Added to YB: 2026-08-27
Pitch date: 2026-08-25
LNG [neutral]
Cheniere Energy, Inc.
+3.23%
current return
Author Info
Building Arks has 25 years of experience as a professional and private investor. I own stocks for the very long term when I think they can compound at 15%. I write about them here. Sign up for the newsletter.
Company Info
Cheniere Energy, Inc., an energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States.
Market Cap
$58.0B
Pitch Price
$275.19
Price Target
N/A
Dividend
0.79%
EV/EBITDA
10.55
P/E
20.65
EV/Sales
4.31
Sector
Oil, Gas and Consumable Fuels
Category
growth
Results: Cheniere 2q26
LNG (earnings): FY guide raised again: EBITDA to $7.9-8.4bn (+$650m), DCF to $5.3-5.8bn (+$550m); most upside from resiliency/debottlenecking volumes sold into disrupted, high-spot-price market. 2q EBITDA $1.8bn, DCF $1.2bn. Execution strong: Corpus Christi Stage 3 well ahead (T6 substantial completion June, T7 commissioning started), Midscale T8/9 ahead too. Signed Bechtel lump-sum EPC for Sabine Expansion Ph1 (5mtpa+1mtpa debottleneck, $4.7bn); FID early 2027. Bought back 1% at $250. No thesis change. Author DCF: 15% IRR through 2030 at $240; holds tracker, missed adding <$230. Market 'precariously balanced'; Chinese flexibility buffering Iran-war shock but near limit.
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