Stabilis signs LNG deal for at least 230,000 gallons/month

The agreement sets a minimum monthly LNG commitment of 230,000 gallons, with monthly volumes of up to 260,000 gallons through 2029.

Available on EDGAR 11/10/2026 - 08:57 AM EST Accepted by SEC EDGAR 11/10/2026 - 08:57 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Stabilis Solutions, Inc. (SLNG) announced a three-year take-or-pay LNG supply agreement with an existing commercial aerospace customer for operations at the John C. Stennis Space Center in Mississippi. The commitment runs January 1, 2027 through December 31, 2029. The customer will purchase its LNG requirements at the site from Stabilis, with a minimum commitment of 230,000 gallons per month and monthly volumes of up to 260,000 gallons. Stabilis expects to supply the customer primarily from its owned liquefaction facility in Port Allen, Louisiana, and has supplied LNG to the customer at Stennis since 2024.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

Key Figures

Agreement term: Three years Minimum monthly LNG commitment: 230,000 gallons per month Monthly LNG volume: Up to 260,000 gallons

3 metrics

Agreement term Three years Take-or-pay commitment runs January 1, 2027 through December 31, 2029

Minimum monthly LNG commitment 230,000 gallons per month Customer agreement for operations at the John C. Stennis Space Center

Monthly LNG volume Up to 260,000 gallons Customer agreement for operations at the John C. Stennis Space Center

Key Terms

take-or-pay, liquefaction facility, behind-the-meter

3 terms

take-or-pay financial

"three-year take-or-pay LNG supply agreement"

A take-or-pay clause is a contract term that requires a buyer to either take delivery of an agreed amount of a product or pay a penalty if they do not. For investors, it matters because it creates predictable revenue for the seller—like a subscription fee that must be paid whether fully used or not—reducing sales volatility but also introducing counterparty risk if the buyer’s ability to pay is uncertain.

liquefaction facility technical

"owned liquefaction facility in Port Allen, Louisiana"

A liquefaction facility is an industrial plant that cools and compresses natural gas until it becomes a liquid so it can be stored and shipped more easily, like freezing water to move lots of volume in a small container. For investors, these plants matter because they require large upfront investment, generate steady revenue through long-term sales or shipping contracts, and carry operational, regulatory and market risks that affect returns and cash flow.

behind-the-meter technical

"behind-the-meter data center contract scheduled to begin"

Equipment or systems located on a customer’s side of the electricity meter—such as rooftop solar panels, battery storage, electric vehicle chargers, or energy controls—that generate, store, or manage power for use on-site rather than being supplied through the utility’s grid. Investors care because behind-the-meter assets change how much power a customer buys, can create new revenue or savings streams, affect demand patterns, and shift regulatory or business models in the energy market, much like a homeowner installing their own water tank reduces municipal supply needs.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How much LNG will SLNG supply under the Stennis agreement?

The agreement sets a minimum commitment of 230,000 gallons per month, with monthly volumes of up to 260,000 gallons.

What dates does the SLNG take-or-pay agreement cover?

The three-year take-or-pay commitment covers January 1, 2027 through December 31, 2029.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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false 0001043186 0001043186 2026-11-10 2026-11-10

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT
Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 10, 2026

Stabilis Solutions, Inc.

(Exact name of registrant as specified in its charter)

Florida	001-40364	59-3410234
(State or other jurisdiction of incorporation)	(Commission File Number)	(IRS Employer Identification No.)

11750 Katy Freeway Suite 900 Houston, Texas	77079
(Address of principal executive offices)	(Zip Code)

Registrant’s telephone number, including area code: 832-456-6500

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol	Name of each exchange on which registered
Common Stock, $.001 par value	SLNG	The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On November 10, 2026, Stabilis Solutions, Inc. (the “Company”) issued a press release announcing a three-year take-or-pay LNG supply agreement with an existing commercial aerospace customer in support of its operations at the John C. Stennis Space Center in Hancock County, Mississippi. Under the agreement, the customer will purchase its LNG requirements at the site from Stabilis, which Stabilis expects to supply primarily from its Port Allen, Louisiana liquefaction facility.

The information in this Current Report, including the exhibit, is being furnished pursuant to Item 7.01 of Form 8-K and General Instruction B.2 thereunder. The information in this Current Report shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section. The information in this Current Report shall not be deemed incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933, as amended.

Item 9.01 Financial Statements and Exhibits.

Exhibits:

Exhibit No.	Description
99.1	Press release dated November 10, 2026.
104	Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

STABILIS SOLUTIONS, INC.

By: /s/Andrew L. Puhala

Andrew L. Puhala

Chief Financial Officer

Date: November 10, 2026

Exhibit 99.1

STABILIS SOLUTIONS ANNOUNCES THREE-YEAR TAKE-OR-PAY LNG SUPPLY AGREEMENT WITH EXISTING AEROSPACE CUSTOMER

Houston, November 10, 2026 -- Stabilis Solutions, Inc., ("Stabilis" or the "Company") (Nasdaq: SLNG), a leading provider of clean fueling, production, storage, and last mile delivery solutions, today announced a three-year take-or-pay LNG supply agreement with an existing commercial aerospace customer in support of its operations at the John C. Stennis Space Center in Hancock County, Mississippi. The take-or-pay commitment covers January 1, 2027 through December 31, 2029. Under the agreement, the customer will purchase its LNG requirements at the site from Stabilis, with a minimum commitment of 230,000 gallons per month and monthly volumes of up to 260,000 gallons. Stabilis expects to supply the customer primarily from its owned liquefaction facility in Port Allen, Louisiana. Stabilis has supplied LNG to the customer at Stennis since 2024.

MANAGEMENT COMMENTARY

“This agreement expands our relationship with an existing commercial aerospace customer and marks continued progress in a market where demand for LNG has grown alongside launch and testing activity,” stated Casey Crenshaw, Executive Chairman and Interim President & Chief Executive Officer. “Our ability to deliver high-purity LNG and engineer fit-for-purpose solutions around each customer’s technical requirements has made Stabilis a trusted supplier to the aerospace industry. This three-year take-or-pay agreement provides contracted minimum volumes and, together with the behind-the-meter data center contract scheduled to begin in the first quarter of 2027, strengthens our visibility into growth across our key end markets next year.”

ABOUT STABILIS SOLUTIONS

Stabilis Solutions (Nasdaq: SLNG) is a leading provider of clean fueling, production, storage, and last mile delivery solutions to multiple end markets. To learn more, visit www.stabilis-solutions.com.

CAUTIONARY STATEMENTS REGARDING FORWARD-LOOKING STATEMENTS

This press release includes “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 and within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Any actual results may differ from expectations, estimates and projections presented or implied and, consequently, you should not rely on these forward-looking statements as predictions of future events. Words such as “can,” “believes,” “feels,” “anticipates,” “expects,” “could,” “will,” “plan,” “may,” “should,” “predicts,” “potential”, “outlook” and similar expressions are intended to identify such forward-looking statements.

Such forward-looking statements relate to future events or future performance, but reflect our current beliefs, based on information currently available. Most of these factors are outside our control and are difficult to predict. A number of factors could cause actual events, performance or results to differ materially from the events, performance and results discussed in the forward-looking statements. Factors that may cause such differences include, among other things: the future performance of Stabilis, future demand for and price of LNG, availability and price of natural gas, unexpected costs, and general economic conditions.

The foregoing list of factors is not exclusive. Additional information concerning these and other risk factors is contained in the Risk Factors in Item 1A of our Annual Report on Form 10-K filed with the Securities and Exchange Commission on March 5, 2026 and our subsequently filed Quarterly Reports on Form 10-Q which are available on the SEC’s website at www.sec.gov or on the Investors section of our website at www.stabilis-solutions.com. All subsequent written and oral forward-looking statements concerning Stabilis, or other matters attributable to Stabilis, or any person acting on its behalf are expressly qualified in their entirety by the cautionary statements above. Readers are cautioned not to place undue reliance upon any forward-looking statements, which speak only as of the date made. Stabilis does not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statement to reflect any change in their expectations or any change in events, conditions or circumstances on which any such statement is based, except as required by law.

CORPORATE CONTACT

Andrew Puhala

Chief Financial Officer

ir@stabilis-solutions.com

Filing Exhibits & Attachments

5 documents

Press Releases

• EX-99.1 EXHIBIT 99.1 8.6 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA 3.5 KB
• EX-101 XBRL TAXONOMY EXTENSION DEFINITION LINKBASE 11.2 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE 15.0 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE 11.3 KB