UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission File Number: 001-41352 Excelerate Energy, Inc. (Exact Name of Registrant as Specified in its Charter) (Address of principal ex ...

Excelerate Energy (EE) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 I'll now hand it over to your host, Craig Hicks, Vice President, Investor Relations and Strategy. Please go ahead. Speaker1 Good morning, everyone. Thank you for joining Accelerate Energy's first quarter twenty twenty five earnings call. Participating on the call today are Stephen Kobos, Chief Executive Officer and Dana Armstrong, Chief Financial Officer. Also joining the call today are Oliver Simpson, Chief Commercial Officer an ...

Excelerate Energy (EE) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 25.64%. A quarter ago, it was expected that this provider of floating liquified natural gas terminals would post earnings of $0.32 per share when it actually produced earnings of $0.40, delivering a surprise of 25% ...

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Financial Results - Excelerate Energy, Inc. announced a preliminary financial result for Q1 2025, with a term loan outstanding of $163.6 million as of December 31, 2024[7]. Credit Agreements - The company entered into a Fifth Amendment to its Senior Secured Credit Agreement, extending the maturity of the revolving facility to March 17, 2029, and increasing commitments to $500 million[5]. - The Fourth Amendment to the Credit Agreement included additional covenant baskets to permit the Pending Acquisition and incurrence of related debt[12]. Acquisitions - Excelerate Energy Limited Partnership plans to acquire New Fortress Energy, Inc.'s business in Jamaica for $1.055 billion, contingent upon certain conditions[5]. - The company intends to offer $700 million in Senior Notes due 2030, with proceeds to fund the Pending Acquisition and repay the Term Loan[10].

The market expects Excelerate Energy (EE) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 7, 2025, might help the stock move higher if these key numbers are ...

Core Viewpoint - Excelerate Energy is positioned well to continue its streak of beating earnings estimates, having consistently exceeded expectations in recent quarters [1][2]. Group 1: Earnings Performance - For the most recent quarter, Excelerate Energy reported earnings of $0.40 per share, surpassing the expected $0.32 per share, resulting in a surprise of 25% [2]. - In the previous quarter, the company reported $0.35 per share against an expectation of $0.32 per share, achieving a surprise of 9.38% [2]. - The average surprise for the last two quarters was 17.19% [1]. Group 2: Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Excelerate Energy, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for Excelerate Energy is +1.84%, suggesting analysts have recently become more optimistic about the company's earnings prospects [8]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. Group 3: Zacks Rank and Future Outlook - Excelerate Energy holds a Zacks Rank of 1 (Strong Buy), which, combined with its positive Earnings ESP, indicates a high probability of another earnings beat [8]. - The next earnings report for Excelerate Energy is expected to be released on May 7, 2025 [8].

Core Viewpoint - Excelerate Energy has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for Excelerate Energy for the fiscal year ending December 2025 is projected at $1.46 per share, reflecting a 15% increase from the previous year's reported figure [9]. - Over the past three months, the Zacks Consensus Estimate for Excelerate Energy has risen by 1.2%, indicating a trend of increasing earnings estimates [9]. Zacks Rating System - The Zacks rating system is based solely on changes in a company's earnings picture, making it a reliable tool for investors to gauge stock performance [2][3]. - The system classifies stocks into five groups, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - Only the top 5% of Zacks-covered stocks receive a 'Strong Buy' rating, highlighting Excelerate Energy's strong position in terms of earnings estimate revisions [10][11]. Market Implications - The upgrade to Zacks Rank 1 suggests that Excelerate Energy's improving earnings outlook could lead to increased buying pressure and a potential rise in its stock price [4][6]. - The correlation between earnings estimate revisions and stock price movements underscores the importance of tracking these revisions for investment decisions [7].

Core Insights - The U.S. Energy Department reported a higher-than-expected increase in natural gas supplies, with stockpiles rising by 37 billion cubic feet (Bcf) for the week ended March 21, surpassing analysts' expectations of a 25 Bcf increase [2]. - Despite bearish inventory data, natural gas prices rose, closing at $4.065, marking a 2% increase for the week and a 13.4% gain in the first quarter of 2025 [4]. - The market outlook remains positive, with U.S. natural gas inventories over 6% below the five-year average, supporting prices around $4/MMBtu in the near term [7]. Industry Overview - Natural gas stockpiles in the lower 48 states are currently at 1,744 Bcf, which is 557 Bcf (24.2%) below the 2024 level and 122 Bcf (6.5%) lower than the five-year average [3]. - The total supply of natural gas averaged 110.8 Bcf per day, with daily consumption rising to 107.7 Bcf, reflecting increased residential and commercial usage [3]. - The U.S. has become the world's largest LNG supplier, with exports averaging 16 Bcf per day, driven by European and Asian demand for American LNG [6]. Company Insights - **Expand Energy (EXE)**: The company has solidified its position as the largest natural gas producer in the U.S. following a merger, with a projected 422.7% year-over-year increase in 2025 earnings per share [8][10]. - **Excelerate Energy**: Specializing in LNG infrastructure, the company represents 20% of the global Floating Storage Regasification Unit (FSRU) fleet, with a projected 11.8% year-over-year growth in 2025 earnings per share [11][12]. - **The Williams Companies**: Positioned to benefit from long-term U.S. natural gas demand growth, the company has a projected 14.1% year-over-year growth in 2025 earnings per share [13][14].

Excelerate Energy Inc. (EE) has entered into an agreement to purchase New Fortress Energy Inc.'s (NFE) assets and operations in Jamaica. The deal will be financed entirely in cash for a total consideration of $1.055 billion and is anticipated to conclude by the June quarter of 2025. New Fortress Energy entered the Jamaican energy market in 2016, and since then it has driven a shift in the country's energy landscape from oil-based fuels toward a low-carbon, cleaner energy resources. The company has collabora ...