Stabilis Solutions, Inc. (SLNG) AI Stock Analysis

Stabilis Solutions, Inc., and its subsidiaries deliver small-scale liquefied natural gas (LNG) solutions across North America through its LNG and Power Delivery segments. The company supplies LNG production, distribution, and fueling services to industrial sectors, midstream operations, and oilfield services. It also provides comprehensive fuel solutions including propane, diesel, and crude-based fuels, supported by cryogenic equipment rental and field services. Additionally, Stabilis Solutions offers electrical and instrumentation construction and installation services, building critical electrical systems for aerospace, industrial manufacturing, utilities, pipelines, mining, commercial enterprises, and transportation markets.

Revenue increased from $69.2M in FY2021 to a peak of $98.8M in FY2022, before falling 26.0% to $73.1M in FY2023. In FY2024, revenue edged up 0.2% to $73.3M with net income of $4.6M and an operating margin of 4.6%. However, FY2025 revenue declined 6.9% to $68.2M, yielding a net loss of -$1.4M and an operating margin of -3.7%. Across five years from FY2020 to FY2025, revenue generated a CAGR of 10.4%. For the trailing twelve months ended June 30, 2026, revenue stood at $55.9M with an operating margin of -40.1%, while latest quarter revenue fell 31.2% year-over-year despite quarterly earnings growth of 20.0%.

As of June 30, 2026, Stabilis Solutions held $4.5M in cash and short-term investments alongside total debt of $8.2M, resulting in net debt of $3.7M. Shareholders' equity was $58.4M against total assets of $99.4M, reflecting a debt-to-equity ratio of 0.14 and a current ratio of 1.59. Operating cash flow in FY2025 reached $8.6M, which funded capital expenditures of $8.1M and delivered free cash flow of $462,000. Over five years, the company's share count increased 2.2%.

Stabilis Solutions carries a market cap of $88.7M and an enterprise value of $101.1M. Its forward P/E ratio is 8.1x, below the 12.7x median of its US-listed Energy peers. The company trades at an EV/EBITDA of 43.8x, compared to the peer median of 8.0x, and a price-to-sales ratio of 1.6x versus the peer median of 1.8x. Over the past year, SLNG shares declined 3.4% compared to a 16.8% return for the S&P 500 (SPY). Over five years, the stock dropped 31.9% while SPY gained 83.0%.

Covering analysts provide 1 Strong Buy and 1 Hold rating on SLNG. The mean price target is $9.00, representing an 88.7% premium over the last close of $4.77. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $56.1M and EPS of -$0.46. For the next fiscal year, expectations project revenue of $95.5M and EPS of $0.11. The company has beaten EPS estimates in 1 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of Stabilis Solutions, Inc. (SLNG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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