Earnings Call Summary | Cheniere Energy(LNG.US) Q1 2024 Earnings Conference
Earnings Call Summary | Cheniere Energy(LNG.US) Q1 2024 Earnings Conference
The following is a summary of the Cheniere Energy, Inc. (LNG) Q1 2024 Earnings Call Transcript:
以下是切尼尔能源公司（LNG）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Cheniere reported Q1 net income of approximately $500 million, secured a consolidated adjusted EBITDA of $1.8 billion, and registered a distributable cash flow of about $1.2 billion.
The company has reaffirmed its full-year guidance of $5.5-$6 billion in consolidated adjusted EBITDA and $2.9-$3.4 billion in distributable cash flow.
It achieved an impressive $2 billion deployment towards shareholder returns, balance sheet management, and disciplined growth in Q1 2024.
A successful share repurchase plan allowed the company to buy over 7.5 million shares for about $1.2 billion, reducing the outstanding shares to less than $230 million.
The company maintained its dividend plan, declaring a dividend of $0.435 per share for Q1.
Cheniere公布的第一季度净收入约为5亿美元，调整后的合并息税折旧摊销前利润为18亿美元，可分配现金流约为12亿美元。
该公司重申了其全年预期的调整后合并息税折旧摊销前利润为55亿至60亿美元，可分配现金流为29-34亿美元。
它在2024年第一季度实现了令人印象深刻的20亿美元部署，用于股东回报、资产负债表管理和严格的增长。
一项成功的股票回购计划使该公司能够以约12亿美元的价格购买超过750万股股票，将已发行股票减少到2.3亿美元以下。
该公司维持其分红计划，宣布第一季度每股分红0.435美元。
Business Progress:
业务进展：
Despite adverse weather conditions, the company fulfilled customer obligations, displaying strength in operations.
Flat year-over-year production was maintained through efficient operations and strategic maintenance scheduling.
The company continued with the construction of the Corpus Christi Stage 3, which was over 55% complete by March 2024.
Cheniere plans to keep supplying cleaner burning LNG globally in response to the growing power demand and emerging economies.
The company-SPL expansion with Amazon is progressing well, with a focus on global LNG market expansion.
The construction of Stage 3, set to commence in 2026, will likely increase the overall payout ratio. The company has projected between $1.5 billion and $2 billion in CapEx for Stage 3 throughout the year.
Cheniere plans to continue the secure management of future expansion costs, maintaining CapEx to EBITDA around 6x to 7x and favoring stock buybacks if necessary.
尽管天气条件恶劣，但该公司还是履行了客户的义务，表现出了强劲的运营实力。
通过高效的运营和战略维护计划，产量保持了同比持平。
该公司继续建设科珀斯克里斯蒂第三阶段，到2024年3月，该阶段已完成55％以上。
Cheniere计划继续在全球范围内供应清洁燃烧的液化天然气，以应对不断增长的电力需求和新兴经济体。
与亚马逊的公司SPL扩张进展顺利，重点是全球液化天然气市场的扩张。
定于2026年开始的第三阶段的建设可能会提高整体支付率。该公司预计，全年第三阶段的资本支出在15亿至20亿美元之间。
Cheniere计划继续安全管理未来的扩张成本，将资本支出与息税折旧摊销前利润的比例维持在6倍至7倍左右，并在必要时支持股票回购。
More details: Cheniere Energy IR
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译文内容由第三方软件翻译。