Venture Global Earnings Call Transcripts
Fiscal Year 2026
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Record Q2 results with 48% revenue growth and 266% net income increase, driven by higher LNG volumes and prices. 2026 EBITDA guidance raised to $8.7–$9.1B, with 91% of capacity contracted and major expansions progressing. Dividend increased 122%.
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The meeting was held virtually, with all seven director nominees elected and Ernst & Young LLP ratified as auditor for 2026. No shareholder questions were submitted, and final voting results will be filed in a Form 8-K.
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Q1 2026 saw strong revenue and earnings growth, record LNG exports, and a raised EBITDA outlook. Major project financings and new contracts boosted contracted sales to 84% for 2026, while rapid construction and operational improvements support ambitious expansion plans.
Fiscal Year 2025
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Achieved record financial growth in 2025, nearly tripling revenue and EBITDA, while expanding LNG capacity and securing major long-term contracts. Guidance for 2026 remains strong, with most cargos already contracted and further growth expected from bolt-on expansions.
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Q3 2025 saw revenue surge 260% year-over-year to $3.3 billion, with strong LNG export growth and major new long-term contracts signed. EBITDA guidance for 2025 was narrowed due to arbitration reserves and market margin compression, but liquidity and project execution remain robust.
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Q2 2025 saw record revenue and EBITDA, driven by strong LNG exports and new long-term contracts. Guidance for 2025 Adjusted EBITDA remains $6.4B–$6.8B, with major project milestones achieved and robust market demand supporting future growth.
Fiscal Year 2024
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Reported $5B revenue and $1.5B net income for 2024, with strong operational milestones at Calcasieu Pass and Plaquemines. 2025 EBITDA guidance is $6.8–$7.4B, driven by rapid capacity expansion and robust long-term contracts.