Cheniere Energy, Inc. (LNG)

Cheniere Energy missed on adjusted EPS but beat on revenue in the second fiscal quarter of 2026, reported Aug. 6, 2026, with adjusted EPS of $3.02 versus the $3.11 estimate, about -2.9%, while revenue of about $5.7 billion topped the about $4.9 billion consensus by 16.6%. Revenue rose 26.3% to about $5.7 billion from about $4.5 billion a year earlier, and adjusted EPS was down 58.6% from $7.30 a year ago. Net income climbed 88.7% to about $3.1 billion from about $1.6 billion, while operating income reached about $4.3 billion and margins stayed elevated, with gross margin near 92% and operating margin around 75%. The company generated operating cash flow of about $1.6 billion, repurchased about $576 million of stock, and paid about $116 million in dividends. For the next period, consensus calls for adjusted EPS of $3.36 on revenue of $5.26 billion.