earnings
confidence high
sentiment positive
materiality 0.85
Cheniere Q2 revenue $4.6B (+43% YoY), net income $1.6B; raises DCF guidance to $4.4-$4.8B
Cheniere Energy, Inc.
2025-Q2 EPS reported
$8.85
revenue$10,085,000,000
- Revenue $4.6B (+43% YoY), net income $1.6B (+85% YoY), Consolidated Adj. EBITDA $1.4B (+7% YoY).
- Full-year DCF guidance raised to $4.4-$4.8B (prev $4.1-$4.6B); Adj. EBITDA guidance tightened to $6.6-$7.0B.
- Positive FID on CCL Midscale Trains 8&9 (~5 mtpa) in June; Train 2 of CCL Stage 3 achieved substantial completion in August.
- Entered 15-year IPM gas supply agreement with Canadian Natural Resources (140k MMBtu/d) and 21-year SPA with JERA for 1 mtpa.
- Quarterly dividend increased over 10% to $2.22 annualized from Q3 2025; repurchased 1.4M shares for $306M in Q2.
item 2.02item 9.01