CoolCo report Q2 2025

LNG shipping company CoolCo (CLCO) reported their Q2 2025 numbers last week, including -

  • Rev of $85.5M

  • Adj EBITDA of $56.5M

  • Adj Net Income of $11.9M

  • Daily TCE of $69,900

At least to me, Slide 4 seems particularly helpful. When CLCO took over the Golar LNG (GLNG) fleet of vessels, there were probably more spot heavy. Then, the company added 4 tankers (with TC), and a few short time charters (IIRC, secured a pair of $120K daily multi-year charters). That resulted in a some nice daily avgs for 6 - 7 quarters. Those nicer rate TCs are rolling off, and that is showing in the results.
I think the second MEGI vessel is still trading spot (might have to browse the earnings call transcript to confirm)

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