Cheniere Energy, Inc. Just Recorded A 113% EPS Beat: Here's What Analysts Are Forecasting Next
Cheniere Energy, Inc. Just Recorded A 113% EPS Beat: Here's What Analysts Are Forecasting Next
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Cheniere Energy's past performance and to peers in the same industry. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 17% growth on an annualised basis. That is in line with its 19% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 2.8% per year. So it's pretty clear that Cheniere Energy is forecast to grow substantially faster than its industry. Cheniere Energy, Inc. (NYSE:LNG) last week reported its latest quarterly results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. Revenues were US$3.8b, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at US$3.93, an impressive 113% ahead of estimates. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
cheniere energy公司（紐交所：LNG）上週報告了其最新季度業績，這是投資者們深入了解業務是否符合預期的好時機。營業收入爲38億美元，大致符合分析師的預期，儘管法定每股收益（EPS）超出預期，達到3.93美元，比預期高出113%。這對投資者來說是一個重要時刻，他們可以通過報告追蹤公司的表現，查看專家對明年的預測，看看業務的預期是否有任何變化。因此，我們收集了最新的盈後法定共識預估，以了解明年可能會發生什麼。
Taking into account the latest results, the most recent consensus for Cheniere Energy from 14 analysts is for revenues of US$18.9b in 2025. If met, it would imply a substantial 21% increase on its revenue over the past 12 months. Statutory earnings per share are forecast to dive 33% to US$10.88 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$19.2b and earnings per share (EPS) of US$10.75 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
考慮到最新的結果，來自14位分析師的cheniere energy最新共識是2025年營業收入爲189億美元。如果實現，這將意味着過去12個月營業收入大幅增長21%。預計同期法定每股收益將下降33%，至10.88美元。然而，在最新的盈利之前，分析師們預期2025年的營業收入將爲192億美元，每股收益（EPS）爲10.75美元。因此，顯然，儘管分析師已更新其預估，但在最新的結果公佈後，業務的預期並沒有發生重大變化。
It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$210. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Cheniere Energy at US$232 per share, while the most bearish prices it at US$182. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.
毫不奇怪，共識價格目標基本保持不變，爲210美元。然而，還有另一種看待價格目標的方式，那就是查看分析師提出的價格目標範圍，因爲廣泛的估值範圍可能表明對業務的可能結果存在不同看法。目前，最樂觀的分析師將cheniere energy的價值定爲每股232美元，而最看淡的則將其定價爲每股182美元。估值範圍較窄可能表明業務的未來相對容易估值，或者分析師對其前景有堅定看法。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Cheniere Energy's past performance and to peers in the same industry. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 17% growth on an annualised basis. That is in line with its 19% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 2.8% per year. So it's pretty clear that Cheniere Energy is forecast to grow substantially faster than its industry.
這些估計很有趣，但在比較預測時，將更多的寬泛概述可以是有用的，既與cheniere energy過去的表現相比，也與同行業的同行相比。按照分析師的預測，到2025年底，營業收入預計將以年化17%的速度增長。這與其過去五年年均增長19%的情況一致。相比之下，我們的數據顯示，同行業中其他公司（受到分析師關注）的預測收入年增長率爲2.8%。因此，很明顯，cheniere energy預計將比其所在行業增長要快得多。
The Bottom Line
最重要的事情是分析師增加了它對下一年每股虧損的估計。令人欣慰的是，營收預測未發生重大變化，業務仍有望比整個行業增長更快。共識價格目標穩定在28.50美元，最新估計不足以對價格目標產生影響。
The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at US$210, with the latest estimates not enough to have an impact on their price targets.
最重要的一點在於，情緒沒有發生重大變化，分析師再次確認該企業的表現與他們先前的每股收益估計一致。令人高興的是，營業收入預測沒有發生重大變化，預計企業仍將比整個行業增長更快。共識價位目標保持在210美元不變，最新的估計並不足以影響他們的價位目標。
With that in mind, we wouldn't be too quick to come to a conclusion on Cheniere Energy. Long-term earnings power is much more important than next year's profits. We have forecasts for Cheniere Energy going out to 2026, and you can see them free on our platform here.
考慮到這一點，我們不應該過快得出關於cheniere energy的結論。長期的盈利能力比明年的利潤更加重要。我們對cheniere energy的預測延伸至2026年，您可以在我們的平台上免費查看。
You still need to take note of risks, for example - Cheniere Energy has 3 warning signs (and 1 which is potentially serious) we think you should know about.
您仍需注意風險，例如-cheniere energy有3個警示信號（其中一個可能非常嚴重），我們認爲您應該知道。
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這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論，只使用公正的方法論，我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議，也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意，我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。
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