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Sep 30, 2025
Cheniere Q3 2025 Earnings Report
Cheniere reported strong Q3 2025 results with solid revenue and adjusted EBITDA performance, though net income declined due to derivative-related impacts.
Key Takeaways
Cheniere Partners delivered $2.4 billion in revenue and $885 million in adjusted EBITDA in Q3 2025, with net income impacted by unfavorable derivative valuations.
Revenue reached $2.4 billion, a 17% increase from Q3 2024
Net income fell to $506 million due to derivative losses
Adjusted EBITDA rose slightly to $885 million
LNG volumes exported held steady at 374 TBtu with 104 cargoes
Revenue by Segment
Forward Guidance
Cheniere Partners reconfirmed its full-year 2025 distribution guidance, supported by stable operations and prudent capital management.
Positive Outlook
- Reconfirmed full-year 2025 distribution guidance of $3.25–$3.35 per unit
- Maintained base distribution at $3.10 per unit
- Achieved 3,000th LNG cargo milestone in July 2025
- Issued $1B in 2035 notes to optimize capital structure
- SPL Expansion Project development remains on track
Challenges Ahead
- Net income decreased due to $162M in unfavorable derivative changes
- Lower LNG volumes delivered compared to prior year
- Continued impact of volatility in fair value of derivatives
- Higher operating and maintenance expenses in 9M 2025
Historical Earnings Impact
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Avg. Return Before/After Earnings
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