Earnings Releases·Oct 29, 2026, 7:31 AM ET

Cheniere Energy, Inc. — Third Quarter 2026 Earnings Summary

Q3 2026 revenues rose 39% year-over-year to $6.17 billion and Adjusted EBITDA increased 18% to $1.90 billion, though nine-month net income declined to $736 million due to $3.6 billion in unfavorable derivative fair value variances.
Management raised full-year 2026 guidance, increasing Consolidated Adjusted EBITDA expectations to $8.75 billion–$9.25 billion and Distributable Cash Flow to $6.05 billion–$6.55 billion, driven by higher volumes and margins.
Significant capital return and growth activities included a 12% dividend increase to $0.625 per share, $1.8 billion in share repurchases, and $2.8 billion in growth capital investment for the nine months ended September 30, 2026.
Strategic milestones include the substantial completion of CCL Stage 3 (expanding capacity by over 20%), the 5,000th LNG cargo export, new long-term SPAs with QatarEnergy and Petrobras, and an S&P credit rating upgrade to A-.