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FLNG のニュース
FLNG のイベント
Company Maintains 2026 Revenue Guidance of $345 - $370 Million
The company said, "Looking ahead to the remainder of 2026, we expect the freight market to remain volatile. On the supply side, around 55 vessels were delivered during the first seven months of the year, and shipbrokers expect a further 40 to 45 vessels to enter the fleet before year-end, hence, fleet growth is expected to remain high. At the same time, several demand-side factors could provide support to the market. European gas storage levels are currently at multi-year lows of around 61% as of mid August, while the shortfall in Qatari export volumes is contributing to the redirection of U.S. export volumes toward Asian importers. Despite the reduction in Qatari volumes, global LNG exports are flat year-on-year, supported by solid growth in U.S. export volumes and strong growth from West African exporters. Against this backdrop, we are entering an interesting and potentially volatile period for the LNG shipping market, with the balance between continued fleet growth and competition on LNG volumes between Europe and Asia. However, we maintain our full-year 2026 revenue guidance of $345 - $370 million, excluding EUAs. We also maintain expected fleet-wide TCE earnings of $73,000 - $78,000 per day. Our guidance range for adjusted EBITDA is $255 - $280 million. Supported by a strong earnings outlook for 2026, substantial contract backlog and a robust balance sheet, including $397 million of cash and no debt maturities before 2029, the Board is pleased to declare another quarterly dividend of $0.75 per share, equivalent to an aggregate distribution of approximately $41 million, marking our twentieth consecutive ordinary quarterly dividend of $0.75 per share. Including special dividends, we will have returned approximately $850 million to shareholders since 2021."
Flex LNG Reports Q2 Revenue of $106.8 Million
Reports Q2 revenue $106.8M, consensus $94.05M. Marius Foss, CEO of Flex LNG, commented: "In the second quarter of 2026, we generated revenues of $106.8 million, or $102.7 million excluding EU Allowances, our highest quarterly revenue since the fourth quarter of 2021. Fleet-wide Time Charter Equivalent earnings were $86,119 per day, compared with $65,729 per day in the first quarter. Adjusted net income was $42.5 million, resulting in adjusted earnings per share of $0.79, an increase of 155% from the first quarter."
Flex LNG Reports Q1 Revenue of $80.5M, Beating Expectations
Reports Q1 revenue $80.5M, consensus $79.11M. Marius Foss, CEO of Flex LNG, commented: "Results for the first quarter of 2026 reflect the seasonal low period in the LNG shipping market, which bottomed out in mid-Q1, in line with historical patterns. We achieved a fleet-wide TCE rate of around $65,700 per day and generated revenues excluding EUAs of $78 million, while adjusted net income totalled $16.9 million. Our earnings were impacted by a soft spot environment and higher voyage expenses, including bunkers and gas-up/cool-down, related to the positioning of our open ships."
Flex LNG Signs New Charter Agreement with Supermajor for Minimum Two Years
Flex LNG announced it has agreed a new time charter agreement with a minimum firm period of two years for Flex Aurora. The charterer, a Supermajor, is potentially up to eight years. If all options are declared, the vessel will be committed until 2034. The vessel was redelivered from its previous 3.5-years charter in the first half of March, and the vessel has been successful in finding new employment with prompt delivery. Flex Aurora, built 2020, is a modern 174,000 cbm LNG carrier with X-DF two-stroke propulsion. Following this announcement, Flex LNG's total contract backlog is minimum 55 years, which may increase to 82 years if the charterers exercise their options.
Flex LNG Extends Contracts for Two Vessels to 2032
Flex LNG announced the exercise of contract extensions for two ships and provide an update on the fleet status. The company has received notice from the charterer, a supermajor, of the vessels Flex Resolute and Flex Courageous of the charterer's exercise of the second extension option of 730 days under the original time charter contracts for the period Q1 2027 to Q1 2029 for both ships. As communicated on November 7, 2024, the Charterer extended the original contracts, which comprised of three firm years plus two two-year extension options, by adding a further three firm years for the period Q1 2029 to Q1 2032. The Charterer also holds additional extension options of up to seven years per vessel from 2032. With this announcement, both vessels will be employed on firm contract with the supermajor until minimum Q1 2032. Following the exercise of these options, our firm contract backlog is 53 years and may increase to 74 years if the charterers exercise the extension options. With reference to the press release of November 29, 2024, the company informed that Flex Constellation commenced the 15-year time charter contract in March with a large Asian utility and asset backed LNG trader. Thus, Flex Constellation will now be on firm contract until minimum 2041. Marius Foss, CEO of Flex LNG Management AS, commented: "We are pleased that the charterer of Flex Resolute and Flex Courageous acknowledge our high-quality service of safe and reliable operation whereby the charterer has again exercised extension options for both ships. Consequently, the ships are now on firm contract to minimum 2032. Equally, we are pleased to confirm that Flex Constellation has been delivered to the charterer and commenced the 15-year time charter contract. We look forward to providing safe and reliable transportation of LNG for the Asian based charterer until minimum 2041. Currently, the energy markets in general, and gas markets specifically, are experiencing significant volatility following the ongoing conflict in Iran and the implications for LNG export from the Gulf States. We continue trading our three open vessels into what is presently a firm spot market, supported by natural gas price dynamics that incentivize longer sailing distances. However, the market conditions may shift rapidly. The restart of existing LNG export capacity in the Middle East and the re-opening of the Strait of Hormuz remain highly uncertain at present."
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