Every material Form 8-K Stabilis Solutions, Inc. has filed with the SEC since July 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Stabilis Solutions reported third quarter 2026 revenue of $14.8 million, up 25% from the second quarter but down 27% from the third quarter of 2025, and net income of $0.2 million, or $0.01 per diluted share. Results improved sharply from the second quarter's net loss of $4.6 million, but remained below the prior year, when the company's large marine and power generation contracts were still active.
Net income of $0.2 million ($0.01 per diluted share), compared with a net loss of $4.6 million in Q2 2026 and net income of $1.1 million ($0.06 per share) in Q3 2025.
Adjusted EBITDA (non-GAAP) of $1.9 million, up from $0.1 million in Q2 2026 and down from $2.9 million in Q3 2025.
Data center-related revenue reached 17% of total revenue in Q3 2026, versus less than 1% in Q2 2026.
Data center LNG power generation contract remains on track to begin in Q1 2027; cash, cash equivalents and restricted cash were $18.4 million as of September 30, 2026.
Stabilis Solutions reported second-quarter 2026 revenue of $11.9 million, down 31.2% from a year earlier, and a net loss of $4.6 million, or $0.25 per diluted share, compared with a $0.6 million loss a year earlier. The loss reflects lower revenue and a $2.9 million vessel charter expense tied to a charter terminated late in the quarter. Management expects second-half 2026 revenue to rise more than 50% from the first half and 2027 revenue to exceed $100 million, but those are company expectations, not results.
Q2 2026 revenue was $11.9 million, down 31.2% year over year, mainly due to large marine and power generation contracts completed in Q4 2025
Net loss was $4.6 million ($0.25 per diluted share) versus $0.6 million ($0.03 per share) in Q2 2025; a $2.9 million vessel charter expense was a factor
Adjusted EBITDA was $0.1 million, compared with $1.5 million a year earlier; operating cash flow was $7.1 million, including $5.0 million of customer advance payments
Management expects second-half 2026 revenue to increase by over 50% versus the first half and a new data center LNG contract to begin service in Q3 2026
Stabilis Solutions dismissed its auditor after Ham, Langston and Brezina (HL&B) resigned following CohnReznick's acquisition of certain HL&B assets. The Audit Committee approved CohnReznick as the new independent registered public accounting firm for fiscal 2026. The filing states no disagreements or reportable events with HL&B and that HL&B's prior audit reports carried no adverse opinion, disclaimer, or qualification.
HL&B notified the company on July 8, 2026 that it resigned as independent auditor.
Audit Committee approved CohnReznick LLP as new auditor for the fiscal year ending December 31, 2026.
HL&B's audit reports for 2025 and 2024 were not adverse, disclaimed, or qualified.
No disagreements with HL&B or reportable events were reported; HL&B's letter is filed as Exhibit 16.1.
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