Golar LNG is experiencing a structural transformation driven by the operational ramp-up of its FLNG assets, which has fueled explosive revenue growth of 72.4% year-over-year and expanded gross margins to 56.8%. However, this growth has been funded by a signifi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 72.4% year-over-year in 2026Q2, driven by the FLNG ramp-up, which has structurally expanded gross margins from a low of 27.7% to 56.8%.
Golar LNG Limited (GLNG) holds a strong position in the Floating Liquefied Natural Gas (FLNG) market, which is a key driver for its bullish thesis.
The company benefits from favorable commodity-linked tariffs, providing potential upside as commodity prices fluctuate.
GLNG has the potential to secure new MkII vessel contracts, which could further strengthen its market position and revenue streams.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 13, 2026 | $0.68+24.3% vs $0.55 | $130M-0.6% vs $131M |
Q2 2026 May 20, 2026 | $0.49+20.2% vs $0.41 | $138M+5.9% vs $130M |
Q1 2026 Feb 25, 2026 | $0.30-21.1% vs $0.38 | $133M+2.9% vs $129M |
Q4 2025 Nov 5, 2025 | $0.43-6.5% vs $0.46 | $123M-0.6% vs $123M |
Hamilton, Bermuda, September 21, 2026 — Golar LNG Limited (the “Company”) (Nasdaq: GLNG), has mandated a syndicate of banks to arrange a series of fixed income investor meetings commencing Monday, September 21. An offering of USD 144A/Reg S denominated benchmark senior unsecured notes (the “Notes”) may follow, subject to market conditions.
Shares of Golar LNG Limited (NASDAQ: GLNG - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the seven analysts that are presently covering the stock, MarketBeat.com reports. Two equities research analysts have rated the stock with a hold recommendation, four have given a buy recommendation and one has given a strong buy
Golar LNG is upgraded to Buy following the order of its fourth FLNG, signaling renewed growth prospects. GLNG's fleet expansion, strong financial position, and management's disciplined approach underpin a fair value estimate of $75 per share, implying 45% upside. Management targets up to seven FLNG units, with each new contract potentially boosting earnings and valuation significantly.
Q2 adjusted EBITDA reached $127.4 million, reinforcing evidence that Golar's FLNG strategy is translating into stronger reported earnings. The fourth FLNG unit expands future capacity by roughly 41% and strengthens Golar's long-term growth optionality beyond the existing contracted backlog. Hilli's 20-year Argentina contract adds substantial long-duration earnings visibility, while Gimi's full contribution supports the current EBITDA run rate.
Benchmark GLNG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Golar LNG Limited (GLNG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $50.42 | $5.13B | 77.57 | 51.14% | 16.69% | 2.96% | 5.99% | |
| $31.38 | $1.7B | 22.74 | -2.44% | 28.5% | 14.38% | — | |
| $9.67 | $511.23M | 5.31 | -10.76% | 17.84% | 7.48% | — | |
| $8.15 | $46.56M | -0.02 | -36.4% | -152.84% | -815.76% | — | |
| $3.62 | $131.7M | 2.14 | 0.14% | 42.18% | 14.11% | — | |
| $66.07 | $31.98B | 10.71 | 23.6% | 27.23% | 1394.21% | — |
Golar LNG Limited (GLNG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Golar LNG Limited (GLNG) stock FAQ — growth, dividends, profitability & financials explained
Golar LNG Limited (GLNG) reported $523.4M in revenue for fiscal year 2025. This represents a 363% increase from $113.0M in 2000.
Golar LNG Limited (GLNG) grew revenue by 51.1% over the past year. This is strong growth.
Yes, Golar LNG Limited (GLNG) is profitable, generating $163.7M in net income for fiscal year 2025 (16.7% net margin).
Yes, Golar LNG Limited (GLNG) pays a dividend with a yield of 5.99%. This makes it attractive for income-focused investors.
Golar LNG Limited (GLNG) has a return on equity (ROE) of 3.0%. This is below average, suggesting room for improvement.
Golar LNG Limited (GLNG) had negative free cash flow of $272.8M in fiscal year 2025, likely due to heavy capital investments.
