR plans.
A: Focus on delivering results, will communicate more as things progress.
Q: Data center commissioning project details, George West capacity.
A: Different project, not using George West molecules, anticipate George West utilization in Q3/Q4.