Golar LNG Q2 Revenue Surpasses Consensus, Adjusted EBITDA Down YOY

Friday, Aug 15, 2025 8:57 pm ET1min read

Golar LNG reported Q2 revenue of $75.67M, beating consensus estimates of $70.86M. The company's adjusted EBITDA was $49.26M, down from $58.72M last year. Golar plans to order its next floating liquefied natural gas (FLNG) vessel before locking in a charter to drive competitive terms. The company sees increasing demand for FLNG solutions and believes it will be the only open and available FLNG capacity within the decade.

Golar LNG Ltd. (Golar) reported its Q2 2025 financial results, with revenue of $75.67 million, surpassing consensus estimates of $70.86 million. However, the company's adjusted EBITDA fell to $49.26 million, down from $58.72 million in the same period last year [1].

The company's adjusted EBITDA backlog increased by $13.7 billion, primarily driven by two 20-year FLNG charters with Southern Energy S.A. in Argentina. Golar expects to receive $100 million in potential commodity upside per year for every dollar of offtake above $8/MMBtu [1]. Additionally, the company's FLNG Gimi reached its Commercial Operations Date, commencing a 20-year lease with BP [1].

Golar's stock recently traded at 33 times the next 12-month earnings, compared to a P/E of 33 three months ago, reflecting investor confidence in the company's future prospects. The current average analyst rating on the shares is "buy," with no "hold" or "sell" recommendations [1].

Looking ahead, Golar plans to order its next FLNG vessel before locking in a charter to drive competitive terms. The company expects to receive regulatory approvals for its MKII FLNG within 2025 and anticipates delivery in Q4 2027 [1]. Golar believes it will be the only open and available FLNG capacity within the decade, driven by increasing demand for FLNG solutions [2].

References:
[1] Reuters. (2025). Golar LNG Q2 2025 Adjusted EBITDA Misses Estimates. TradingView. Retrieved from https://www.tradingview.com/news/reuters.com,2025:newsml_PLX3AC9B5:0-golar-lng-q2-adjusted-ebitda-misses-estimates/
[2] AInvest. (2025). Golar LNG Q2 2025: Navigating Contradictions, FLNG Capacity Expansion, and Demand Strategies. Retrieved from https://www.ainvest.com/news/golar-lng-q2-2025-navigating-contradictions-flng-capacity-expansion-demand-strategies-2508/

Comments



Add a public comment...
No comments

No comments yet