The strong volume growth and reaffirmed 2026 guidance suggest continued momentum in LNG exports. Traders should monitor the next earnings call for updates on Plaquemines Project COD timing and any changes to the 2026 cargo outlook.
Price Chart
Executive Summary
Venture Global reported strong Q4 2025 results with revenue of $4.4B (192% YoY growth) and net income of $1.1B (23% YoY growth), driven by LNG export volume growth. The company reaffirmed 2026 EBITDA guidance of $5.2B-$5.8B and expects over 500 cargos exported in 2026.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $4.4B, up 192% YoY
- Q4 2025 net income was $1.1B, up 23% YoY
- Exported 128 LNG cargos in Q4 2025, up 275% YoY
- Company reaffirmed 2026 EBITDA guidance of $5.2B-$5.8B
- CEO stated expectations for over 500 cargos exported in 2026
Financial Impact
Revenue growth of 192% YoY to $4.4B, net income growth of 23% YoY to $1.1B
Risk Factors
- Commodity price volatility in LNG markets
- Execution risks with Plaquemines Project COD in Q4 2026
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0002007855-26-000032 |
| Document: 0002007855-26-000032-index-headers.html | 0002007855-26-000032 |
| Document: 0002007855-26-000032-index.html | 0002007855-26-000032 |
| Document: 0002007855-26-000032.txt | 0002007855-26-000032 |
| 8-K Data (Synthetic) | 0002007855-26-000032 |
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Sep 14, 2026 17d ago | Insider Cluster | $15.29 $12.91 | ▼ −15.57% | ▼ −17.69% | $12.77 (−16.48%) |
Aug 20, 2026 6w ago | Insider Cluster | $14.29 $14.48 | ▲ +1.33% | ▲ +0.21% | $12.77 (−10.64%) |
Aug 19, 2026 6w ago | Insider Cluster | $14.29 $14.48 | ▲ +1.33% | ▲ +0.21% | $12.77 (−10.64%) |
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Aug 11, 2026 7w ago | 8-K | $13.22 $14.20 | ▲ +7.41% | ▲ +7.82% | $12.77 (−3.40%) |
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Jun 17, 2026 15w ago | 144 | $11.02 $10.83 | ▼ −1.72% | ▼ −0.06% | $12.77 (+15.88%) |
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