Excelerate Energy beats Q4 revenue expectations

Excelerate Energy

25/02/2026 21:34

Overview

U.S. LNG company's Q4 revenue rose, beating analyst expectations

Adjusted net income for Q4 beat analyst expectations

Adjusted EBITDA for Q4 exceeded analyst estimates

Outlook

Excelerate Energy expects 2026 Adjusted EBITDA between $515 mln and $545 mln

Company projects 2026 maintenance capex between $100 mln and $110 mln

Excelerate anticipates 2026 committed growth capital between $370 mln and $400 mln

Result Drivers

JAMAICA ACQUISITION - Full-year net income and adjusted EBITDA increased due to Jamaica acquisition, despite higher interest expenses and transaction costs

CARGO DELIVERY IMPACT - Sequential decrease in Q4 net income and adjusted EBITDA due to reduced Atlantic basin cargo deliveries

BANGLADESH LNG DELIVERIES - Commenced LNG deliveries to Bangladesh under 15-year agreements, strengthening global LNG platform

Company press release: ID:nBwqm3Rxa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$317.6 mln
$284.30 mln (6 Analysts)
Q4 Adjusted Net Income
Beat
$39.7 mln
$11.10 mln (6 Analysts)
Q4 Net Income
$39.1 mln
Q4 Adjusted EBITDA
Beat
$112.5 mln
$110.92 mln (10 Analysts)
Q4 Operating Income
$70.4 mln
Q4 Pretax Profit
$47.44 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the natural gas utilities peer group is "buy"

Wall Street's median 12-month price target for Excelerate Energy Inc is $40.00, about 5.7% below its February 24 closing price of $42.44

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 16 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)