Cheniere Energy: Incremental Expansion Strategy, Corpus Christi Capacity Growth & A $1.7 Billion Buyback Blitz!

Cheniere Energy’s third quarter 2025 results highlight several key operational and financial developments, presenting a balanced picture with both positive achievements and challenges. The company reported strong financial outcomes, including a consolidated adjusted EBITDA of approximately $1.6 billion, distributable cash flow of the same amount, and net income of around $1 billion. Cheniere reaffirmed its full-year 2025 EBITDA guidance range of $6.6 billion to $7 billion and increased its distributable cash flow guidance from the initial range of $4.4 billion to $4.8 billion to a new range of $4.8 billion to $5.2 billion. This increase stems primarily from a favorable IRS rule change concerning the corporate alternative minimum tax, enhancing cash tax outlooks. On the operational front, the company’s key achievement for the quarter was the substantial completion of the third train at Corpus Christi Stage 3, ahead of schedule.