Information
Fourth Quarter financial summary (in thousands of $)Q4 2025Q4 2024% ChangeYTD 2025YTD 2024% ChangeNet income attributable to Golar LNG Ltd10,3584,494130%65,67650,83929%Total operating
Original sourceAI Summary
Golar LNG reported strong Q4 2025 results, including a 130% increase in net income and substantial revenue growth, driven by successful operations of its FLNG projects and ongoing commercial ventures. The company's $14 billion Adjusted EBITDA backlog supports a solid outlook, positioning Golar favorably in the LNG market.
Sentiment Rationale
The strong earnings increase and substantial revenue growth signal positive market sentiment, reminiscent of previous earnings beats leading to price appreciation.
Trading Thesis
Invest in GLNG for strong growth potential over the next 12 months.
Market-Moving
- Golar's net income growth supports upward price momentum.
- Successful refinancing should enhance financial stability and operational capacity.
- Increased liquidity positions Golar to capitalize on future commitments.
- Long-term contracts secured provide predictable revenue flow.
Key Facts
- Q4 2025 net income rises to $10 million, up 130%.
- Total revenues doubled to $132 million, significant yearly gain.
- Adjusted EBITDA increased by 54% to $91 million in Q4.
- Golar secured $14 billion Adjusted EBITDA backlog with long-term contracts.
- Successful refinancing completed for FLNG Gimi's $1.2 billion facility.
Companies Mentioned
- Southern Energy S.A. (SESA): Partnered with Golar for LNG contracts enhancing long-term revenue.
- CIMC Raffles (N/A): Shipyard constructing MKII FLNG, crucial for Golar's future capacity.
- Pan American Energy (N/A): Part of SESA, ensuring stable gas supply for Golar's FLNG operations.
Corporate Developments
This analysis fits into 'Corporate Developments' as it centers on Golar's financial performance and strategic partnerships, which are vital for their continuing growth in the LNG sector.