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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. ...
Cheniere(LNG) - 2024 Q2 - Earnings Call Presentation
2024-02-23 03:36
Cheniere Energy, Inc. Fourth Quarter and Full Year 2023 Safe Harbor Statements Forward-Looking Statements This presentation contains certain statements that are, or may be deemed to be, “forward-looking • statements regarding our planned development and construction of additional Trains or pipelines, including statements”withinthemeaningofSection27AoftheSecuritiesActof1933,asamended,andSection thefinancingofsuchTrainsorpipelines; 21E of the Securities Exchange Act of 1934, as amended. All statements, other ...
Cheniere(LNG) - 2023 Q4 - Earnings Call Transcript
2024-02-23 03:36
财务数据和关键指标变化 - 公司在2023年第四季度和全年实现了约16.5亿美元和88亿美元的合并调整后EBITDA,超出了最新指引范围的高端 [15] - 公司在2023年第四季度和全年实现了约11亿美元和65亿美元的可分配现金流,超出了指引范围的高端 [15] - 公司在2023年第四季度和全年实现了约14亿美元和99亿美元的净收入 [16] 各条业务线数据和关键指标变化 - 公司在2023年第四季度生产和装运了创纪录的169艘LNG货船,全年共生产和装运637艘,达到了约4500万吨的产量目标 [18] - 2023年,73%的LNG产品被运往欧洲市场,这是最高的市场占比 [19] - 公司在2023年新签了5份长期客户合同,合计约370万吨/年的销售量 [19] 各个市场数据和关键指标变化 - 2023年,欧洲市场仍然是美国LNG货物的最高价格市场 [19] - 亚洲市场需求在2023年反弹,增长约4%至约2.63亿吨,主要得益于中国经济复苏 [42][53] - 日本核电装机容量恢复至2011年福岛事故前的最高水平,导致LNG需求下降 [56] 公司战略和发展方向及行业竞争 - 公司在2023年取得了多项重要的战略和运营成就,包括安全表现、运营可靠性、项目进展等 [12][17][20][25] - 公司正全力推进科尔普斯克里斯蒂三期项目,预计今年底实现首次LNG产出 [20][23] - 公司已经为萨宾港扩建项目签订了超过650万吨/年的长期合同,有望在今年内提交FERC申请 [25] - 公司认为美国LNG在提供能源安全和支持全球减排方面具有关键作用,希望监管环境能够为行业发展创造确定性 [32][36][38] 管理层对经营环境和未来前景的评论 - 管理层认为,尽管面临一些宏观和地缘政治挑战,但公司在2023年取得了出色的业绩 [13][14] - 管理层对2024年的前景保持乐观,预计将实现55-60亿美元的合并调整后EBITDA和29-34亿美元的可分配现金流 [27][85] - 管理层认为,长期来看,天然气在支持可再生能源和实现全球脱碳目标方面具有关键作用,对未来需求保持乐观 [61][62][65] 问答环节重要的提问和回答 问题1 **John Mackay 提问** 询问2024年EBITDA指引范围的上下限差异的原因 [103] **Zach Davis 回答** 解释了上下限差异的主要原因,包括季节性因素、优化空间以及一些不可预见的因素 [104][105][106] 问题2 **Jeremy Tonet 提问** 询问公司在2023年超出指引的部分中,优化空间的贡献有多大 [119] **Zach Davis 回答** 表示公司在上游和下游的优化空间贡献达到了数亿美元的水平 [120][121][122] 问题3 **Theresa Chen 提问** 询问DOE暂停LNG出口审批对公司客户沟通和项目商业化的影响 [141] **Jack Fusco和Anatol Feygin回答** 表示公司有信心能够应对这一监管变化,并向客户传达公司有信心按计划推进项目 [142][143][144][145][146][147]
Cheniere Energy (LNG) Surpasses Q4 Earnings and Revenue Estimates
Zacks Investment Research· 2024-02-22 22:41
Cheniere Energy (LNG) 季度报告 - Cheniere Energy (LNG)在最近的季度报告中每股收益为5.76美元,超过了分析师预期的2.70美元[1] - 公司去年同期每股收益为15.78美元[1] - Cheniere Energy的营收为48.2亿美元,超过了分析师预期[3] Amplify Energy (AMPY) 季度预期 - 分析师预计Amplify Energy (AMPY)即将发布的季度报告中,每股收益为0.12美元,同比下降83.8%[12]
Cheniere(LNG) - 2023 Q4 - Annual Report
2024-02-22 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 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 incorpora ...
Cheniere(LNG) - 2023 Q4 - Annual Results
2024-02-22 00:00
EXHIBIT 99.1 CHENIERE ENERGY, INC. NEWS RELEASE Cheniere Reports Fourth Quarter and Full Year 2023 Results and Introduces Full Year 2024 Financial Guidance HOUSTON--(BUSINESS WIRE)-- Cheniere Energy, Inc. (“Cheniere”) (NYSE: LNG) today announced its financial results for the fourth quarter and full year 2023. YEAR END 2023 SUMMARY FINANCIAL RESULTS Three Months Ended Twelve Months Ended (in billions) December 31, 2023 December 31, 2023 Revenues $4.8 $20.4 Net Income1 $1.4 $9.9 Consolidated Adjusted EBITDA2 ...
Can Cheniere (LNG) Pull Off a Strong Show in Q4 Earnings?
Zacks Investment Research· 2024-02-21 23:01
Cheniere Energy, Inc. (LNG) is set to release fourth-quarter results on Feb 22. The current Zacks Consensus Estimate for the to-be-reported quarter is a profit of $2.70 per share on revenues of $4.5 billion.Let’s delve into the factors that might have influenced the liquefied natural gas (“LNG”) exporter’s performance in the December quarter. But it’s worth taking a look at Cheniere Energy’s previous-quarter performance first.Highlights of Q3 Earnings & Surprise HistoryIn the last reported quarter, this Hou ...
Should You Buy Cheniere Energy (LNG) Ahead of Earnings?
Zacks Investment Research· 2024-02-21 23:01
Investors are always looking for stocks that are poised to beat at earnings season and Cheniere Energy, Inc. (LNG) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Cheniere Energy is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pret ...
Cheniere Energy (LNG) Expected to Beat Earnings Estimates: Should You Buy?
Zacks Investment Research· 2024-02-16 00:06
Wall Street expects a year-over-year decline in earnings on lower revenues when Cheniere Energy (LNG) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February ...
Cheniere Energy (LNG) Rises As Market Takes a Dip: Key Facts
Zacks Investment Research· 2024-02-13 08:01
The latest trading session saw Cheniere Energy (LNG) ending at $158.89, denoting a +0.57% adjustment from its last day's close. The stock's change was more than the S&P 500's daily loss of 0.1%. Meanwhile, the Dow experienced a rise of 0.33%, and the technology-dominated Nasdaq saw a decrease of 0.3%.Prior to today's trading, shares of the natural gas company had lost 4.28% over the past month. This has lagged the Oils-Energy sector's gain of 1.15% and the S&P 500's gain of 5.78% in that time.The upcoming e ...