CHENIERE ENERGY $LNG Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $5.7B (Est. $4.89B) 🟢; +24% YoY
🔹 EBITDA: $1.8B (Est. $1.72B) 🟢; +27% YoY
🔹 Net Income: $3.1B; +89% YoY
🔹 Distributable Cash Flow: $1.2B
Raises FY26 Guide:
🔹 EBITDA: $7.90B-$8.40B (Est. $7.82B) 🟢
🔹 Distributable Cash Flow: $5.30B-$5.80B (Est. $3B) 🟢
🔹 Production: 53-54M tonnes; from 52-54M tonnes
Other Q2 Metrics:
🔹 LNG Cargoes Exported: 184; +19% YoY
🔹 LNG Volumes Exported: 672 TBtu; +22% YoY
Comments:
🔸 “Our strong financial and operational results year-to-date, coupled with our constructive outlook and enhanced visibility for the remainder of the year, have enabled us to once again raise our full year 2026 Consolidated Adjusted EBITDA and Distributable Cash Flow guidance ranges.”
🔸 “The second quarter of 2026 marked another outstanding quarter for Cheniere, highlighted by the substantial completion of Midscale Train 6 at the CCL Stage 3 Project, and our further progress towards an FID of Phase 1 of the SPL Expansion Project.”