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Dec 31, 2025
Cheniere Q4 2025 Earnings Report
Cheniere reported strong fourth quarter 2025 results with higher LNG volumes, increased net income and solid adjusted EBITDA growth.
Key Takeaways
In Q4 2025, Cheniere generated revenue of 5450000000 and net income attributable to Cheniere of 2302000000, driven by higher LNG volumes and favorable derivative impacts. Consolidated Adjusted EBITDA reached 2047000000 as LNG exports increased year-over-year.
Revenue increased to 5450000000 from 4436000000 in the prior year quarter.
Net income attributable to Cheniere rose to 2302000000 from 977000000 year-over-year.
Consolidated Adjusted EBITDA grew to 2047000000, up 30% year-over-year.
LNG exports totaled 185 cargoes and 679 TBtu during the quarter.
Revenue by Segment
Forward Guidance
For full year 2026, Cheniere expects Consolidated Adjusted EBITDA between 6750000000 and 7250000000 and Distributable Cash Flow between 4350000000 and 4850000000.
Positive Outlook
- 2026 Consolidated Adjusted EBITDA guidance of 6750000000 to 7250000000.
- 2026 Distributable Cash Flow guidance of 4350000000 to 4850000000.
- Completion of '20/20 Vision' capital allocation plan ahead of schedule.
- Increased share repurchase authorization to over 10000000000 through 2030.
- Additional LNG production expected from Corpus Christi Stage 3 trains.
Challenges Ahead
- Exposure to commodity price volatility and derivative impacts.
- Ongoing capital requirements for expansion projects.
- Interest expense expected to remain significant.
- Regulatory approvals pending for expansion projects.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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