Early Access

10-QPeriod: Q1 FY2025

Cheniere Energy, Inc. Quarterly Report for Q1 Ended Mar 31, 2025

Filed May 8, 2025For Securities:LNG

Summary

Cheniere Energy, Inc. (LNG) reported revenues of $5.44 billion for the first quarter of 2025, a significant increase from $4.25 billion in the prior year period. This revenue growth was primarily driven by higher LNG revenues, benefiting from increased Henry Hub pricing and strong performance from its integrated marketing function, which sold higher volumes at increased prices. Despite the top-line growth, net income attributable to Cheniere decreased to $353 million from $502 million in the prior year quarter. The decline in net income was largely due to an unfavorable change in the fair value of derivative instruments, which resulted in a $277 million adverse impact. Additionally, cost of sales increased significantly, primarily due to higher natural gas feedstock costs. The company achieved substantial completion of the first train of its Corpus Christi Stage 3 Project in March 2025, indicating continued progress on its expansion initiatives. Cheniere also highlighted its continued focus on capital allocation, repurchasing $350 million of its common stock and declaring a quarterly dividend of $0.50 per share.

Financial Statements
Beta
Revenue$5.44B
SG&A Expenses$116.00M
Operating Expenses$4.48B
Operating Income$961.00M
Net Income$353.00M
EPS (Basic)$1.57
EPS (Diluted)$1.57
Shares Outstanding (Basic)223.50M
Shares Outstanding (Diluted)224.10M

Key Highlights

  • 1Total revenues increased by 28.1% year-over-year to $5.44 billion, driven primarily by a significant rise in LNG revenues.
  • 2Net income attributable to Cheniere decreased by 29.7% to $353 million, impacted by unfavorable changes in the fair value of derivative instruments and increased cost of natural gas feedstock.
  • 3The company achieved substantial completion of the first train of the Corpus Christi Stage 3 Project in March 2025, with overall project completion at 82.5%.
  • 4Operating cash flows remained strong at $1.23 billion, a slight decrease from $1.25 billion in the prior year period.
  • 5Cheniere repurchased approximately 1.6 million shares of its common stock for $350 million during the quarter, with $3.5 billion remaining under its share repurchase program.
  • 6The company declared a quarterly dividend of $0.50 per share, reflecting its commitment to returning capital to shareholders.
  • 7Interest expense decreased due to debt reduction activities and higher capitalized interest, while interest and dividend income declined due to lower rates and cash balances.

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