Stabilis Solutions reported second quarter 2026 results with revenues of $11.9 million and a net loss of ($4.6) million, or ($0.25) per diluted share. Revenue declined 31.2% year-over-year due to the completion of large marine and power generation contracts in late 2025, partially offset by 71% growth from aerospace customers. The company generated $7.1 million in operating cash flow, driven by $5.0 million in advance payments for a contract starting early 2027. Stabilis executed a new six-month LNG supply agreement for a U.S. data center commencing in Q3 2026 and expects second-half revenues to increase over 50% compared to the first half. The company anticipates 2027 full-year revenues exceeding $100 million as it prepares for its largest multi-year customer contract launch in early 2027. Stabilis Solutions is a leading provider of clean fueling, production, storage, and last mile delivery solutions.

On July 8, 2026, Ham, Langston and Brezina, LLP (HL&B) resigned as the independent registered public accounting firm for Stabilis Solutions, Inc. following a transaction in which CohnReznick LLP acquired certain assets of HL&B. The Company's Audit Committee appointed CohnReznick as the new independent registered public accounting firm for the fiscal year ending December 31, 2026. The Company reported no disagreements with HL&B regarding accounting principles, practices, or auditing procedures. Stabilis Solutions, Inc. operates in the energy industry, providing liquefied natural gas (LNG) solutions.

Stabilis Solutions, Inc. entered into a Second Modification Agreement and Amendment to Other Loan Documents with The Huntington National Bank on June 29, 2026, amending an existing loan agreement. The amendment includes a new minimum Fixed Charge Coverage Ratio covenant of 1.20 to 1.00, tested quarterly on a trailing twelve-month basis starting March 31, 2007, and the establishment of a $5,000,000 Cash Collateral Account. Until compliance is demonstrated for two consecutive quarters, revolving credit facility availability is capped at $10,000,000. The company operates in the energy sector, providing liquefied natural gas (LNG) solutions.

Stabilis Solutions, Inc. announced the termination of a time charter agreement for the Seaspan Garibaldi vessel via a Termination Option Agreement exercised by Seaspan Energy Ltd. The termination was effective June 24, 2026, and Stabilis GDS, Inc. is obligated to pay an early termination fee of $750,000 due January 1, 2027, plus approximately $1.1 million in accrued amounts payable in two installments during the third quarter of 2026. Stabilis Solutions, Inc. provides liquefied natural gas bunkering services and energy solutions.