Cheniere Energy, Inc.

NYSE:LNG 株式レポート

時価総額：US$47.6b

Cheniere Energy 過去の業績

過去 基準チェック /26

Cheniere Energyは、平均年間31.9%の収益成長を遂げていますが、 Oil and Gas業界の収益は、年間 成長しています。収益は、平均年間8% 0.08%収益成長率で 減少しています。 Cheniere Energyの自己資本利益率は31.3%であり、純利益率は7%です。

主要情報

31.90%

収益成長率

32.98%

EPS成長率

Oil and Gas 業界の成長33.67%
収益成長率-0.076%
株主資本利益率31.30%
ネット・マージン7.03%
前回の決算情報31 Mar 2026

最近の業績更新

分析記事 • 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...

Recent updates

分析記事 • Jun 18

Cheniere Energy (LNG) Stock Could Be 29.3% Undervalued Despite Recent Pullback

Recent trading in Cheniere Energy (LNG) has drawn attention after the stock declined about 8% over the past month and roughly 19% over the past 3 months, prompting investors to reassess its current valuation. See our latest analysis for Cheniere Energy. At a latest share price of $227.03, Cheniere Energy’s recent 1 day share price return of 1.89% decline, 7 day return of 5.46% decline and 3 month return of 19.17% decline contrast with a year to date share price gain of 14.78%. The 1 year...
ナラティブの更新 • Jun 17

LNG: Future Returns Will Track Gulf Disruptions And Contracted Expansion Capacity

The analyst price target for Cheniere Energy has been nudged higher to $304.38 from $302.55, as analysts highlight the company's long-duration contract base, its exposure to U.S. LNG, and ongoing support from recent initiations and target increases across several firms. Analyst Commentary Recent research on Cheniere Energy gives you a mix of supportive views on the stock's contract profile and expansion plans, along with some caution around valuation levels and past target revisions.
Seeking Alpha • Jun 08

Cheniere Energy: Qatar's Crisis, Cheniere's Opportunity

Summary Cheniere Energy, Inc. is well-positioned amid global LNG supply disruptions, with over 90% of capacity contracted under long-term agreements, ensuring predictable cash flows. Q1 results showed robust underlying performance: adjusted EBITDA up 25% to $2.33B, distributable cash flow up to $1.67B, and management raised full-year guidance. Corpus Christi Stage 3 ramp-up and recent supply shocks in Qatar enhance LNG’s strategic value, supporting higher liquefaction fees and future contract momentum. With a 2027 price target of $312.05 (30.6% upside) and ongoing buybacks, I maintain a buy rating on LNG, citing expanding capacity and resilient earnings. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 03

LNG: Future Returns Will Track Gulf Supply Shifts And Ongoing Share Repurchases

Analysts trimmed the fair value estimate for Cheniere Energy slightly from $303.00 to about $302.55 while still lifting several Street price targets, citing a more cautious view on revenue growth and margins, as well as support for U.S. LNG from recent geopolitical disruptions. Analyst Commentary Bullish and cautious views on Cheniere Energy sit side by side right now, with several firms adjusting price targets around the same broad thesis of U.S. LNG demand, capital discipline, and geopolitical support for export volumes.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
User avatar
新しいナラティブ • 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.

収支内訳

Cheniere Energy の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:LNG 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2620,7701,4604030
31 Dec 2519,4875,3153830
30 Sep 2518,8093,9964380
30 Jun 2518,1033,8444560
31 Mar 2516,6113,1014560
31 Dec 2415,4543,2524410
30 Sep 2415,5793,6524770
30 Jun 2415,9344,4604800
31 Mar 2416,7634,9494680
31 Dec 2319,7819,8814740
30 Sep 2324,37312,4414470
30 Jun 2329,0868,3554370
31 Mar 2333,0547,7274270
31 Dec 2233,3061,4284160
30 Sep 2232,382-3,8323660
30 Jun 2226,813-2,5313440
31 Mar 2221,871-3,6013400
31 Dec 2117,531-2,3433250
30 Sep 2112,235-1,2143020
30 Jun 2110,467-5933020
31 Mar 219,865-673020
31 Dec 209,293-853020
30 Sep 209,1011,0483120
30 Jun 209,7571,1933140
31 Mar 209,4628823180
31 Dec 199,1576483100
30 Sep 198,667-2242970
30 Jun 198,4661592990
31 Mar 197,9442552950
31 Dec 187,9954712890
30 Sep 187,5125312910
30 Jun 187,0521772810
31 Mar 186,675-902690
31 Dec 175,646-3932560
30 Sep 174,427-4102420
30 Jun 173,468-2222370
31 Mar 172,430-2352480
31 Dec 161,287-6102600
30 Sep 16783-1,0113330
30 Jun 16392-1,2084050
31 Mar 16268-1,0284200
31 Dec 15270-9753990
30 Sep 15270-8433710
30 Jun 15271-6343250

質の高い収益: LNGは 高品質の収益 を持っています。

利益率の向上: LNGの現在の純利益率 (7%)は、昨年(18.7%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: LNG過去 5 年間で収益を上げており、収益は年間31.9%増加しています。

成長の加速: LNGは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: LNGは過去 1 年間で収益成長率がマイナス ( -52.9% ) となったため、 Oil and Gas業界平均 ( 6.3% ) と比較することが困難です。

株主資本利益率

高いROE: LNGの 自己資本利益率 ( 31.3% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/21 17:59
終値2026/06/18 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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. 12 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 VenkateshwarBarclays
Theresa ChenBarclays
Jean Ann SalisburyBernstein