Jun 30, 2022

New Fortress Energy Q2 2022 Earnings Report

Reported financial results for the second quarter of 2022.

Key Takeaways

New Fortress Energy reported a net loss of $(178.4) million for Q2 2022 but an adjusted EPS of $0.69 per share. The company is on track to achieve an Illustrative Adjusted EBITDA Goal of $1.0+ billion for 2022 and $1.5+ billion for 2023 before accounting for Fast LNG (FLNG) contribution.

Reported Q2 2022 Adjusted EBITDA of $283 million and $1.05 billion over the trailing twelve months ended June 30, 2022.

Adjusted EPS for the period was $0.69 per share on a fully diluted basis.

Increased FLNG deployment opportunities from one Gulf of Mexico location to three.

Secured over $2.0 billion of internally generated liquidity and upsized LoC facility to $250 million.

Total Revenue
$585M
Previous year: $224M
+161.3%
EPS
$0.69
Previous year: -$0.03
-2400.0%
Adjusted EBITDA
$283M
Gross Profit
$273M
Previous year: $88.4M
+209.0%
Cash and Equivalents
$138M
Previous year: $143M
-3.4%
Free Cash Flow
-$196M
Previous year: -$154M
+27.3%
Total Assets
$7.25B
Previous year: $6.39B
+13.4%

New Fortress Energy

New Fortress Energy

Forward Guidance

The company is on track to achieve Illustrative Adjusted EBITDA Goal of $1.0+ billion for 2022 and $1.5+ billion for 2023 before taking into account the contribution expected from Fast LNG (FLNG) during the year.

Positive Outlook

  • Increased FLNG deployment opportunities from one Gulf of Mexico location to three (offshore Louisiana, Altamira, and Lakach) representing approximately 8 MTPA of capacity ramping from 1H23 through 2H24.
  • Nearing completion of Barcarena and Santa Catarina terminals and began construction on the 605 MW Barcarena power plant in Brazil.
  • Signed an LOI to expand existing gas supply contract with CFE and extend term to 10 years in Mexico.
  • Made significant progress on permits in Ireland and leased one of FSRUs to a new terminal in the Netherlands expected to start up Q3 2022.
  • Fully-funded on committed capital needs for Fast LNG, with additional developments capable of being funded through operating cash flow.