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Mar 31, 2022

Cheniere Q1 2022 Earnings Report

Cheniere reported first quarter 2022 results, highlighted by strong financial performance and increased LNG production.

Key Takeaways

Cheniere Energy, Inc. announced its financial results for the first quarter 2022, featuring a consolidated Adjusted EBITDA of approximately $3.2 billion and Distributable Cash Flow of approximately $2.5 billion. The company is raising its full year 2022 Consolidated Adjusted EBITDA guidance to $8.2 - $8.7 billion and full year 2022 Distributable Cash Flow guidance to $5.5 - $6.0 billion. However, the company reported a net loss of approximately $865 million for the quarter.

Consolidated Adjusted EBITDA of approximately $3.2 billion and Distributable Cash Flow of approximately $2.5 billion for the quarter.

Raising full year 2022 Consolidated Adjusted EBITDA guidance to $8.2 - $8.7 billion and full year 2022 Distributable Cash Flow guidance to $5.5 - $6.0 billion.

Redeemed or repaid over $0.8 billion of consolidated long-term indebtedness, repurchased 0.24 million shares for approximately $25 million, and paid a quarterly dividend of $0.33 per share.

Expect to complete the remaining steps necessary to reach FID on Corpus Christi Stage 3 in the coming months.

Total Revenue
$7.48B
Previous year: $3.09B
+142.2%
EPS
-$3.41
Previous year: $1.54
-321.4%
LNG Cargoes Exported
160
Previous year: 133
+20.3%
LNG Volumes Exported
584
Previous year: 480
+21.7%
Gross Profit
$14.8B
Previous year: $4.48B
+231.1%
Cash and Equivalents
$2.49B
Previous year: $1.67B
+49.2%
Free Cash Flow
$2.48B
Previous year: $876M
+182.8%
Total Assets
$40.1B
Previous year: $36.4B
+10.1%

Cheniere

Cheniere

Cheniere Revenue by Segment

Forward Guidance

Cheniere is raising its 2022 financial guidance due to the sustained strength in the global LNG market and an increase in expected LNG production.

Positive Outlook

  • Increased volumes from maintenance optimization
  • Accelerated ramp-up of Train 6 of the SPL Project
  • General outperformance
  • Sustained higher margins on LNG throughout 2022
  • Increased lifting margin

Revenue & Expenses

Visualization of income flow from segment revenue to net income