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Dec 31, 2025
Venture Global Inc Q4 2025 Earnings Report
Venture Global Inc reported strong fourth quarter 2025 results with record LNG export volumes and significant year-over-year growth in revenue and profitability.
Key Takeaways
For Q4 2025, Venture Global generated revenue of 4445000000 and net income attributable to common stockholders of 1067000000, driven by higher LNG sales volumes from the Plaquemines Project commissioning, partially offset by lower LNG sales prices and higher interest expense.
Revenue increased 192% year-over-year to 4445000000.
Income from operations rose to 1718000000, up 189% year-over-year.
Net income attributable to common stockholders was 1067000000, up 23% year-over-year.
Exported 128 LNG cargos and sold 478.3 TBtu in the quarter, both new records.
Forward Guidance
For 2026, Venture Global expects Consolidated Adjusted EBITDA between 5200000000 and 5800000000 and anticipates exporting between 486 and 527 total cargos across its facilities.
Positive Outlook
- 2026 Consolidated Adjusted EBITDA guidance of 5200000000 to 5800000000.
- Expected export of 486 to 527 cargos in 2026.
- Plaquemines Phase I COD targeted for Q4 2026.
- Multiple new long-term LNG sales agreements signed.
- Strong operational momentum from Plaquemines commissioning.
Challenges Ahead
- Guidance reflects impacts from Winter Storm Fern in Q1 2026.
- Margin compression experienced in early 2026.
- Sensitivity to changes in liquefaction fees of +/- 575000000 to 625000000 per $1.00/MMBtu.
- Exposure to natural gas price volatility.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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