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Sep 30, 2025
Cheniere Energy Partners Q3 2025 Earnings Report
Cheniere Partners reported lower net income but higher revenue in Q3 2025 compared to the prior year.
Key Takeaways
Cheniere Partners delivered $2.4 billion in revenue for Q3 2025, with a slight increase in Adjusted EBITDA, despite a decline in net income due to derivative-related impacts.
Revenue rose to $2.4 billion, up 17% from Q3 2024.
Net income declined to $506 million, primarily due to unfavorable derivative movements.
Adjusted EBITDA increased to $885 million, supported by better margins and lower maintenance costs.
LNG volumes loaded totaled 374 TBtu, slightly below last year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Cheniere Partners reaffirmed its full-year 2025 distribution guidance and maintained its base distribution level.
Positive Outlook
- Maintained full-year distribution guidance of $3.25–$3.35 per unit.
- Base distribution remains steady at $3.10 per unit.
- Improved Adjusted EBITDA quarter-over-quarter.
- LNG cargo count remained steady at 104 shipments.
- Favorable cost structure supported margin expansion.
Challenges Ahead
- Net income decreased $129 million year-over-year due to derivatives impact.
- LNG volumes loaded declined slightly compared to Q3 2024.
- Affiliate LNG revenues saw a minor year-over-year drop.
- Operating income declined from $827 million to $696 million.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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