Contract completion - The revenue decline was attributed to completion of large marine and power generation contracts in Q4 2025.
Vessel charter expense - The net loss reflects $2.9 million in vessel charter expenses for a contract that did not materialize; the charter has now been terminated.
Aerospace growth - Revenue growth of 71% year over year from aerospace customers partly offset the overall decline.
Q2 revenue falls as contracts end
US clean fueling provider's Q2 revenue fell 31% year over year after marine and power contracts ended.
Q2 net loss widened, reflecting lower revenue and vessel charter expenses.
The company secured a new LNG power generation contract at a U.S. data center, with service starting in Q3 2026.
Outlook points to stronger 2027 growth
The company expects second-half 2026 revenue to increase by more than 50% versus the first half.
Stabilis expects 2027 full-year revenue to exceed $100 million.
The company sees 2026 as a transition year, with growth building into 2027.
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell".
The average consensus recommendation for the oil & gas transportation services peer group is "buy".
Wall Street's median 12-month price target for Stabilis Solutions Inc is $9.00, about 79.8% above its August 10 closing price of $5.01.
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