Cheniere beats third-quarter estimates and raises 2026 guidance
Cheniere Energy reported third-quarter 2026 revenue of $6.17 billion, net income of $1.17 billion and adjusted EBITDA of $1.9 billion. LNG exports reached 188 cargoes, up 15% year over year, while the company raised its 2026 adjusted EBITDA guidance to $8.75 billion-$9.25 billion and distributable cash flow guidance to $6.05 billion-$6.55 billion. Cheniere also raised its quarterly dividend to $0.625 per share and highlighted long-term LNG agreements with QatarEnergy and Petrobras.
Why it matters
The higher guidance and increased dividend raise Cheniere’s expected cash returns for 2026. The QatarEnergy and Petrobras agreements also extend contracted demand for future U.S. LNG production.
Key facts
- 1Third-quarter revenue was $6,173 million, compared with $4,441 million a year earlier, a 39% increase. stocktitan.net
- 2Third-quarter net income was $1,170 million and consolidated adjusted EBITDA was $1,900 million. stocktitan.net
- 3Cheniere raised 2026 consolidated adjusted EBITDA guidance to $8.75 billion-$9.25 billion and distributable cash flow guidance to $6.05 billion-$6.55 billion. rttnews.com
- 4The company exported 188 LNG cargoes in the third quarter, versus 163 in the prior-year quarter. stocktitan.net
- 5The quarterly dividend was increased to $0.625 per common share, payable on November 17, 2026, to shareholders of record as of November 9, 2026. stocktitan.net
- 6Cheniere entered into agreements with QatarEnergy to supply up to 4 million tonnes per annum through 2054 and with Petrobras to supply 0.8 million tonnes per annum for 22 years. stocktitan.net
Open questions
- One report gives third-quarter net income as $639 million, while the company’s reported result is $1,170 million.
- One summary cites 2026 adjusted EBITDA guidance of $8.4B-$8.75B and distributable cash flow guidance of $5.8B-$6.55B, which conflicts with the higher revised ranges reported elsewhere.
Summary written by AlphAI AI Desk from 16 of 16 sources. Not investment advice. Figures are as stated by the linked sources.