)
Cheniere Energy (LNG) investor relations material
Cheniere Energy Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record operational and financial results in 2025, with strong LNG production, reliability, and significant growth in net income, EBITDA, and exports year-over-year.
Celebrated the 10th anniversary of LNG exports, surpassing 4,610 cargoes delivered since 2016 and cementing a leading industry position.
Completed major project milestones, including substantial completion of CCL Stage 3 Trains 1–4 and first LNG from Train 5 in early 2026.
Signed a new long-term SPA with CPC Corporation, Taiwan, for up to 1.2 mtpa through 2050, reinforcing long-term contracted growth.
Completed the '20/20 Vision' capital allocation plan ahead of schedule, deploying over $20B since 2022.
Financial highlights
2025 revenues rose to $19.98B (up 27% YoY); Q4 revenues reached $5.45B (up 23% YoY).
Net income for 2025 was $5.33B (up 64% YoY); Q4 net income was $2.3B (up 136% YoY).
Consolidated Adjusted EBITDA for 2025 was $6.94B (up 13% YoY); Q4 EBITDA was $2.05B.
Distributable cash flow for 2025 was $5.3B; Q4 DCF was $1.5B.
Exported 670 LNG cargoes (46M tons) in 2025, with Q4 exports up 22 cargoes sequentially.
Outlook and guidance
2026 guidance: Consolidated Adjusted EBITDA of $6.75B–$7.25B and DCF of $4.35B–$4.85B.
CQP distribution per unit expected at $3.10–$3.40.
LNG volume forecast for 2026 is 51–53M tons, up 5M tons YoY, driven by ramp-up of new trains.
Guidance reflects higher production, more contracted volumes, but lower spot margins and a one-time $300M tax credit benefit in 2025.
Less than 1M tons of open capacity remains for 2026, underscoring cash flow visibility.
Next Cheniere Energy earnings date
Next Cheniere Energy earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage