Cheniere(LNG)
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Cheniere(LNG) - 2024 Q1 - Earnings Call Transcript
2024-05-04 04:00
财务数据和关键指标变化 - 公司在第一季度实现了约5.02亿美元的净收益、约18亿美元的合并调整后EBITDA和约12亿美元的可分配现金流 [53] - 公司的财务业绩反映了国际天然气价格较去年有所下降,以及更多LNG销售来自长期合同 [54] - 公司在第一季度确认了619万TBtu的实际LNG产量,其中608万TBtu来自自有项目,11万TBtu来自第三方采购 [56] 各条业务线数据和关键指标变化 - 公司的整体生产在同比基本持平,得益于出色的运营、较低的维护和萨宾港天气较冷 [14] - 由于得克萨斯州冰冻事件对上游天然气生产和加工设施造成影响,导致公司科珀斯克里斯蒂设施的进料气质量发生临时变化,给生产带来了一些挑战 [12][13] 各个市场数据和关键指标变化 - 欧洲天然气需求基本持平,电力需求和工业需求均有所下降 [38][39] - 亚洲市场需求有所增加,中国、印度和泰国等国的LNG进口量分别同比增长25%、45%和27% [40][41][42][44] - 日本和韩国等北亚市场的LNG进口量同比下降2.5百万吨,部分抵消了中国和东南亚地区的增量 [44] 公司战略和发展方向及行业竞争 - 公司正在积极推进科珀斯克里斯蒂三期项目和萨宾港扩建项目,进展顺利 [19][21] - 公司认为未来数十年天然气和LNG将在全球能源转型中发挥关键作用,是最可靠、灵活、经济且调度性强的能源之一 [9][10][28] - 公司正在努力提升LNG全生命周期的环境绩效,并与供应链伙伴合作部署检测和量化技术 [25][26] 管理层对经营环境和未来前景的评论 - 管理层对公司在第一季度的出色运营和财务表现表示满意,并对全年指引保持乐观 [8][16] - 管理层认为,未来几年新增LNG产能将被市场有效吸收,有助于维持相对温和和稳定的价格水平 [49][50] - 管理层表示,公司的长期合同平台将在一定程度上隔离财务业绩受短期市场波动的影响 [71] 问答环节重要的提问和回答 问题1 **Jeremy Tonet 提问** 询问管理层对需求响应价格的看法以及对2025年业务的影响 [74][77] **Anatol Feygin 回答** 管理层认为新增基础设施将使市场更好地吸收供给,预计未来几年LNG价格将维持在中高单位数水平 [75][76] 问题2 **Keith Stanley 提问** 询问公司今年业绩情况以及优化收益的情况 [89] **Zach Davis 回答** 公司一季度业绩超预期,主要得益于上游和下游的优化收益,预计全年有望达到指引上限 [89] 问题3 **John Mackay 提问** 询问管理层对未来全球天然气需求增长的预测以及数据中心需求的看法 [93][97] **Anatol Feygin 回答** 管理层认为未来数十年天然气需求将保持稳定增长,数据中心需求是推动天然气发电需求的一个重要因素 [94][95][96]
Cheniere(LNG) - 2024 Q1 - Quarterly Results
2024-05-03 19:31
EXHIBIT 99.1 CHENIERE ENERGY, INC. NEWS RELEASE Cheniere Reports First Quarter 2024 Results and Reconfirms Full Year 2024 Financial Guidance HOUSTON--(BUSINESS WIRE)-- Cheniere Energy, Inc. (“Cheniere”) (NYSE: LNG) today announced its financial results for the first quarter 2024. FIRST QUARTER 2024 SUMMARY FINANCIAL RESULTS Three Months Ended (in billions) March 31, 2024 Revenues $4.3 Net Income1 $0.5 Consolidated Adjusted EBITDA2 $1.8 Distributable Cash Flow2 $1.2 2024 FULL YEAR FINANCIAL GUIDANCE (in bill ...
Cheniere(LNG) - 2024 Q1 - Quarterly Report
2024-05-03 05:33
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-16383 CHENIERE ENERGY, INC. (Exact name of registrant as specified in its charter) Delaware 95-4352386 (State or other jurisdiction of inco ...
What Should You Do With Cheniere Energy (LNG) Pre Q1 Earnings?
Zacks Investment Research· 2024-05-01 22:35
Natural gas exporter Cheniere Energy, Inc. (LNG) is set to report first-quarter results on May 3. With shares pulling back in 2024 amid the fuel’s weakness, is the company a buy?Let’s check that right now.Company DescriptionHouston, TX-based Cheniere Energy Inc. is primarily engaged in businesses related to liquefied natural gas (or LNG). Being the first company to receive regulatory approval to export LNG from its 2.6 billion cubic feet per day Sabine Pass terminal, Cheniere Energy certainly enjoys a disti ...
Cheniere Energy (LNG) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Zacks Investment Research· 2024-04-26 23:05
Cheniere Energy (LNG) - 预计在2024年3月报告的季度中,盈利将同比下降,收入也将减少[1] - 报告预计将于2024年5月3日发布,如果关键数字好于预期,股价可能会上涨,反之则可能下跌[2] - Zacks Consensus Estimate显示,该天然气公司预计将在即将发布的报告中每股盈利2.34美元,同比下降66%,预计收入将为41.6亿美元,同比下降43%[4] - Cheniere Energy的最准确估计高于Zacks Consensus Estimate,表明分析师最近对公司的盈利前景变得乐观,这导致了+7.02%的盈利预期[12] - 过去四个季度中,Cheniere Energy三次超过了共识EPS预期,显示公司在匹配过去共识预期方面的能力[14] - Earnings ESP和Zacks Rank是预测公司季度发布前的重要指标,可以帮助投资者在发布前决定买入或卖出股票[16] Murphy Oil (MUR) - 预计将在2024年3月报告的季度中每股盈利0.87美元,同比下降29.8%,预计收入为7.3641亿美元,同比下降12.5%[18] - Murphy Oil的最准确估计较低于Zacks Consensus Estimate,导致了-3.59%的盈利预期,使得难以确定公司是否会超过共识EPS预期[19]
Cheniere Energy (LNG) Rises But Trails Market: What Investors Should Know
Zacks Investment Research· 2024-04-12 07:21
Cheniere Energy财务数据 - Cheniere Energy (LNG) 最新收盘价为$158.85,较前一天上涨了0.5%[1] - 分析师预计Cheniere Energy将在2024年5月3日发布财报,预计每股收益为$2.30,同比下降66.62%[3] - Cheniere Energy目前的Zacks Rank为3 (Hold),最近30天的共识EPS预测下调了6.83%[7]
Cheniere Energy (LNG) Beats Stock Market Upswing: What Investors Need to Know
Zacks Investment Research· 2024-04-06 07:21
股价及财报 - Cheniere Energy (LNG) 最近的股价为 $156.76,较前一天收盘价上涨了 +1.12% [1] - 投资者将密切关注 Cheniere Energy 即将发布的财报,预计每股收益为 $2.30,同比下降了 66.62% [3] 股票评级及估值 - Cheniere Energy 目前的 Zacks Rank 为 3 (Hold),过去30天的 Zacks Consensus EPS 估计下调了 6.95% [7] - Cheniere Energy 目前的 Forward P/E 比率为 17.43,高于行业的 Forward P/E 比率 11.52 [8] - LNG 的 PEG 比率为 0.68,低于行业的平均 PEG 比率 1.7 [9] 行业排名 - Oil and Gas - Exploration and Production - United States 行业的 Zacks Industry Rank 为 210,位于所有行业的底部 17% [10]
Why the Market Dipped But Cheniere Energy (LNG) Gained Today
Zacks Investment Research· 2024-03-14 07:21
Cheniere Energy (LNG) closed at $156.83 in the latest trading session, marking a +0.27% move from the prior day. This move outpaced the S&P 500's daily loss of 0.19%. Meanwhile, the Dow experienced a rise of 0.1%, and the technology-dominated Nasdaq saw a decrease of 0.54%.The natural gas company's shares have seen a decrease of 0.68% over the last month, not keeping up with the Oils-Energy sector's gain of 3.8% and the S&P 500's gain of 3.18%.The upcoming earnings release of Cheniere Energy will be of grea ...
Cheniere Energy - Not Even Qatar Can Derail This Bull Case
Seeking Alpha· 2024-03-07 01:08
Suphanat KhumsapIntroduction It's time to do two things: talk about a fantastic wealth compounder that has returned 16.3% per year since January of 2004, and one of the most important macroeconomic/geopolitical topics: liquified natural gas, often referred to as LNG. That company is Cheniere Energy (NYSE:LNG), which has the same ticker as the abbreviation for liquified natural gas. While investors have been through a few major stock price corrections, the stock has been one of the best performers in the ...
Cheniere (LNG) Q4 Earnings Decline Y/Y, Sales Beat Estimates
Zacks Investment Research· 2024-02-27 22:31
Cheniere Energy Inc. (LNG) reported fourth-quarter 2023 adjusted profit of $5.76 per share, which outpaced the Zacks Consensus Estimate of $2.70. This outperformance can be primarily attributed to a year-over-year decrease in costs and expenses. The bottom line, however, deteriorated from the year-ago quarter’s level of $15.78.Revenues totaled $4.8 billion, which beat the Zacks Consensus Estimate of $4.5 billion. This can be attributed to the year-over-year increase in cargo shipped and a surge in volumes. ...