The earnings call reflects a strong financial performance and operational achievements, with strategic growth plans and successful commercial deals signaling a positive outlook. However, market volatility and declining Asian LNG imports present challenges. Overall, the positive aspects outweigh the challenges.

Company Guidance

During the Second Quarter 2025 earnings call, Cheniere Energy provided a detailed update on their financial performance and future guidance. The company reported a consolidated adjusted EBITDA of approximately $1.4 billion, distributable cash flow of around $920 million, and net income of roughly $1.6 billion for the quarter. They revised their full-year 2025 guidance, tightening the consolidated adjusted EBITDA range to $6.6 billion to $7 billion, and increasing the distributable cash flow guidance to $4.4 billion to $4.8 billion. Cheniere also highlighted significant operational achievements, including the formal final investment decision on the Corpus Christi Midscale Trains 8 & 9 project and the successful completion of a major maintenance turnaround at Sabine Pass, which involved over 1,650 contractors completing over 2,550 work orders. On the commercial front, they announced a new 1 million tonne per annum sale and purchase agreement with JERA, extending their long-term contract portfolio. Looking ahead, Cheniere is focused on disciplined growth to expand their operating platform by approximately 25% to reach 75 million tonnes per annum by the early 2030s, with optionality for further brownfield growth.

Positive Financial Results

Consolidated adjusted EBITDA of approximately $1.4 billion, distributable cash flow of approximately $920 million, and net income of approximately $1.6 billion for Q2 2025. Revised guidance for 2025 includes $6.6 billion to $7 billion in consolidated adjusted EBITDA and $4.4 billion to $4.8 billion in distributable cash flow.

Operational Achievements

Formal FID on Corpus Christi Midscale Trains 8 & 9 project, substantial completion of Midscale Train 2 at Corpus Christi Stage 3, and successful maintenance turnaround on Trains 3 and 4 at Sabine Pass.

Commercial Success

New 1 million tonne per annum SPA with JERA and Canadian Natural IPM deal signed in Q2, enhancing certainty on meeting increased run rate growth and financial forecast.

Strategic Growth Plans

Plan to grow operating platform by approximately 25% to a total of 75 million tonnes by the early 2030s, with optionality for more brownfield growth beyond this.

Strong Capital Allocation

Over $1.3 billion deployed towards capital allocation priorities in Q2, including $900 million in growth CapEx and $300 million in share repurchases.

Improved Financial Flexibility

Expect to deploy over $25 billion of available cash through 2030, aiming for over $25 per share in run rate DCF.

Cheniere Energy (LNG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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LNG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	3.03 / -	3.93	―	―	―
Aug 07, 2025	2025 (Q2)	2.49 / 7.30	3.84	90.10% (+3.46)
May 08, 2025	2025 (Q1)	2.75 / 1.57	2.13	-26.29% (-0.56)
Feb 20, 2025	2024 (Q4)	2.70 / 4.33	5.76	-24.83% (-1.43)
Oct 31, 2024	2024 (Q3)	1.84 / 3.93	7.03	-44.10% (-3.10)
Aug 08, 2024	2024 (Q2)	1.68 / 3.84	5.61	-31.55% (-1.77)
May 03, 2024	2024 (Q1)	2.26 / 2.13	22.1	-90.36% (-19.97)
Feb 22, 2024	2023 (Q4)	2.69 / 5.76	15.78	-63.50% (-10.02)
Nov 02, 2023	2023 (Q3)	2.57 / 7.03	-9.54	173.69% (+16.57)
Aug 03, 2023	2023 (Q2)	2.81 / 5.61	2.9	93.45% (+2.71)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LNG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$235.41	$234.77	-0.27%
May 08, 2025	$237.75	$236.31	-0.61%
Feb 20, 2025	$217.88	$225.96	+3.71%
Oct 31, 2024	$180.29	$189.66	+5.20%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cheniere Energy (LNG) report earnings?

Cheniere Energy (LNG) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Cheniere Energy (LNG) earnings time?

Cheniere Energy (LNG) earnings time is at Oct 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LNG EPS forecast?

LNG EPS forecast for the fiscal quarter 2025 (Q3) is 3.03.

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