NASDAQ$GLNG

Golar LNG Ltd · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Golar LNG reported modest profitability in Q1 2025 amid strong FLNG chartering activity and strategic project developments.

Golar LNG delivered $62.5 million in revenue and $8.2 million in net income for Q1 2025. The company benefited from new long-term FLNG charters and made progress on major infrastructure projects, despite a decline in adjusted EBITDA and net income compared to last year.

  • Signed 20-year charters for FLNG Hilli and MKII FLNG with SESA, securing a $13.7 billion Adjusted EBITDA backlog.
  • FLNG Gimi completed commissioning and offloaded its first LNG cargo, with COD expected in Q2 2025.
  • Net income attributable to Golar was $8.2 million, with total operating revenue of $62.5 million.
  • Declared a $0.25 per share dividend and completed exit from LNG shipping segment.

Headline financials

Total Revenue

$62.5M

Previous: $65M-3.8%
EPS (adj)

$0.08

Previous: $0.45-82.2%
Adjusted EBITDA

$40.9M

No prior period
Total Golar Cash

$678M

No prior period
Contractual Debt

$1.49B

No prior period
Dividend per Share

$0.25

No prior period
Capital Expenditures

-$153M

Previous: -$124M-22.7%
Net Income

$8.2M

Previous: $55.2M-85.2%
Operating Income

$3.3M

Previous: $17M-80.6%
Gross Profit

$21.4M

Previous: $24.9M-13.9%
R&D Expense

$3.32M

Previous: $812K+308.7%

Revenue & EPS history

Golar LNG · Revenue · Quarterly

$62.5M

Q1 2025-3.8%vs Q1 2024
Beat estimate in 2 of 11 quarters(18%)
ActualEstimate

Forward guidance

Golar expects significant long-term earnings growth from its newly chartered FLNG units and progress on its asset conversion projects.

Tailwinds

  • FLNG Gimi expected to reach COD in Q2 2025, unlocking $3 billion in EBITDA backlog.
  • Charter agreements for Hilli and MKII FLNG forecasted to generate $685M in annual EBITDA.
  • MKII FLNG conversion progressing on schedule for Q4 2027 delivery.
  • $1.2B refinancing facility secured for FLNG Gimi with expected $371M in net proceeds.
  • Regulatory and export licenses secured for Argentinian projects offer strong legal protections.

Headwinds

  • Adjusted EBITDA declined 36% YoY and 31% QoQ.
  • Net income dropped significantly YoY due to non-cash derivative losses.
  • Commodity-linked derivative positions recorded $25M in unrealized losses.
  • Macro risks remain due to geopolitical tensions and economic volatility.
  • MKII FLNG charter subject to FID and regulatory approvals not yet completed.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.0%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+1.7%

Avg return

30 days after

56%

34 / 61 earnings

Positive

+13.1%

Q4 2013

Best reaction

-24.8%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-3.9%+2.8%+22.6%
Q2 2025+0.4%+2.6%+1.2%
Q1 2025+3.7%+9.1%+10.4%
Q4 2024-0.1%-6.2%-1.5%
Q3 2024+2.0%+3.4%-2.2%
Q1 2024-5.5%-2.2%+15.3%
Q4 2023-2.0%-1.1%+13.4%
Q3 2023-2.7%-2.3%+4.7%
Q2 2023-8.5%-8.5%-7.7%
Q1 2023-8.1%-2.9%-10.9%
Q4 2022+0.5%+1.6%-5.2%
Q3 2022-4.8%-4.6%-12.2%
Q2 2022+11.9%+17.0%+17.4%
Q1 2022+2.8%+2.3%-8.8%
Q4 2021+6.1%+9.8%+52.7%
Q3 2021-6.2%-4.5%-15.6%
Q2 2021-4.0%-4.0%+1.7%
Q1 2021+1.4%-0.9%+10.6%
Q4 2020-0.1%-1.7%-2.9%
Q3 2020-12.7%-6.1%-4.2%
Q2 2020+4.0%+4.6%+19.6%
Q1 2020+3.5%+8.2%-10.4%
Q4 2019+5.9%+16.0%-27.1%
Q3 2019+4.0%+4.9%+13.6%
Q2 2019-12.7%-16.5%-1.2%
Q1 2019+4.8%+0.9%-13.2%
Q4 2018-5.1%-1.0%-3.1%
Q3 2018+3.6%-1.2%-7.9%
Q2 2018+2.5%+5.2%+12.4%
Q1 2018-24.8%-20.8%-15.1%
Q4 2017-1.2%+3.9%+0.3%
Q3 2017-4.4%-4.8%+18.0%
Q2 2017+2.3%+0.3%+7.8%
Q1 2017-6.6%-10.7%-11.8%
Q4 2016+4.7%+3.3%+5.1%
Q3 2016+7.8%+10.2%+5.4%
Q2 2016+0.5%+6.7%+4.7%
Q1 2016-5.0%-8.6%-11.9%
Q4 2015+9.0%
Q2 2015+9.7%
Q1 2015+4.7%
Q4 2014+0.4%
Q3 2014-20.5%
Q2 2014-1.0%
Q1 2014+5.9%
Q4 2013+13.1%
Q3 2013-0.4%
Q2 2013-3.1%
Q4 2012-1.1%
Q1 2013-0.8%
Q3 2012+3.0%
Q2 2012+3.0%
Q4 2010-1.0%
Q4 2011-1.0%
Q1 2012+3.4%
Q3 2011+6.5%
Q2 2011+6.5%
Q1 2011+8.3%
Q3 2010+0.5%
Q2 2010+0.9%
Q1 2010+2.0%

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