Cheniere Energy（LNG *）株式概要エネルギー・インフラストラクチャー企業であるシェニエール・エナジー社は、主に米国で液化天然ガス（LNG）関連事業に従事している。 詳細LNG * ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長4/6過去の実績2/6財務の健全性3/6配当金0/6報酬収益は年間23.39%増加すると予測されています アナリストらは、株価が25.9%上昇するだろうとほぼ一致している。 リスク分析株式の流動性は非常に低い 多額の負債を抱えている 過去3か月間に大規模なインサイダー売却が発生 利益率(7%)は昨年より低い(18.7%) すべてのリスクチェックを見るLNG * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$4.11k10.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4b33b2016201920222025202620282031Revenue US$26.5bEarnings US$1.9bAdvancedSet Fair ValueView all narrativesCheniere Energy, Inc. 競合他社Esentia Energy SystemsSymbol: BMV:ESENTIA IIMarket cap: Mex$31.3bTarga ResourcesSymbol: NYSE:TRGPMarket cap: US$59.4bVista Energy. deSymbol: BMV:VISTA AMarket cap: Mex$138.2bMPLXSymbol: NYSE:MPLXMarket cap: US$57.3b価格と性能株価の高値、安値、推移の概要Cheniere Energy過去の株価現在の株価US$4,112.0052週高値US$5,304.0052週安値US$3,363.73ベータ0.0651ヶ月の変化-8.62%3ヶ月変化9.65%1年変化n/a3年間の変化59.27%5年間の変化141.88%IPOからの変化268.84%最新ニュースお知らせ • May 08Cheniere Energy, Inc. Provides Earnings Guidance for the Full Year 2026Cheniere Energy, Inc. provided earnings guidance for the full year 2026. For the year 2026, the company expects net income attributable to the company of $0.1 billion to $0.6 billion.New Risk • May 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.3% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (259% net debt to equity). Profit margins are more than 30% lower than last year (7.3% net profit margin). Significant insider selling over the past 3 months (Mex$527m sold).Reported Earnings • May 07First quarter 2026 earnings released: US$16.64 loss per share (vs US$1.57 profit in 1Q 2025)First quarter 2026 results: US$16.64 loss per share (down from US$1.57 profit in 1Q 2025). Revenue: US$5.87b (up 8.3% from 1Q 2025). Net loss: US$3.50b (down US$3.85b from profit in 1Q 2025). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Declared Dividend • May 01Fourth quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 11th May 2026 Payment date: 19th May 2026 Dividend yield will be 0.6%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 19%.お知らせ • Apr 29Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on May 19, 2026Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.555 per common share payable on May 19, 2026 to shareholders of record as of the close of business on May 11, 2026.お知らせ • Apr 09Cheniere Energy, Inc. to Report Q1, 2026 Results on May 07, 2026Cheniere Energy, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026最新情報をもっと見るRecent updatesお知らせ • May 08Cheniere Energy, Inc. Provides Earnings Guidance for the Full Year 2026Cheniere Energy, Inc. provided earnings guidance for the full year 2026. For the year 2026, the company expects net income attributable to the company of $0.1 billion to $0.6 billion.New Risk • May 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.3% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (259% net debt to equity). Profit margins are more than 30% lower than last year (7.3% net profit margin). Significant insider selling over the past 3 months (Mex$527m sold).Reported Earnings • May 07First quarter 2026 earnings released: US$16.64 loss per share (vs US$1.57 profit in 1Q 2025)First quarter 2026 results: US$16.64 loss per share (down from US$1.57 profit in 1Q 2025). Revenue: US$5.87b (up 8.3% from 1Q 2025). Net loss: US$3.50b (down US$3.85b from profit in 1Q 2025). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Declared Dividend • May 01Fourth quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 11th May 2026 Payment date: 19th May 2026 Dividend yield will be 0.6%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 19%.お知らせ • Apr 29Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on May 19, 2026Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.555 per common share payable on May 19, 2026 to shareholders of record as of the close of business on May 11, 2026.お知らせ • Apr 09Cheniere Energy, Inc. to Report Q1, 2026 Results on May 07, 2026Cheniere Energy, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026お知らせ • Apr 08Cheniere Energy, Inc., Annual General Meeting, May 14, 2026Cheniere Energy, Inc., Annual General Meeting, May 14, 2026. Location: 845 texas avenue, suite 1250, houston, texas 77002, United Statesお知らせ • Apr 07Cheniere Energy, Inc. Changes to Its Board of DirectorsCheniere Energy, Inc. announced the retirement of G. Andrea Botta as Chairman of the Company’s Board of Directors, effective as of the Company’s 2026 Annual Shareholders’ Meeting on May 14, 2026. Following Mr. Botta’s retirement, Jack Fusco, Cheniere’s President and Chief Executive Officer, will assume the role of Chairman, President and Chief Executive Officer, and Patricia Collawn will become the Lead Director. Ms. Collawn’s position as Lead Director reinforces the Company’s overall governance and ensures independent oversigh G. Andrea Botta served as Director for 16 years, including 10 years as Chairman, and was part of the Company’s evolution from project developer to becoming the leading producer and exporter of LNG in the United States and the second largest LNG operator worldwide.Recent Insider Transactions • Apr 07Executive VP & CFO recently sold Mex$158m worth of stockOn the 30th of March, Zach Davis sold around 29k shares on-market at roughly Mex$5,439 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Zach's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$5,304, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 9x in the Oil and Gas industry in South America. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,213 per share.Recent Insider Transactions • Mar 06Independent Director recently sold Mex$18m worth of stockOn the 2nd of March, Neal Shear sold around 4k shares on-market at roughly Mex$4,326 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$19m more than they bought in the last 12 months.Reported Earnings • Feb 27Full year 2025 earnings released: EPS: US$24.26 (vs US$14.24 in FY 2024)Full year 2025 results: EPS: US$24.26 (up from US$14.24 in FY 2024). Revenue: US$20.0b (up 29% from FY 2024). Net income: US$5.33b (up 64% from FY 2024). Profit margin: 27% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Declared Dividend • Feb 01Third quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 6th February 2026 Payment date: 27th February 2026 Dividend yield will be 0.8%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 14% per year over the past 4 years and payments have been stable during that time. EPS is expected to decline by 11% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.お知らせ • Jan 29Cheniere Energy, Inc. to Report Q4, 2025 Results on Feb 26, 2026Cheniere Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026お知らせ • Jan 27Cheniere Energy, Inc. Declares a Quarterly Cash Dividend, Payable on February 27, 2026Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.555 per common share payable on February 27, 2026 to shareholders of record as of the close of business on February 6, 2026.Recent Insider Transactions • Nov 11Director recently bought Mex$19m worth of stockOn the 4th of November, W. Moreland bought around 5k shares on-market at roughly Mex$3,872 per share. This transaction increased W.'s direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$145m more in shares than they bought in the last 12 months.Recent Insider Transactions • Nov 06Director recently bought Mex$19m worth of stockOn the 4th of November, W. Moreland bought around 5k shares on-market at roughly Mex$3,872 per share. This transaction increased W.'s direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$145m more in shares than they bought in the last 12 months.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$4.78 (vs US$3.95 in 3Q 2024)Third quarter 2025 results: EPS: US$4.78 (up from US$3.95 in 3Q 2024). Revenue: US$4.44b (up 20% from 3Q 2024). Net income: US$1.05b (up 18% from 3Q 2024). Profit margin: 24% (in line with 3Q 2024). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.Declared Dividend • Oct 30Second quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 7th November 2025 Payment date: 18th November 2025 Dividend yield will be 0.7%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 19%.お知らせ • Oct 28Cheniere Energy, Inc. Declares Quarterly Dividend, Payable on November 18, 2025Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.555 per common share, an increase of over 10% from the prior quarter, payable on November 18, 2025 to shareholders of record as of the close of business on November 7, 2025.お知らせ • Oct 03Cheniere Energy, Inc. to Report Q3, 2025 Results on Oct 30, 2025Cheniere Energy, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 30, 2025Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: US$7.33 (vs US$3.86 in 2Q 2024)Second quarter 2025 results: EPS: US$7.33 (up from US$3.86 in 2Q 2024). Revenue: US$4.64b (up 47% from 2Q 2024). Net income: US$1.63b (up 85% from 2Q 2024). Profit margin: 35% (up from 28% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 01Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 08 August 2025. Payment date: 18 August 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (16%).Declared Dividend • Jul 16First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 8th August 2025 Payment date: 18th August 2025 Dividend yield will be 0.7%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 14%.お知らせ • Jul 10Cheniere Energy, Inc. to Report Q2, 2025 Results on Aug 07, 2025Cheniere Energy, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025Declared Dividend • Jun 22First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 8th August 2025 Payment date: 18th August 2025 Dividend yield will be 0.7%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 14%.お知らせ • Jun 18Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on August 18, 2025Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.500 per common share payable on August 18, 2025 to shareholders of record as of the close of business on August 8, 2025.Recent Insider Transactions • Jun 07Independent Director recently sold Mex$20m worth of stockOn the 5th of June, Neal Shear sold around 4k shares on-market at roughly Mex$4,714 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$165m more than they bought in the last 12 months.Reported Earnings • May 09First quarter 2025 earnings released: EPS: US$1.58 (vs US$2.14 in 1Q 2024)First quarter 2025 results: EPS: US$1.58 (down from US$2.14 in 1Q 2024). Revenue: US$5.44b (up 31% from 1Q 2024). Net income: US$353.0m (down 30% from 1Q 2024). Profit margin: 6.5% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 08Fourth quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 9th May 2025 Payment date: 19th May 2025 Dividend yield will be 0.6%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 14%.お知らせ • Apr 30Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on May 19, 2025Cheniere Energy, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.500 per common share payable on May 19, 2025 to shareholders of record as of the close of business on May 9, 2025.お知らせ • Apr 10Cheniere Energy, Inc. to Report Q1, 2025 Results on May 08, 2025Cheniere Energy, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on May 08, 2025お知らせ • Apr 09Cheniere Energy, Inc., Annual General Meeting, May 15, 2025Cheniere Energy, Inc., Annual General Meeting, May 15, 2025. Location: 845 texas avenue, suite 1250, houston, texas 77002., United Statesお知らせ • Apr 03Cheniere Energy, Inc. Announces Board Changes, Effective April 1, 2025On April 1, 2025, Matthew Runkle was appointed to the Board of Directors of Cheniere Energy, Inc. In connection with the appointment of Mr. Runkle and pursuant to the terms of the Agreement, Scott Peak resigned from the Board on April 1, 2025.お知らせ • Mar 18Cheniere Energy, Inc. Announces Substantial Completion of Train 1 at the Corpus Christi Stage 3 ProjectCheniere Energy, Inc. announced that Substantial Completion of Train 1 at the Corpus Christi Stage 3 Liquefaction Project ("CCL Stage 3") was achieved on March 16, 2025. Commissioning is complete and Cheniere's engineering, procurement and construction partner, Bechtel Energy, Inc. ("Bechtel") has turned over care, custody, and control of Train 1 and associated systems to Cheniere. With the achievement of Substantial Completion, financial results from liquefied natural gas ("LNG") sales from Train 1 going forward will be reflected in the statement of operations of Cheniere and its applicable affiliates. Full notice to proceed on CCL Stage 3 was issued to Bechtel by Cheniere in June 2022, with first LNG production from Train 1 achieved in December 2024 and the first cargo loaded in February 2025. CCL Stage 3 consists of seven midscale trains, with an expected total production capacity of over 10 million tonnes per annum ("mtpa") of LNG. As of January 31, 2025, overall project completion for CCL Stage 3 was 78.3%, which reflects engineering 97.6% complete, procurement 97.2% complete, subcontract work 88.8% complete and construction 45.5% complete. Upon substantial completion of all seven trains of CCL Stage 3, the expected total production capacity of the Corpus Christi liquefaction facility will be over 25 mtpa of LNG.Recent Insider Transactions • Mar 01Executive VP & Chief Commercial Officer recently sold Mex$104m worth of stockOn the 26th of February, Anatol Feygin sold around 23k shares on-market at roughly Mex$4,422 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Feb 21Full year 2024 earnings released: EPS: US$14.24 (vs US$41.00 in FY 2023)Full year 2024 results: EPS: US$14.24 (down from US$41.00 in FY 2023). Revenue: US$15.7b (down 21% from FY 2023). Net income: US$3.25b (down 67% from FY 2023). Profit margin: 21% (down from 50% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 03Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 7th February 2025 Payment date: 21st February 2025 Dividend yield will be 0.5%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 14%.お知らせ • Jan 29Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on February 21, 2025Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.500 per common share payable on February 21, 2025 to shareholders of record as of the close of business on February 7, 2025.お知らせ • Jan 24Cheniere Energy, Inc. to Report Q4, 2024 Results on Feb 20, 2025Cheniere Energy, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 20, 2025お知らせ • Jan 22Cheniere Energy, Inc. Appoints W. Benjamin Moreland to Board of DirectorsCheniere Energy, Inc. announced that its Board of Directors (“Board”) has appointed W. Benjamin Moreland to serve as a member of the Board, effective January 21, 2025. Mr. Moreland is considered an independent director. Mr. Moreland has been appointed to the Audit and Compensation Committees. Mr. Moreland is a private investor and retired Chief Executive Officer of Crown Castle Inc., a leading provider of wireless infrastructure in the U.S., where he served in a variety of leadership roles since joining in 1999, including Executive Vice Chairman, President, and Chief Financial Officer. Previously, Mr. Moreland spent 15 years with Chase Manhattan Bank and predecessor banks, primarily in corporate finance and real estate investment banking. Mr. Moreland has served as the Chair of the Board of Directors of Clear Channel Outdoor Holdings, Inc., an outdoor advertising company, since May 2019. He is a former board member and Chairman of the Board of WIA-The Wireless Infrastructure Association and former member of the Executive Board of the National Association of Real Estate Investment Trusts (NAREIT). He also served on the board of directors of Calpine Corporation from 2009 until its privatization in March 2018, and Monogram Residential Trust from 2016 until its privatization in September 2017. Mr. Moreland is also a former member of the executive board of the Greater Houston Partnership and currently serves as a board member of Houston Methodist Hospital. Mr. Moreland is a member of the University of Texas McCombs School of Business Advisory Council and Bauer Board at the University of Houston. Mr. Moreland received a B.B.A. from the University of Texas at Austin and an M.B.A. from the University of Houston.お知らせ • Dec 31Cheniere Energy, Inc. Achieves First LNG at the Corpus Christi Stage 3 ProjectCheniere Energy, Inc. announced that liquefied natural gas (“LNG”) was produced for the first time from the first train (“Train 1”) of the Company’s Corpus Christi Stage 3 Liquefaction Project (“CCL Stage 3”). The commissioning process continues, and Cheniere expects substantial completion of Train 1 to be achieved at the end of the first quarter of 2025, over six months ahead of the guaranteed completion date. Upon substantial completion, Bechtel Energy, Inc. (“Bechtel”) will transfer care, custody and control of the completed train to Cheniere. Full notice to proceed on CCL Stage 3 was issued to Bechtel by Cheniere in June 2022. CCL Stage 3 consists of seven midscale trains, with an expected total production capacity of over 10 million tonnes per annum (“mtpa”) of LNG. As of November 30, 2024, overall project completion for CCL Stage 3 was 75.9%, which reflects engineering 96.8% complete, procurement 97.2% complete, subcontract work 87.7% complete and construction 39.2% complete. Upon substantial completion of all seven trains of CCL Stage 3, the expected total production capacity of the Corpus Christi liquefaction facility will be over 25 mtpa of LNG.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$4,323, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 6x in the Oil and Gas industry in South America. Total returns to shareholders of 116% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,698 per share.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$3.95 (vs US$7.08 in 3Q 2023)Third quarter 2024 results: EPS: US$3.95 (down from US$7.08 in 3Q 2023). Revenue: US$3.69b (down 8.8% from 3Q 2023). Net income: US$893.0m (down 48% from 3Q 2023). Profit margin: 24% (down from 42% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Declared Dividend • Nov 01Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 8th November 2024 Payment date: 18th November 2024 Dividend yield will be 0.6%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 13%.お知らせ • Oct 29Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on November 18, 2024Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.500 ($2.00 annualized) per common share, an increase of approximately 15% from the prior quarter, payable on November 18, 2024 to shareholders of record as of the close of business on November 8, 2024.お知らせ • Oct 07Cheniere Energy, Inc. to Report Q3, 2024 Results on Oct 31, 2024Cheniere Energy, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$3.85 (vs US$5.65 in 2Q 2023)Second quarter 2024 results: EPS: US$3.85 (down from US$5.65 in 2Q 2023). Revenue: US$3.17b (down 21% from 2Q 2023). Net income: US$880.0m (down 36% from 2Q 2023). Profit margin: 28% (down from 34% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Oil and Gas industry in South America.お知らせ • Jul 12Cheniere Energy, Inc. to Report Q2, 2024 Results on Aug 08, 2024Cheniere Energy, Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 08, 2024Board Change • Jun 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Scott Peak was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Scott Peak was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Apr 29Fourth quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 9th May 2024 Payment date: 17th May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 3 years and payments have been stable during that time. EPS is expected to decline by 83% over the next 3 years. However, it would need to fall by 96% to increase the payout ratio to a potentially unsustainable range.お知らせ • Apr 27Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on May 17, 2024Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.435 per common share payable on May 17, 2024 to shareholders of record as of the close of business on May 10, 2024.お知らせ • Apr 16Cheniere Energy, Inc., Annual General Meeting, May 23, 2024Cheniere Energy, Inc., Annual General Meeting, May 23, 2024, at 09:00 Central Standard Time. Location: corporate headquarters located at 845 Texas Avenue, Suite 1250 Houston Texas United States Agenda: To elect nine members of the Board of Directors named in this proxy statement to hold office for a one-year term expiring at the 2025 Annual Meeting of Shareholders; to approve, on an advisory and non-binding basis, the compensation of the Company’s named executive officers for 2023; to ratify the appointment of KPMG LLP as the Company’s independent registered public accounting firm for 2024; to approve the Cheniere Energy, Inc. Amended and Restated 2020 Incentive Plan; to approve an amendment to the Company’s Certificate of Incorporation to limit the personal liability of officers as permitted by law; to transact such other business as may properly come before the Meeting and any adjournment or postponement thereof.お知らせ • Apr 06Cheniere Energy, Inc. to Report Q1, 2024 Results on May 03, 2024Cheniere Energy, Inc. announced that they will report Q1, 2024 results Pre-Market on May 03, 2024Board Change • Mar 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 26+ 1 more updateCheniere Energy, Inc. Declares Quarterly Dividend, Payable on February 23, 2024Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.435 per common share payable on February 23, 2024 to shareholders of record as of the close of business on February 6, 2024.Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 31Cheniere Energy, Inc. Increases Quarterly Dividend, Payable on November 17, 2023Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.435 ($1.74 annualized) per common share, an increase of approximately 10% from the prior quarter, payable on November 17, 2023 to shareholders of record as of the close of business on November 9, 2023.Board Change • Oct 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 06Cheniere Energy, Inc. to Report Q3, 2023 Results on Nov 02, 2023Cheniere Energy, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 02, 2023Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 07Second quarter 2023 earnings released: EPS: US$5.65 (vs US$2.92 in 2Q 2022)Second quarter 2023 results: EPS: US$5.65 (up from US$2.92 in 2Q 2022). Revenue: US$4.00b (down 50% from 2Q 2022). Net income: US$1.37b (up 85% from 2Q 2022). Profit margin: 34% (up from 9.3% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 9.3% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 2.1%.Board Change • Aug 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$5.65 (vs US$2.92 in 2Q 2022)Second quarter 2023 results: EPS: US$5.65 (up from US$2.92 in 2Q 2022). Revenue: US$4.10b (down 49% from 2Q 2022). Net income: US$1.37b (up 85% from 2Q 2022). Profit margin: 33% (up from 9.2% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 10% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat.Upcoming Dividend • Aug 01Upcoming dividend of US$0.40 per share at 1.0% yieldEligible shareholders must have bought the stock before 08 August 2023. Payment date: 16 August 2023. Payout ratio is a comfortable 4.9% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Mexican dividend payers (6.4%). Lower than average of industry peers (28%).お知らせ • Jul 29Cheniere Energy, Inc. Declares Quarterly Dividend, Payable on August 16, 2023Cheniere Energy, Inc. .announced that its Board of Directors has declared a quarterly cash dividend of $0.395 per common share payable on August 16, 2023 to shareholders of record as of the close of business on August 9, 2023.Board Change • Jul 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 07Cheniere Energy, Inc. to Report Q2, 2023 Results on Aug 03, 2023Cheniere Energy, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023お知らせ • Jun 25+ 1 more updateCheniere Energy, Inc.(NYSEAM:LNG) dropped from Russell Small Cap Comp Value IndexCheniere Energy, Inc.(NYSEAM:LNG) dropped from Russell Small Cap Comp Value IndexBoard Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$22.28 (vs US$3.41 loss in 1Q 2022)First quarter 2023 results: EPS: US$22.28 (up from US$3.41 loss in 1Q 2022). Revenue: US$7.16b (down 3.4% from 1Q 2022). Net income: US$5.43b (up US$6.30b from 1Q 2022). Profit margin: 76% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat.Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$5.69 (vs US$9.25 loss in FY 2021)Full year 2022 results: EPS: US$5.69 (up from US$9.25 loss in FY 2021). Revenue: US$33.4b (up 91% from FY 2021). Net income: US$1.43b (up US$3.77b from FY 2021). Profit margin: 4.3% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is expected to fall by 18% p.a. on average during the next 3 years compared to a 2.5% decline forecast for the Oil and Gas industry in South America.お知らせ • Feb 16Cheniere Energy, Inc. Announces Executive Changes, with Effect from March 2, 2023On February 15, 2023, Cheniere Energy, Inc. (the ‘Company’) and Aaron Stephenson, 67 years, the Company’s Senior Vice President, Operations Support and Development, entered into a letter agreement (the ‘Letter Agreement’) setting forth the terms of Mr. Stephenson’s retirement and transition from the Company. Mr. Stephenson and the Company agreed that Mr. Stephenson’s employment with the Company will continue through March 2, 2023, at which time his employment will terminate, and that Mr. Stephenson will remain available to assist the Company in the transition of Mr. Stephenson’s duties and other matters reasonably requested by the Company through December 31, 2023.お知らせ • Jan 28Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2023Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.395 per common share payable on February 27, 2023 to shareholders of record as of the close of business on February 7, 2023.お知らせ • Jan 24Cheniere Energy, Inc. to Report Q4, 2022 Results on Feb 23, 2023Cheniere Energy, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 23, 2023Recent Insider Transactions • Jan 07Independent Director recently sold Mex$7.4m worth of stockOn the 3rd of January, Vicky Bailey sold around 3k shares on-market at roughly Mex$2,753 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$77m more than they bought in the last 12 months.Reported Earnings • Nov 04Third quarter 2022 earnings released: US$9.54 loss per share (vs US$4.27 loss in 3Q 2021)Third quarter 2022 results: US$9.54 loss per share (further deteriorated from US$4.27 loss in 3Q 2021). Net loss: US$2.39b (loss widened 120% from 3Q 2021). Revenue is expected to fall by 16% p.a. on average during the next 3 years compared to a 6.4% decline forecast for the Oil and Gas industry in South America.Upcoming Dividend • Oct 31Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 07 November 2022. Payment date: 16 November 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.8%). Lower than average of industry peers (29%).Recent Insider Transactions • Aug 20Independent Chairman of the Board recently sold Mex$31m worth of stockOn the 18th of August, Gary Botta sold around 9k shares on-market at roughly Mex$3,350 per share. This was the largest sale by an insider in the last 3 months. This was Gary's only on-market trade for the last 12 months.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$2.92 (vs US$1.30 loss in 2Q 2021)Second quarter 2022 results: EPS: US$2.92 (up from US$1.30 loss in 2Q 2021). Revenue: US$7.93b (up 164% from 2Q 2021). Net income: US$741.0m (up US$1.07b from 2Q 2021). Profit margin: 9.3% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is expected to shrink by 7.9% compared to a 32% growth forecast for the industry in Mexico.Upcoming Dividend • Aug 01Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 08 August 2022. Payment date: 16 August 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (20%).Reported Earnings • May 05First quarter 2022 earnings released: US$3.41 loss per share (vs US$1.55 profit in 1Q 2021)First quarter 2022 results: US$3.41 loss per share (down from US$1.55 profit in 1Q 2021). Revenue: US$7.48b (up 139% from 1Q 2021). Net loss: US$865.0m (down 320% from profit in 1Q 2021). Over the next year, revenue is forecast to stay flat compared to a 46% growth forecast for the industry in Mexico.Recent Insider Transactions • Apr 02Independent Director recently sold Mex$29m worth of stockOn the 31st of March, Neal Shear sold around 10k shares on-market at roughly Mex$2,793 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$69m more than they bought in the last 12 months.Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$9.25 loss per share (down from US$0.34 loss in FY 2020). Revenue: US$15.9b (up 71% from FY 2020). Net loss: US$2.34b (loss widened US$2.26b from FY 2020). Revenue exceeded analyst estimates by 15%. Over the next year, revenue is forecast to grow 9.4%, compared to a 51% growth forecast for the oil industry in Mexico.Recent Insider Transactions • Mar 19Independent Director recently sold Mex$16m worth of stockOn the 16th of March, David Kilpatrick sold around 10k shares on-market at roughly Mex$1,555 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$54m more than they bought in the last 12 months.Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectationsRevenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 33%, compared to a 47% growth forecast for the Oil and Gas industry in Mexico.Reported Earnings • Feb 25Full year 2020 earnings released: US$0.34 loss per share (vs US$2.53 profit in FY 2019)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2020 results: Revenue: US$9.36b (flat on FY 2019). Net loss: US$85.0m (down 113% from profit in FY 2019).株主還元LNG *MX Oil and GasMX 市場7D-0.8%0.1%0.3%1Yn/a43.4%15.7%株主還元を見る業界別リターン: LNG *がMX Oil and Gas業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: LNG * MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is LNG *'s price volatile compared to industry and market?LNG * volatilityLNG * Average Weekly Movementn/aOil and Gas Industry Average Movement6.4%Market Average Movement4.0%10% most volatile stocks in MX Market6.1%10% least volatile stocks in MX Market2.7%安定した株価: LNG *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のLNG *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19831,717Jack Fuscowww.cheniere.comエネルギー・インフラ企業であるシェニエール・エナジー社は、主に米国で液化天然ガス（LNG）関連事業に従事している。同社はルイジアナ州キャメロンパリッシュにサビーンパスLNGターミナル、テキサス州コーパスクリスティ近郊にコーパスクリスティLNGターミナルを所有・運営している。また、サビーンパスLNGターミナルと州間・州内パイプラインを相互接続する全長94マイルの天然ガス供給パイプライン「クレオールトレイルパイプライン」、コーパスクリスティLNGターミナルと州間・州内天然ガスパイプラインを相互接続する全長21マイルの天然ガス供給パイプライン「コーパスクリスティパイプライン」を所有・運営している。また、LNGと天然ガスのマーケティング事業も行っている。シェニエール・エナジー社は1983年に設立され、テキサス州ヒューストンに本社を置いている。もっと見るCheniere Energy, Inc. 基礎のまとめCheniere Energy の収益と売上を時価総額と比較するとどうか。LNG * 基礎統計学時価総額Mex$874.01b収益（TTM）Mex$25.28b売上高(TTM)Mex$359.68b34.6xPER（株価収益率2.4xP/SレシオLNG * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LNG * 損益計算書（TTM）収益US$20.77b売上原価US$13.92b売上総利益US$6.86bその他の費用US$5.40b収益US$1.46b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）6.97グロス・マージン33.00%純利益率7.03%有利子負債／自己資本比率273.9%LNG * の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.9%現在の配当利回り32%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 11:46終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cheniere Energy, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44 アナリスト機関Kannan VenkateshwarBarclaysTheresa ChenBarclaysRobert BrackettBernstein41 その他のアナリストを表示
お知らせ • May 08Cheniere Energy, Inc. Provides Earnings Guidance for the Full Year 2026Cheniere Energy, Inc. provided earnings guidance for the full year 2026. For the year 2026, the company expects net income attributable to the company of $0.1 billion to $0.6 billion.
New Risk • May 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.3% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (259% net debt to equity). Profit margins are more than 30% lower than last year (7.3% net profit margin). Significant insider selling over the past 3 months (Mex$527m sold).
Reported Earnings • May 07First quarter 2026 earnings released: US$16.64 loss per share (vs US$1.57 profit in 1Q 2025)First quarter 2026 results: US$16.64 loss per share (down from US$1.57 profit in 1Q 2025). Revenue: US$5.87b (up 8.3% from 1Q 2025). Net loss: US$3.50b (down US$3.85b from profit in 1Q 2025). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Declared Dividend • May 01Fourth quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 11th May 2026 Payment date: 19th May 2026 Dividend yield will be 0.6%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 19%.
お知らせ • Apr 29Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on May 19, 2026Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.555 per common share payable on May 19, 2026 to shareholders of record as of the close of business on May 11, 2026.
お知らせ • Apr 09Cheniere Energy, Inc. to Report Q1, 2026 Results on May 07, 2026Cheniere Energy, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
お知らせ • May 08Cheniere Energy, Inc. Provides Earnings Guidance for the Full Year 2026Cheniere Energy, Inc. provided earnings guidance for the full year 2026. For the year 2026, the company expects net income attributable to the company of $0.1 billion to $0.6 billion.
New Risk • May 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.3% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (259% net debt to equity). Profit margins are more than 30% lower than last year (7.3% net profit margin). Significant insider selling over the past 3 months (Mex$527m sold).
Reported Earnings • May 07First quarter 2026 earnings released: US$16.64 loss per share (vs US$1.57 profit in 1Q 2025)First quarter 2026 results: US$16.64 loss per share (down from US$1.57 profit in 1Q 2025). Revenue: US$5.87b (up 8.3% from 1Q 2025). Net loss: US$3.50b (down US$3.85b from profit in 1Q 2025). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Declared Dividend • May 01Fourth quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 11th May 2026 Payment date: 19th May 2026 Dividend yield will be 0.6%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 19%.
お知らせ • Apr 29Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on May 19, 2026Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.555 per common share payable on May 19, 2026 to shareholders of record as of the close of business on May 11, 2026.
お知らせ • Apr 09Cheniere Energy, Inc. to Report Q1, 2026 Results on May 07, 2026Cheniere Energy, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
お知らせ • Apr 08Cheniere Energy, Inc., Annual General Meeting, May 14, 2026Cheniere Energy, Inc., Annual General Meeting, May 14, 2026. Location: 845 texas avenue, suite 1250, houston, texas 77002, United States
お知らせ • Apr 07Cheniere Energy, Inc. Changes to Its Board of DirectorsCheniere Energy, Inc. announced the retirement of G. Andrea Botta as Chairman of the Company’s Board of Directors, effective as of the Company’s 2026 Annual Shareholders’ Meeting on May 14, 2026. Following Mr. Botta’s retirement, Jack Fusco, Cheniere’s President and Chief Executive Officer, will assume the role of Chairman, President and Chief Executive Officer, and Patricia Collawn will become the Lead Director. Ms. Collawn’s position as Lead Director reinforces the Company’s overall governance and ensures independent oversigh G. Andrea Botta served as Director for 16 years, including 10 years as Chairman, and was part of the Company’s evolution from project developer to becoming the leading producer and exporter of LNG in the United States and the second largest LNG operator worldwide.
Recent Insider Transactions • Apr 07Executive VP & CFO recently sold Mex$158m worth of stockOn the 30th of March, Zach Davis sold around 29k shares on-market at roughly Mex$5,439 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Zach's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$5,304, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 9x in the Oil and Gas industry in South America. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,213 per share.
Recent Insider Transactions • Mar 06Independent Director recently sold Mex$18m worth of stockOn the 2nd of March, Neal Shear sold around 4k shares on-market at roughly Mex$4,326 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$19m more than they bought in the last 12 months.
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: US$24.26 (vs US$14.24 in FY 2024)Full year 2025 results: EPS: US$24.26 (up from US$14.24 in FY 2024). Revenue: US$20.0b (up 29% from FY 2024). Net income: US$5.33b (up 64% from FY 2024). Profit margin: 27% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 01Third quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 6th February 2026 Payment date: 27th February 2026 Dividend yield will be 0.8%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 14% per year over the past 4 years and payments have been stable during that time. EPS is expected to decline by 11% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Jan 29Cheniere Energy, Inc. to Report Q4, 2025 Results on Feb 26, 2026Cheniere Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
お知らせ • Jan 27Cheniere Energy, Inc. Declares a Quarterly Cash Dividend, Payable on February 27, 2026Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.555 per common share payable on February 27, 2026 to shareholders of record as of the close of business on February 6, 2026.
Recent Insider Transactions • Nov 11Director recently bought Mex$19m worth of stockOn the 4th of November, W. Moreland bought around 5k shares on-market at roughly Mex$3,872 per share. This transaction increased W.'s direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$145m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Nov 06Director recently bought Mex$19m worth of stockOn the 4th of November, W. Moreland bought around 5k shares on-market at roughly Mex$3,872 per share. This transaction increased W.'s direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$145m more in shares than they bought in the last 12 months.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$4.78 (vs US$3.95 in 3Q 2024)Third quarter 2025 results: EPS: US$4.78 (up from US$3.95 in 3Q 2024). Revenue: US$4.44b (up 20% from 3Q 2024). Net income: US$1.05b (up 18% from 3Q 2024). Profit margin: 24% (in line with 3Q 2024). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.
Declared Dividend • Oct 30Second quarter dividend of US$0.56 announcedShareholders will receive a dividend of US$0.56. Ex-date: 7th November 2025 Payment date: 18th November 2025 Dividend yield will be 0.7%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 19%.
お知らせ • Oct 28Cheniere Energy, Inc. Declares Quarterly Dividend, Payable on November 18, 2025Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.555 per common share, an increase of over 10% from the prior quarter, payable on November 18, 2025 to shareholders of record as of the close of business on November 7, 2025.
お知らせ • Oct 03Cheniere Energy, Inc. to Report Q3, 2025 Results on Oct 30, 2025Cheniere Energy, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 30, 2025
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: US$7.33 (vs US$3.86 in 2Q 2024)Second quarter 2025 results: EPS: US$7.33 (up from US$3.86 in 2Q 2024). Revenue: US$4.64b (up 47% from 2Q 2024). Net income: US$1.63b (up 85% from 2Q 2024). Profit margin: 35% (up from 28% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 01Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 08 August 2025. Payment date: 18 August 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (16%).
Declared Dividend • Jul 16First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 8th August 2025 Payment date: 18th August 2025 Dividend yield will be 0.7%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 14%.
お知らせ • Jul 10Cheniere Energy, Inc. to Report Q2, 2025 Results on Aug 07, 2025Cheniere Energy, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025
Declared Dividend • Jun 22First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 8th August 2025 Payment date: 18th August 2025 Dividend yield will be 0.7%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 14%.
お知らせ • Jun 18Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on August 18, 2025Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.500 per common share payable on August 18, 2025 to shareholders of record as of the close of business on August 8, 2025.
Recent Insider Transactions • Jun 07Independent Director recently sold Mex$20m worth of stockOn the 5th of June, Neal Shear sold around 4k shares on-market at roughly Mex$4,714 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$165m more than they bought in the last 12 months.
Reported Earnings • May 09First quarter 2025 earnings released: EPS: US$1.58 (vs US$2.14 in 1Q 2024)First quarter 2025 results: EPS: US$1.58 (down from US$2.14 in 1Q 2024). Revenue: US$5.44b (up 31% from 1Q 2024). Net income: US$353.0m (down 30% from 1Q 2024). Profit margin: 6.5% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 08Fourth quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 9th May 2025 Payment date: 19th May 2025 Dividend yield will be 0.6%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 14%.
お知らせ • Apr 30Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on May 19, 2025Cheniere Energy, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.500 per common share payable on May 19, 2025 to shareholders of record as of the close of business on May 9, 2025.
お知らせ • Apr 10Cheniere Energy, Inc. to Report Q1, 2025 Results on May 08, 2025Cheniere Energy, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on May 08, 2025
お知らせ • Apr 09Cheniere Energy, Inc., Annual General Meeting, May 15, 2025Cheniere Energy, Inc., Annual General Meeting, May 15, 2025. Location: 845 texas avenue, suite 1250, houston, texas 77002., United States
お知らせ • Apr 03Cheniere Energy, Inc. Announces Board Changes, Effective April 1, 2025On April 1, 2025, Matthew Runkle was appointed to the Board of Directors of Cheniere Energy, Inc. In connection with the appointment of Mr. Runkle and pursuant to the terms of the Agreement, Scott Peak resigned from the Board on April 1, 2025.
お知らせ • Mar 18Cheniere Energy, Inc. Announces Substantial Completion of Train 1 at the Corpus Christi Stage 3 ProjectCheniere Energy, Inc. announced that Substantial Completion of Train 1 at the Corpus Christi Stage 3 Liquefaction Project ("CCL Stage 3") was achieved on March 16, 2025. Commissioning is complete and Cheniere's engineering, procurement and construction partner, Bechtel Energy, Inc. ("Bechtel") has turned over care, custody, and control of Train 1 and associated systems to Cheniere. With the achievement of Substantial Completion, financial results from liquefied natural gas ("LNG") sales from Train 1 going forward will be reflected in the statement of operations of Cheniere and its applicable affiliates. Full notice to proceed on CCL Stage 3 was issued to Bechtel by Cheniere in June 2022, with first LNG production from Train 1 achieved in December 2024 and the first cargo loaded in February 2025. CCL Stage 3 consists of seven midscale trains, with an expected total production capacity of over 10 million tonnes per annum ("mtpa") of LNG. As of January 31, 2025, overall project completion for CCL Stage 3 was 78.3%, which reflects engineering 97.6% complete, procurement 97.2% complete, subcontract work 88.8% complete and construction 45.5% complete. Upon substantial completion of all seven trains of CCL Stage 3, the expected total production capacity of the Corpus Christi liquefaction facility will be over 25 mtpa of LNG.
Recent Insider Transactions • Mar 01Executive VP & Chief Commercial Officer recently sold Mex$104m worth of stockOn the 26th of February, Anatol Feygin sold around 23k shares on-market at roughly Mex$4,422 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Feb 21Full year 2024 earnings released: EPS: US$14.24 (vs US$41.00 in FY 2023)Full year 2024 results: EPS: US$14.24 (down from US$41.00 in FY 2023). Revenue: US$15.7b (down 21% from FY 2023). Net income: US$3.25b (down 67% from FY 2023). Profit margin: 21% (down from 50% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 03Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 7th February 2025 Payment date: 21st February 2025 Dividend yield will be 0.5%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 14%.
お知らせ • Jan 29Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on February 21, 2025Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.500 per common share payable on February 21, 2025 to shareholders of record as of the close of business on February 7, 2025.
お知らせ • Jan 24Cheniere Energy, Inc. to Report Q4, 2024 Results on Feb 20, 2025Cheniere Energy, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 20, 2025
お知らせ • Jan 22Cheniere Energy, Inc. Appoints W. Benjamin Moreland to Board of DirectorsCheniere Energy, Inc. announced that its Board of Directors (“Board”) has appointed W. Benjamin Moreland to serve as a member of the Board, effective January 21, 2025. Mr. Moreland is considered an independent director. Mr. Moreland has been appointed to the Audit and Compensation Committees. Mr. Moreland is a private investor and retired Chief Executive Officer of Crown Castle Inc., a leading provider of wireless infrastructure in the U.S., where he served in a variety of leadership roles since joining in 1999, including Executive Vice Chairman, President, and Chief Financial Officer. Previously, Mr. Moreland spent 15 years with Chase Manhattan Bank and predecessor banks, primarily in corporate finance and real estate investment banking. Mr. Moreland has served as the Chair of the Board of Directors of Clear Channel Outdoor Holdings, Inc., an outdoor advertising company, since May 2019. He is a former board member and Chairman of the Board of WIA-The Wireless Infrastructure Association and former member of the Executive Board of the National Association of Real Estate Investment Trusts (NAREIT). He also served on the board of directors of Calpine Corporation from 2009 until its privatization in March 2018, and Monogram Residential Trust from 2016 until its privatization in September 2017. Mr. Moreland is also a former member of the executive board of the Greater Houston Partnership and currently serves as a board member of Houston Methodist Hospital. Mr. Moreland is a member of the University of Texas McCombs School of Business Advisory Council and Bauer Board at the University of Houston. Mr. Moreland received a B.B.A. from the University of Texas at Austin and an M.B.A. from the University of Houston.
お知らせ • Dec 31Cheniere Energy, Inc. Achieves First LNG at the Corpus Christi Stage 3 ProjectCheniere Energy, Inc. announced that liquefied natural gas (“LNG”) was produced for the first time from the first train (“Train 1”) of the Company’s Corpus Christi Stage 3 Liquefaction Project (“CCL Stage 3”). The commissioning process continues, and Cheniere expects substantial completion of Train 1 to be achieved at the end of the first quarter of 2025, over six months ahead of the guaranteed completion date. Upon substantial completion, Bechtel Energy, Inc. (“Bechtel”) will transfer care, custody and control of the completed train to Cheniere. Full notice to proceed on CCL Stage 3 was issued to Bechtel by Cheniere in June 2022. CCL Stage 3 consists of seven midscale trains, with an expected total production capacity of over 10 million tonnes per annum (“mtpa”) of LNG. As of November 30, 2024, overall project completion for CCL Stage 3 was 75.9%, which reflects engineering 96.8% complete, procurement 97.2% complete, subcontract work 87.7% complete and construction 39.2% complete. Upon substantial completion of all seven trains of CCL Stage 3, the expected total production capacity of the Corpus Christi liquefaction facility will be over 25 mtpa of LNG.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$4,323, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 6x in the Oil and Gas industry in South America. Total returns to shareholders of 116% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,698 per share.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$3.95 (vs US$7.08 in 3Q 2023)Third quarter 2024 results: EPS: US$3.95 (down from US$7.08 in 3Q 2023). Revenue: US$3.69b (down 8.8% from 3Q 2023). Net income: US$893.0m (down 48% from 3Q 2023). Profit margin: 24% (down from 42% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Nov 01Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 8th November 2024 Payment date: 18th November 2024 Dividend yield will be 0.6%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 13%.
お知らせ • Oct 29Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on November 18, 2024Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.500 ($2.00 annualized) per common share, an increase of approximately 15% from the prior quarter, payable on November 18, 2024 to shareholders of record as of the close of business on November 8, 2024.
お知らせ • Oct 07Cheniere Energy, Inc. to Report Q3, 2024 Results on Oct 31, 2024Cheniere Energy, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$3.85 (vs US$5.65 in 2Q 2023)Second quarter 2024 results: EPS: US$3.85 (down from US$5.65 in 2Q 2023). Revenue: US$3.17b (down 21% from 2Q 2023). Net income: US$880.0m (down 36% from 2Q 2023). Profit margin: 28% (down from 34% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Oil and Gas industry in South America.
お知らせ • Jul 12Cheniere Energy, Inc. to Report Q2, 2024 Results on Aug 08, 2024Cheniere Energy, Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 08, 2024
Board Change • Jun 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Scott Peak was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Scott Peak was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Apr 29Fourth quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 9th May 2024 Payment date: 17th May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 3 years and payments have been stable during that time. EPS is expected to decline by 83% over the next 3 years. However, it would need to fall by 96% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Apr 27Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on May 17, 2024Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.435 per common share payable on May 17, 2024 to shareholders of record as of the close of business on May 10, 2024.
お知らせ • Apr 16Cheniere Energy, Inc., Annual General Meeting, May 23, 2024Cheniere Energy, Inc., Annual General Meeting, May 23, 2024, at 09:00 Central Standard Time. Location: corporate headquarters located at 845 Texas Avenue, Suite 1250 Houston Texas United States Agenda: To elect nine members of the Board of Directors named in this proxy statement to hold office for a one-year term expiring at the 2025 Annual Meeting of Shareholders; to approve, on an advisory and non-binding basis, the compensation of the Company’s named executive officers for 2023; to ratify the appointment of KPMG LLP as the Company’s independent registered public accounting firm for 2024; to approve the Cheniere Energy, Inc. Amended and Restated 2020 Incentive Plan; to approve an amendment to the Company’s Certificate of Incorporation to limit the personal liability of officers as permitted by law; to transact such other business as may properly come before the Meeting and any adjournment or postponement thereof.
お知らせ • Apr 06Cheniere Energy, Inc. to Report Q1, 2024 Results on May 03, 2024Cheniere Energy, Inc. announced that they will report Q1, 2024 results Pre-Market on May 03, 2024
Board Change • Mar 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 26+ 1 more updateCheniere Energy, Inc. Declares Quarterly Dividend, Payable on February 23, 2024Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.435 per common share payable on February 23, 2024 to shareholders of record as of the close of business on February 6, 2024.
Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 31Cheniere Energy, Inc. Increases Quarterly Dividend, Payable on November 17, 2023Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.435 ($1.74 annualized) per common share, an increase of approximately 10% from the prior quarter, payable on November 17, 2023 to shareholders of record as of the close of business on November 9, 2023.
Board Change • Oct 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 06Cheniere Energy, Inc. to Report Q3, 2023 Results on Nov 02, 2023Cheniere Energy, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 02, 2023
Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 07Second quarter 2023 earnings released: EPS: US$5.65 (vs US$2.92 in 2Q 2022)Second quarter 2023 results: EPS: US$5.65 (up from US$2.92 in 2Q 2022). Revenue: US$4.00b (down 50% from 2Q 2022). Net income: US$1.37b (up 85% from 2Q 2022). Profit margin: 34% (up from 9.3% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 9.3% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 2.1%.
Board Change • Aug 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$5.65 (vs US$2.92 in 2Q 2022)Second quarter 2023 results: EPS: US$5.65 (up from US$2.92 in 2Q 2022). Revenue: US$4.10b (down 49% from 2Q 2022). Net income: US$1.37b (up 85% from 2Q 2022). Profit margin: 33% (up from 9.2% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 10% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat.
Upcoming Dividend • Aug 01Upcoming dividend of US$0.40 per share at 1.0% yieldEligible shareholders must have bought the stock before 08 August 2023. Payment date: 16 August 2023. Payout ratio is a comfortable 4.9% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Mexican dividend payers (6.4%). Lower than average of industry peers (28%).
お知らせ • Jul 29Cheniere Energy, Inc. Declares Quarterly Dividend, Payable on August 16, 2023Cheniere Energy, Inc. .announced that its Board of Directors has declared a quarterly cash dividend of $0.395 per common share payable on August 16, 2023 to shareholders of record as of the close of business on August 9, 2023.
Board Change • Jul 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 07Cheniere Energy, Inc. to Report Q2, 2023 Results on Aug 03, 2023Cheniere Energy, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023
お知らせ • Jun 25+ 1 more updateCheniere Energy, Inc.(NYSEAM:LNG) dropped from Russell Small Cap Comp Value IndexCheniere Energy, Inc.(NYSEAM:LNG) dropped from Russell Small Cap Comp Value Index
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Denise Gray was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$22.28 (vs US$3.41 loss in 1Q 2022)First quarter 2023 results: EPS: US$22.28 (up from US$3.41 loss in 1Q 2022). Revenue: US$7.16b (down 3.4% from 1Q 2022). Net income: US$5.43b (up US$6.30b from 1Q 2022). Profit margin: 76% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat.
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$5.69 (vs US$9.25 loss in FY 2021)Full year 2022 results: EPS: US$5.69 (up from US$9.25 loss in FY 2021). Revenue: US$33.4b (up 91% from FY 2021). Net income: US$1.43b (up US$3.77b from FY 2021). Profit margin: 4.3% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is expected to fall by 18% p.a. on average during the next 3 years compared to a 2.5% decline forecast for the Oil and Gas industry in South America.
お知らせ • Feb 16Cheniere Energy, Inc. Announces Executive Changes, with Effect from March 2, 2023On February 15, 2023, Cheniere Energy, Inc. (the ‘Company’) and Aaron Stephenson, 67 years, the Company’s Senior Vice President, Operations Support and Development, entered into a letter agreement (the ‘Letter Agreement’) setting forth the terms of Mr. Stephenson’s retirement and transition from the Company. Mr. Stephenson and the Company agreed that Mr. Stephenson’s employment with the Company will continue through March 2, 2023, at which time his employment will terminate, and that Mr. Stephenson will remain available to assist the Company in the transition of Mr. Stephenson’s duties and other matters reasonably requested by the Company through December 31, 2023.
お知らせ • Jan 28Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2023Cheniere Energy, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.395 per common share payable on February 27, 2023 to shareholders of record as of the close of business on February 7, 2023.
お知らせ • Jan 24Cheniere Energy, Inc. to Report Q4, 2022 Results on Feb 23, 2023Cheniere Energy, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 23, 2023
Recent Insider Transactions • Jan 07Independent Director recently sold Mex$7.4m worth of stockOn the 3rd of January, Vicky Bailey sold around 3k shares on-market at roughly Mex$2,753 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$77m more than they bought in the last 12 months.
Reported Earnings • Nov 04Third quarter 2022 earnings released: US$9.54 loss per share (vs US$4.27 loss in 3Q 2021)Third quarter 2022 results: US$9.54 loss per share (further deteriorated from US$4.27 loss in 3Q 2021). Net loss: US$2.39b (loss widened 120% from 3Q 2021). Revenue is expected to fall by 16% p.a. on average during the next 3 years compared to a 6.4% decline forecast for the Oil and Gas industry in South America.
Upcoming Dividend • Oct 31Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 07 November 2022. Payment date: 16 November 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.8%). Lower than average of industry peers (29%).
Recent Insider Transactions • Aug 20Independent Chairman of the Board recently sold Mex$31m worth of stockOn the 18th of August, Gary Botta sold around 9k shares on-market at roughly Mex$3,350 per share. This was the largest sale by an insider in the last 3 months. This was Gary's only on-market trade for the last 12 months.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$2.92 (vs US$1.30 loss in 2Q 2021)Second quarter 2022 results: EPS: US$2.92 (up from US$1.30 loss in 2Q 2021). Revenue: US$7.93b (up 164% from 2Q 2021). Net income: US$741.0m (up US$1.07b from 2Q 2021). Profit margin: 9.3% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is expected to shrink by 7.9% compared to a 32% growth forecast for the industry in Mexico.
Upcoming Dividend • Aug 01Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 08 August 2022. Payment date: 16 August 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (20%).
Reported Earnings • May 05First quarter 2022 earnings released: US$3.41 loss per share (vs US$1.55 profit in 1Q 2021)First quarter 2022 results: US$3.41 loss per share (down from US$1.55 profit in 1Q 2021). Revenue: US$7.48b (up 139% from 1Q 2021). Net loss: US$865.0m (down 320% from profit in 1Q 2021). Over the next year, revenue is forecast to stay flat compared to a 46% growth forecast for the industry in Mexico.
Recent Insider Transactions • Apr 02Independent Director recently sold Mex$29m worth of stockOn the 31st of March, Neal Shear sold around 10k shares on-market at roughly Mex$2,793 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$69m more than they bought in the last 12 months.
Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$9.25 loss per share (down from US$0.34 loss in FY 2020). Revenue: US$15.9b (up 71% from FY 2020). Net loss: US$2.34b (loss widened US$2.26b from FY 2020). Revenue exceeded analyst estimates by 15%. Over the next year, revenue is forecast to grow 9.4%, compared to a 51% growth forecast for the oil industry in Mexico.
Recent Insider Transactions • Mar 19Independent Director recently sold Mex$16m worth of stockOn the 16th of March, David Kilpatrick sold around 10k shares on-market at roughly Mex$1,555 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$54m more than they bought in the last 12 months.
Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectationsRevenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 33%, compared to a 47% growth forecast for the Oil and Gas industry in Mexico.
Reported Earnings • Feb 25Full year 2020 earnings released: US$0.34 loss per share (vs US$2.53 profit in FY 2019)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2020 results: Revenue: US$9.36b (flat on FY 2019). Net loss: US$85.0m (down 113% from profit in FY 2019).
