Stabilis Solutions, Inc.
Stabilis Solutions, Inc. Q1 FY2026 earnings call
May 7, 2026 · fiscal period ended 2026-03
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-05-07
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
Iran war and related delays affecting contract subchartering and project timelines.
Q&A highlights
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.
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $-0.22 | $-0.04 | -388.9% | — |
| Revenue | $10.4M | $12.3M | -15.9% | — |
Transcript
May 7, 2026Full transcript unavailable for redistribution
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