NextDecade (NasdaqCM:NEXT) Q4 2025 Earnings call March 02, 2026 10:00 AM ET Company ParticipantsCraig Shere - Director of ResearchJason Gabelman - Managing Director, Energy Equity ResearchMatt Schatzman - Chairman and CEOMegan Light - VP of Investor RelationsMike Mott - Interim CFOSunil Sibal - Managing Director and Senior EnergyConference Call ParticipantsWade Suki - Equity Research AnalystOperatorGood morning. Welcome to NextDecade Corporation's fourth quarter 2025 investor call and webcast. At this time, ...

NextDecade (NasdaqCM:NEXT) Q4 2025 Earnings call March 02, 2026 10:00 AM ET Speaker1Good morning. Welcome to NextDecade Corporation's fourth quarter 2025 investor call and webcast. At this time, all participants are in a listen-only mode. A question-and-answer session will follow management's prepared remarks. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. To ask a question, you may press star 1 on your phone. To withdraw your question, plea ...

As you see on page 6, we have accomplished a great deal this year. The number of cargoes we produced in 2025 was at the high end of the guidance range set out at the IPO. We reached FID at CP2 Phase 1. We secured 7.75 MTPA of additional 20-year SPAs. We leveraged data generation and analysis lessons learned from Calcasieu Pass to further increase production capacity at Plaquemines, and we identified low-cost bolt-on production opportunities at our first three facilities in excess of what we had originally a ...

Group 1 - Traditionally, offshore drilling projects require an onshore liquefaction terminal, making them capital expenditure (capex) intensive and potentially taking over a decade to permit and construct [1]

Key Takeaways Golar LNG posted Q4 EPS of 30 cents, missed estimates and remained flat year over year.Q4 revenues of $132.8 million outpaced the Zacks Consensus Estimate and improved 101% year over year.GLNG's share of contractual debt at the end of the fourth quarter increased 80% year over year.Golar LNG Limited (GLNG) reported mixed fourth-quarter 2025 results wherein earnings missed the Zacks Consensus Estimate and revenues surpassed the same.Quarterly earnings of 30 cents per share missed the Zacks Cons ...

Cheniere Energy (NYSE:LNG) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsAnatol Feygin - EVP and Chief Commercial OfficerJack Fusco - President and CEOJason Gabelman - Managing Director and Energy Equity ResearchJean Ann Salisbury - Managing DirectorJohn Mackay - VP of Equity ResearchMichael Blum - Managing DirectorRandy Bhatia - VP of Investor RelationsSpiro Dounis - DirectorZach Davis - EVP and CFOConference Call ParticipantsJeremy Tonet - Managing Director and Senior Equity Rese ...

Cheniere Energy (NYSE:LNG) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Speaker7Good day. Welcome to the Cheniere Energy Fourth Quarter and Full Year 2025 conference call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Randy Bhatia. Please go ahead.Speaker8Thanks, operator. Good morning, everyone, and welcome to Cheniere's fourth quarter and full year 2025 earnings conference call. The slide presentation and access to the webcast for today's call are avail ...

Golar LNG Limited (NASDAQ:GLNG) is included among the 14 Best LNG Stocks to Buy Now. Is Golar LNG (GLNG) Among the Best LNG Stocks to Buy Now? As one of the world’s largest independent owners and operators of marine-based LNG midstream infrastructure, Golar LNG Limited (NASDAQ:GLNG) designs, converts, owns, and operates marine infrastructure that turns natural gas into LNG. Golar LNG Limited (NASDAQ:GLNG) received a boost on February 2 when Goldman Sachs analysts added the stock to the firm’s US Convict ...

Golar LNG (NasdaqGS:GLNG) Q4 2025 Earnings call February 25, 2026 08:00 AM ET Company ParticipantsChristopher Robertson - DirectorEduardo Maranhão - CFOJohn Mackay - VP of Equity ResearchKarl Fredrik Staubo - CEOLiam Burke - Managing DirectorSherif Elmaghrabi - VP of Equity ResearchSpiro Dounis - DirectorTor Olav Trøim - Chairman of the BoardConference Call ParticipantsAlexander Bidwell - Associate AnalystOperatorWelcome to the Golar LNG Limited 2025 Q4 results presentation. After the slide presentation by ...

Financial Performance - Golar LNG reported a Q4 2025 net income of $10.4 million, a 130% increase from Q4 2024, and a full-year net income of $66 million, up 29% year-over-year [1][4] - Total operating revenues for Q4 2025 reached $132.8 million, a 101% increase compared to Q4 2024, with year-to-date revenues of $393.5 million, reflecting a 51% increase [1][4] - Adjusted EBITDA for Q4 2025 was $91 million, a 54% increase from Q4 2024, and $265 million for the full year, a 10% increase [1][4] Operational Highlights - The company secured $14 billion in Adjusted EBITDA backlog through two 20-year contracts for FLNG Hilli and MKII FLNG with Southern Energy S.A. in Argentina [3][4] - FLNG Hilli exceeded its 2025 production target, while FLNG Gimi overproduced compared to its contractual commitments during Q4 2025 [4][9] - The construction of MKII FLNG is on schedule and on budget, with all conditions precedent for the contract with SESA satisfied [4][26] Financial Transactions - Golar executed $2.275 billion in new financing facilities during the year, including a $1.2 billion secured bank facility for FLNG Gimi [3][16] - The company entered the U.S. bond market with $500 million of 5-year senior unsecured notes at a 7.50% interest rate [4][15] - A share buyback program resulted in the repurchase and cancellation of 1.1 million shares at an average price of $37.76 per share, with $109 million remaining available [4][9] Liquidity and Debt - Total Golar Cash as of December 31, 2025, was $1.2 billion, while Golar's share of contractual debt was $2.7 billion, resulting in a net debt position of $1.5 billion [13][49] - The company has a significant liquidity release potential through debt refinancing alternatives, particularly for FLNG Hilli, which has an Adjusted EBITDA backlog of $5.7 billion [21][30] Market Position and Future Outlook - Golar is positioned as the only proven FLNG service provider globally, with strong operational uptime and capital efficiency [4][38] - The company anticipates continued strong demand for FLNG services, with plans to order a fourth FLNG unit once commercial terms mature [34][36] - Golar's 10% ownership in SESA provides additional commodity exposure, with potential upside linked to LNG prices [30][31]