Q4 2025 Excelerate Energy Inc Earnings Call Transcript

Feb 26, 2026 / 01:30 PM GMT

Transcript 10-K8-K

Key Points

Positve

Excelerate Energy Inc (EE) reported a record adjusted EBITDA of $449 million for 2025, marking an increase of about $100 million over the previous year.
The company achieved an enterprise-wide reliability exceeding 99.9% for the year, which is their strongest performance to date.
Excelerate Energy Inc (EE) ended the year with a strong balance sheet, significant liquidity, and low leverage, positioning them well for 2026.
The integration of the Jamaica LNG to power platform was completed successfully, demonstrating resilience during Hurricane Melissa with minimal operational and financial impacts.
The company is introducing a full-year 2026 adjusted EBITDA guidance of $515 million to $545 million, indicating continued growth and performance.

Negative

The total estimated capital cost for the Iraq terminal project has increased, now expected to range between $520 million and $550 million.
There was a sequential decrease in adjusted net income and EBITDA in the fourth quarter compared to the third quarter, partly due to a partial delivery in the Atlantic basin.
Higher interest expenses related to the 2030 notes partially offset the increase in adjusted net income.
The company experienced a $6 million EBITDA impact in Q4 due to Hurricane Melissa, with $2 million affecting SG&A expenses.
Maintenance CapEx is expected to increase in 2026, driven mostly by the timing of dry docks for the Express and Exquisite FSRUs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EE.N - Excelerate Energy Inc
Q4 2025 Excelerate Energy Inc Earnings Call
Feb 26, 2026 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the Accelerate Energy 4th quarter and 4 year 2025 earnings conference call. My name is Alex and I'll be coordinating in the school. If you'd like to ask a question at the end of the presentation, you may press followed by 1 on your telephone keypad. And if you'd like to withdraw that question, you may press followed by 2.

I'll now hand it over to Craig Hicks to begin. Please go ahead.

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Unidentified_2 [2]
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Good morning and thank you for joining Accelerate Energy's 4th quarter and full year 2025 earnings call.

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