Cheniere Energy Past Earnings Performance
Past criteria checks 5/6
Cheniere Energy has been growing earnings at an average annual rate of 38%, while the Oil and Gas industry saw earnings growing at 17.1% annually. Revenues have been growing at an average rate of 2.8% per year. Cheniere Energy's return on equity is 51.9%, and it has net margins of 27.3%.
Key information
38.00%
Earnings growth rate
39.16%
EPS growth rate
| Oil and Gas Industry Growth | 33.67% |
| Revenue growth rate | 2.79% |
| Return on equity | 51.95% |
| Net Margin | 27.27% |
| Next Earnings Update | 07 May 2026 |
Recent past performance 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
There's Been No Shortage Of Growth Recently For Cheniere Energy's (NYSE:LNG) Returns On Capital
Sep 10Expanding 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
Cheniere Energy, Inc.'s (NYSE:LNG) Business Is Trailing The Market But Its Shares Aren't
Jul 03Increases to CEO Compensation Might Be Put On Hold For Now at Cheniere Energy, Inc. (NYSE:LNG)
May 08Cheniere Energy's LNG Benefits From A U.S. Trade Deficit
Apr 23Cheniere Energy: LNG Demand To Double, Why This Market Leader Is A Buy
Mar 19Cheniere Energy: Valuation Extended, But U.S. LNG Dominance May Rise In Trade Conflict
Feb 21Cheniere Energy: The Only Pure LNG Player Worth It
Feb 14Cheniere Energy: A Strong Choice For Serious Investors
Jan 06Cheniere Energy Remains A Strong Buy Wide-Moat Powerhouse
Nov 03Cheniere Energy: Strong Returns Through Expansion And Capital Returns
Sep 29Cheniere Energy, Inc.: A Strong Company With Great Prospects
Sep 18Cheniere Energy: Long-Term Contracts, Global Demand, Rising Returns
Aug 19
Strengthening Market Footprint With Calculated Partnerships And Operational Excellence Boosts Long-Term Prospects
Expansion projects and regulatory progress illustrate potential for production capacity growth and long-term revenue and net margin increase.Cheniere Energy: A Wide-Moat LNG Fortress With Accelerating Dividend Growth
Aug 11Cheniere Energy: Buybacks And Attractive Valuation To Propel The Share Price
Jun 11Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Cheniere Energy makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Dec 25 | 19,487 | 5,315 | 383 | 0 |
| 30 Sep 25 | 18,937 | 3,995 | 438 | 0 |
| 30 Jun 25 | 18,231 | 3,844 | 456 | 0 |
| 31 Mar 25 | 16,739 | 3,101 | 456 | 0 |
| 31 Dec 24 | 15,454 | 3,252 | 441 | 0 |
| 30 Sep 24 | 15,579 | 3,652 | 477 | 0 |
| 30 Jun 24 | 15,934 | 4,460 | 480 | 0 |
| 31 Mar 24 | 16,763 | 4,949 | 468 | 0 |
| 31 Dec 23 | 19,781 | 9,881 | 474 | 0 |
| 30 Sep 23 | 24,373 | 12,441 | 447 | 0 |
| 30 Jun 23 | 29,086 | 8,355 | 437 | 0 |
| 31 Mar 23 | 33,054 | 7,727 | 427 | 0 |
| 31 Dec 22 | 33,306 | 1,428 | 416 | 0 |
| 30 Sep 22 | 32,382 | -3,832 | 366 | 0 |
| 30 Jun 22 | 26,813 | -2,531 | 344 | 0 |
| 31 Mar 22 | 21,871 | -3,601 | 340 | 0 |
| 31 Dec 21 | 17,531 | -2,343 | 325 | 0 |
| 30 Sep 21 | 12,235 | -1,214 | 302 | 0 |
| 30 Jun 21 | 10,467 | -593 | 302 | 0 |
| 31 Mar 21 | 9,865 | -67 | 302 | 0 |
| 31 Dec 20 | 9,293 | -85 | 302 | 0 |
| 30 Sep 20 | 9,101 | 1,048 | 312 | 0 |
| 30 Jun 20 | 9,757 | 1,193 | 314 | 0 |
| 31 Mar 20 | 9,462 | 882 | 318 | 0 |
| 31 Dec 19 | 9,157 | 648 | 310 | 0 |
| 30 Sep 19 | 8,667 | -224 | 297 | 0 |
| 30 Jun 19 | 8,466 | 159 | 299 | 0 |
| 31 Mar 19 | 7,944 | 255 | 295 | 0 |
| 31 Dec 18 | 7,995 | 471 | 289 | 0 |
| 30 Sep 18 | 7,512 | 531 | 291 | 0 |
| 30 Jun 18 | 7,052 | 177 | 281 | 0 |
| 31 Mar 18 | 6,675 | -90 | 269 | 0 |
| 31 Dec 17 | 5,646 | -393 | 256 | 0 |
| 30 Sep 17 | 4,427 | -410 | 242 | 0 |
| 30 Jun 17 | 3,468 | -222 | 237 | 0 |
| 31 Mar 17 | 2,430 | -235 | 248 | 0 |
| 31 Dec 16 | 1,287 | -610 | 260 | 0 |
| 30 Sep 16 | 783 | -1,011 | 333 | 0 |
| 30 Jun 16 | 392 | -1,208 | 405 | 0 |
| 31 Mar 16 | 268 | -1,028 | 420 | 0 |
| 31 Dec 15 | 270 | -975 | 399 | 0 |
| 30 Sep 15 | 270 | -843 | 371 | 0 |
| 30 Jun 15 | 271 | -634 | 325 | 0 |
Quality Earnings: LNG has high quality earnings.
Growing Profit Margin: LNG's current net profit margins (27.3%) are higher than last year (21%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: LNG has become profitable over the past 5 years, growing earnings by 38% per year.
Accelerating Growth: LNG's earnings growth over the past year (63.4%) exceeds its 5-year average (38% per year).
Earnings vs Industry: LNG earnings growth over the past year (63.4%) exceeded the Oil and Gas industry -0.3%.
Return on Equity
High ROE: Whilst LNG's Return on Equity (51.95%) is outstanding, this metric is skewed due to their high level of debt.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/04 17:05 |
| End of Day Share Price | 2026/05/04 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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.
| Analyst | Institution |
|---|---|
| Kannan Venkateshwar | Barclays |
| Theresa Chen | Barclays |
| Robert Brackett | Bernstein |