Stabilis Solutions, Inc. Q3 2025 Earnings Recap

Stabilis Solutions reported a strong third quarter in 2025, achieving a 15% year-over-year revenue increase driven by robust demand in aerospace, marine, and power generation sectors.

Key Takeaways

• Revenue grew to $20.3 million, with LNG gallons sold up 21% year-over-year.
• Aerospace revenues surged 88%, with marine and power generation up 32% and 31%, respectively.
• Secured a historic 10-year marine bunkering contract, potentially representing 40% of planned LNG facility capacity in Galveston, Texas.
• Adjusted EBITDA reached $2.9 million, reflecting a slight margin decline to 14.3% due to the conclusion of a high-margin industrial contract.
• Strong liquidity of $15.5 million at quarter end, with a net positive cash position after debt obligations.