Venture Global Earnings Call Transcripts
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.