Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Cheniere Energy, Inc.
Next earnings Aug 5, 2026 (before open) · consensus $2.90 EPS, $4.99B rev
Last earnings -5.6% on 2026-05-07
Contracted LNG cash machine at 9.4x earnings — cheap, capital-returning, and still adding trains; cyclicality is the price of admission.
Sources: SEC EDGAR (CIK 0000003570, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 4:16:07 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~304% below fair value) — the rarer case where both the business and the entry look good.
Cheniere is a toll-road on US LNG exports, and FY2025 shows the model working: revenue $19.5B (+26.3%), operating income $9.11B at a 46.8% operating margin, net income $5.33B (+63.9%) and diluted EPS $24.13 (+69.9%). At $227.03 that is a 9.4x P/E and 2.5x sales — a low multiple for a business throwing off $5.54B of operating cash flow with a 27.4% net margin. The MD&A frames the foundation correctly: long-term SPA/IPM counterparty contracts (e.g. the August 2025 JERA deal to 2050 and the Canadian Natural Resources IPM) provide 'significant, stable, long-term cash flows,' which is what justifies paying for the equity through a commodity cycle rather than on any single year's print.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $17.5B | $33.3B | $19.8B | $15.4B | $19.5B |
| Gross profit | — | — | — | — | — |
| Operating income | -$701M | $4.56B | $15.5B | $6.13B | $9.11B |
| Net income | -$2.34B | $1.43B | $9.88B | $3.25B | $5.33B |
| Diluted EPS | -$9.25 | $5.64 | $40.72 | $14.20 | $24.13 |
| Net margin | -13.4% | 4.3% | 50.0% | 21.1% | 27.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Entered new material definitive agreement (likely LNG SPA/financing); supports growth
New material agreement plus Reg FD disclosure; commercial/financing momentum
Annual meeting voting results; routine governance, no financial impact
Q1 2026: recognized $370M tax-credit gain cutting cost of sales; Train 5 online
Q1 2026: recognized $370M tax-credit gain cutting cost of sales; Train 5 online
Reg FD investor disclosure/update; informational
Annual proxy: board, exec pay and AGM agenda; routine
Officer/director change announced; leadership transition, no earnings impact
FY25 rev +26%, NI +64%, EPS $24.13; lifted buyback to ~$10B and dividends
1482 tracked peers · median
1 sell · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-05-14 | SHEAR NEAL A Director | Award | 1.31K | |
| 2026-05-14 | Gray Denise Director | Award | 1.31K | |
| 2026-05-14 | Edwards Brian E Director | Award | 809.00 | |
| 2026-05-14 | Mitchelmore Lorraine Director | Award | 1.31K | |
| 2026-05-14 | MORELAND W BENJAMIN Director | Award | 1.41K | |
| 2026-05-14 | Robillard Donald F JR Director | Award | 1.43K | |
| 2026-05-14 | COLLAWN PATRICIA K Director | Award | 1.39K | |
| 2026-05-13 | Mitchelmore Lorraine Director | Tax | 394.00 @ $239.38 | $94.3K |