GLNG Research | Milton Maxwell

GLNG

Golar LNG Limited

36.99

+0.14+0.38%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

Strategic review; FLNG capex delayed

2/24/26Feb 24, 2026

Q&A confirmed the Board's strategic review to enhance value amid perceived undervaluation, with Tor evading specifics on process or sale prospects despite analyst pushes. Management walked back aggressive near-term growth, delaying fourth FLNG capex until post-2027 cash flows stabilize, favoring buybacks over speculation. Gimi outperformance persists above 3% of contracted volumes annually via optimizations and winter seasonality. Hilli's $350 million redeployment budget stands firm despite topsides inflation from AI data centers. Middle East projects advance briskly. Buybacks beat spec builds now. Watch value extraction and Argentina execution.

Key Stats

Market Cap

3.79B

P/E (TTM)

67.25

Basic EPS (TTM)

0.55

Dividend Yield

0.03%

About

Golar LNG Limited designs, converts, owns, and operates marine infrastructure for the liquefaction of natural gas. The company operates through three segments: FLNG, Corporate and Other, and Shipping. It engages in the regasification, storage, and offloading of liquefied natural gas (LNG); operation of floating liquefaction natural gas (FLNG) vessels or projects; transportation of LNG carriers; and vessel management activities. The company was founded in 1946 and is headquartered in Hamilton, Bermuda.

CEO

Mr. Karl Fredrik Staubo

IPO

7/15/2003

Website

https://www.golarlng.com

Employees

474

Sector

Energy

Industry

Oil & Gas Midstream