Stabilis Solutions — Third Quarter 2026 Earnings Summary

Stabilis Solutions reported third-quarter 2026 revenue of $14.8 million, representing a 25% sequential increase from the second quarter, driven largely by a short-term data center power generation contract. The company achieved net income of $0.2 million and adjusted EBITDA of $1.9 million, marking a significant turnaround from the net loss and lower earnings recorded in the prior quarter. Data center-related revenue grew to 17% of total revenue, while aerospace sector revenues increased 49% year-over-year. The company holds $18.4 million in cash and cash equivalents as of September 30, 2026, and anticipates the launch of its largest contract to date in the first quarter of 2027.