Cheniere Energy, Inc.
- Open
- 296.72
- Day high
- 299.18
- Day low
- 287.40
- Prev close
- 291.69
- Volume
- 2.1M
- Mkt cap
- $60.7B
- P/E (TTM)
- 21.8
- EPS (TTM)
- $13.50
- P/B
- 9.8
- P/S
- 2.7
- Yield
- 0.75%
- Per share
- $2.22
Cheniere Energy, Inc. (LNG) is a Energy company listed on NYSE. The stock is up 21% over the past year. Drillr has 6 published research articles covering LNG.
Cheniere Energy, Inc. (LNG) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
LNG earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 6, 2026 | $3.11 | $3.02 | -2.9% | $5.7B | +15.9% |
| May 7, 2026 | $4.22 | $4.77 | +13.1% | $5.9B | +2.0% |
| Feb 26, 2026 | $3.82 | $10.68 | +179.4% | $5.7B | +1.1% |
| Oct 30, 2025 | $2.95 | $4.75 | +61.2% | $4.4B | -2.2% |
| Aug 7, 2025 | $2.51 | $7.30 | +191.3% | $4.5B | +6.6% |
| May 8, 2025 | $2.78 | $1.57 | -43.6% | $5.4B | +17.4% |
| Feb 20, 2025 | $2.75 | $4.33 | +57.7% | $4.4B | +2.6% |
| Oct 31, 2024 | $1.88 | $3.93 | +108.9% | $3.8B | -14.4% |
| Aug 8, 2024 | $1.74 | $3.84 | +120.8% | $3.3B | -5.8% |
| May 3, 2024 | $2.28 | $2.13 | -6.6% | $4.3B | +6.5% |
| Feb 22, 2024 | $2.75 | $5.85 | +112.7% | $4.8B | +4.5% |
| Nov 2, 2023 | $2.55 | $2.37 | -7.1% | $4.2B | -4.8% |
LNG insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 18, 2026 | Mitchelmore Lorrainedirector | Tax | 51 | $271.64 |
| Jul 16, 2026 | Vitalone Britt J.director | Grant | 614 | — |
| May 15, 2026 | Hinz Maasofficer: EVP, Operations | Grant | 2,911 | — |
| May 15, 2026 | Mitchelmore Lorrainedirector | Grant | 1,307 | — |
| May 15, 2026 | Edwards Brian Edirector | Grant | 809 | — |
| May 15, 2026 | Robillard Donald F JRdirector | Grant | 1,432 | — |
| May 15, 2026 | Mitchelmore Lorrainedirector | Tax | 394 | $239.38 |
| May 15, 2026 | Gray Denisedirector | Grant | 1,307 | — |
| May 15, 2026 | MORELAND W BENJAMINdirector | Grant | 1,411 | — |
| May 15, 2026 | COLLAWN PATRICIA Kdirector | Grant | 1,391 | — |
| May 15, 2026 | SHEAR NEAL Adirector | Grant | 1,307 | — |
| Apr 1, 2026 | Davis Zachofficer: EVP & CFO | Sell | 29,000 | $300.00 |
| Mar 30, 2026 | BOTTA G ANDREAdirector | Sell | 5,000 | $296.47 |
| Mar 30, 2026 | Markowitz Sean Nofficer: EVP, CLO and Corp Sec | Sell | 8,810 | $290.50 |
| Mar 30, 2026 | Feygin Anatolofficer: EVP & Chief Commercial Officer | Sell | 30,183 | $290.89 |
Source: LNG SEC Form 4 filings, latest Aug 18, 2026. For informational purposes only — not investment advice.
See the full LNG insider & 13F page →LNG research & analysis
LNG Stock: Cheniere Captures India Top Gas Supplier Role
US becomes India top LNG supplier. Cheniere captures $3.5-4.2B annual contract redirection from Iran shortage. Multi-year deals.
VGCQPCan Exxon's $18 Billion Golden Pass Bet Hit Full Throttle by September?
Golden Pass LNG's first cargo departure on April 23 starts a five-month countdown to full 18 mtpa capacity, with Exxon facing a $1.2 billion EBIT upside if the ramp executes cleanly by end of Q3 2026 — or a $900 million cut if delays push full operations into Q4 or later. Wall Street prices 70% odds of on-schedule completion, leaving a 30% tail risk that could drive XOM down 3-5% on a delay announcement.
XOMLNG Stocks to Watch as Asia-Pacific Demand Surges — WDS, COP, CVX Ranked
Australia's reliance on LNG exports amid volatility spotlights US-listed winners like WDS and COP with direct Asia-Pacific ties. The article analyzes six firms' exposure, financials, and ranks conviction amid rising demand.
WDSCVXCOPLNG & SHEL vs. XOM: Who Wins as Iran Ceasefire Crashes Asian Energy Prices
The US-Iran ceasefire on April 8, 2026, is crashing Asian LNG and crude prices, pressuring global suppliers while easing Vietnam's energy security woes. Cheniere and Shell stand out as resilient winners due to contracts and growth, while Exxon faces bigger oil headwinds. Ranked picks favor low-cost, contract-heavy LNG plays.
SHELXOMKMIGulf Conflict Escalation: Mapping the Energy Winners from Middle East Supply Disruption
Gulf conflict escalation threatens Middle East oil supply through the Strait of Hormuz and Red Sea, creating a risk premium that benefits non-Gulf energy producers and LNG exporters. Cheniere Energy and Shell are the top picks for structural LNG upside, while ConocoPhillips, Canadian Natural Resources, and Dorian LPG offer upstream, heavy-oil substitution, and shipping-rate leverage respectively.
COPCNQSHELWhich US LNG exporters gain the most from rerouted European gas flows amid Gulf escalation?
Escalating Gulf tensions are rerouting European LNG demand toward US Gulf Coast exporters. Cheniere Energy (LNG) and Venture Global (VG) are the most direct beneficiaries with expanding terminal capacity, while EQT offers the cheapest upstream exposure at 14x forward P/E with 65% EBITDA margins.
VGEQTCOP
Cheniere Energy, Inc. company profile
Overview
Cheniere Energy, Inc. (NYSE:LNG) is the largest liquefied natural gas (LNG) exporter in the United States and one of the world's leading LNG companies. Founded in 1983 and headquartered in Houston, Texas, Cheniere went public in 1994 and has transformed from a natural gas pipeline company into a major energy infrastructure player. The company operates two major LNG export terminals along the U.S. Gulf Coast and has become a critical supplier of American natural gas to global markets, particularly following the European energy crisis that began in 2022. Today, Cheniere produces over 10% of the world's LNG supply and has established itself as a key player in global energy security.
Business
Cheniere operates in the liquefied natural gas (LNG) industry, which involves converting natural gas into a liquid form for efficient transportation across oceans. Natural gas becomes liquid when cooled to approximately -260°F (-162°C), reducing its volume by about 600 times, making it economical to ship via specialized tanker vessels to markets worldwide. The company's core business centers around two major LNG export facilities. The Sabine Pass LNG terminal in Cameron Parish, Louisiana, was Cheniere's first facility and represents the foundation of U.S. LNG exports. The Corpus Christi LNG terminal near Corpus Christi, Texas, is the company's second major facility. These terminals receive natural gas through pipeline networks, liquefy it using industrial-scale refrigeration processes, and load it onto LNG carriers for export to international customers. Beyond the liquefaction terminals, Cheniere owns supporting pipeline infrastructure including the 94-mile Creole Trail pipeline connecting Sabine Pass to interstate pipeline networks, and the 21.5-mile Corpus Christi pipeline serving similar connectivity functions. The company also operates Cheniere Marketing, which handles LNG trading and optimization activities. Currently, Cheniere produces approximately 45-48 million tons of LNG annually, with about 90% sold under long-term contracts typically ranging from 15-25 years. The company is actively expanding capacity through its Corpus Christi Stage 3 project, which will add approximately 10 million tons of annual capacity by 2025, and is pursuing additional expansion projects including potential midscale trains and a major Sabine Pass expansion.
Competitive moat
Cheniere possesses a strong competitive moat built on several key advantages. The company benefits from significant regulatory barriers to entry, as obtaining Federal Energy Regulatory Commission (FERC) permits, Department of Energy export authorizations, and environmental approvals for new LNG facilities requires years of regulatory process and substantial capital investment. This creates high barriers for new competitors. The company's first-mover advantage in U.S. LNG exports provided access to prime Gulf Coast locations with existing pipeline infrastructure and deep-water port access. Cheniere's operational track record and reliability have established strong customer relationships, with many buyers preferring proven suppliers for long-term energy security contracts. Scale economies provide additional protection, as Cheniere's large production volumes enable better contract negotiations, operational efficiencies, and cost spreading across multiple facilities. The company's integrated business model, combining liquefaction, marketing, and pipeline assets, creates operational synergies that smaller competitors cannot easily replicate. However, the moat faces potential challenges from expanding global LNG capacity, particularly from Qatar and other low-cost producers. Technological disruptions in energy markets, including renewable energy adoption and potential changes in natural gas demand patterns, could impact long-term competitiveness. Additionally, regulatory risks around environmental policies and export restrictions could affect the company's growth trajectory, though Cheniere's established position and long-term contracts provide significant protection against these risks.
Risks & safety
Cheniere demonstrates a moderate margin of safety with strong cash generation but elevated debt levels typical of capital-intensive infrastructure companies. • Liquidity and Solvency: Strong cash position of $2.9 billion with current ratio of 1.19, indicating adequate short-term liquidity. Debt-to-equity ratio of 0.51 represents manageable leverage for an infrastructure company, though total debt burden remains substantial at approximately $33 billion. • Cash Flow Strength: Robust operating cash flow of $1.2 billion quarterly and $5.4 billion annually, with free cash flow generation of $3.2 billion in 2024. The company's take-or-pay contract structure provides predictable cash flows regardless of market conditions. • Valuation Metrics: Trading at P/E of 15.1x based on 2024 earnings, which appears reasonable for a infrastructure company with long-term contracted cash flows. EV/EBITDA of 16.9x suggests moderate valuation relative to cash generation capability. • Other Considerations: Strong dividend coverage with $2 annual dividend supported by $4+ billion distributable cash flow. However, capital intensity of expansion projects and regulatory risks around export permits create some uncertainty around future cash flows.
Recent development
Over the past few years, Cheniere has executed a strategic transformation focused on capacity expansion and capital allocation optimization. The company's most significant development is the Corpus Christi Stage 3 project, which began producing LNG in December 2024 and will add approximately 10 million tons of annual capacity by 2025. This $8+ billion expansion represents a 20% increase in Cheniere's total production capacity. The company has also advanced plans for additional growth through midscale expansion projects, including Trains 8 and 9 at Corpus Christi, which received FERC permits in 2024 and are approaching final investment decision. These smaller-scale trains offer more flexible development timelines and lower capital requirements compared to traditional large-scale LNG trains. Commercial strategy evolution has emphasized maintaining high contract coverage while selectively pursuing optimization opportunities. Cheniere has signed new long-term agreements, including a 20-year contract with Galp, while leveraging its marketing arm to capture additional value from uncontracted volumes and operational optimization. The company has significantly enhanced its capital return program, increasing share repurchases from $1.5 billion in 2023 to over $2.3 billion in 2024, while growing the dividend by 15% to $2 per share annually. This reflects improved cash generation and confidence in long-term cash flow stability. Environmental and regulatory initiatives have become increasingly important, with Cheniere establishing methane emissions intensity targets, joining the UN Oil & Gas Methane Partnership, and developing cargo emission tags for customers. These efforts position the company for potential regulatory changes and customer ESG requirements.
LNG company profile · for informational purposes only — not investment advice.
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