Golar LNG Limited

NasdaqGS:GLNG 株式レポート

時価総額:US$5.3b

Golar LNG 過去の業績

過去 基準チェック /56

Golar LNGの収益は年間平均-12.1%の割合で減少していますが、 Oil and Gas業界の収益は年間 増加しています。収益は年間8.4% 2.4%割合で 増加しています。 Golar LNGの自己資本利益率は9.4%であり、純利益率は30.1%です。

主要情報

-12.08%

収益成長率

-11.45%

EPS成長率

Oil and Gas 業界の成長33.67%
収益成長率2.43%
株主資本利益率9.37%
ネット・マージン30.10%
前回の決算情報31 Mar 2026

最近の業績更新

分析記事 Nov 13

Shareholders Can Be Confident That Golar LNG's (NASDAQ:GLNG) Earnings Are High Quality

Even though Golar LNG Limited's ( NASDAQ:GLNG ) recent earnings release was robust, the market didn't seem to notice...

Recent updates

Seeking Alpha May 22

Golar LNG: Infrastructure Re-Rating Still Ahead As Backlog Visibility And FLNG Demand Accelerate

Summary Golar LNG Limited (GLNG) offers over $17 billion in contracted EBITDA backlog, providing 20+ years of cash flow visibility and infrastructure-like stability. Q1 results exceeded expectations with $138 million in sales, $106 million adjusted EBITDA, and adjusted EPS of $0.49, supporting a constructive operational outlook. Management signals confidence with a potential fourth FLNG unit, expanding growth prospects and reinforcing Golar's unique FLNG-as-a-service positioning. Commercial progress in Argentina and stronger demand following recent energy market disruptions create meaningful upside beyond the existing backlog. We remain buyers. Read the full article on Seeking Alpha
新しいナラティブ May 12

Long Term LNG Contracts And FLNG Expansion Will Support Stronger Future Earnings Potential

Catalysts About Golar LNG Golar LNG owns and operates floating liquefied natural gas, or FLNG, vessels under long-term contracts. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 21

GLNG: Conviction Support And Buybacks Will Guide Formal Review Outcomes

Analysts have inched up their fair value estimate for Golar LNG to about $53.31 from $52.56, reflecting a slightly higher future P/E assumption and the combination of a modestly lowered $54 Street price target with renewed conviction list support. Analyst Commentary Bullish Takeaways Bullish analysts see support for the current fair value around $53.31, as it sits close to the updated Street price target of $54, suggesting they view recent adjustments as fine tuning rather than a reset.
ナラティブの更新 Apr 07

GLNG: Conviction Listing And Buybacks Will Shape Future FLNG Review Outcomes

Narrative Update The updated analyst price target for Golar LNG edges higher by about $0.50, as analysts balance a slightly lower assumed discount rate and modestly reduced future P/E expectations with generally steady views on revenue growth and profit margins, along with recent research that includes a $54 target and inclusion on a major conviction list. Analyst Commentary Recent research on Golar LNG reflects a mix of confidence in the company’s positioning and some restraint around how much upside to factor into price targets.
ナラティブの更新 Mar 22

GLNG: Conviction Listing And Buybacks Will Frame A Measured Risk Balance

Analysts have reduced their price target on Golar LNG by $1 to $54, reflecting modest adjustments to discount rate and P/E assumptions while still indicating a supportive view on the stock. Analyst Commentary Bullish Takeaways Bullish analysts continue to see upside potential relative to the current share price, even with the modest reduction in the price target to US$54, which signals confidence in the company’s longer term earnings power.
ナラティブの更新 Mar 08

GLNG: Conviction List Inclusion And Buyback Activity Will Shape Balanced Outlook

Analysts have modestly raised their fair value estimate for Golar LNG from about $51.10 to roughly $52.06, reflecting updated views on revenue growth, margins, and future P/E multiples after recent research that includes a slight target trim from Deutsche Bank and the stock’s addition to a US Conviction List at another major firm. Analyst Commentary Recent research on Golar LNG points to a mix of optimism and caution, with price targets and conviction list moves shaping how analysts frame the stock’s risk and reward profile.
分析記事 Nov 13

Shareholders Can Be Confident That Golar LNG's (NASDAQ:GLNG) Earnings Are High Quality

Even though Golar LNG Limited's ( NASDAQ:GLNG ) recent earnings release was robust, the market didn't seem to notice...
ナラティブの更新 Sep 05

Long-term FLNG Charters Will Fuel Enduring Global LNG Demand

As there was no analyst reasoning provided, it is notable that Golar LNG's key valuation metrics—including the consensus price target of $51.10 and a stable future P/E ratio—remained effectively unchanged, indicating steady sentiment on its fair value. What's in the News Southern Energy S.A. reached Final Investment Decision for chartering Golar’s 3.5MTPA MK II FLNG, resulting in a 20-year fixed net charter hire of $400M per year plus a commodity-linked tariff component, with operations to begin in Argentina during 2028, subject to regulatory approvals.
Seeking Alpha Apr 22

Golar LNG: Looking Good For The Long Haul

Summary Golar LNG (NYSE: GLNG) is thriving due to robust LNG demand and its unique position as the sole provider of FLNG-as-a-service. Golar’s FLNG business is expanding rapidly, with significant projects like FLNG Hilli and Gimi contributing to strong financial performance and future growth. Despite a high P/E GAAP of 22.1, Golar's innovative FLNG solutions and strategic partnerships make it a promising long-term investment. Golar has returned to profitability, driven by its FLNG segment, which accounts for 86% of its operating revenues, and strong global LNG demand projections. Read the full article on Seeking Alpha
Seeking Alpha Jan 03

Golar LNG: A Catalyst-Driven Thesis In 2025

Summary Golar LNG's superb execution since December 2019 has paid off, with the share price up more than 400% in that period. Securing long-term charters for the 2 MKII designs within 2025 is highly probable. GLNG's unique position as a proven FLNG provider, industry-leading cost advantage, and large set of global opportunities suggest a long runway of growth ahead. A share price north of $80 is plausible within 2025 if these catalysts play out as expected. Read the full article on Seeking Alpha
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新しいナラティブ Sep 04

Expanding Global FLNG Operations To Drive Revenue, EBITDA, And Efficiency Gains

Expanding FLNG projects in diverse global markets aims to boost revenue and margins through strategic team enhancements and exploring new opportunities.
Seeking Alpha Aug 27

Golar LNG: Wait For A Better Entry Price

Summary Golar LNG's strong market position and innovative FLNG solutions are already priced in, making the stock fairly valued with limited upside potential. Despite a solid backlog and growth potential, recent declines in adjusted EBITDA and high valuation multiples suggest holding the stock for now. The commercial reset with BP improves cash flow and liquidity on the balance sheet. Golar LNG's long-term growth is promising, but current valuation is high; better buying opportunities may arise on future dips. Read the full article on Seeking Alpha
Seeking Alpha Apr 18

Golar LNG: A LNG Stock With Significant Upside Potential (Upgrade)

Summary A rising geopolitical volatility combined with a clean energy transition translates into growing LNG demand. One of the best ways to play that theme is in Golar LNG. In 2024, GLNG plans to commission its second FLNG, Gimi. GLNG 2023 results were not exceptional. The company realized 11% revenue growth, although YoY adj EBITDA remained unchanged. With Gimi in operation, I expect considerable profitability growth, leading to increased dividend and buyback yield. I updated my GLNG rating to Strong Buy. Read the full article on Seeking Alpha
Seeking Alpha Feb 21

Golar LNG: Bet On Rising Floating LNG Demand

Summary Golar LNG is the sole provider of floating LNG as a service. The company owns two FLNGs, Gimi and Hilli, plus two LNG carriers, Fuji and Arctic. The FLNG market is expected to see significant capacity growth, particularly in Africa and North America. Golar LNG has a healthy balance sheet, strong liquidity position, and potential for growth, making it an attractive investment opportunity. The commissioning of Gimi will increase the total capacity by 112%. If the operating expenses per ton remain the same, doubling the capacity will double GLNG’s operating income. GLNG stock trades at 117% P/NAV, 11.48 EV/Sales, 33 EV/EBITDA. Looking at those valuations, the company seems overvalued. However, once we consider GLNG growth potential, the current stock price may look like a fair deal. Read the full article on Seeking Alpha

収支内訳

Golar LNG の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:GLNG 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26469141330
31 Dec 2539466300
30 Sep 2532760320
30 Jun 25269-6310
31 Mar 252584300
31 Dec 2426051280
30 Sep 2427413270
30 Jun 24277141280
31 Mar 24289110300
31 Dec 23298-47330
30 Sep 2327855340
30 Jun 23279100360
31 Mar 23269208380
31 Dec 22268872380
30 Sep 22274801390
30 Jun 22269569370
31 Mar 22256364360
31 Dec 21260-176350
30 Sep 21313-169350
30 Jun 21345-94350
31 Mar 21394-8340
31 Dec 20261-94340
30 Sep 20459-76390
30 Jun 20463-140430
31 Mar 20457-237490
31 Dec 19449-169520
30 Sep 19492-550400
30 Jun 19516-401550
31 Mar 19479-252540
31 Dec 18431-231520
30 Sep 1830685620
30 Jun 18216-25440
31 Mar 18185-135370
31 Dec 17144-180380
30 Sep 17109-175420
30 Jun 1799-155430
31 Mar 1789-172460
31 Dec 1680-187370
30 Sep 1680-263410
30 Jun 1685-390390
31 Mar 1687-300380
31 Dec 15103-171340
30 Sep 15115-148280
30 Jun 1511611260

質の高い収益: GLNGは 高品質の収益 を持っています。

利益率の向上: GLNGの現在の純利益率 (30.1%)は、昨年(1.5%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: GLNG過去 5 年間で収益を上げており、収益は年間-12.1%増加しています。

成長の加速: GLNGの過去 1 年間の収益成長率 ( 3596.5% ) は、5 年間の平均 ( 年間-12.1%を上回っています。

収益対業界: GLNGの過去 1 年間の収益成長率 ( 3596.5% ) はOil and Gas業界6%を上回りました。


株主資本利益率

高いROE: GLNGの 自己資本利益率 ( 9.4% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/24 15:24
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Golar LNG Limited 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
null nullABG Sundal Collier
Donald McLeeBerenberg
Chase MulvehillBofA Global Research