View ValuationCheniere Energy 향후 성장Future 기준 점검 4/6Cheniere Energy (는) 각각 연간 23.4% 및 5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.5% 로 예상됩니다.핵심 정보23.4%이익 성장률23.93%EPS 성장률Oil and Gas 이익 성장7.7%매출 성장률5.0%향후 자기자본이익률29.53%애널리스트 커버리지Good마지막 업데이트11 May 2026최근 향후 성장 업데이트공시 • 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.모든 업데이트 보기Recent updates공시 • 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%.공시 • 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.공시 • 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, 2026공시 • 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 States공시 • 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.공시 • 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, 2026공시 • 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%.공시 • 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.공시 • 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%.공시 • 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%.공시 • 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%.공시 • 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.공시 • 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, 2025공시 • 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 States공시 • 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.공시 • 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%.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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%.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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.공시 • 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.공시 • 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).이익 및 매출 성장 예측BMV:LNG * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202824,2092,9464,3896,762812/31/202723,7933,2723,9416,8251112/31/202622,059-1,2672,7196,215103/31/202620,7701,4602,2005,391N/A12/31/202519,4875,3152,4615,539N/A9/30/202518,8093,9962,2225,125N/A6/30/202518,1033,8442,3595,091N/A3/31/202516,6113,1013,1655,376N/A12/31/202415,4543,2523,1565,394N/A9/30/202415,5793,6523,1135,473N/A6/30/202415,9344,4603,5505,780N/A3/31/202416,7634,9494,1846,243N/A12/31/202319,7819,8816,2978,418N/A9/30/202324,37312,4417,7299,650N/A6/30/202329,0868,3558,50010,351N/A3/31/202333,0547,7278,92511,289N/A12/31/202233,3061,4288,69310,523N/A9/30/202232,382-3,8326,4397,983N/A6/30/202226,813-2,5314,7196,268N/A3/31/202221,871-3,6013,1044,058N/A12/31/202117,531-2,3431,5032,469N/A9/30/202112,235-1,2141,3942,557N/A6/30/202110,467-5933141,610N/A3/31/20219,865-672841,757N/A12/31/20209,293-85-5741,265N/A9/30/20209,1011,048-4001,506N/A6/30/20209,7571,193-4302,101N/A3/31/20209,462882-9921,995N/A12/31/20199,157648N/A1,833N/A9/30/20198,667-224N/A1,578N/A6/30/20198,466159N/A1,768N/A3/31/20197,944255N/A1,933N/A12/31/20187,995471N/A1,990N/A9/30/20187,512531N/A1,840N/A6/30/20187,052177N/A1,677N/A3/31/20186,675-90N/A1,391N/A12/31/20175,646-393N/A1,231N/A9/30/20174,427-410N/A810N/A6/30/20173,468-222N/A427N/A3/31/20172,430-235N/A36N/A12/31/20161,287-610N/A-404N/A9/30/2016783-1,011N/A-527N/A6/30/2016392-1,208N/A-483N/A3/31/2016268-1,028N/A-599N/A12/31/2015270-975N/A-483N/A9/30/2015270-843N/A-358N/A6/30/2015271-634N/A-408N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: LNG * 의 연간 예상 수익 증가율(23.4%)이 saving rate(9%)보다 높습니다.수익 vs 시장: LNG * 의 연간 수익(23.4%)이 MX 시장(9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: LNG * 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: LNG * 의 수익(연간 5%)이 MX 시장(연간 6.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: LNG * 의 수익(연간 5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: LNG *의 자본 수익률은 3년 후 29.5%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 07:45종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cheniere Energy, Inc.는 44명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kannan VenkateshwarBarclaysTheresa ChenBarclaysRobert BrackettBernstein41명의 분석가 더 보기
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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
공시 • 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%.
공시 • 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.
공시 • 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%.
공시 • 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%.
공시 • 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%.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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).