earnings
confidence high
sentiment positive
materiality 0.80
Cheniere Partners Q4 net income $1.3B (+107% YoY); FY2026 distribution guidance $3.10-$3.40
Cheniere Energy Partners, L.P.
- Q4 revenue $2.9B, net income $1.3B, Adj EBITDA $1.014B; FY revenue $10.8B, net income $3.0B.
- Q4 distribution $0.830/unit ($0.775 base + $0.055 variable); FY2025 total $3.300/unit.
- Introduced FY2026 distribution guidance $3.10-$3.40/unit, maintaining $3.10 base.
- S&P upgraded issuer credit rating to BBB+ with stable outlook in Nov 2025.
- Redeemed $300M of 5.875% Senior Secured Notes due 2026 in Dec 2025; remaining $200M in Feb 2026.