$LNG · Cheniere Energy, Inc.
Cheniere Energy reported Q3 2026 results with revenue of $6.173B (+39% YoY) and GAAP diluted EPS of $5.65. The company raised FY2026 Consolidated Adjusted EBITDA guidance to $8.75B–$9.25B and Distributable Cash Flow guidance to $6.05B–$6.55B. The Board declared a $0.625/share quarterly dividend, a 12%+ increase, and CCL Stage 3 reached substantial completion ahead of schedule and within budget.
- Q3 2026 revenue of $6.173B, up 39% YoY from $4.441B.
- Q3 GAAP diluted EPS of $5.65 vs. $4.75 in Q3 2025.
- FY2026 Consolidated Adjusted EBITDA guidance raised to $8.75B–$9.25B from $7.90B–$8.40B.
- Quarterly dividend increased over 12% to $0.625/share, payable November 17, 2026.
- Repurchased 2.8M shares for $731M in Q3; $1.8B across 7.7M shares YTD.
Extended-hours trading at $306.00, up 2.76% vs. the $297.77 regular close, reflecting a positive reaction to the guidance raise, dividend hike, and CCL Stage 3 completion.
A simultaneous guidance raise, double-digit dividend hike, and ahead-of-schedule project completion from the largest U.S. LNG exporter signals strong operational momentum and capital-return capacity.
Cheniere's 56 mtpa operational capacity and 5,000th cargo milestone cement its position as the largest U.S. LNG exporter. The QatarEnergy and Petrobras SPAs extend contracted offtake into the 2050s, reinforcing long-term revenue visibility in a sector where securing Asian/European demand anchors growth.
Nine-month net income fell sharply to $736M from $3.028B YoY due to $3.6B in unfavorable non-cash derivative fair-value swings tied to long-term IPM agreements, highlighting mark-to-market volatility risk.