Excelerate Energy (NYSE:EE) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsCraig Hicks - Vice President of Investor RelationsDana Armstrong - CFODavid Liner - Chief Operating OfficerEmma Schwartz - Energy Equity Research VPMichael Scialla - Managing DirectorOliver Simpson - Chief Commercial OfficerSteven Kobos - President and CEOZack Van Everen - Director of Infrastructure ResearchConference Call ParticipantsBobby Brooks - Senior Research AnalystChris Robertson - Director of Equity ...

Excelerate Energy (NYSE:EE) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsCraig Hicks - Vice President of Investor RelationsDana Armstrong - CFODavid Liner - Chief Operating OfficerEmma Schwartz - Energy Equity Research VPMichael Scialla - Managing DirectorOliver Simpson - Chief Commercial OfficerSteven Kobos - President and CEOZack Van Everen - Director of Infrastructure ResearchConference Call ParticipantsBobby Brooks - Senior Research AnalystChris Robertson - Director of Equity ...

Excelerate Energy (NYSE:EE) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker9Hello, welcome to the Excelerate Energy fourth quarter and full year 2025 earnings conference call. My name is Alex, and I'll be coordinating today's call. If you'd like to ask a question at the end of the presentation, you may press star followed by 1 on your telephone keypad. If you'd like to withdraw that question, you may press star followed by 2. I'll now hand it over to Craig Hicks to begin. Please go ahead.Speaker ...

4Q & FY2025 Investor Presentation February 2026 Disclaimers The forward -looking statements made in this presentation relate only to events as of the date on which the statements are made. We undertake no obligation to update any forward -looking statements made in this presentation to reflect events or circumstances after the date of this presentation or to reflect new information or the occurrence of unanticipated events, except as required by law. We may not actually achieve the plans, intentions or expe ...

Press Release Excelerate Energy Reports Record Full Year Results for 2025, Provides 2026 Outlook -- FY 2025 Financial Performance Driven by Jamaica Contribution and Optimization of Global Asset Portfolio -- The Woodlands, TX, February 25, 2026 – Excelerate Energy, Inc. (NYSE: EE) (Excelerate or the Company) today reported its financial results for the fourth quarter ended December 31, 2025. RECENT HIGHLIGHTS CEO COMMENT "2025 was a defining year for Excelerate Energy, marked by strong execution, reliable op ...

Industry Overview - Natural gas prices are stabilizing around $3.00 per MMBtu, with a recent close at approximately $3.05, influenced by a 144 Bcf storage withdrawal that was slightly below expectations [1] - Inventories are significantly below the five-year average and last year's levels, providing stronger support for prices within the $3.00-$3.15 range [1] LNG Export Impact - LNG export facilities are operating near full capacity, which is reshaping U.S. gas pricing dynamics and reducing reliance on weather fluctuations [3] - The Golden Pass LNG project, backed by QatarEnergy and ExxonMobil, is expected to produce around 18 million tons of LNG annually, nearing first production despite construction delays [4] - A new pipeline will transport up to 1 Bcf per day from the Permian Basin to the terminal, expected to begin initial volumes in early March, further supporting price stability [5] Market Dynamics - The gas market is transitioning from being weather-driven to infrastructure-driven, with overall U.S. consumption dropping by over 15 Bcf per day as temperatures warmed [6] - Rising LNG capacity and steady exports to Mexico suggest that prices may trade within a tighter and more stable range, with storage levels below average but manageable [7] Investment Opportunities - Companies like Expand Energy (EXE), Cheniere Energy (LNG), and Excelerate Energy (EE) are positioned to benefit from the evolving export-centered pricing regime [2][10] - Expand Energy has become the largest natural gas producer in the U.S. and is well-positioned to capitalize on rising demand from LNG exports and electrification trends [9] - Cheniere Energy has a competitive edge with its regulatory approval for LNG exports and strong operational performance, indicating substantial growth potential [11][12] - Excelerate Energy, focusing on LNG infrastructure and services, accounts for about 20% of the global FSRU fleet and is expanding into LNG-to-power and gas distribution [13]

The share price of Excelerate Energy, Inc. (NYSE:EE) surged by 12.75% between February 6 and February 13, 2026, putting it among the Energy Stocks that Gained the Most This Week. Excelerate Energy (EE) Price Target Raised by $9 Excelerate Energy, Inc. (NYSE:EE) provides LNG solutions worldwide. It offers regasification services, including floating storage and regasification units, infrastructure development, and LNG and natural gas supply. On February 6, Deutsche Bank raised its price target on Excelera ...

THE WOODLANDS, Texas--(BUSINESS WIRE)--Excelerate Energy, Inc. (NYSE: EE) (the "Company†or "Excelerate†) will release its fourth quarter and full year 2025 results on Wednesday, February 25, 2026, following the close of U.S. financial markets. The earnings release and presentation for the fourth quarter and full year 2025 results will be available on the investor page of the Company's website at www.excelerateenergy.com. On Thursday, February 26, 2026, the Company's management team will host a. ...

Core Insights - Natural gas futures have seen significant volatility, with prices dropping approximately 20% from a three-year high due to milder weather forecasts, reversing an earlier rally above $5 per million British thermal units [3][10] - The market is currently assessing whether the recent price correction reflects underlying fundamentals adequately, with a focus on potential entry points for investors [1][6] Market Dynamics - Natural gas prices are highly sensitive to weather forecasts, with recent predictions of normal temperatures alleviating concerns about heating demand [2][4] - Despite the price drop, storage data indicates a tightening supply backdrop, with a reported withdrawal of 177 billion cubic feet, reducing the surplus compared to the five-year average [8][9] Export Demand - U.S. liquefied natural gas (LNG) feedgas demand is at record levels, driven by strong international consumption from Europe and Asia, which continues to support prices despite short-term volatility [11][12] - Even with reduced domestic heating demand, LNG exports are absorbing a growing share of U.S. supply, maintaining elevated price levels compared to historical norms [12] Investment Opportunities - Recommended stocks for investors include Expand Energy (EXE), Cheniere Energy (LNG), and Excelerate Energy (EE), which are well-positioned to benefit from stabilizing gas prices amid strong export demand and tightening inventories [2][10][13] - Expand Energy has emerged as the largest natural gas producer in the U.S., with a projected 317.7% year-over-year earnings surge for 2025 [15][16] - Cheniere Energy holds a competitive edge with its LNG export capabilities and has seen a 20% increase in earnings estimates for 2025 [17][18] - Excelerate Energy focuses on LNG infrastructure and services, accounting for about 20% of the global Floating Storage Regasification Units fleet, with a 2.4% year-over-year growth forecast for 2025 [19][20]

Core Insights - Excelerate Energy, Inc. (NYSE:EE) is recognized as one of the 14 best up-and-coming dividend stocks to buy [1] - Wells Fargo has raised its price target for Excelerate Energy from $26 to $29, maintaining an Equal Weight stance, reflecting updated growth expectations due to recent project wins [2] - The company signed a commercial agreement to build a fully integrated LNG import terminal in Iraq, with a minimum contracted offtake of 250 million standard cubic feet per day [3] Financial Performance - Excelerate Energy reported strong Q3 2025 results, with revenue reaching $391.04 million, more than doubling year-over-year and exceeding analysts' forecasts by approximately $119.5 million [4] - Operating income for the same period increased to $87.2 million, up from $59.7 million in the previous year [4] - As of September 30, 2025, the company held $462.6 million in unrestricted cash and cash equivalents, with no outstanding letters of credit under its revolving credit facility [4] Business Operations - Excelerate Energy operates globally, providing LNG solutions and focusing on the development and management of floating LNG terminals [5]