Golar LNG builds and operates floating LNG plants—ships that turn natural gas into liquid fuel at sea, like mobile refineries for gas.
Money comes from long-term charter contracts for its FLNG vessels and LNG carriers, with gross margins around 55% and net margins near 31%—recurring, high-margin income.
Few companies match Golar's FLNG engineering expertise and track record; competitors like Excelerate Energy and Hoegh LNG lack comparable scale. However, newbuilds from Samsung Heavy Industries could erode this edge.
Key events, in time order
EPS of $0.68 beats consensus, up sharply YoY
FID on new FLNG unit underscores fleet expansion
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