Cheniere Energy
Turns North American natural gas into LNG for overseas utilities, energy companies, and traders.
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Profile
Liquefies North American natural gas at Sabine Pass and Corpus Christi, selling LNG through long-term contracts and shorter-term marketing. Revenue depends on terminal availability, feed-gas supply, shipping access, customer performance, and gas-linked contract pricing.
Buys North American natural gas, liquefies it at the Sabine Pass and Corpus Christi terminals, and loads customer vessels or delivers cargoes to overseas regasification sites. LNG sales combine long-term agreements with shorter-term marketing of uncommitted production.
Operating strength rests on safety, reliability, construction execution, and coordination across gas procurement, pipelines, liquefaction, vessel chartering, and delivery. Sabine Pass also retains legacy regasification and terminal-use services, while Corpus Christi continues a staged midscale expansion.
Cash flows depend heavily on long-term customer contracts and gas-linked pricing. Operations require reliable feed gas, pipeline capacity, marine berths, vessels, and overseas receiving infrastructure, while expansions and terminal operations remain subject to federal, state, environmental, and safety approvals.
Company facts
Key statistics
Year to date +42.7% · Average volume (30d) 1.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 24, 2026 | RBC Capital | Reiterate | Outperform | $319 | |
| Aug 18, 2026 | Argus Research | Target | $255 | $330 | |
| Aug 7, 2026 | Morgan Stanley | Reiterate | Overweight | $236 | $310 |
| Aug 7, 2026 | Barclays | Reiterate | Overweight | $274 | $279 |
| Jul 15, 2026 | Barclays | Reiterate | Overweight | $259 | $274 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $3.11 | $3.02 | −2.9% | $4.92B | $5.73B | +16.6% | +4.32% |
| May 7, 2026Q1 FY26 | $4.25 | $4.77 | +12.2% | $5.69B | $5.87B | +3.1% | −2.70% |
| Feb 26, 2026Q4 FY25 | $3.80 | $10.71 | +181.8% | $5.63B | $5.45B | −3.1% | +1.38% |
| Oct 30, 2025Q3 FY25 | $2.91 | $4.75 | +63.2% | $4.56B | $4.44B | −2.6% | +0.23% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $5.33B | $4.54B | $4.44B | $5.43B | $6.65B | $5.73B | |
| Gross profit | $1.63B | $1.14B | $2.69B | $1.69B | $2.11B | $5.29B | |
| Operating income | $1.51B | $1.04B | $1.82B | $1.60B | $1.97B | $4.29B | |
| Net income | $353.0M | $1.63B | $1.05B | $2.30B | −$3.50B | $3.07B | |
| Diluted EPS | $1.57 | $7.30 | $4.75 | $10.68 | −$16.65 | $14.65 | |
| Gross margin | 30.5% | 25.1% | 60.6% | 31.1% | 31.7% | 92.3% | |
| Operating margin | 28.4% | 22.9% | 40.9% | 29.5% | 29.7% | 74.8% |
Fiscal years (4-quarter sums)FY21 $17.64B · FY22 $33.76B · FY23 $20.28B · FY24 $15.78B · FY25 $19.73B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $1.52B · Total debt $26.56B · Total assets $47.97B · Shareholders' equity $6.19B
Dividends
Raised for 3 straight years — most recently to $0.555 from $0.50 in Nov 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 10, 2026 | Aug 10 | Aug 18 | $0.555 | |
| May 11, 2026 | May 11 | May 19 | $0.555 | |
| Feb 6, 2026 | Feb 6 | Feb 27 | $0.555 | |
| Nov 7, 2025 | Nov 7 | Nov 18 | $0.555 | raised from $0.50 |
| Aug 8, 2025 | Aug 8 | Aug 18 | $0.50 | |
| May 9, 2025 | May 9 | May 19 | $0.50 | |
| Feb 7, 2025 | Feb 7 | Feb 21 | $0.50 | |
| Nov 8, 2024 | Nov 8 | Nov 18 | $0.50 | raised from $0.435 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 209.55M · Float 208.15M · 99.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 17.71M | 8.45% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 9.60M | 4.58% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 9.48M | 4.52% | 13F | Aug 13, 2026 |
| State Street Corp | 5.94M | 2.83% | 13F | Aug 7, 2026 |
| FMR LLC | 4.94M | 2.36% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 30, 2026 | Zach Davis | officer: EVP & CFO | −29,000 | $300.00 |
| Mar 27, 2026 | G. Andrea Botta | director | −5,000 | $296.47 |
| Mar 26, 2026 | Sean N. Markowitz | officer: EVP, CLO and Corp Sec | −22,246 | $290.98 |
| Mar 26, 2026 | Anatol Feygin | officer: EVP & Chief Commercial Officer | −40,432 | $290.98 |
| Mar 2, 2026 | Neal A. Shear | director | −4,100 | $248.71 |
Peers
- Venture Global
Closest U.S. pure-play rival in Gulf Coast LNG exports and expansion
- Sempra
Gulf Coast LNG operator and developer competing for long-term offtake
- Shell (ADR)
Global LNG portfolio rival in supply, trading, shipping, and delivery
- TotalEnergies
Leading U.S. LNG portfolio exporter and integrated global marketer
- ExxonMobil
Golden Pass owner adding Gulf Coast supply to a global LNG portfolio
- NextDecade
Texas LNG developer competing for contracts and future export capacity
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cheniere Energy | $282.89 | +0.21% | $59.16B | 21.0 | 16.3 | 2.7 | +26.3% |
| Venture Global | $14.23 | +0.39% | $34.63B | 11.2 | 9.7 | 2.0 | +47.6% |
| Sempra | $84.31 | −0.01% | $55.12B | 24.4 | 16.1 | 4.1 | −0.1% |
| Shell (ADR) | $91.47 | +0.63% | $253.47B | 10.0 | 9.2 | 0.8 | +44.7% |
| TotalEnergies | $86.31 | −0.05% | $192.30B | 10.9 | 8.4 | 1.0 | +26.2% |
| ExxonMobil | $156.80 | +0.08% | $649.44B | 20.2 | 13.2 | 1.8 | +46.0% |
| NextDecade | $7.35 | −0.00% | $1.96B | — | — | — | — |
| Median | 11.2 | 9.7 | 1.8 | +44.7% |