Feed / EE

Excelerate Energy, Inc.

EE

Energy · 38.40 -0.5% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Excelerate Energy, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-0.5% todayVolume comparison unavailable
Market group0 of 1 activeFloating Regasification · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • EE's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if EE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Energy · Oil & Gas Midstream

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • EE's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods6
Price observations320
Usable filing statements122
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +44.3% year over year.
Evidence challenging the case
  • Operating margin changed -3.5 percentage points in the latest annual period.
  • Diluted shares increased 18.5% in the latest annual period.
Questions before a position
  • EV/sales is 74% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

38.40
6m-8.5%12m+54.8%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$888.6M+106.2%$0.00
2022-12-31$2.5B+178.3%$0.51
2023-12-31$1.2B-53.1%$1.11
2024-12-31$851.4M-26.5%$1.27
2025-12-31$1.2B+44.3%$1.28+18.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
Cash flows provided by operating activities decreased by $94.8 million for the three months ended March 31, 2026, as compared to the three months ended March 31, 2025, primarily due to differences in the timing of collections and payments related to LNG, gas…
10-Q · May 7, 2026
Energy and commodity pricesmixed · 3 filings
In conjunction with these LNG and natural gas sales, the Company’s cost of LNG, gas and power also increases by a similar percent due to the increase in volume and market pricing of LNG incurred for such revenue.
10-Q · May 7, 2026
Foreign exchangemixed · 2 filings
Other income, net decreased primarily due to a decrease in interest income, partially offset by a decrease foreign exchange losses.
10-Q · Nov 6, 2025
Demand and volumemixed · 1 filings
This uptick was driven by stronger seasonal demand in Europe and a rebound in Asian spot LNG imports, particularly in China and India, where heatwaves and infrastructure expansions boosted gas-for-power consumption.
10-Q · Nov 6, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.0× · EV/sales 1.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

38.40-0.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for EE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for EE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind EE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

NFEFiling-linked nameinvesteeMay 7, 2026

In May 2025, we closed the acquisition of 100% of the interests in New Fortress Energy Inc.’s business in Jamaica (the “Acquisition”).

JPMJPMorgan Chase & Co.lenderMay 7, 2026

Revolving Credit Facility and Term Loan Facility In April 2022, EELP entered into a senior secured revolving credit agreement, by and among EELP, as borrower, Excelerate, as parent, the lenders party thereto, the issuing banks party thereto and JPMorgan Chase…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

EE is currently a Leader in the organic co-movement group Floating Regasification. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for EE; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.