Cheniere Energy Partners, L.P. (CQP), through its various subsidiaries, oversees and operates a major natural gas liquefaction and export complex. This significant ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $1.06 · Revenue $2.58B · 3 analysts
Est. EPS $1.21 · Revenue $2.78B · 3 analysts
Est. EPS $4.68 · Revenue $11.80B · 6 analysts
Est. EPS $1.20 · Revenue $3.03B · 1 analysts
$3.27 per share
$3.27 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $10.8B | +23.6% | -28.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $3.0B | +19.0% | +524.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +34.3% | -32.8% | +607.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +33.3% | -11.6% | +467.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +27.8% | -3.7% | +769.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.6B | -8.7% | -17.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +23.9% | -26.1% | +15.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 465.3% | -44.5% | -19.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.78x | +1.2% | +192.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $17.4B | -0.1% | +3.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 6.17 vs 4.12 | +49.6% | 2.14 vs 1.06 | +102.0% |
| Revenue Surprise | $10.8B vs $10.6B | +1.0% | $2.6B vs $2.6B | +0.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 14, 2026 | RAUF ZAMIR | director: | — | — | 0 | — |
| Jul 14, 2026 | RAUF ZAMIR | director | PHANTOM UNITS | A | 3,103 | — |
| Jul 14, 2026 | Jennings Michael | director: | — | — | 0 | — |
| Jul 14, 2026 | Jennings Michael | director | PHANTOM UNITS | A | 3,103 | — |
| May 29, 2026 | MCCAIN ELLIS L | director | Units Representing Limited Partner Interests | A | 750 | — |
Operator Thank you for standing by. Good day and welcome to the First Quarter 2026 Cheniere Energy Earnings Call and Webcast. Today's conference is being recorded. At this time, I would like to turn the conference over to Randy Batia, Vice President of Investor Relations and Communications. Please go ahead. Randy Bhatia Thank you, Operator. Good morning, everyone, and welcome to Cheniere's first quarter 2026 Earnings Conference Call. The slide presentation and access to the webcast for today's call are available at chenier.com. Before we begin, I would like to remind all listeners that our remarks, including answers to your questions, may contain forward-looking statements, and actual results could differ materially from what is described in these statements. Slide 2 of our presentation contains a discussion of those forward-looking statements and associated risks. In addition, a reconciliation of non-GAAP measures to the most comparable GAAP measure can be found in the presentation appendix. The call agenda is shown on slide three. After prepared remarks from Jack, Anatole, and Zach, we will open the call for Q&A. I'll now turn the call over to Jack Fusco, Cheniere's President and CEO. Jack Fusco Thank you, Randy, and good morning, everyone. Thanks for joining us today as we review our results from the first quarter of 2026 and our improved outlook for the full year. Certainly, a lot has changed since our last earnings call, which took place just before the start of the war in Iran. What has unfolded in the wake of that operation is another major shock in the global energy system. The second such shock in just over four years. The closure of the Strait of Hormuz and the weaponization of energy, including the damage to a portion of QatarEnergy's LNG facility at Ras Laffan are tragic consequences, the effects of which are being felt all over the world. The sudden cessation of reliable supply of Middle Eastern oil, natural gas, and the many other products that normally transit the strait every day on their way to dependent markets around the globe shine a bright light on the criticality of supply security and a diversified portfolio. What we sell at Cheniere is access to a secure, reliable and affordable product that provides the energy to power homes, businesses and economies. Prior to the war, the LNG market already demanded more production than the market could supply was evidenced by the elevated spot market margin we had in the first two months of the year. The disruption of Middle Eastern volumes only exacerbates that supply shortage, increasing prices and restricting availability of supply to the wealthiest buyers at the expense of fast-growing, energy-hungry emerging markets. At Cheniere, we look forward to the resolution of this conflict that will enable the renormalization of commerce to one of the world's most important trade gateways, so that prosperity through energy affordability and availability can benefit all. Please …
| Name | Title | Gender | Year Born | Status |
|---|---|---|---|---|
Brandon Smith | Vice President & Chief Information Officer of Cheniere Energy Partners GP LLC | — | — | Active |
Eben Burnham-Snyder | Vice President of Public Affairs - Cheniere Energy Partners GP LLC | — | — | Active |
Anatol Feygin | Executive VP, Chief Commercial Officer & Director of Cheniere Energy Partners GP LLC | Male | 1968 | Active |
David Slack | Senior Vice President & Chief Accounting Officer of Cheniere Energy Partners GP, LLC | Male | 1981 | Active |
Jack A. Fusco | Chairman, President & Chief Executive Officer of Cheniere Energy Partners GP LLC | Male | 1962 | Active |
Randy Bhatia | Vice President of Investor Relations - Cheniere Energy Partners GP LLC | Male | — | Active |
Sean Nathaniel Markowitz | Executive Vice President, Chief Legal Officer & Corporate Secretary of Cheniere Energy Partners GP LLC | Male | 1974 | Active |
Taylor Johnson | Senior Vice President, Deputy General Counsel & Director-Cheniere Energy Partners GP, LLC | Male | 1980 | Active |
Tom Bullis | Executive Vice President & Chief Administrative Officer of Cheniere Energy Partners GP LLC | Male | — | Active |
Zach Davis | Executive Vice President, Chief Financial Officer & Director of Cheniere Energy Partners GP LLC | Male | 1985 | Active |
Abacus FCF Advisors LLC boosted its stake in Cheniere Energy Partners, L.P. (NYSE: CQP) by 161.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 195,939 shares of the company's stock after buying an additional 120,937 shares during the quarter. Cheniere
Cheniere's earnings strength, positive estimate revisions and cash generation support its rally, while valuation and leverage pose risks.
Investors need to pay close attention to CQP stock based on the movements in the options market lately.
Cheniere surpasses Q2 earnings estimates as higher LNG volumes and margins drive profit growth and stronger cash flow.
On CNBC's “Mad Money Lightning Round,” Jim Cramer said Hinge Health, Inc. (NYSE:HNGE) is a buy. “What a quarter they had,” he added.
