Cheniere Energy, Inc.

NYSE:LNG Stock Report

Market Cap: US$56.7b

Cheniere Energy Management

Management criteria checks 3/4

Cheniere Energy's CEO is Jack Fusco, appointed in May 2016, has a tenure of 9.92 years. total yearly compensation is $25.65M, comprised of 6.9% salary and 93.1% bonuses, including company stock and options. directly owns 0.34% of the company’s shares, worth $195.54M. The average tenure of the management team and the board of directors is 7.7 years and 4.8 years respectively.

Key information

Jack Fusco

Chief executive officer

US$25.6m

Total compensation

CEO salary percentage6.88%
CEO tenure10yrs
CEO ownership0.3%
Management average tenure7.7yrs
Board average tenure4.8yrs

Recent management updates

Recent updates

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.

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.

Cheniere's Long-Term Boost From Global LNG Disruptions Largely Priced Into Stock

Apr 01

Cheniere Energy: The "Corpus Christi Stage 3" Expansion and the $10 Billion Buyback Inflection

Cheniere Energy, Inc. (LNG) is currently solidifying its position as the undisputed "King of U.S. LNG Exports," transitioning from a high-growth infrastructure builder into a massive cash-flow-generating machine.

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.

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.

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.

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.

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.

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.

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.

We Think Cheniere Energy (NYSE:LNG) Is Taking Some Risk With Its Debt

Jan 04
We Think Cheniere Energy (NYSE:LNG) Is Taking Some Risk With Its Debt

There's Been No Shortage Of Growth Recently For Cheniere Energy's (NYSE:LNG) Returns On Capital

Sep 10
There's Been No Shortage Of Growth Recently For Cheniere Energy's (NYSE:LNG) Returns On Capital

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.

These 4 Measures Indicate That Cheniere Energy (NYSE:LNG) Is Using Debt Extensively

Jul 21
These 4 Measures Indicate That Cheniere Energy (NYSE:LNG) Is Using Debt Extensively

Cheniere Energy, Inc.'s (NYSE:LNG) Business Is Trailing The Market But Its Shares Aren't

Jul 03
Cheniere Energy, Inc.'s (NYSE:LNG) Business Is Trailing The Market But Its Shares Aren't

Increases to CEO Compensation Might Be Put On Hold For Now at Cheniere Energy, Inc. (NYSE:LNG)

May 08
Increases to CEO Compensation Might Be Put On Hold For Now at Cheniere Energy, Inc. (NYSE:LNG)

Cheniere Energy's LNG Benefits From A U.S. Trade Deficit

Apr 23

Cheniere Energy: LNG Demand To Double, Why This Market Leader Is A Buy

Mar 19

Cheniere Energy: Valuation Extended, But U.S. LNG Dominance May Rise In Trade Conflict

Feb 21

Cheniere Energy: The Only Pure LNG Player Worth It

Feb 14

Cheniere Energy: A Strong Choice For Serious Investors

Jan 06

Cheniere Energy Remains A Strong Buy Wide-Moat Powerhouse

Nov 03

Cheniere Energy: Strong Returns Through Expansion And Capital Returns

Sep 29

Cheniere Energy, Inc.: A Strong Company With Great Prospects

Sep 18

Cheniere Energy: Long-Term Contracts, Global Demand, Rising Returns

Aug 19
User avatar

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.

Cheniere Energy: A Wide-Moat LNG Fortress With Accelerating Dividend Growth

Aug 11

Cheniere Energy: Buybacks And Attractive Valuation To Propel The Share Price

Jun 11

CEO Compensation Analysis

How has Jack Fusco's remuneration changed compared to Cheniere Energy's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$26mUS$2m

US$5b

Sep 30 2025n/an/a

US$4b

Jun 30 2025n/an/a

US$4b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$24mUS$2m

US$3b

Sep 30 2024n/an/a

US$4b

Jun 30 2024n/an/a

US$4b

Mar 31 2024n/an/a

US$5b

Dec 31 2023US$22mUS$2m

US$10b

Sep 30 2023n/an/a

US$12b

Jun 30 2023n/an/a

US$8b

Mar 31 2023n/an/a

US$8b

Dec 31 2022US$23mUS$2m

US$1b

Sep 30 2022n/an/a

-US$4b

Jun 30 2022n/an/a

-US$3b

Mar 31 2022n/an/a

-US$4b

Dec 31 2021US$18mUS$2m

-US$2b

Sep 30 2021n/an/a

-US$1b

Jun 30 2021n/an/a

-US$593m

Mar 31 2021n/an/a

-US$67m

Dec 31 2020US$15mUS$2m

-US$85m

Sep 30 2020n/an/a

US$1b

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$882m

Dec 31 2019US$17mUS$1m

US$648m

Compensation vs Market: Jack's total compensation ($USD25.65M) is above average for companies of similar size in the US market ($USD14.60M).

Compensation vs Earnings: Jack's compensation has been consistent with company performance over the past year.


CEO

Jack Fusco (63 yo)

10yrs
Tenure
US$25,647,769
Compensation

Mr. Jack A. Fusco served as the Chief Executive Officer and President at Cheniere Energy Partners LP Holdings, LLC since May 12, 2016 September 2018. He serves as Director of Cheniere Energy, Inc. since Ju...


Leadership Team

NamePositionTenureCompensationOwnership
Jack Fusco
President10yrsUS$25.65m0.34%
$ 195.5m
Zach Davis
Executive VP & CFO5.8yrsUS$7.05m0.041%
$ 23.5m
Maas Hinz
Senior Vice President of Operations3.3yrsUS$4.84m0.0094%
$ 5.4m
Sean Markowitz
Executive VP10.6yrsUS$6.32m0.030%
$ 17.3m
Anatol Feygin
Executive VP & Chief Commercial Officer9.7yrsUS$6.32m0.067%
$ 38.1m
David Slack
Senior VP & Chief Accounting Officer4.3yrsno data0.0065%
$ 3.7m
Randy Bhatia
Vice President of Investor Relationsno datano datano data
Ramzi Mroueh
Managing Director of Originationno datano datano data
Mitch Price
VP & Chief Security Risk Officerno datano datano data
Robin Dane
Chief Risk Officerno datano datano data
Katy Cox
Senior Analyst of Investor Relationsno datano datano data
7.7yrs
Average Tenure
51.5yo
Average Age

Experienced Management: LNG's management team is seasoned and experienced (7.7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Jack Fusco
President9.9yrsUS$25.65m0.34%
$ 195.5m
W. Moreland
Independent Director1.3yrsUS$441.23k0.0047%
$ 2.7m
Gary Botta
Independent Chairman of the Board15.8yrsUS$526.37k0.014%
$ 8.1m
Patricia Vincent-Collawn
Independent Director4.8yrsUS$345.19k0.0014%
$ 794.5k
Donald Robillard
Independent Director11.7yrsUS$355.09k0.022%
$ 12.6m
Neal Shear
Independent Director11.9yrsUS$327.89k0.012%
$ 6.9m
Lorraine Mitchelmore
Independent Director4.8yrsUS$320.59k0.0034%
$ 1.9m
Brian Edwards
Independent Director3.6yrsUS$315.18k0.0019%
$ 1.1m
Scott Peak
Directorless than a yearno datano data
Denise Gray
Independent Director3yrsUS$325.39k0%
$ 0
4.8yrs
Average Tenure
62.5yo
Average Age

Experienced Board: LNG's board of directors are considered experienced (4.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/03 10:34
End of Day Share Price 2026/05/01 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cheniere Energy, Inc. is covered by 44 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kannan VenkateshwarBarclays
Theresa ChenBarclays
Robert BrackettBernstein