Golar (GLNG) Q2 2026 Earnings Call Transcript

Golar LNG reported Q2 2026 revenue of $130.48M and net income of $38.27M, with H1 revenue and net income up year-over-year. The company signed a $2.45B EPC agreement for a fourth FLNG vessel and declared a $0.25 per-share dividend. Analysts project varying revenue and earnings estimates for 2029, with consensus seeing 18% upside from current prices.

Golar LNG (GLNG) announced a fourth floating LNG unit, increasing its liquefaction capacity by 41% and potentially raising EBITDA to $1.2B by 2030. The company has a $17B EBITDA backlog and faces shipyard bottlenecks. However, growth comes with higher CapEx and debt, and earnings are tied to LNG prices.

Golar LNG Ltd. signed an EPC contract with CIMC Raffles for its fourth FLNG vessel, with a 3.5 million tpy capacity, expected by 2029. The vessel will use PRICO technology and is part of Golar's plan to reach 12 million tpy capacity. The project has a $2.45 billion budget and aims for a long-term charter.

Golar LNG Limited (Nasdaq: Golar) signed an EPC deal with Yantai CIMC Raffles Offshore for its fourth FLNG and second MKII design floating LNG vessel. Capacity is 3.5 MTPA. The project budget is about US$2.45bn, with delivery expected by year-end 2029. Black & Veatch will supply PRICO liquefaction technology and engineering support, and Golar is seeking a long-term charter.

Golar LNG (NASDAQ: GLNG) said it signed an EPC agreement with Yantai CIMC Raffles Offshore for a fourth FLNG and second MKII FLNG vessel, with 3.5 MTPA annual liquefaction capacity. The project budget is about $2.45 billion, with delivery expected by year-end 2029. Golar plans a long-term charter and said controlled capacity will rise above 12 MTPA.

Simply Wall St says Golar LNG (NasdaqGS:GLNG) reported Q2 2026 revenue of $130.48M and net income of $38.27M, and confirmed an EPC deal for a fourth FLNG vessel with a total budget of about $2.45B. It also cites a new MKII order lifting controlled liquefaction capacity by ~40% to above 12 MTPA and mentions forecast revenue and earnings by 2029.