NYSE$VG

Venture Global Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Venture Global reported Q3 2025 revenue of $3.33B, net income of $550M, and diluted EPS of $0.16.

Third-quarter revenue surged to $3.33 billion as the Calcasieu LNG project reached commercial operations and began recognizing LNG sales under post-COD SPAs. Net income was $550 million versus a $294 million loss a year ago; diluted EPS attributable to common stockholders was $0.16. Income from operations was $1.32 billion on higher volumes and commissioning cargo monetization.

  • Q3 revenue $3.33B; net income $550M.
  • Calcasieu project achieved COD in April 2025.
  • Diluted EPS to common stockholders $0.16.
  • Long-dated contracted LNG backlog remains multi-billion dollars.

Headline financials

Total Revenue

$3.33B

No prior period
EPS (adj)

$0.16

No prior period
Capital Expenditures

-$9.74B

No prior period
Free Cash Flow

-$9.19B

No prior period
Net Income

$550M

No prior period
Operating Income

$1.32B

No prior period
Gross Profit

-$1.39B

No prior period
Cash & Equivalents

$1.88B

No prior period
Total Assets

$50.1B

No prior period

Revenue & EPS history

Venture Global Inc · Revenue · Quarterly

$3.33B

Q3 2025
Beat estimate in 3 of 4 quarters(75%)
ActualEstimate

Forward guidance

Venture Global highlights multi-phase LNG project delivery (Plaquemines, CP2) and contracted backlog rather than quarterly EPS targets. Management is engaged in customer arbitrations related to Calcasieu COD timing.

Tailwinds

  • Calcasieu COD unlocked LNG revenue recognition.
  • Multi-billion-dollar contracted backlog with inflation indexing.
  • Q3 net income turned positive at $550M.

Headwinds

  • Customer disputes on COD timing and liability caps.
  • High interest expense and project execution risk on new phases.
  • Development and depreciation costs remain elevated.

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 Q3 2025

Historical avgQ3 2025

+5.9%

Avg return

Earnings day

+6.3%

Avg return

5 days after

+8.4%

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%+16.2%
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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