Stabilis Solutions, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Stabilis reported Q3 2026 revenue of $14.8M (up 25% QoQ from $11.9M in Q2), net income of $0.2M ($0.01/share) vs. Q2 net loss of $4.6M, and Adjusted EBITDA of $1.9M. Data center revenue grew to 17% of total Q3 revenue (vs. <1% in Q2). The company holds $18.4M in cash (including $16.8M restricted), expects a multi-year data center LNG supply contract to begin Q1 2027, and continues work on the Galveston LNG facility. Year-over-year Q3 revenue declined 27% due to large contract completions in Q4 2025, but sequential improvement continues.
Why this rating
Sequential revenue growth, return to profitability, and imminent launch of largest contract (multi-year data center deal) are material for a $24.7M market-cap company. YoY decline offset by strategic pivot to higher-margin data center segment. Execution risk remains on new contract ramp.
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