Recent 8-K filings for VG

• June 26, 2026, 4:31 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 8.01item 9.01

  Venture Global closes $1.5B senior secured vessel financing for nine LNG carriers

  Aggregate principal up to $1.5B; maturity June 26, 2032; interest at Term SOFR + 2.00%.

• June 11, 2026, 4:07 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings ×2◈ Material Agreements

  Venture Global LNG issues $2.25B in senior secured notes; redeems higher-cost 2028 notes

  Issued $1.125B 6.375% senior secured notes due 2034 and $1.125B 6.625% notes due 2036.

• June 1, 2026, 5:44 PM ET debt materiality 0.70 neutral item 2.04item 8.01item 9.01 ◈ Debt Financings

  Venture Global subsidiary prices $2.25B in senior secured notes to redeem 8.125% 2028 notes

  VGLNG priced $1.125B of 6.375% notes due 2034 and $1.125B of 6.625% notes due 2036.

• May 12, 2026, 6:09 AM ET earnings materiality 0.95 positive item 2.02item 9.01 ◈ Earnings Releases

  Venture Global Q1 revenue $4.6B (+59% YoY); raises 2026 EBITDA guidance to $8.2-8.5B

  Revenue $4.6B (+59% YoY), net income $488M (+23% YoY), Consolidated Adj. EBITDA $1.37B (+2% YoY).

• April 10, 2026, 7:59 PM ET debt materiality 0.70 positive item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings◈ Material Agreements

  Venture Global closes $1.75B senior secured term loan B facility

  Initial principal of $1.75B drawn on April 10, 2026; proceeds used to redeem Stonepeak preferred equity and for working capital.

• March 26, 2026, 7:59 PM ET litigation materiality 0.65 positive item 7.01item 9.01

  Venture Global settles Calcasieu Pass arbitration with Edison; additional LNG cargoes to Europe

  Settlement signed with Edison to resolve pending arbitration over Calcasieu Pass LNG project.

• March 13, 2026, 7:59 PM ET debt materiality 0.75 positive item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings◈ Material Agreements

  Venture Global closes $8.6B Phase 2 financing for CP2 LNG; total project financing $20.7B

  CP2 Phase 2 financing upsized by $7.85B (Phase 2 Construction/Term Facility) and Working Capital Facility by $750M.

• March 2, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Venture Global FY 2025 revenue $13.8B (+177% YoY); guides FY 2026 Adj. EBITDA $5.2-5.8B

  Revenue $13.8B (+177% YoY), net income $2.3B (+53%), Adj. EBITDA $6.3B (+198%) for FY 2025.

• February 2, 2026, 6:59 PM ET other material materiality 0.65 positive item 1.01 ◈ Material Agreements

  Venture Global enters EPC contract with Worley for CP2 Phase 2 LNG project

  Contract covers design, procurement, construction management for Phase 2 of CP2 LNG export facility.

• January 21, 2026, 6:59 PM ET litigation materiality 0.70 positive item 7.01

  Venture Global wins ICC arbitration against Repsol; Repsol claims denied in full

  ICC tribunal ruled VGCP acted as reasonable and prudent operator under SPA.

• January 12, 2026, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Venture Global provides Q4 operational update, cuts FY2025 EBITDA guidance to $6.18B-$6.24B

  Exported 128 LNG cargos in Q4 2025; total sales 478.3 TBtu at implied fee of $5.15/MMBtu.

• December 9, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings◈ Material Agreements

  Venture Global subsidiary issues $3B senior secured notes in two tranches

  VGPL issued $1.75B of 6.125% senior secured notes due 2030 and $1.25B of 6.5% notes due 2034.

• November 10, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Venture Global Q3 revenue $3.3B (+260% YoY), net income $429M, Adj. EBITDA $1.5B

  Revenue $3.3B (+260% YoY), income from operations $1.3B (+598%), net income $429M (vs loss in Q3 2024).

• October 9, 2025, 7:59 PM ET litigation materiality 0.80 negative item 7.01item 9.01

  Venture Global receives adverse partial award in BP arbitration; BP seeks >$1B damages

  ICC tribunal found VGCP breached SPA obligations on timely COD declaration and prudent operator standard.

• September 29, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Venture Global JV Blackfin secures $1.55B credit facilities for Texas pipeline

  Blackfin Pipeline LLC (VG JV with WhiteWater) entered up to $1.55B facilities: $1.05B TLB, $425M TLA, $75M revolver.

• August 12, 2025, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01

  Venture Global Q2 revenue $3.1B (+180% YoY); EBITDA $1.4B (+217%); record 89 LNG cargoes

  Revenue $3.1B, income from operations $1.0B, net income $0.4B (all up YoY).

• August 12, 2025, 7:59 PM ET litigation materiality 0.65 positive item 7.01item 9.01

  Venture Global announces positive partial final award in Shell LNG arbitration

  International Chamber of Commerce tribunal issued partial final award in arbitration between Venture Global Calcasieu Pass and Shell NA LNG LLC.

• July 29, 2025, 7:59 PM ET debt materiality 0.90 positive item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings ×3

  Venture Global reaches FID and closes $15.1B financing for CP2 LNG Phase 1

  Project financing of $15.1B: $12.1B project facilities (SOFR+2.25-2.75%) and $3.0B equity bridge facilities (SOFR+3.50%).

• July 7, 2025, 7:59 PM ET other material materiality 0.65 neutral item 2.02item 9.01

  Venture Global Q2 2025: Calcasieu Pass 38 cargos at $2.66/MMBtu; Plaquemines 51 cargos at $7.09/MMBtu

  Calcasieu Pass exported 38 LNG cargos (~140.2 TBtu) at weighted avg fixed liquefaction fee of $2.66/MMBtu.

• May 13, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Venture Global Q1 revenue $2.9B (+105% YoY); raises FY2025 EBITDA guidance to $6.4-6.8B

  Revenue $2.9B (+105% YoY), income from operations $1.1B (+75%), net income $396M (down 39% on non-cash swap changes).

• May 1, 2025, 7:59 PM ET debt materiality 0.75 positive item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings ×2

  Venture Global subsidiary CP2 closes $3.0B bank loan for CP2 LNG project

  $2.825B delayed draw bridge loan plus $175M interest reserve facility from 19 banks.

• April 3, 2025, 7:59 PM ET other material materiality 0.65 neutral item 2.02

  Venture Global Q1 2025 LNG exports: 34 Calcasieu Pass cargos at $8.80/MMBtu, 29 Plaquemines at $7.26/MMBtu

  Calcasieu Pass exported 34 cargos with weighted avg fixed liquefaction fee of $8.80/MMBtu.

• March 6, 2025, 6:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  Venture Global Q4 2024 net income $0.9B, full year $1.5B; guides 2025 EBITDA $6.8-7.4B

  Q4 2024 revenue $1.5B (down 7% YoY), net income $0.9B vs loss a year ago.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.95 · Median 0.65 · Most common event debt

13 positive 2 negative 17 neutral

source · VG on sec.gov