Every 8-K that Stabilis Solutions (SLNG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SLNG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SLNG filings page.
Stabilis Solutions, Inc. reported weak financial results for the quarter ended June 30, 2026, as revenue and earnings declined versus the prior year amid contract roll-offs and vessel charter costs. Second-quarter revenue was $11.9 million, down 31.2% from the same period in 2025, primarily due to completion of large marine and power generation contracts in late 2025, partly offset by growth in aerospace and industrial volumes.
The company recorded a net loss of $4.6 million, or $0.25 per diluted share, versus a loss of $0.6 million, driven by lower revenue and $2.9 million of vessel time charter expense tied to a charter that has now been terminated. Despite the loss, cash flow from operations was $7.1 million, helped by $5.0 million in advance payments for a multi-year LNG contract expected to begin in early 2027, which also contributed to total deferred revenue of $20.0 million at June 30, 2026. Adjusted EBITDA was $0.1 million, down from $1.5 million a year earlier.
Management describes 2026 as a transition year, citing demand recovery from first-quarter lows, 71% year-over-year revenue growth from aerospace customers, new data center LNG contracts, and expectations that second-half 2026 revenue will rise by over 50% versus the first half. For 2027, leadership expects full-year revenue to be well over $100 million, supported by a large U.S. data center LNG supply contract and ongoing LNG bunkering development on the Gulf Coast.
Stabilis Solutions, Inc. reported stockholder voting results from its August 10, 2026 annual meeting. Six director nominees—J. Casey Crenshaw, Benjamin J. Broussard, Stacey B. Crenshaw, Edward L. Kuntz, Peter C. Mitchell, and Matthew W. Morris—each received between 12.85 million and 13.30 million votes for, with several hundred thousand votes withheld for each and 1,773,833 broker non-votes recorded per nominee.
The company also reported voting on another stockholder matter, which received 14,580,026 votes for, 786,843 votes against, and 153 votes withheld. The disclosure focuses on meeting outcomes and does not address financial performance or major transactions.
Stabilis Solutions, Inc. reported a change in its external auditor following a transaction in which CohnReznick LLP acquired certain assets of its prior auditor, Ham, Langston and Brezina, LLP (HL&B). HL&B informed the company on July 8, 2026 that it resigned as independent registered public accounting firm, and on the same date the board’s Audit Committee approved CohnReznick as the new auditor for the fiscal year ending December 31, 2026.
HL&B’s audit reports on the consolidated financial statements as of December 31, 2025 and 2024 and for each of the two years ended December 31, 2025 contained no adverse opinions, disclaimers, or qualifications. The company states there were no disagreements with HL&B and no reportable events under Item 304(a)(1)(v) of Regulation S-K. HL&B provided a letter to the SEC dated July 8, 2026, attached as Exhibit 16.1, regarding these statements.
Stabilis Solutions, Inc. amended its existing loan agreement with The Huntington National Bank through a Second Modification Agreement. The change tightens a key financial covenant and adds new cash collateral requirements.
The Borrowers must maintain a minimum Fixed Charge Coverage Ratio of 1.20 to 1.00, tested quarterly on a trailing twelve‑month basis starting with the fiscal quarter ending March 31, 2027. The amendment also creates a segregated Cash Collateral Account at the Bank funded with at least $5,000,000 as collateral for obligations under the loan.
Until the Borrowers meet the new coverage ratio for two consecutive fiscal quarters beginning with the quarter ending March 31, 2027, availability under the revolving credit facility is limited to the amount on deposit in the Cash Collateral Account, subject to a cap of $10,000,000. After that, availability will be based on the borrowing base, up to a maximum of $10,000,000, and the Cash Collateral Account will be terminated and released to the Borrowers. In connection with this amendment, the Borrowers paid an upfront fee of $15,000.
Stabilis Solutions, Inc. reports that a wholly owned subsidiary, Stabilis GDS, has had its time charter agreement for the liquefied natural gas bunkering vessel Seaspan Garibaldi terminated by the vessel owner. The termination became effective on June 24, 2026 after the owner exercised a previously granted option.
Under the termination, Stabilis GDS must pay the owner an early termination fee of $750,000, due on January 1, 2027, and also settle previously accrued amounts under the charter totaling approximately $1.1 million, which are scheduled to be paid in two installments during the third quarter of 2026.
Stabilis Solutions, Inc. reported a weak first quarter of 2026, with revenue of $10.4 million, down 40.2% from the same period in 2025 after two large multi‑year contracts ended in late 2025.
The company posted a net loss of $4.1 million, or ($0.22) per diluted share, versus a loss of $1.6 million, or ($0.09) per share, a year earlier, driven by lower revenue and $1.5 million of vessel charter expenses, partially offset by a $2.1 million reduction in selling, general and administrative costs.
Adjusted EBITDA declined to ($0.7) million from $2.1 million a year ago. Despite the loss, cash flow from operations improved sharply to $12.4 million, mainly due to $15.0 million in advance payments tied to a contract expected to begin in early 2027, which also increased deferred revenue and lease-related balances on the balance sheet.
Stabilis Solutions, Inc. entered an Equity Distribution Agreement with Johnson Rice & Company L.L.C., allowing at-the-market sales of common stock with an aggregate sales price of up to $10,146,795 under its existing shelf registration.
The company plans to use any net proceeds for general corporate purposes, which may include debt repayment or refinancing, capital expenditures, expanding liquefaction infrastructure, scaling operations, acquisitions or investments, share repurchases including from insider or affiliate shareholders, and working capital. Stabilis will pay the sales agent a commission of up to 3.0% of gross offering proceeds, and neither party is obligated to sell any specific amount of shares.
Stabilis Solutions, Inc. announced that its wholly owned subsidiary Stabilis GDS, Inc. has terminated a previously announced 10-year agreement with a leading investment-grade global marine operator tied to its proposed Galveston LNG liquefaction facility.
The agreement had contemplated supplying about 50 million gallons of liquefied natural gas per year from a planned 350,000 gallon-per-day facility, representing roughly 40% of planned capacity, with minimum volume commitments of about 32% of capacity. The deal was contingent on financing, construction and commissioning of the Galveston plant.
During project financing discussions, prospective lenders requested changes to the contract terms that the counterparty did not accept, leading the company to end the agreement. Stabilis now expects delays to the final investment decision, project financing and development timeline for the Galveston LNG facility, but continues to pursue the project and is in talks with potential customers for alternative offtake arrangements.
Stabilis Solutions reported weaker results for the fourth quarter and full year 2025 as several large multi‑year marine bunkering and power‑generation contracts wound down. Q4 2025 revenue was $13.3 million, down 23.3% year over year, and the company posted a net loss of $0.3 million versus $2.1 million of net income a year earlier.
Full‑year 2025 revenue was $68.2 million compared with $73.3 million in 2024, and Stabilis recorded a net loss of $1.4 million versus prior‑year net income of $4.6 million. Adjusted EBITDA declined to $8.0 million from $11.8 million, while operating cash flow for 2025 was $8.6 million. Management highlighted a recently awarded multi‑year take‑or‑pay LNG supply agreement with an estimated value of about $200 million that is expected to drive material revenue expansion beginning in early 2027, and noted that a Final Investment Decision on the Galveston LNG liquefaction and bunkering project is expected by the end of the first quarter of 2026.
Stabilis Solutions released preliminary fourth quarter 2025 results and highlighted major strategic developments. The company has secured a historic, multi-year take-or-pay LNG supply contract for a U.S. behind-the-meter data center power project, with an estimated total contract value of $200 million over its initial two-year term starting in the first quarter of 2027. Management expects this agreement to generate about $100 million in annual revenue, more than its total consolidated revenue in any prior year, and to establish a significant entry into the data center power market.
Stabilis is also advancing its proposed Galveston LNG liquefaction and bunkering project toward a targeted Final Investment Decision by the end of the first quarter 2026. The project, requiring an estimated $350 million to $400 million of capital, has customer commitments for about 56% of its planned 350,000 gallons-per-day capacity, with financing discussions in progress. Two multi-year contracts that contributed approximately 19% and 32% of 2025 revenues ended in the fourth quarter, and management describes 2026 as a transitional year as it redeploys assets and prepares for anticipated growth tied to new long-term agreements and the Galveston facility, which is expected to be on-stream by year-end 2027.
Stabilis Solutions, Inc. reported that it has executed a definitive 10-year LNG offtake agreement with Carnival Corporation & plc. Under this long-term arrangement, Stabilis will supply liquefied natural gas to support Carnival’s cruise operations at the Port of Galveston in Texas.
The company describes this contract as the second anchor offtake agreement for its planned flagship LNG liquefaction facility in Galveston. Securing multiple anchor customers can help underpin development of such a project by demonstrating committed demand for future LNG production.
Stabilis Solutions, Inc., through its wholly owned subsidiary Stabilis GDS, entered into a material time charter agreement for the LNG bunkering vessel Garibaldi. The company will pay the vessel’s owner, Seaspan Energy Ltd., $32,400 per day for 730 days, with delivery and charter commencement expected on or about March 1, 2026.
Stabilis will also pay an estimated $1.0 million positioning fee to move the Garibaldi from western Canada to Galveston, Texas, where it plans to use the vessel for marine LNG bunkering. The agreement includes an option to extend the charter by one year and an option to purchase the Garibaldi for $60 million during the charter term. Stabilis has guaranteed all obligations of Stabilis GDS under this agreement.
Stabilis Solutions (SLNG) furnished an 8-K announcing it issued a press release with results for the three and nine months ended September 30, 2025. The press release includes non-GAAP financial measures with quantitative reconciliations to the most comparable GAAP metrics.
The information was furnished under Items 2.02 and 7.01 and is not deemed “filed” for purposes of Section 18 of the Exchange Act. It is also not incorporated by reference into Securities Act documents. The press release is included as Exhibit 99.1.
Stabilis Solutions, Inc. disclosed a 10-year agreement to supply Liquified Natural Gas for marine bunkering at the Port of Galveston and discussed the anticipated construction of an LNG liquefaction facility in Galveston, Texas. The report amends a previously filed Current Report to correct an incorrect hyperlink to Exhibit 99.1; no other changes were made. The press release announcing the supply agreement and the facility plans was dated October 9, 2025. The furnished information is provided under Regulation FD and is explicitly described as furnished (not filed) for Exchange Act purposes.
Stabilis Solutions, Inc. (SLNG) announced a binding 10-year agreement to supply liquefied natural gas for a leading investment-grade global marine operator's bunkering operations at the Port of Galveston. The company also discussed the anticipated construction of an LNG liquefaction facility in Galveston, Texas, which would support local marine fuel supply and longer-term operations. The filing furnishes a press release as an exhibit and makes clear the disclosure is being provided under Regulation FD; no financial terms, customers' name, construction cost, schedule, or capacity figures were included in the report. The announcement signals a multi-year commercial commitment for marine bunkering but leaves key project economics and timing unspecified.