Excelerate Energy Q2 beat adj profit estimates, raises full-year adj EBITDA guidance

Excelerate Energy

11/08/2025 11:40

Overview

Excelerate Q2 2025 revenue missed analyst expectations, per LSEG data

Liquefied natural gas infrastructure provider's adjusted net income and adj EBITDA beat analyst estimates, per LSEG data

Co raised full-year 2025 adjusted EBITDA guidance to $420-$440 mln

Outlook

Excelerate raises full-year 2025 Adjusted EBITDA guidance to $420-$440 mln

Company expects 2025 maintenance capex between $65 mln and $75 mln

Excelerate targets low double-digit annual dividend growth from 2026 and continuing through 2028

Company sees committed growth capital for 2025 at $95-$105 mln

Result Drivers

JAMAICA ACQUISITION - Integration of Jamaica LNG and power platform exceeded operational expectations

COSTS AND EXPENSES - Net income decreased due to transition and transaction costs from Jamaica acquisition and higher interest expenses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$204.60 mln
$228.90 mln (6 Analysts)
Q2 Adjusted Net Income
Beat
$46.80 mln
$10.10 mln (4 Analysts)
Q2 Net Income
$20.80 mln
Q2 Adjusted EBITDA
Beat
$107.10 mln
$96.20 mln (9 Analysts)
Q2 Operating Income
$43.40 mln
Q2 Pretax Profit
$26.34 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and 3 "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 $34.50, about 29.5% above its August 8 closing price of $24.32

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBw2K3k68a

(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.)