NYSE$VG

Venture Global Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Venture Global delivered strong Q2 2025 results with triple-digit revenue and EBITDA growth supported by record LNG exports.

Fueled by surging LNG cargo exports, Venture Global posted robust top-line and bottom-line performance in Q2 2025, highlighted by significant income from operations and record Adjusted EBITDA.

  • Revenue reached $3.1B, marking a 180% YoY increase.
  • Net income attributable to common stockholders totaled $368M.
  • EPS grew to $0.14, up from $0.12 in Q2 2024.
  • 89 LNG cargos were exported, a record for the company.

Headline financials

Total Revenue

$3.1B

No prior period
EPS

$0.14

No prior period
LNG Cargos Exported

89

No prior period
LNG Export Volume (TBtu)

331

No prior period
LNG Volume Sold (TBtu)

329

No prior period
Capital Expenditures

-$6.45B

No prior period
Free Cash Flow

-$5.97B

No prior period
Net Income

$475M

No prior period
Operating Income

$1.04B

No prior period
Gross Profit

-$1.42B

No prior period
Cash & Equivalents

$2.25B

No prior period
Total Assets

$46.5B

No prior period

Revenue & EPS history

Venture Global Inc · Revenue · Quarterly

$3.1B

Q2 2025
Beat estimate in 3 of 4 quarters(75%)
ActualEstimate

Forward guidance

Venture Global reiterated its full-year guidance with confidence, supported by steady gas pricing and strong project momentum.

Tailwinds

  • Full-year Consolidated Adjusted EBITDA guidance remains at $6.4B–$6.8B.
  • Expected LNG cargo exports raised to 144–149 (Calcasieu) and 227–240 (Plaquemines).
  • CP2 Phase 1 reached final investment decision without new equity.
  • Long-term SPAs signed with PETRONAS, SEFE, and Eni.
  • Plaquemines Project continues safe and rapid ramp-up.

Headwinds

  • LNG sales at Calcasieu under post-COD SPAs saw lower prices.
  • Higher interest expense impacted net income.
  • Negative $112M in mark-to-market impact from interest rate swaps.
  • Operating costs increased due to scale and ramp-up.
  • Unfavorable changes in forward derivative valuations affected results.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 4 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+5.9%

Avg return

Earnings day

+6.3%

Avg return

5 days after

+6.4%

Avg return

30 days after

100%

5 / 5 earnings

Positive

+17.5%

Q4 2025

Best reaction

+1.0%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.3%+24.1%
Q4 2025+17.5%+28.8%+51.5%
Q3 2025+6.3%-0.1%-24.0%
Q2 2025+1.0%+3.5%+13.9%
Q1 2025+3.5%-24.8%-15.7%

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