Venture Global Inc (VG)
NYSEEnergyOil & Gas MidstreamSnapshot 2026-09-04
$14.42-0.41%
Close 2026-09-04 · 1-day change
NYSEEnergyOil & Gas MidstreamSnapshot 2026-09-04
QuarterlyIQ Insights · VG
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within energy on a research-validated quality screen. As of 2026-09-04.
The screen ranks VG against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Energy names rated neutral grew net income 57% of the time over the next year (vs 56% for the rest of the cohort, n=2314).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow LNG cargo exports and sales volumes through operational expansion and new sales agreements.
Stated as a priority in 2 of last 2 quarters. LNG cargo exports grew from 89 cargos in 2025-Q2 to 127 cargos in 2026-Q2 (+43%), and LNG sales volumes increased from 329.2 TBtu to 466.4 TBtu (+42%) over the same period. Management is delivering growth in LNG exports and sales volumes consistent with their stated priority.
“Exported 127 cargos and sold 466.4 TBtu of LNG, an increase of 42% from Q2 2025.”
“Exported 130 cargos and sold 481 TBtu of LNG, a new quarterly record and 111% increase from Q1 2025.”
Progress construction, commissioning, and assurance testing of Plaquemines and CP2 LNG projects to meet targeted commercial operation dates.
Stated as a priority in 2 of last 2 quarters. Management reaffirmed Plaquemines Phase 1 COD target for Q4 2026 and Phase 2 COD for mid-2027, with CP2 on schedule for first LNG in second half of 2027. Construction progress and commissioning milestones align with these targets, indicating delivery on this priority.
“Targeting Plaquemines Project Phase 1 COD in Q4 2026 and Phase 2 COD in mid-2027; CP2 on schedule for first LNG in second half of 2027.”
Raise full-year 2026 Consolidated Adjusted EBITDA guidance reflecting improved operational and market conditions.
Stated as a priority in 2 of last 2 quarters. Management raised full-year 2026 Consolidated Adjusted EBITDA guidance from $8.2 - $8.5 billion in Q1 to $8.7 - $9.1 billion in Q2, reflecting improved operational results and market conditions. This upward revision indicates progress and delivery on the guidance increase priority.
Sustain and grow quarterly dividends to shareholders as part of capital allocation strategy.
Stated as a priority in 2 of last 2 quarters. Dividend per share increased from $0.02 in Q1 2026 to a declared $0.04 for Q3 2026, a 122% increase. This demonstrates management's delivery on maintaining and increasing dividends as part of capital allocation.
“Declared a dividend of $0.04 per share for the third quarter, an increase of 122%.”
Secure debt financing facilities and notes offerings to fund project expansions and general corporate purposes.
Stated as a priority in 3 of last 3 quarters. Management secured a $3 billion revolving credit facility in Q3 2026 and a $1.5 billion senior secured vessel financing in Q2 2026, along with notes offerings to refinance debt. These financings support growth projects and demonstrate delivery on capital raising priorities.
Over the trailing year it converted 2.26x of net income into operating cash flow. Historically, Energy names rated neutral grew net income 40% of the time over the next year (vs 46% for the rest of the cohort, n=1319).
Most sensitive to long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
32 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated volatile grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=640).
Not investment advice. As of 2026-09-04.
“Advancing construction and commissioning of Plaquemines Phase I and CP2, targeting Phase I COD in Q4 2026 and first LNG from CP2 in second half of 2027.”
“Increased Consolidated Adjusted EBITDA guidance to $8.7 - $9.1 billion, up from $8.2 - $8.5 billion.”
“Increased EBITDA guidance to $8.2 - $8.5 billion, up from $5.2 - $5.8 billion.”
“Dividend per share was $0.02 in Q1 2026.”
“Entered into a $3 billion 364-day revolving credit facility to fund project costs for CP2 and Plaquemines expansions.”
“Closed a $1.5 billion senior secured vessel financing facility for general corporate purposes.”
“Completed $1.125 billion notes offerings due 2034 and 2036 to refinance existing debt.”