Cheniere Energy Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
Cheniere Energy verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 31.9%, während die Gewinne der Branche Oil and Gas jährlich um gewachsen und zwar um 8.4%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von rückläufig von 0.08%. Die Eigenkapitalrendite von Cheniere Energy beträgt 31.3% und die Nettomargen betragen 7%.
Wichtige Informationen
31.90%
Wachstumsrate der Gewinne
32.98%
EPS-Wachstumsrate
| Oil and Gas Wachstum der Industrie | 33.67% |
| Wachstumsrate der Einnahmen | -0.076% |
| Eigenkapitalrendite | 31.30% |
| Netto-Marge | 7.03% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Analyseartikel • May 14
Cheniere Energy's (NYSE:LNG) Soft Earnings Are Actually Better Than They Appear
Investors were disappointed by Cheniere Energy, Inc.'s ( NYSE:LNG ) latest earnings release. We did some further...Seeking Alpha • May 07
Cheniere Energy: Buy On Project And Export Expansion Ahead
Summary Cheniere Energy is the dominant U.S. LNG exporter, leveraging long-term, fixed-fee contracts for highly predictable, utility-like cash flows. LNG’s expansion projects, notably Corpus Christi Stage 3, are nearing completion, positioning the company for higher exports and adjusted EBITDA growth into 2026. Approximately 90% of LNG’s volumes are secured under long-term agreements, providing a strong hedge against commodity price volatility and underpinning steady distributable cash flow. LNG trades at an 11x P/E, below sector median, and is rated a buy due to contract-driven growth, discounted valuation, and imminent capacity expansions. Read the full article on Seeking Alpha
Narrativ-Update • Apr 30
LNG: Future Returns Will Reflect Gulf Supply Disruptions And Expanded Buyback Program
Analysts have made only a small upward adjustment to the fair value estimate for Cheniere Energy to $303, reflecting Street research that points to modestly higher revenue growth expectations, a slightly richer future P/E multiple, and continued confidence in the company’s long term commercial momentum despite mixed recent price target changes. Analyst Commentary Recent Street research on Cheniere Energy reflects a generally constructive tone on the company, with most price target moves skewed higher and only a few more cautious voices pulling back or downgrading.Narrativ-Update • Apr 12
LNG: Future Returns Will Reflect Gulf Supply Disruptions And Record Buyback Commitment
Analyst price targets for Cheniere Energy have been adjusted higher, with the modelled fair value moving from $295.05 to $301.36 as analysts factor in updated views on long term revenue growth, profit margins, and the recent series of Street target hikes across major firms. Analyst Commentary Street research on Cheniere Energy has been active, with a cluster of target changes and rating moves that help explain the higher modelled fair value.
Neues Narrativ • Mar 29
Cheniere Energy: The "Corpus Christi Stage 3" Expansion and the $10 Billion Buyback Inflection
Cheniere Energy, Inc. (LNG) is currently solidifying its position as the undisputed "King of U.S. LNG Exports," transitioning from a high-growth infrastructure builder into a massive cash-flow-generating machine.Narrativ-Update • Mar 28
LNG: Future Returns Will Reflect Gulf Supply Shocks And Buyback Discipline
The analyst price target for Cheniere Energy has shifted from $273.55 to $295.05, reflecting updated views on slightly lower discount rates, modestly different revenue growth assumptions, and a higher expected profit margin and future P/E, as analysts point to recent price target hikes and upgrades across several major firms. Analyst Commentary Recent Street research on Cheniere Energy clusters around two themes, with many bullish analysts lifting price targets while a smaller group highlights risks that could cap upside.Narrativ-Update • Mar 13
LNG: Future Returns Will Reflect Gulf Supply Risks And Contract Discipline
Our updated fair value estimate for Cheniere Energy edges up to $273.55 from $264.09 as analysts lift price targets into a roughly $255 to $301 range, citing expectations for continued capital discipline, repeat LNG contracts that reinforce customer confidence, and solid execution on capital allocation and operations. Analyst Commentary Recent research points to a mixed but generally constructive view on Cheniere Energy, with most price targets clustered between about $255 and $301 and one outlier closer to $236.
Neues Narrativ • Mar 08
Cheniere Energy (LNG) — The Toll Road That Geopolitics Just Made More Valuable
The Business in Simple Terms Cheniere operates the largest LNG export terminals in the US — Sabine Pass and Corpus Christi. They liquefy natural gas, load it onto tankers, and ship it to buyers in Europe and Asia under long-term contracts.Narrativ-Update • Feb 27
LNG: Future Returns Will Hinge On Gulf Oversupply And Project Timing
Analysts have adjusted their price target for Cheniere Energy to $264.09 from $264.29, reflecting updated views on LNG market supply, slightly lower assumed revenue growth, modestly higher profit margins, and a reduced future P/E multiple. Analyst Commentary Recent Street research on Cheniere Energy reflects a mix of optimism on execution and cash flow resilience, alongside caution around the LNG cycle and project timing.Narrativ-Update • Feb 13
LNG: Future Returns Will Depend On Gulf Coast Project Timing
Analysts have reduced their average price target on Cheniere Energy by about $2. This reflects slightly lower modeled fair value and revenue growth assumptions, partly offset by marginally higher profit margin and future P/E expectations in light of recent mixed target moves across the Street.Narrativ-Update • Jan 30
LNG: Future Cash Returns Will Rely On Gulf Coast Project Execution
Narrative Update on Cheniere Energy The analyst price target for Cheniere Energy has edged lower by about US$2. Analysts point to updated models that reflect slightly higher discount rates, refined revenue growth and margin assumptions, and recent price target reductions across several firms following changes in international spreads and project timing.Narrativ-Update • Jan 15
LNG: Future Cash Returns From Buybacks And Dividend Increases Will Support Shares
Analysts have trimmed their Cheniere Energy fair value estimate by about US$3 to roughly US$268, reflecting slightly lower modeled revenue growth, a modest adjustment to margins, and a lower future P/E. Recent research still points to ongoing support for the stock, even though price targets have been reduced in connection with lower international spreads and timing shifts for expansion projects.Analyseartikel • Jan 04
We Think Cheniere Energy (NYSE:LNG) Is Taking Some Risk With Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Sep 10
There's Been No Shortage Of Growth Recently For Cheniere Energy's (NYSE:LNG) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Narrativ-Update • Sep 04
Expanding LNG Capacity Will Offer Opportunities Despite Market Risks
Cheniere Energy’s price target was maintained at $270.67, as analysts cite strengthened long-term growth and EBITDA forecasts from Corpus Christi expansions, improved capital allocation, and continued midstream resilience, despite modest adjustments to cash flow assumptions. Analyst Commentary Positive final investment decision (FID) for Corpus Christi (CCL3) Train 8 & 9 expansion drives near-term and strategic growth outlook.Analyseartikel • Jul 21
These 4 Measures Indicate That Cheniere Energy (NYSE:LNG) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analyseartikel • Jul 03
Cheniere Energy, Inc.'s (NYSE:LNG) Business Is Trailing The Market But Its Shares Aren't
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Seeking Alpha • Apr 23
Cheniere Energy's LNG Benefits From A U.S. Trade Deficit
Summary Cheniere Energy, Inc., with a $50B market cap, benefits from low U.S. natural gas prices and high production, exporting LNG internationally, and signing long-term contracts. Despite high natural gas prices in 2023, Cheniere achieved nearly $4B in DCF, aiming for $4.5B in 2025, showing strong business performance. The company is advancing its $10B CCL Stage 3 project, enhancing production capacity, and targeting 90 mtpa, indicating robust growth potential. With a 7-8% DCF yield and minimal unsold spot capacity, LNG stock is positioned for substantial shareholder returns, despite the company's significant debt and execution risks. Read the full article on Seeking AlphaSeeking Alpha • Mar 19
Cheniere Energy: LNG Demand To Double, Why This Market Leader Is A Buy
Summary Cheniere Energy's strategic expansions and long-term contracts position it to capitalize on the growing global LNG demand, expected to double by 2050. Q4 2024 results showed solid performance despite softer LNG margins, with revenues at $4.44 billion and distributable cash flow steady at $1.05 billion. Corpus Christi Stage 3 expansion is ahead of schedule, set to boost production by 20%, with further expansions planned, enhancing growth potential. Valuation suggests a target price of $297 by 2027, offering a 33% upside and a CAGR of 11.9%, supported by share buybacks and dividends. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Cheniere Energy: Valuation Extended, But U.S. LNG Dominance May Rise In Trade Conflict
Summary Cheniere Energy has shown strong performance, with LNG up 36% year over year and 300% over five years, driven by high global gas demand and geopolitical instability. The company’s 2025 guidance is robust. New projects are expected to boost its adjusted EBITDA to $6.5B-$7B and distributable cash flow to $4.1B-$4.6B. Despite its high valuation and potential trade conflicts, Cheniere remains a solid long-term investment. It benefits from the EU's dependency on US LNG, which may grow as a trade concession. I am neutral on LNG due to its current valuation; future price rises depend on increased LNG export demand or geopolitical disruptions in the Middle East. Tariffs on Canadian natural gas or ongoing stagnation in US production may raise domestic natural gas prices, potentially hampering Cheniere's profit growth outlook. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Cheniere Energy: The Only Pure LNG Player Worth It
Summary Cheniere Energy, a leading LNG player, operates Sabine Pass and Corpus Christi terminals with a market cap of $50 billion and 45 MTPA capacity. The company benefits from low competition, favorable policies, and growing LNG demand, particularly in Europe and Asia, enhancing its market position. Despite high debt and valuation metrics, Cheniere's strong growth, increasing dividends, and share buybacks highlight its robust financial performance and shareholder returns. Risks include fluctuating gas prices, rising competition, and long-term renewable energy shifts, but fixed-price contracts and strategic positioning mitigate these concerns. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
Cheniere Energy: A Strong Choice For Serious Investors
Summary Cheniere Energy has gained 31% in 2024 (and 255% in the last five years), reaching historical highs, while the reaction of buyers during recent pullbacks confirms strong investment interest. The company demonstrates excellent profit margins and returns - ROTC and ROCE, along with an impressive cashflow. Positive global demand growth for LNG offsets challenges posed by price volatility and geopolitical uncertainties. The LNG stock maintains a long-term upward trend with significant potential for further growth. I believe it will be a suitable option for long-term investors looking for companies with robust performance. Read the full article on Seeking AlphaSeeking Alpha • Nov 03
Cheniere Energy Remains A Strong Buy Wide-Moat Powerhouse
Summary Cheniere Energy has surged 20% since my Strong Buy rating, backed by its position as a top U.S. LNG producer and a robust business model with long-term contracts. The company benefits from strong global LNG demand, driven by geopolitical factors, and is set for continued growth with ongoing expansion projects and favorable market conditions. LNG stock's commitment to dividends and buybacks enhances shareholder value, positioning it as a compelling investment for those seeking stability and growth. Read the full article on Seeking AlphaSeeking Alpha • Sep 29
Cheniere Energy: Strong Returns Through Expansion And Capital Returns
Summary Cheniere Energy benefits from secular trends of rising LNG demand by direct ownership of the largest U.S. LNG terminals. Long-term contracts for 16 years in future on average and unique assets ensure predictable cash flows, with expected 75% cash flow per share growth in the next 3–4 years. Shares at $180 offer a 24% upside to the intrinsic value of $223, per the Discounted Cash Flow Model. An active share buyback program of 10% of the market cap could catalyze a share price increase. Read the full article on Seeking AlphaSeeking Alpha • Sep 18
Cheniere Energy, Inc.: A Strong Company With Great Prospects
Summary LNG boasts impressive financial performance, with improving EBITDA, EBIT, net income, and free cash flows, alongside a solid dividend that will likely increase substantially in the near future. Wall Street analysts and hedge funds are highly bullish on LNG, with the average analyst price target at $206.63 and targets ranging from $191 to $220. Even under pessimistic assumptions, discounted cash flow (DCF) analysis indicates that LNG is undervalued at its current price. LNG’s P/E and EV/EBITDA ratios are significantly lower than most of its peers. LNG’s production capacity is projected to increase substantially over the next decade. Read the full article on Seeking AlphaSeeking Alpha • Aug 19
Cheniere Energy: Long-Term Contracts, Global Demand, Rising Returns
Summary Cheniere Energy is a dominant player in the global LNG market, capitalizing on growing demand for LNG. Global LNG demand is set to double by 2040, with Cheniere well-positioned to meet this demand through expansion projects and long-term contracts. Despite a Q2 revenue decrease, Cheniere raised full-year guidance, with growth projects on track and plans for share buybacks and dividend increases. Based on my calculation, I believe it remains undervalued, with the potential for 53% upside over the next 40 months. Read the full article on Seeking Alpha
Neues Narrativ • Aug 19
Strengthening Market Footprint With Calculated Partnerships And Operational Excellence Boosts Long-Term Prospects
Expansion projects and regulatory progress illustrate potential for production capacity growth and long-term revenue and net margin increase.Seeking Alpha • Aug 11
Cheniere Energy: A Wide-Moat LNG Fortress With Accelerating Dividend Growth
Summary Cheniere Energy dominates the LNG market with significant infrastructure, creating a wide-moat business. The company generates strong cash flow, fueling shareholder returns through dividends and buybacks. Despite pricing challenges, Cheniere continues to thrive, supported by successful expansion projects and a focus on dividend growth. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Cheniere Energy Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 20,770 | 1,460 | 403 | 0 |
| 31 Dec 25 | 19,487 | 5,315 | 383 | 0 |
| 30 Sep 25 | 18,809 | 3,996 | 438 | 0 |
| 30 Jun 25 | 18,103 | 3,844 | 456 | 0 |
| 31 Mar 25 | 16,611 | 3,101 | 456 | 0 |
| 31 Dec 24 | 15,454 | 3,252 | 441 | 0 |
| 30 Sep 24 | 15,579 | 3,652 | 477 | 0 |
| 30 Jun 24 | 15,934 | 4,460 | 480 | 0 |
| 31 Mar 24 | 16,763 | 4,949 | 468 | 0 |
| 31 Dec 23 | 19,781 | 9,881 | 474 | 0 |
| 30 Sep 23 | 24,373 | 12,441 | 447 | 0 |
| 30 Jun 23 | 29,086 | 8,355 | 437 | 0 |
| 31 Mar 23 | 33,054 | 7,727 | 427 | 0 |
| 31 Dec 22 | 33,306 | 1,428 | 416 | 0 |
| 30 Sep 22 | 32,382 | -3,832 | 366 | 0 |
| 30 Jun 22 | 26,813 | -2,531 | 344 | 0 |
| 31 Mar 22 | 21,871 | -3,601 | 340 | 0 |
| 31 Dec 21 | 17,531 | -2,343 | 325 | 0 |
| 30 Sep 21 | 12,235 | -1,214 | 302 | 0 |
| 30 Jun 21 | 10,467 | -593 | 302 | 0 |
| 31 Mar 21 | 9,865 | -67 | 302 | 0 |
| 31 Dec 20 | 9,293 | -85 | 302 | 0 |
| 30 Sep 20 | 9,101 | 1,048 | 312 | 0 |
| 30 Jun 20 | 9,757 | 1,193 | 314 | 0 |
| 31 Mar 20 | 9,462 | 882 | 318 | 0 |
| 31 Dec 19 | 9,157 | 648 | 310 | 0 |
| 30 Sep 19 | 8,667 | -224 | 297 | 0 |
| 30 Jun 19 | 8,466 | 159 | 299 | 0 |
| 31 Mar 19 | 7,944 | 255 | 295 | 0 |
| 31 Dec 18 | 7,995 | 471 | 289 | 0 |
| 30 Sep 18 | 7,512 | 531 | 291 | 0 |
| 30 Jun 18 | 7,052 | 177 | 281 | 0 |
| 31 Mar 18 | 6,675 | -90 | 269 | 0 |
| 31 Dec 17 | 5,646 | -393 | 256 | 0 |
| 30 Sep 17 | 4,427 | -410 | 242 | 0 |
| 30 Jun 17 | 3,468 | -222 | 237 | 0 |
| 31 Mar 17 | 2,430 | -235 | 248 | 0 |
| 31 Dec 16 | 1,287 | -610 | 260 | 0 |
| 30 Sep 16 | 783 | -1,011 | 333 | 0 |
| 30 Jun 16 | 392 | -1,208 | 405 | 0 |
| 31 Mar 16 | 268 | -1,028 | 420 | 0 |
| 31 Dec 15 | 270 | -975 | 399 | 0 |
| 30 Sep 15 | 270 | -843 | 371 | 0 |
| 30 Jun 15 | 271 | -634 | 325 | 0 |
Qualität der Erträge: LNG hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: LNGDie aktuellen Gewinnspannen (7%) sind niedriger als im letzten Jahr (18.7%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: LNG ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 31.9% pro Jahr gesteigert.
Beschleunigtes Wachstum: LNGDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: LNG hatte im vergangenen Jahr ein negatives Gewinnwachstum (-52.9%), was einen Vergleich mit dem Branchendurchschnitt Oil and Gas (3.9%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: Die Eigenkapitalrendite (31.3%) von LNG ist zwar hoch, aber aufgrund der hohen Verschuldung des Unternehmens ist diese Kennzahl verzerrt.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/22 21:43 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Cheniere Energy, Inc. wird von 44 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Kannan Venkateshwar | Barclays |
| Theresa Chen | Barclays |
| Robert Brackett | Bernstein |