GLNG PRESS-RELEASE SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

GLNG ▼ -9.34% at T+5d

NEUTRAL call ✗ call lost -9.34% · α vs SPY -10.58% · entry $55.46 → $50.28

Next anchor: T+20d in 8d

Last close $50.75 (close Jun 8) · -8.49% from $55.46 entry

Entry anchored
May 20, 05:27 AM ET
via Databento tick

T+1d

-5.68%

call -5.68% · α -5.87%

$52.31

settled 20d ago

T+5d

-9.34%

call -9.34% · α -10.58%

$50.28

settled 13d ago

T+20d

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call — · α —

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in 8d

T+60d

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call — · α —

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in 2mo

Price Chart

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Executive Summary

Golar LNG reported Q1 2026 EPS of $0.39, missing the $0.41 consensus by 4.9%, while revenue of $137.6M beat the $128.0M estimate by 7.5%. Net income surged 920% YoY to $83.6M, driven by strong FLNG operations and $37M in non-cash gains. The company initiated a strategic review with Goldman Sachs, declared a $0.25 dividend, and is targeting a 4th FLNG order in 2026.

Actionable Insight

The EPS miss is a modest negative, but the strong revenue beat, 920% net income surge, and strategic review with Goldman Sachs create a mixed catalyst. Watch for updates on the strategic review outcome and the 4th FLNG order, which could unlock significant shareholder value. The stock may trade on the strategic review narrative rather than the quarterly miss.

Key Facts

Q1 2026 EPS $0.39 vs consensus $0.41 (-4.9% miss)
Q1 2026 revenue $137.6M vs consensus $128.0M (+7.5% beat)
Net income attributable to Golar $83.6M, up 920% YoY from $8.2M
Adjusted EBITDA $105.6M, up 158% YoY from $40.9M
Total Golar Cash $1.05B as of March 31, 2026
Declared $0.25/share dividend payable June 10, 2026
Goldman Sachs engaged to evaluate strategic alternatives including potential sale
Targeting 4th FLNG order within 2026; key long-lead items reserved in May 2026
FLNG Gimi overproduced 19% vs contractual committed volume
SESA signed 8-year LNG supply agreement with SEFE for up to 2M tonnes/year starting 2027

Financial Impact

EPS miss of $0.02 (-4.9%) vs consensus; revenue beat of $9.6M (+7.5%); net income up 920% YoY to $83.6M

epsrevenuenet incomeadjusted ebitdacash

Risk Factors

Strategic review may not result in any transaction or value-enhancing outcome
FLNG Hilli contract in Cameroon ends Q3 2026; redeployment to Argentina carries execution risk
Commodity price volatility could impact FLNG tariff upside
MKII FLNG conversion remains on budget but faces construction and timeline risks
EPS miss for the third consecutive quarter (Dec 2025, Sep 2025, Jun 2025 all missed consensus)

Market Snapshot

Exchange

Nasdaq

Sector

Water Transportation

Analyst Consensus

88% bullish (16 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3298304

7 reports for GLNG

T+1T+5T+20T+60

Filters

Reports for GLNG — sortable, filterable
	Type				Now
May 20, 2026 20d ago	6-K NEUTRAL ★ 2/10	$55.46 $50.28	▼ −9.34%	▼ −10.58%	$50.75 (−8.49%)
May 20, 2026 20d ago	Press Release NEUTRAL ★ 2/10	$55.46 $50.28	▼ −9.34%	▼ −10.58%	$50.75 (−8.49%)
May 20, 2026 20d ago	Press Release MIXED ★ 6/10	$55.46 $50.28	▼ −9.34%	▼ −10.58%	$50.75 (−8.49%)
May 19, 2026 21d ago	6-K NEUTRAL ★ 3/10	$55.18 $49.07	▼ −11.07%	▼ −12.87%	$50.75 (−8.03%)
Apr 7, 2026 9w ago	6-K NEUTRAL ★ 3/10	$54.44 $52.99	▼ −2.66%	▼ −7.99%	$50.75 (−6.78%)
Apr 7, 2026 9w ago	Press Release NEUTRAL ★ 3/10	$54.44 $52.99	▼ −2.66%	▼ −7.99%	$50.75 (−6.78%)
Mar 25, 2026 10w ago	Press Release MIXED ★ 7/10	$54.06 $55.29	▲ +2.28%	▲ +0.64%	$50.75 (−6.12%)

US Market Status

Market Closed — Opens in 7h 2m

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