All stocks · Energy · Energy Infrastructure

Cheniere Energy Inc LNG

Cheniere Energy Inc scores average on business quality (5.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$278.18Oct 9, 2026
Business qualityAverage
Next earningsOct 29, 2026, before the open
Insiders, 90 daysQuiet

Why it matters

  1. What Cheniere Energy Inc does

    Cheniere Energy liquefies and exports natural gas primarily through its Sabine Pass and Corpus Christi facilities. Global utilities and energy traders pay long-term fees to secure reliable LNG supplies.

  2. What it does best

    Cheniere dominates U.S. LNG export capacity with multi-billion dollar liquefaction infrastructure that takes years to replicate. Its scale yields an operating margin of 29.7%, outpacing midstream peer EPD at 12.9% and securing long-term customer lock-in.

  3. The main risk

    High debt-to-equity of 3.0 creates substantial balance sheet leverage. If global natural gas pricing power slips, debt servicing costs will pressure cash flows significantly.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margin stands at 29.7% with an ROE of 47.4%, ranking in the 90th percentile for the sector. High fixed-asset utilization drives robust profitability as volumes scale.

MoatFair

Massive capital-intensive export terminals create a durable infrastructure moat locking in global utilities. Operating margins sit at 29.7%, safely above sector medians due to high replacement barriers.

GrowthSteady

Revenue growth surges at 27.2%, ranking in the 84th percentile of its sector. This top-decile expansion accelerates sharply compared to prior annual contraction phases.

Financial healthWeak

Total debt sits at $23.7B against $1.1B in cash, yielding an interest coverage of 6.2x. Free cash flow registers at $2.8B, keeping the balance sheet heavy but serviceable.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on LNG

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is LNG a good business?

Cheniere Energy Inc scores average on the Cluenex quality check (5.6 of 10), measured against its own industry. Profitability is strong, moat fair, growth steady and financial health weak.

Are insiders buying LNG?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does LNG report earnings?

Oct 29, 2026, before the open.

For members

See LNG today

  • Today's verdict on LNG, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
Open in Cluenex Free to start. First month of Core free.

Cite this page: Cluenex, “Cheniere Energy Inc (LNG)”, https://cluenex.com/stocks/lng/, data as of Oct 10, 2026.