Cheniere Energy Inc.

Strong Financial Performance: In Q4 2024, Cheniere generated consolidated adjusted EBITDA of approximately $1.6 billion and distributable cash flow of about $1.1 billion. For the full year, adjusted EBITDA reached $6.155 billion and distributed cash flow totaled $3.73 billion, exceeding the high end of previous guidance by $300 million. This growth reinforces 2024 as the trough year for financial performance, setting a solid foundation for 2025.

Positive 2025 Guidance: Cheniere introduced 2025 guidance projecting consolidated adjusted EBITDA of $6.5 billion to $7 billion and distributable cash flow between $4.1 billion and $4.6 billion. This reflects a projected increase in LNG production to 47-48 million tons, incorporating contributions from the first three trains of Corpus Christi stage three, expected to come online throughout the year.

Increased Shareholder Returns: The company has committed to a 15% increase in its annual dividend to $2 per share and announced a $4 billion share repurchase program ahead of schedule. During 2024, the company repurchased 13.8 million shares for about $2.3 billion, exceeding 10% of its outstanding shares, contributing to a disciplined capital allocation plan aimed at enhancing shareholder value.