Liquefied Natural Gas (LNG) Exports
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Venture Global Shares Surge 16% as LNG Production Drives Earnings Beat
Financial Modeling Prep· 2026-03-02 22:45
Core Viewpoint - Venture Global, Inc. reported strong fourth-quarter earnings, exceeding analyst expectations, driven by increased production volumes, resulting in a significant rise in share price [1] Group 1: Financial Performance - The company posted adjusted earnings per share of $0.41, surpassing the consensus estimate of $0.35 [1] - Quarterly revenue totaled $4.45 billion, representing a 192% increase from $1.52 billion in the same period last year [1] - For the full year 2025, revenue reached $13.8 billion, up 177% year over year, with consolidated adjusted EBITDA of $6.3 billion, a 198% increase compared to the prior year [2] Group 2: Production and Export Data - During the fourth quarter, Venture Global exported 128 cargoes and sold 478 trillion British thermal units (TBtu) of LNG, marking a 275% increase from the fourth quarter of 2024 [2] - The company expects to export between 486 and 527 cargoes in 2026 from its combined facilities [3] Group 3: Future Guidance - For 2026, the company provided consolidated adjusted EBITDA guidance of $5.20 billion to $5.80 billion, with a midpoint of $5.50 billion [2] - First-quarter 2026 consolidated adjusted EBITDA is expected to range between $1.15 billion and $1.25 billion, reflecting impacts from Winter Storm Fern and margin compression [3]