EE — what changed in the latest 10-Q
A section-by-section comparison of EE's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-11-05 vs the prior 10-Q · 2026-08-06
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +17 | −14 | ~45 | 35 |
| Market risk (Item 3) | Text added/removed | +1 | 0 | ~3 | 2 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 1 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | +1 | −1 | 0 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-11-05
In October 2025, we executed a definitive commercial agreement with a subsidiary of Iraq’s Ministry of Electricity for the development of the country’s first LNG import terminal. The integrated project includes a five-year agreement for regasification services and LNG supply with a customer extensio…
In June 2026, we executed a long-term agreement with a subsidiary of Frontera Energy Corporation to provide regasification services to a new LNG import terminal under development in Colombia. The agreement is expected to commence in the first quarter of
2027 under a seven-year term with multiple extension options. The contract secures long-term utilization of our assets and supports Colombia’s efforts to strengthen energy security and diversify its sources of natural gas supply. The agreement contemplates the redeployment of the FSRU Express. Howev…
In August 2026, we signed an agreement with Petróleo Brasileiro S.A. (“Petrobras”) for a five-year extension of the Sequoia contract beyond its previous term, extending our relationship with Petrobras through 2038. As part of the agreement, we will install a reliquefaction unit on Sequoia during its…
We have executed an 11-year LNG supply agreement with AxDo Bahamas Ltd. (“AxDo”), a joint venture between Axpo, an international leader in energy trading and marketing, and Bahamas-based energy and maritime logistics company Domicisle LNG. The agreement will support development of the Bahamas LNG Hu…
Text removed vs the prior filing · source: 10-Q · 2026-08-06
In October 2025, we executed a definitive commercial agreement with a subsidiary of Iraq’s Ministry of Electricity for the development of the country’s first LNG import terminal. The integrated project includes a five-year agreement for regasification services and LNG supply with a customer extensio…
In June 2026, we executed a long-term time charter party agreement with a subsidiary of Frontera Energy Corporation to redeploy the Express to a new LNG import terminal under development in Colombia. The agreement is expected to commence in the first quarter of 2027 under a seven-year term with mult…
current deployment, secures long-term utilization of the asset, and supports Colombia’s efforts to strengthen energy security and diversify its sources of natural gas supply.
During the second quarter of 2026, global LNG markets remained heavily influenced by geopolitical developments in the Middle East. Market conditions remained volatile as buyers continued to balance supply security considerations against evolving geopolitical risks. Elevated shipping costs, higher in…
Natural gas and LNG prices increased across European and Asian markets during the second quarter of 2026 as compared to the first quarter of 2026. Average prices for Dutch Title Transfer Facility (TTF) and Japan Korea Marker (JKM) in the second quarter of 2026 were $15.61 per million British thermal…
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-11-05
Brazilian real, Bangladesh taka, Jamaican dollar and Singapore dollar. As of September 30, 2026, the fair value of financial derivatives used to hedge some of our currency exposure was $(0.6) million. For the nine months ended September 30, 2026 and 2025, we recorded $(0.9) million and $(0.7) millio…
Other information
Text added vs the prior filing · source: 10-Q · 2026-11-05
On September 23, 2026, Amy Thompson Broussard, Executive Vice President and Chief Human Resources Officer of the Company, entered into a 10b5-1 sales plan intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act. This 10b5-1 sales plan provides for the sale of up to 5,000…
Text removed vs the prior filing · source: 10-Q · 2026-08-06
During the three months ended June 30, 2026, none of the Company’s directors or executive officers adopted, modified or terminated any contract, instruction or written plan for the purchase or sale of the Company’s securities that was intended to satisfy the affirmative defense conditions of Rule 10…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice