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Cheniere Energy Partners (NYSE:CQP – Get Free Report) and Teekay Tankers (NYSE:TNK – Get Free Report) are both energy companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, earnings, dividends, valuation, profitability and analyst recommendations.

Profitability This table compares Cheniere Energy Partners and Teekay Tankers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Cheniere Energy Partners 27.31% 1,121.60% 14.59% Teekay Tankers 51.35% 22.11% 20.23% Valuation and Earnings This table compares Cheniere Energy Partners and Teekay Tankers”s top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Cheniere Energy Partners $11.50 billion 2.55 $2.99 billion $5.51 11.01 Teekay Tankers $1.15 billion 2.90 $351.19 million $16.97 5.71 Cheniere Energy Partners has higher revenue and earnings than Teekay Tankers. Teekay Tankers is trading at a lower price-to-earnings ratio than Cheniere Energy Partners, indicating that it is currently the more affordable of the two stocks.

Dividends Cheniere Energy Partners pays an annual dividend of $3.10 per share and has a dividend yield of 5.1%. Teekay Tankers pays an annual dividend of $1.00 per share and has a dividend yield of 1.0%. Cheniere Energy Partners pays out 56.3% of its earnings in the form of a dividend. Teekay Tankers pays out 5.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Teekay Tankers has raised its dividend for 2 consecutive years.

Risk & Volatility Cheniere Energy Partners has a beta of 0.32, indicating that its stock price is 68% less volatile than the S&P 500. Comparatively, Teekay Tankers has a beta of -0.19, indicating that its stock price is 119% less volatile than the S&P 500.

Insider & Institutional Ownership 46.5% of Cheniere Energy Partners shares are held by institutional investors. Comparatively, 52.7% of Teekay Tankers shares are held by institutional investors. 1.9% of Teekay Tankers shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Analyst Ratings This is a breakdown of recent recommendations for Cheniere Energy Partners and Teekay Tankers, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Cheniere Energy Partners 5 3 1 0 1.56 Teekay Tankers 1 3 3 1 2.50 Cheniere Energy Partners currently has a consensus target price of $62.00, suggesting a potential upside of 2.20%. Teekay Tankers has a consensus target price of $77.00, suggesting a potential downside of 20.54%. Given Cheniere Energy Partners’ higher possible upside, equities analysts plainly believe Cheniere Energy Partners is more favorable than Teekay Tankers.

Summary Teekay Tankers beats Cheniere Energy Partners on 11 of the 18 factors compared between the two stocks.

(Get Free Report)

Cheniere Energy Partners, L.P., through its subsidiaries, provides liquefied natural gas (LNG) to integrated energy companies, utilities, and energy trading companies worldwide. The company owns and operates natural gas liquefaction and export facility at the Sabine Pass LNG Terminal located in Cameron Parish, Louisiana. It also owns a natural gas supply pipeline that interconnects the Sabine Pass LNG terminal with various interstate pipelines. The company was founded in 2003 and is headquartered in Houston, Texas. Cheniere Energy Partners, L.P. is a subsidiary of Cheniere Energy, Inc.

About Teekay Tankers (Get Free Report)

Teekay Tankers Ltd. provides crude oil and other marine transportation services to oil industries in Bermuda and internationally. The company offers voyage and time charter services; offshore ship-to-ship transfer services of commodities primarily crude oil and refined oil products; and tanker commercial and technical management services. It also engages management of vessels, procurement, and equipment rental businesses. Teekay Tankers Ltd. was incorporated in 2007 and is headquartered in Hamilton, Bermuda.

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Stock to Watch: Cheniere Energy Partners, L.P. (CQP - Free Report) Headquartered in Houston, TX, Cheniere Energy Partners, L.P. is the owner and operator of liquefaction and regasification facilities at the Sabine Pass LNG terminal, located in Cameron Parish, LA. It provides clean, secure and affordable LNG to several entities, comprising utilities as well as integrated energy firms, around the world. The Sabine Pass LNG terminal is North America’s first large-scale liquefied natural gas export facility. The publicly traded Delaware limited partnership was formed in 2006 by Cheniere Energy, Inc.

CQP is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Oils-Energy stock. CQP has a Momentum Style Score of A, and shares are up 5.1% over the past four weeks.

Three analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.58 to $4.23 per share. CQP boasts an average earnings surprise of +3.7%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, CQP should be on investors' short list.

Key Takeaways Cheniere's second-quarter earnings beat estimates, while adjusted EBITDA increased 35.4% year over year.Cheniere's cash flow strengthened, with first-half operating cash flow reaching $1.61 billion.The SPL Expansion Project of Cheniere could add about 20 million tons of annual LNG capacity.
Cheniere Energy Partners, L.P. (CQP - Free Report) has gained 10.8% in the past month, putting the durability of that advance in focus. Recent earnings strength, improving estimates and healthy cash generation give the rally fundamental support.

Valuation and leverage raise the hurdle for further gains. Expansion at Sabine Pass adds a longer-term growth avenue, but execution, financing and commodity-linked risks remain important offsets.

CQP's One-Month Rally Has Fundamental SupportSecond-quarter earnings of $1.10 per unit beat the Zacks Consensus Estimate by 15.8%. Adjusted EBITDA increased 35.4% to $983 million, driven by higher  liquified natural gas (LNG - Free Report) margins per million British thermal units and greater volumes recognized in income.

The Zacks Consensus Estimate for 2026 earnings is $4.17 per unit and has moved 2.7% higher over the past four weeks. That combination of an earnings beat and positive estimate revisions offers a firmer backdrop for the recent price momentum.

CQP's Cash Flow and Distribution Picture StrengthenNet cash provided by operating activities reached $1.61 billion in the first half of 2026, up from $1.22 billion a year earlier. CQP also ended June with $443 million in cash and cash equivalents and total available liquidity of $2.34 billion.

The partnership reconfirmed 2026 distribution guidance of $3.10-$3.40 per common unit, including a $3.10 base distribution. The second-quarter distribution was 82 cents per unit, giving income-focused investors a cash-return component alongside the recent unit-price gain.

CQP Expansion Adds a Longer-Term Growth LeverThe proposed SPL Expansion Project could add approximately 20 million tons per annum of peak LNG production capacity, including estimated debottlenecking opportunities. In May, CQP signed a Bechtel engineering, procurement and construction contract for the first phase and authorized early engineering and procurement.

That phase includes Train 7 and a boil-off gas re-liquefaction unit with expected production capacity of more than 6 million tons per annum. Cheniere Energy, Inc. (LNG - Free Report) , CQP's parent, is also expanding its Corpus Christi platform, while Venture Global, Inc. (VG - Free Report) continues developing major U.S. LNG capacity. Those projects underscore the scale of industry investment CQP must compete with.

CQP's Valuation Raises the Bar After the RallyCQP trades at 17.4X forward 12-month earnings, above its five-year median of 14.2X but below the Zacks sub-industry multiple of 24.8X. The units therefore look less inexpensive relative to their own history even though they remain discounted to the sub-industry.

Image Source: Zacks Investment Research

That valuation makes continued execution more important. Further upside would be easier to justify if earnings estimates keep improving and cash generation remains supportive, while disappointment could make the premium to CQP's historical median harder to sustain.

CQP's Earnings Outlook Adds Support to Recent MomentumThe Zacks Consensus Estimate for CQP’s current-quarter earnings is pegged at $1.03 per unit, implying 27.2% growth from the year-ago figure of 81 cents. For the next quarter, the consensus estimate stands at $1.12 per unit, indicating a more modest year-over-year increase of 3.7%. The Zacks Consensus Estimate for 2026 earnings is $3.98 per unit, representing 8.5% growth from $3.67 in the prior year. Earnings are expected to rise another 3.1% in 2027, with the consensus estimate currently at $4.11 per unit. Still, the 2026 estimate range of $3.00-$4.84 points to considerable variation among analysts, while the 2027 range stands at $3.65-$4.71. The expected earnings growth supports CQP’s recent momentum, although the wide estimate range suggests that continued execution will remain important for sustaining investor confidence.

Image Source: Zacks Investment Research

CQP Still Faces Debt and Commodity RisksLong-term debt stood at $14.34 billion at June 30, 2026. CQP refinanced near-term maturities in June, but debt service, expansion funding and capital allocation needs still limit financial flexibility.

Long-term take-or-pay contracts support revenue visibility, yet profitability remains sensitive to LNG margins and commodity-linked economics. Global LNG competition, pending regulatory approvals and the funding needs of the SPL Expansion Project could also constrain future distribution growth.

CQP's Mixed Signals Favor Measured OptimismCQP's recent momentum has support from better quarterly earnings, positive estimate revisions, solid operating cash flow and progress on expansion. Valuation and leverage, however, argue against assuming the past month's advance will continue at the same pace.

The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.

It has a VGM Score of B, with a Value Score of B, Momentum Score of B and Growth Score of C. The favorable Value and Momentum scores add support to the investment case, while the Hold rank and middling Growth score fit a more balanced near-term view.

Key Takeaways Cheniere's Q2 2026 earnings rose to $1.10 per unit, beating estimates, as LNG volumes increased 12.5% Y/Y.Cheniere's adjusted EBITDA increased 35.4% to $983M as higher LNG margins and lower costs boosted results.Cheniere reaffirmed its 2026 distribution guidance in the range of $3.10-$3.40 per common unit. Cheniere Energy Partners, L.P. (CQP - Free Report) reported second-quarter 2026 earnings per unit of $1.10, beating the Zacks Consensus Estimate of 95 cents by 15.79%. The bottom line increased from 91 cents reported a year earlier.

Following the earnings announcement on Aug. 6, 2026, CQP units are up 5% to $66.58 per unit from $63.33 per unit.

Revenues of $2.6 billion increased 5.2% from $2.5 billion a year ago. The top line missed the consensus mark of $2.7 billion by 3.70%.

The strong quarterly earnings benefited from higher total margins per million British thermal units (MMBtu) of liquefied natural gas (LNG) delivered, primarily due to increased volumes recognized in income.

CQP exported 108 LNG cargoes, up from 98 a year earlier, while exported volumes increased 12.5% to 396 trillion British thermal units (TBtu).

CQP's LNG Volumes Support Revenue GrowthLNG revenues increased 2.4% to $1.90 billion from $1.86 billion. LNG revenues from affiliates rose 14.9% to $631 million from $549 million. Regasification revenues were unchanged at $34 million, while other revenues edged up to $16 million from $15 million.

The partnership loaded and recognized 396 TBtu of LNG during the quarter compared with 351 TBtu in the prior-year period, representing growth of 12.8%. The higher throughput allowed CQP to handle more volume and capture better LNG profit margins.

Cheniere's Profit Gets Derivative LiftNet income increased to $1.16 billion from $553 million in the year-ago quarter. The increase primarily reflected higher LNG margins and approximately $367 million of favorable variances from changes in the fair value of derivative instruments, including long-term Integrated Production Marketing agreements.

Reported basic and net income per common unit rose to $2.14 from 91 cents. Changes in commodity derivative values can create sizable non-cash swings in reported earnings, making operating measures useful for assessing the underlying performance of the LNG business.

CQP's Adjusted EBITDA Rises as Costs EaseAdjusted earnings before interest, taxes, depreciation and amortization (EBITDA) increased 35.4% to $983 million from $726 million. Management attributed the increase primarily to higher total margins per MMBtu of LNG delivered, driven by greater volumes recognized in income.

Total operating costs and expenses declined to $1.24 billion from $1.74 billion. Cost of sales fell to $765 million from $1.20 billion, while operating and maintenance expense decreased to $230 million from $289 million. Income from operations consequently increased to $1.34 billion from $715 million.

Cheniere Strengthens LiquidityCQP ended June with $443 million in cash and cash equivalents and $23 million in restricted cash. Available commitments under its credit facilities totaled $1.87 billion, giving the partnership total available liquidity of $2.34 billion.

CQP’s Cash Flow & DistributionFor the six months ended June 30, 2026, net cash provided by operating activities increased to $1.61 billion from $1.22 billion a year earlier. Investing activities used $299 million, including $297 million for property, plant and equipment, while financing activities used $1.05 billion.

The partnership declared a second-quarter cash distribution of 82 cents per common unit, comprising a 77.5-cent base amount and a 4.5-cent variable component.

Cheniere Reconfirms Distribution GuidanceCheniere reconfirmed its 2026 distribution guidance in the range of $3.10-$3.40 per common unit, including a base distribution of $3.10.

CQP is advancing the Sabine Pass LNG Expansion Project. In May, Sabine Pass Liquefaction Stage V entered into an engineering, procurement and construction contract with Bechtel for the first phase and authorized early engineering and procurement. The initial phase includes Train 7 and a boil-off gas re-liquefaction unit, with an expected production capacity of more than 6 million tons per annum, including estimated debottlenecking opportunities.

CQP’s Zacks Rank & Key PicksCheniere currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the energy sector are PBF Energy Inc. (PBF - Free Report) , HF Sinclair Corporation (DINO - Free Report) and Cactus, Inc. (WHD - Free Report) . PBF and DINO sport a Zacks Rank #1 (Strong Buy) each, while WHD carries a Zacks Rank #2 (Buy), at present. You can see the complete list of today’s Zacks Rank #1 stocks here.

PBF reported second-quarter 2026 adjusted earnings of $6.22 per share, surpassing the Zacks Consensus Estimate of $4.05 per share.

As of June 30, 2026, PBF had total debt of $1.75 billion, and cash and cash equivalents of $894.1 million.

HF Sinclair reported second-quarter 2026 adjusted earnings of $5.31 per share, topping the Zacks Consensus Estimate of $4.39 per share.

As of June 30, 2026, DINO had total debt of $2.77 billion, and cash and cash equivalents of $2.26 billion.

Cactus reported second-quarter 2026 adjusted earnings of 93 cents per share, surpassing the Zacks Consensus Estimate of 71 cents per share.

As of June 30, 2026, WHD had cash and cash equivalents of $365 million.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

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It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Cheniere Energy Partners, L.P. (CQP - Free Report) Headquartered in Houston, TX, Cheniere Energy Partners, L.P. is the owner and operator of regasification units at the Sabine Pass LNG terminal, located in Cameron Parish, LA. It provides clean, secure, and affordable LNG to several entities, comprising utilities as well as integrated energy firms, all around the world. The Sabine Pass LNG terminal is North America’s first large-scale liquefied gas export facility. The publicly-traded Delaware limited partnership was formed in 2006 by Cheniere Energy, Inc.

CQP is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Oils-Energy stock. CQP has a Momentum Style Score of B, and shares are up 1.8% over the past four weeks.

For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.10 to $3.75 per share. CQP boasts an average earnings surprise of +3.7%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, CQP should be on investors' short list.

For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. Cheniere Energy Partners, L.P. (CQP - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.

Cheniere Energy Partners, L.P. is one of 252 companies in the Oils-Energy group. The Oils-Energy group currently sits at #7 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.

The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Cheniere Energy Partners, L.P. is currently sporting a Zacks Rank of #2 (Buy).

Within the past quarter, the Zacks Consensus Estimate for CQP's full-year earnings has moved 1.7% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.

According to our latest data, CQP has moved about 22.5% on a year-to-date basis. Meanwhile, the Oils-Energy sector has returned an average of 21.4% on a year-to-date basis. As we can see, Cheniere Energy Partners, L.P. is performing better than its sector in the calendar year.

EnQuest (ENQUF - Free Report) is another Oils-Energy stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 137.2%.

In EnQuest's case, the consensus EPS estimate for the current year increased 175% over the past three months. The stock currently has a Zacks Rank #2 (Buy).

Looking more specifically, Cheniere Energy Partners, L.P. belongs to the Alternative Energy - Other industry, a group that includes 56 individual stocks and currently sits at #99 in the Zacks Industry Rank. This group has gained an average of 11.3% so far this year, so CQP is performing better in this area.

EnQuest, however, belongs to the Oil and Gas - Exploration and Production - International industry. Currently, this 9-stock industry is ranked #66. The industry has moved +40.1% so far this year.

Investors interested in the Oils-Energy sector may want to keep a close eye on Cheniere Energy Partners, L.P. and EnQuest as they attempt to continue their solid performance.

Posted by Defense World Staff on Apr 1st, 2026

Founders Capital Management reduced its stake in shares of Cheniere Energy Partners, L.P. (NYSE:CQP – Free Report) by 26.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 30,817 shares of the company’s stock after selling 10,920 shares during the period. Cheniere Energy Partners makes up 0.9% of Founders Capital Management’s investment portfolio, making the stock its 25th biggest position. Founders Capital Management’s holdings in Cheniere Energy Partners were worth $1,648,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Larson Financial Group LLC raised its position in Cheniere Energy Partners by 68.3% during the third quarter. Larson Financial Group LLC now owns 505 shares of the company’s stock valued at $27,000 after purchasing an additional 205 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its position in shares of Cheniere Energy Partners by 180.0% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 476 shares of the company’s stock valued at $27,000 after purchasing an additional 306 shares during the last quarter. CENTRAL TRUST Co increased its position in shares of Cheniere Energy Partners by 203.1% during the 3rd quarter. CENTRAL TRUST Co now owns 1,864 shares of the company’s stock valued at $100,000 after purchasing an additional 1,249 shares during the last quarter. JPL Wealth Management LLC purchased a new position in shares of Cheniere Energy Partners during the 3rd quarter valued at about $126,000. Finally, Sunbelt Securities Inc. raised its holdings in shares of Cheniere Energy Partners by 24.0% during the 3rd quarter. Sunbelt Securities Inc. now owns 2,555 shares of the company’s stock valued at $138,000 after buying an additional 494 shares in the last quarter. Institutional investors own 46.55% of the company’s stock.

Wall Street Analysts Forecast Growth CQP has been the subject of several research reports. JPMorgan Chase & Co. upped their target price on Cheniere Energy Partners from $57.00 to $63.00 and gave the stock an “underweight” rating in a research note on Friday, March 27th. Wells Fargo & Company lowered their price objective on shares of Cheniere Energy Partners from $56.00 to $54.00 and set an “underweight” rating for the company in a report on Friday, March 13th. Barclays upped their price objective on shares of Cheniere Energy Partners from $55.00 to $60.00 and gave the company an “underweight” rating in a research note on Friday, February 27th. Citigroup reduced their target price on shares of Cheniere Energy Partners from $51.00 to $49.00 and set a “sell” rating on the stock in a report on Monday, January 12th. Finally, Royal Bank Of Canada boosted their price target on shares of Cheniere Energy Partners from $58.00 to $62.00 and gave the stock a “sector perform” rating in a research note on Friday, March 6th. One analyst has rated the stock with a Buy rating, three have given a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Reduce” and an average price target of $59.57.

Check Out Our Latest Report on Cheniere Energy Partners

Cheniere Energy Partners Price Performance CQP opened at $64.84 on Wednesday. The company has a debt-to-equity ratio of 34.21, a current ratio of 0.78 and a quick ratio of 0.68. The stock’s 50 day simple moving average is $61.06 and its 200 day simple moving average is $56.07. The firm has a market cap of $31.39 billion, a price-to-earnings ratio of 12.54 and a beta of 0.40. Cheniere Energy Partners, L.P. has a 1 year low of $49.53 and a 1 year high of $70.64.

Cheniere Energy Partners (NYSE:CQP – Get Free Report) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $2.38 earnings per share for the quarter, beating the consensus estimate of $1.11 by $1.27. Cheniere Energy Partners had a negative return on equity of 1,446.48% and a net margin of 27.76%.The firm had revenue of $2.91 billion during the quarter. During the same quarter in the previous year, the firm posted $1.05 EPS. The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. As a group, analysts predict that Cheniere Energy Partners, L.P. will post 4.14 earnings per share for the current year.

Cheniere Energy Partners Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Monday, February 9th were given a dividend of $0.775 per share. The ex-dividend date of this dividend was Monday, February 9th. This represents a $3.10 annualized dividend and a yield of 4.8%. Cheniere Energy Partners’s dividend payout ratio is presently 59.96%.

About Cheniere Energy Partners (Free Report)

Cheniere Energy Partners, L.P. (NYSE: CQP) is a publicly traded master limited partnership that owns and operates liquefied natural gas (LNG) infrastructure in the United States. The partnership’s business centers on the development, ownership and operation of LNG facilities and associated pipeline assets that enable the liquefaction, storage and delivery of natural gas for export and domestic use. CQP’s assets are focused on large-scale midstream energy infrastructure intended to serve global natural gas markets.

The company’s core activities include LNG liquefaction and storage, terminal services, and pipeline transportation.

See Also Five stocks we like better than Cheniere Energy Partners

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Posted by Defense World Staff on Apr 7th, 2026

Cheniere Energy Partners (NYSE:CQP – Get Free Report) and BKV (NYSE:BKV – Get Free Report) are both energy companies, but which is the better stock? We will compare the two businesses based on the strength of their valuation, earnings, profitability, analyst recommendations, risk, institutional ownership and dividends.

Valuation & Earnings This table compares Cheniere Energy Partners and BKV”s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Cheniere Energy Partners $10.76 billion 2.94 $2.99 billion $5.17 12.62 BKV $1.01 billion 3.03 $173.13 million $1.95 14.35 Cheniere Energy Partners has higher revenue and earnings than BKV. Cheniere Energy Partners is trading at a lower price-to-earnings ratio than BKV, indicating that it is currently the more affordable of the two stocks.

Profitability This table compares Cheniere Energy Partners and BKV’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Cheniere Energy Partners 27.76% -1,446.48% 13.85% BKV 17.16% 7.91% 5.17% Volatility & Risk Cheniere Energy Partners has a beta of 0.37, indicating that its share price is 63% less volatile than the S&P 500. Comparatively, BKV has a beta of 1.64, indicating that its share price is 64% more volatile than the S&P 500.

Insider & Institutional Ownership 46.6% of Cheniere Energy Partners shares are held by institutional investors. 3.1% of BKV shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Analyst Ratings This is a breakdown of current ratings for Cheniere Energy Partners and BKV, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Cheniere Energy Partners 5 3 1 0 1.56 BKV 1 1 7 1 2.80 Cheniere Energy Partners currently has a consensus price target of $60.43, suggesting a potential downside of 7.37%. BKV has a consensus price target of $33.38, suggesting a potential upside of 19.26%. Given BKV’s stronger consensus rating and higher probable upside, analysts plainly believe BKV is more favorable than Cheniere Energy Partners.

Summary BKV beats Cheniere Energy Partners on 9 of the 15 factors compared between the two stocks.

About Cheniere Energy Partners (Get Free Report)

Cheniere Energy Partners, L.P., through its subsidiaries, provides liquefied natural gas (LNG) to integrated energy companies, utilities, and energy trading companies worldwide. The company owns and operates natural gas liquefaction and export facility at the Sabine Pass LNG Terminal located in Cameron Parish, Louisiana. It also owns a natural gas supply pipeline that interconnects the Sabine Pass LNG terminal with various interstate pipelines. The company was founded in 2003 and is headquartered in Houston, Texas. Cheniere Energy Partners, L.P. is a subsidiary of Cheniere Energy, Inc.

About BKV (Get Free Report)

BKV Corporation engages in the acquisition, operation, and development of natural gas and NGL properties. It is also involved in the gathering, processing, and transportation of natural gas. The company was founded in 2015 and is based in Denver, Colorado with additional offices in Tunkhannock, Pennsylvania and Fort Worth, Texas. BKV Corporation, LLC operates as a subsidiary of Banpu North America Corporation.

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Key Takeaways CQP beat Q1 EPS and revenue estimates as higher total LNG margins per MMBtu lifted results.Cheniere Partners exported 112 LNG cargoes; volumes recognized rose to 413 TBtu from 405 TBtu.CQP net income fell on $677M non-cash derivative fair-value losses; distribution set at $0.790/unit. Cheniere Energy Partners, L.P. (CQP - Free Report) reported first-quarter 2026 earnings per unit of $1.23, beating the Zacks Consensus Estimate of $1.07 by 14.95%. Revenues totaled $3.6 billion, up 20.4% year over year and ahead of the consensus mark of $3.0 billion by 20.42%.

The quarter’s outperformance was supported by higher total margins per million British thermal units (MMBtu) of liquefied natural gas ("LNG"") delivered. Operationally, the partnership exported 112 LNG cargoes and shipped 412 trillion British thermal units (TBtu) of volumes, keeping utilization steady compared with the year-ago period.

CQP’s Top Line Strength Reflects Higher LNG SalesCQP’s revenue gain came from stronger LNG-related activity. LNG revenues rose to $2.7 billion from $2.3 billion in the year-ago quarter, while LNG revenues from affiliates increased to $846 million from $671 million.

Even with stable cargo counts, the partnership slightly lifted volumes. LNG volumes loaded and recognized increased to 413 TBtu from 405 TBtu, providing a larger base to benefit from improved margins per MMBtu delivered.

Cheniere Partners’ Profit Picture Is Skewed by DerivativesDespite the revenue beat and stronger operating performance, net income fell to $186 million from $641 million a year ago. Basic and diluted net income per common unit was $0.19 compared with $1.08 in the prior-year quarter, reflecting significant non-cash volatility tied to derivative accounting.

Management attributed the year-over-year decline primarily to unfavorable changes in the fair value of derivative instruments, including impacts related to long-term Integrated Production Marketing agreements. The partnership recorded $677 million of non-cash unfavorable fair-value changes during the quarter compared to $149 million of non-cash favorable changes in the first quarter of 2025.

CQP’s Adjusted EBITDA Rise on Better Delivered MarginsCQP’s adjusted EBITDA increased to $1.2 billion from $1.0 billion in the year-ago quarter, reflecting a 13% improvement. The partnership again pointed to higher total margins per MMBtu of LNG delivered as the key driver behind the gain.

The reconciliation showed that changes in the fair value of commodity derivatives were a major swing factor compared with the prior year. With those impacts adjusted, the underlying operating result improved, aligning with the quarter’s revenue strength and steady LNG throughput.

Cheniere Partners’ Costs Rise in Key AreasOperating costs and expenses increased to $3.2 billion from $2.2 billion due to a higher cost of sales. Cost of sales (excluding operating and maintenance expense and depreciation and amortization) rose to $2.7 billion from $1.7 billion, and the partnership recorded $46 million of cost of sales — affiliate compared with none in the year-ago period.

Operating and maintenance expenses also moved higher. Operating and maintenance expense increased to $226 million from $203 million, while operating and maintenance expense — affiliate rose to $48 million from $44 million.

CQP’s Liquidity and Balance SheetCQP ended the quarter with $279 million in cash and cash equivalents and $22 million in restricted cash. Available commitments under credit facilities totaled $1.83 billion, bringing total available liquidity to $2.13 billion.

On the liability side, the partnership’s long-term debt declined to $12.61 billion from $14.16 billion, while current debt totaled $1.61 billion.

Cheniere Partners Reconfirms 2026 Distribution GuidanceCQP declared a quarterly cash distribution of 79 cents per common unit, consisting of a base amount of 77.5 cents and a variable amount of 1.5 cents, payable May 15, 2026. The partnership also reaffirmed full-year 2026 distribution guidance of $3.10-$3.40 per common unit, maintaining the $3.10 base distribution.

Beyond distributions, Cheniere Partners continues to advance its Sabine Pass footprint. The partnership highlighted the scale of the Sabine Pass LNG terminal and noted that regulatory applications tied to the SPL Expansion Project remain pending. A final investment decision is subject to approvals and acceptable commercial and financing arrangements.

CQP’s Zacks Rank and Key PicksCQP currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the energy sector are Equinor ASA (EQNR - Free Report) , Matador Resources (MTDR - Free Report) and Galp Energia SGPS SA (GLPEY - Free Report) . At present, Equinor and Matador sport a Zacks Rank #1 (Strong Buy) each, while Galp Energia carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks Rank #1 stocks here.

Equinor ASA is one of the leading integrated energy companies globally and a major supplier of natural gas in Europe. The recent conflict between the United States and Iran has resulted in a spike in gas prices and disrupted LNG supply, following damage to critical infrastructure in Qatar, tightening global LNG supply. This is expected to boost demand for Eqinor’s gas exports to Europe, positioning it to benefit from heightened prices. The company’s expansion in the renewable energy space positions it for long-term growth as more countries transition toward cleaner energy solutions to meet their climate goals.

Matador Resources is primarily involved in exploration and production activities, particularly in the prolific Delaware Basin of the United States. The company intends to grow its oil production by 3% in 2026. Since the company’s overall production is mainly oil-weighted, MTDR is expected to significantly benefit from the current increase in crude prices.

Galp Energia is a Portuguese energy company engaged in exploration and production activities. The company’s oil exploration efforts have yielded positive results, particularly with the Mopane discovery in the Orange Basin, offshore Namibia. This discovery allows Galp to diversify its global presence with the potential to become a significant oil producer in the region. It is engaged in refining and marketing of oil products and natural gas marketing and sales.

HOUSTON--(BUSINESS WIRE)--Cheniere Energy Partners, L.P. (“Cheniere Partners” or the “Company”) (NYSE: CQP) announced today that its subsidiary, Sabine Pass Liquefaction Stage V, LLC (“SPLV”), has entered into a lump sum, turnkey, engineering, procurement and construction (“EPC”) contract with Bechtel Energy, Inc. (“Bechtel”) for the first phase of the SPL Expansion Project (“Phase 1”). In addition, SPLV has released Bechtel to commence early engineering and procurement for Phase 1 under a limited notice to proceed (“LNTP”).

The SPL Expansion Project is being developed for up to three large-scale liquefaction trains with an expected total peak production capacity of up to approximately 20 million tonnes per annum (“mtpa”) of liquefied natural gas (“LNG”), inclusive of estimated debottlenecking opportunities and supporting infrastructure. The SPL Expansion Project is being executed in a phased approach. The EPC agreement with Bechtel for Phase 1 includes a single train, Train 7, a boil-off gas re-liquefaction unit, along with supporting infrastructure and tie-ins to the existing Sabine Pass LNG Terminal. Inclusive of estimated debottlenecking, Phase 1 has an expected total production capacity of over 6 mtpa of LNG. Phase 1 is commercially underpinned by long-term agreements with creditworthy counterparties, and a positive final investment decision (“FID”) on Phase 1 is subject to, among other things, receipt of necessary regulatory approvals and an acceptable financing arrangement.

The Federal Energy Regulatory Commission (FERC) application for authorization to site, construct and operate the SPL Expansion Project, as well as the Department of Energy (DOE) application authorizing the export of LNG to non-free trade agreement (non-FTA) countries, remain pending. Cheniere Partners expects to reach FID on Phase 1 by early 2027.

“We are pleased to once again partner with Bechtel on the first phase of the SPL Expansion Project, and we look forward to building upon the unmatched track record for execution excellence the Cheniere and Bechtel relationship has established while successfully building our leading LNG platform. The EPC contract and the issuance of LNTP mark important steps toward FID, which we expect to occur by early next year. We are excited to have the project underway and are laser-focused on the remaining steps required to reach FID,” said Jack Fusco, Cheniere’s Chairman, President and Chief Executive Officer. “The SPL Expansion Project commences as LNG market dynamics highlight the criticality of secure supply in the global energy system. We look forward to bringing this much-needed LNG capacity to the market and providing our customers with reliable and flexible LNG from Train 7.”

About Cheniere Partners

Cheniere Partners owns the Sabine Pass LNG terminal located in Cameron Parish, Louisiana, which has natural gas liquefaction facilities with a total production capacity of over 30 mtpa of LNG in operation. The Sabine Pass LNG terminal also has operational regasification facilities that include five LNG storage tanks, vaporizers, and three marine berths. Cheniere Partners also owns the Creole Trail Pipeline, which interconnects the Sabine Pass LNG terminal with a number of large interstate and intrastate pipelines.

For additional information, please refer to the Cheniere Partners website at www.cheniere.com and Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, filed with the Securities and Exchange Commission.

Forward-Looking Statements

This press release contains certain statements that may include “forward-looking statements.” All statements, other than statements of historical or present facts or conditions, included herein are “forward-looking statements.” Included among “forward-looking statements” are, among other things, (i) statements regarding Cheniere Partners’ financial and operational guidance, business strategy, plans and objectives, including the development, construction and operation of liquefaction facilities, (ii) statements regarding Cheniere Partners’ anticipated quarterly distributions and ability to make quarterly distributions at the base amount or any amount, (iii) statements regarding regulatory authorization and approval expectations, (iv) statements expressing beliefs and expectations regarding the development of Cheniere Partners’ LNG terminal and liquefaction business, (v) statements regarding the business operations and prospects of third-parties, (vi) statements regarding potential financing arrangements, (vii) statements regarding future discussions and entry into contracts, and (viii) statements relating to our goals, commitments and strategies in relation to environmental matters. Although Cheniere Partners believes that the expectations reflected in these forward-looking statements are reasonable, they do involve assumptions, risks and uncertainties, and these expectations may prove to be incorrect. Cheniere Partners’ actual results could differ materially from those anticipated in these forward-looking statements as a result of a variety of factors, including those discussed in Cheniere Partners’ periodic reports that are filed with and available from the Securities and Exchange Commission. You should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Other than as required under the securities laws, Cheniere Partners does not assume a duty to update these forward-looking statements.

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