Core Insights - Excelerate Energy Inc. (NYSE:EE) is recognized as a promising energy stock, reporting a significant increase in adjusted EBITDA for 2025, reaching $449 million, which is a $100 million increase from the previous year [1] Financial Performance - The adjusted EBITDA growth was attributed to the acquisition of the Jamaica LNG-to-power platform, increased gas and power sales, and enhanced operational efficiency, achieving a reliability rating of 99.9% [1] Future Outlook - For 2026, the company has provided an adjusted EBITDA guidance of $515 to $545 million, with a focus on the integrated LNG import terminal in Iraq, expected to commence operations in Q3 2026 [2] - The estimated capital costs for the Iraq project have been refined to between $520 and $550 million, with management anticipating a favorable EBITDA build multiple of approximately 5x due to lower expected operating costs [2] Strategic Initiatives - Strategic initiatives for 2026 and beyond include redeploying the Express FSRU under improved economic terms and a planned FSRU conversion for commercial deployment in 2028 [3] - The company is targeting double-digit annual dividend growth through 2028 and has initiated a $75 million share repurchase program [3] - Committed growth capital for 2026 is projected to be between $370 and $400 million, positioning the company to benefit from the anticipated global increase in LNG supply through the end of the decade [3] Company Overview - Excelerate Energy Inc. provides liquefied natural gas solutions globally, including regasification services, floating storage and regasification units, infrastructure development, and LNG and natural gas supply [4]

Company Overview - Excelerate Energy operates in the LNG value chain, specifically focusing on the last mile of delivery, providing energy security to various markets [1] - The company has been in operation for 23 years, with significant experience in opening new LNG markets, including Kuwait in 2008 [1] Business Model and Operations - Excelerate Energy has evolved from floating regasification assets to downstream LNG to power platforms, enhancing its service offerings [2] - The company addresses energy security concerns, including risks from unreliable pipeline neighbors and environmental factors like drought [1]

Excelerate Energy (NYSE:EE) 2026 Conference March 04, 2026 08:00 AM ET Company ParticipantsEmma Schwartz - VP of Energy Equity ResearchSteven Kobos - President and CEOEmma SchwartzHello. Okay. Well, thank you all for joining us today. I have with me Excelerate Energy Steven Kobos, who's the CEO. Thank you for joining me, Steven.Steven KobosPleasure to be here, Emma.Emma SchwartzOkay. As a starting point, I wanted to ask, you know, some of the people in the room might not be familiar with, your business mode ...

Excelerate Energy to Participate in an Investor ConferenceMar 2, 2026 6:30 AM Eastern Standard Time# Excelerate Energy to Participate in an Investor ConferenceShare---THE WOODLANDS, Texas--([BUSINESS WIRE])--Excelerate Energy, Inc. (NYSE: EE) today announced that Steven Kobos, President and Chief Executive Officer, will participate in an investor conference and Fireside Chat on March 4, 2026, at 8:00 a.m. Eastern Time (7:00 a.m. Central Time). A live audio webcast of the Fireside Chat and an archived record ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 (Mark One) FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission File Number: 001-41352 Excelerate Energy, Inc. (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Iden ...

Financial Data and Key Metrics Changes - For the full year 2025, the company delivered record Adjusted EBITDA of $449 million, an increase of about $100 million or approximately 30% compared to the prior year [5][14] - Adjusted Net Income for the full year was $199 million, an increase of $46 million or over 30% year-over-year [14] - The company ended the year with total debt of $1.3 billion and cash and cash equivalents of $538 million, resulting in a net leverage of 1.6 times [16] Business Line Data and Key Metrics Changes - The Jamaica LNG to Power platform performed exceptionally well in 2025, providing stable contracted cash flows and demonstrating resilience during Hurricane Melissa [10][11] - The Iraq project is expected to achieve an EBITDA build multiple of approximately 5 times, with a minimum contracted offtake of 250 million standard cubic feet per day [10][14] Market Data and Key Metrics Changes - Global LNG supply is expected to increase significantly through the end of the decade, driving demand for LNG regasification infrastructure, particularly in the Global South [7] - The company anticipates that power demand will continue to rise due to population growth, industrial development, and expanding digital infrastructure [8] Company Strategy and Development Direction - The company is focused on enhancing energy security by increasing access to global LNG markets through safe and reliable downstream energy infrastructure [4] - Future growth will be driven by scalable LNG regasification solutions, including integrated onshore terminals and floating storage units [12] - The company is targeting a low double-digit annual dividend growth rate starting in 2026 [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position to capitalize on the upcoming wave of LNG supply and the need for reliable energy infrastructure [7][27] - The company is optimistic about the Iraq project, emphasizing its critical role in addressing energy shortages in the region [33][36] Other Important Information - The company has authorized a $75 million share repurchase program to balance shareholder returns with continued investment in growth priorities [16] - Maintenance CapEx for 2026 is expected to range between $100 million to $110 million, driven by the timing of dry docks [17][19] Q&A Session Summary Question: What are the organic growth opportunities beyond Iraq? - Management highlighted the shift in focus from liquefaction to regasification and the potential for growth in South and Southeast Asia, particularly in India [25][28] Question: Can you elaborate on the CapEx revision for the Iraq project? - Management explained that the increase in CapEx was due to changes in project scope and the need for structural reinforcement, but they remain confident in the project's financial fundamentals [35] Question: What are the near-term optimization opportunities in Jamaica? - Management indicated that they are looking to leverage existing infrastructure to deliver more LNG to customers and explore larger capital plays in the Caribbean [41][42] Question: What is the expected cadence of capital spend this year? - Management confirmed that capital spending will be weighted towards the first half of the year, particularly for the Iraq project [48] Question: Are there plans for additional LNG conversions? - Management indicated that they are actively exploring further conversion opportunities and expect to announce more details in the future [78] Question: What are the expectations for the redeployment of the Express FSRU? - Management expressed confidence in securing improved terms for the redeployment of the Express and is currently in discussions globally [57] Question: How does the company view opportunities in power generation? - Management stated that they are open to evaluating integrated power solutions if they provide advantages in demand and contract duration [61]

Financial Data and Key Metrics Changes - For the full year 2025, the company delivered record adjusted EBITDA of $449 million, an increase of about $100 million or approximately 30% compared to the prior year [5][14] - Adjusted net income for the full year was $199 million, an increase of $46 million or over 30% year-over-year [14] - The company ended the year with total debt of $1.3 billion and cash and cash equivalents of $538 million, resulting in a net debt of $730 million and a trailing net leverage of 1.6 times [16] Business Line Data and Key Metrics Changes - The Jamaica LNG to Power platform performed exceptionally well in 2025, providing stable contracted cash flows and demonstrating resilience during Hurricane Melissa [10][11] - The Iraq project is expected to achieve an EBITDA build multiple of approximately 5 times, with a minimum contracted offtake of 250 million standard cubic feet per day [10][14] Market Data and Key Metrics Changes - Global LNG supply is expected to increase significantly through the end of the decade, driving demand for LNG regasification infrastructure, particularly in the Global South [7][8] - The company anticipates that power demand will continue to rise due to population growth, industrial development, and expanding digital infrastructure [8] Company Strategy and Development Direction - The company is focused on enhancing energy security by increasing access to global LNG markets through reliable downstream energy infrastructure [4] - Future growth will be driven by scalable LNG regasification solutions, including integrated onshore terminals and floating storage units [12][20] - The company is targeting a low double-digit annual dividend growth rate starting in 2026 [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position to capitalize on the upcoming wave of LNG supply and the critical need for reliable energy infrastructure in markets like Iraq [26][36] - The company is optimistic about the growth potential in South and Southeast Asia, particularly in India, where natural gas consumption is expected to rise significantly [25][30] Other Important Information - The company has authorized a $75 million share repurchase program to balance shareholder returns with continued investment in growth priorities [16] - The total estimated capital costs for the Iraq terminal project are now expected to range between $520 million and $550 million [9] Q&A Session Summary Question: What are the organic growth opportunities beyond Iraq? - Management highlighted the shift in focus from liquefaction to regasification and the various opportunities in South and Southeast Asia, particularly in India [25][28] Question: Can you provide more details on the Iraq LNG project and CapEx revisions? - Management emphasized the critical need for the project in Iraq and explained that the CapEx increase was due to changes in scope and commercial negotiations [35][36] Question: What are the near-term optimization opportunities in Jamaica? - Management noted that the integration of the Jamaica platform was successful and that there are opportunities to deliver more LNG to customers using existing infrastructure [41][42] Question: What is the expected cadence of capital spending this year? - Management indicated that capital spending would be weighted towards the first half of the year, particularly for the Iraq project [48] Question: Are there plans for additional LNG conversions? - Management confirmed that they are looking to pursue further conversions and will not wait until the first conversion is completed [77][78] Question: What are the expectations for the redeployment of the Express FSRU? - Management expressed confidence in securing improved terms for the redeployment of the Express and is in discussions globally [57][58]

Excelerate Energy (NYSE:EE) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker9Hello, welcome to the Excelerate Energy fourth quarter and full year 2025 earnings conference call. My name is Alex, and I'll be coordinating today's call. If you'd like to ask a question at the end of the presentation, you may press star followed by 1 on your telephone keypad. If you'd like to withdraw that question, you may press star followed by 2. I'll now hand it over to Craig Hicks to begin. Please go ahead.Speaker ...

4Q & FY2025 Investor Presentation February 2026 Disclaimers The forward -looking statements made in this presentation relate only to events as of the date on which the statements are made. We undertake no obligation to update any forward -looking statements made in this presentation to reflect events or circumstances after the date of this presentation or to reflect new information or the occurrence of unanticipated events, except as required by law. We may not actually achieve the plans, intentions or expe ...

Press Release Excelerate Energy Reports Record Full Year Results for 2025, Provides 2026 Outlook -- FY 2025 Financial Performance Driven by Jamaica Contribution and Optimization of Global Asset Portfolio -- The Woodlands, TX, February 25, 2026 – Excelerate Energy, Inc. (NYSE: EE) (Excelerate or the Company) today reported its financial results for the fourth quarter ended December 31, 2025. RECENT HIGHLIGHTS CEO COMMENT "2025 was a defining year for Excelerate Energy, marked by strong execution, reliable op ...