NYSE$VG

Venture Global Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Venture Global reported Q4 2025 revenue of $4.4B and net income of $1.1B.

Q4 revenue rose 192% to $4.4 billion with income from operations of $1.7 billion and consolidated adjusted EBITDA of $2.0 billion. The company exported 128 LNG cargos (478 TBtu) in the quarter. Full-year revenue was $13.8 billion with net income of $2.3 billion.

  • Q4 LNG exports 128 cargos (+275% TBtu YoY).
  • 2026 consolidated adjusted EBITDA guide $5.20B–$5.80B.
  • Plaquemines Phase I COD targeted Q4 2026.
  • New SPAs with Hanwha and Trafigura in early 2026.

Headline financials

Total Revenue

$4.4B

No prior period
EPS (adj)

$0.41

No prior period
LNG Cargos Exported

128

No prior period
LNG Export Volume (TBtu)

479.2

No prior period
LNG Volume Sold (TBtu)

478.3

No prior period
Net Income

$1.1B

No prior period
Operating Income

$1.72B

No prior period

Revenue & EPS history

Venture Global Inc · Revenue · Quarterly

$4.4B

Q4 2025
Beat estimate in 3 of 4 quarters(75%)
ActualEstimate

Forward guidance

2026 consolidated adjusted EBITDA $5.20B–$5.80B; 486–527 total cargos expected.

Tailwinds

  • Record Q4/FY25 LNG volumes and SPAs.
  • Plaquemines COD Phase I Q4 2026.

Headwinds

  • Commodity price and offtake timing.
  • Large capex and project execution on CP2.

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 Q4 2025

Historical avgQ4 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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