Should Golar LNG’s FLNG Expansion, Stronger H1 Results and Dividend Hike Require Action From GLNG Investors?

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 (GLNG) reported Q2 2026 revenue of $130.5M, up 72% YoY, with adjusted EBITDA at $127.4M. The company announced a fourth FLNG unit, increasing capacity to 12.1M tonnes/year. It expects $800M EBITDA run rate by 2028 and $1.2B by 2030. Golar has $17B EBITDA backlog and $908.4M cash. Risks include equipment lead times and geopolitical uncertainty.

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.