Stabilis Solutions is a small-scale LNG fuel supplier—think of it as a gas station for trucks, ships, and industrial sites that want cleaner fuel than diesel or propane, plus it builds electrical systems for utilities.
Money comes from selling LNG and renting cryogenic equipment, but it's a thin-margin business: gross margin was 11.08% and net margin was -14.06% over the last twelve months, with annual revenue around USD 0.07B.
Competitors like Chart Industries and Clean Energy Fuels offer similar LNG equipment and fueling, and Stabilis's small scale and negative margins suggest no pricing power or unique technology—customers can easily switch.
