Excelerate Energy, Inc. Class A (EE)

Several events have impacted Excelerate Energy's stock price in the past six months. The company reported strong Q2 2025 financial results, including a net income of $20.8 million and adjusted EBITDA of $107.1 million, and raised its full-year 2025 Adjusted EBITDA guidance. Excelerate completed the acquisition of an integrated LNG and power platform in Jamaica, which contributed to increased Adjusted EBITDA. The Board of Directors approved a quarterly cash dividend of $0.08 per share, a 33% increase from the prior quarter. The company published its 2024 Sustainability Report, highlighting progress in ESG priorities. Excelerate Energy delivered record quarterly results in Q3 2025, with net income of $55.0 million and adjusted EBITDA of $129.3 million, and further raised its full-year 2025 Adjusted EBITDA guidance, beating analysts' consensus estimates for EPS by $0.13. Excelerate signed a definitive agreement for a fully integrated floating LNG import terminal in Iraq, with commercial operations expected to commence in 2026. Excelerate Energy mobilized over one million USD in aid for Jamaica's relief and recovery efforts following Hurricane Melissa. Another quarterly cash dividend of $0.08 per share was declared. Excelerate Energy announced an equity buyback authorization for $75 million worth of its shares. As of January 9, 2026, the share price was $30.45, representing a 2.42% increase over the past year, with a 52-week range between $21.29 and $32.99.

Demand for natural gas, and consequently for Excelerate Energy's LNG products and services, is highly seasonal, typically peaking during periods of extreme temperatures, specifically in the winter for heating and in the summer for cooling. This seasonality can lead to higher volatility in natural gas markets and an increased demand for seasonal storage. Excelerate Energy's business model, which relies on long-term, take-or-pay contracts for its FSRU fleet, helps to mitigate some of the impact of these seasonal fluctuations by providing predictable cash flows. The company does experience seasonal variations in its operations, as evidenced by seasonal delivery under the Atlantic Basin supply deal contributing to higher LNG, gas, and power sales opportunities in Q3 2025. The global LNG market is also seeing a potential shift towards two smaller peak seasons, influenced by global warming leading to increased natural gas consumption in Asia for air conditioning during warmer months.

Excelerate Energy, Inc. is a U.S.-based energy company specializing in LNG solutions, playing a crucial role in the global energy transition by providing flexible and rapid-to-market energy infrastructure. The company operates within the LNG industry, providing integrated LNG solutions worldwide. Its major products and services include regasification services, infrastructure development, and LNG and natural gas supply. Excelerate Energy aims to deliver cleaner, affordable, and reliable energy, acting as a bridge between LNG producers and energy-deficient markets. The company's business model focuses on generating predictable, fixed-fee revenue from long-term contracts for its FSRU fleet, alongside revenue from selling LNG, gas, and power through integrated platforms.

Excelerate Energy has a significant global presence, with regional offices in over 11 countries and operations spanning various continents. Its operational footprint includes the United States, Brazil, Argentina, Israel, United Arab Emirates, Pakistan, Bangladesh, Finland, Germany, and Jamaica. The company's integrated assets in Jamaica include the Montego Bay LNG Terminal, the Old Harbour LNG Terminal, and the Clarendon combined heat and power plant.

Excelerate Energy has actively worked to reinforce its brand reputation through sustainability efforts and community support. The company published its 2024 Sustainability Report in August 2025, detailing its progress in environmental, social, and governance (ESG) priorities. A notable event that positively impacted Excelerate Energy's reputation was its mobilization of over one million USD to support Jamaica's relief and recovery following Hurricane Melissa in November 2025. This demonstrated the company's commitment to the communities where it operates, especially in times of crisis.

Excelerate Energy, Inc. has a mixed ownership structure, with a significant portion held by institutional investors. Approximately 68.85% to 82.73% of the company's stock is owned by institutional investors, while insiders hold around 2.39%, and public companies and individual investors own approximately 13.87% to 14.88%. Major institutional owners include George Kaiser Family Foundation, Wellington Management Group Llp, Vanguard Group Inc, and BlackRock, Inc. Excelerate Energy Holdings LLC is the largest individual Excelerate Energy shareholder, owning 82.02 million shares, representing 71.93% of the company. George B. Kaiser, through his ownership of Excelerate Energy Holdings, LLC, controls approximately 76.2% of the voting power of Excelerate Energy's outstanding Common Stock, making Excelerate Energy a "controlled company" under NYSE rules.