Venture Global Q2 Revenue Surges 48% to $4.6B, Raises 2026 EBITDA Guidance to $8.7B-$9.1B
VG has more than doubled off its 52-week low of $5.72.
Summary
Venture Global reported Q2 2026 revenue of $4.6B (+48% YoY) and net income of $1.3B (+266% YoY), raised full-year EBITDA guidance to $8.7B-$9.1B, and increased its dividend 122% to $0.04/share.
Key Events · Earnings and Guidance · VG
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Q2 Revenue +48% to $4.6B
Revenue reached $4.6 billion, driven by a 42% increase in LNG volumes sold (466.4 TBtu) and higher implied liquefaction fees.
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Net Income Triples to $1.3B
Net income attributable to common stockholders surged 266% to $1.347 billion, or $0.51 per diluted share.
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2026 EBITDA Guidance Raised Again
Full-year Consolidated Adjusted EBITDA guidance increased to $8.7–$9.1 billion, up from $8.2–$8.5 billion, assuming $12.50–$13.50/MMBtu liquefaction fees on unsold cargos.
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Dividend Hiked 122% to $0.04/Share
Board declared a $0.04 per share quarterly dividend, payable September 30, 2026, reflecting strong cash generation.
Analysis · VG · Energy & Transportation
Venture Global delivered a standout quarter, with revenue jumping 48% to $4.6 billion and net income more than tripling to $1.3 billion. The company raised its full-year 2026 EBITDA guidance for the second straight quarter, now expecting $8.7–$9.1 billion, reflecting strong LNG volumes and higher realized liquefaction fees. The dividend was hiked 122% to $0.04 per share, signaling confidence in cash generation. Construction milestones remain on track, with Plaquemines Phase 1 commercial operations expected in Q4 2026 and CP2 first LNG in the second half of 2027. Against a backdrop of recent insider selling and customer arbitration claims, these results demonstrate operational momentum and financial discipline.
At the time of this filing, VG was trading at $13.63 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $35.4B. The 52-week trading range was $5.72 to $17.62. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.