Abstract
Venture Global, Inc. will report quarterly results on March 02, 2026 Pre-Market, and this preview summarizes consensus revenue, margin, and EPS expectations alongside last quarter’s performance trends and key segment dynamics to help investors frame the potential outcomes.
Market Forecast
Based on company-provided forecasts, Venture Global, Inc.’s current quarter revenue is projected at $4.52 billion with an estimated year-over-year increase of 134.95%, EBIT of $1.70 billion with 65.31% YoY growth, and EPS of $0.36 with 20.29% YoY growth. Forecast details for gross margin, net profit, and net profit margin are not provided; however, the company’s last-reported gross profit margin was 50.95% and net profit margin was 16.22%, which set a reference point for investors.
The company’s main business remains liquefied natural gas, and the outlook highlights sustained volume ramp and contract execution across long-term offtake, with incremental contribution from spot cargoes. The most promising segment is liquefied natural gas with last quarter revenue of $3.31 billion; the forecast framework implies continued acceleration aligned with the triple-digit YoY revenue growth outlook.
Last Quarter Review
In the last reported quarter, Venture Global, Inc. delivered revenue of $3.33 billion, a gross profit margin of 50.95%, GAAP net profit attributable to the parent company of $540.00 million, a net profit margin of 16.22%, and adjusted EPS of $0.16; year-over-year comparisons were not disclosed.
Management execution featured better-than-expected top-line delivery, modest operating leverage with EBIT beating the prior estimate, and stable profitability at scale. The main business highlight was liquefied natural gas revenue of $3.31 billion, with other businesses contributing $20.00 million; year-over-year growth disclosure by segment was not available.
Current Quarter Outlook (with major analytical insights)
Main business: Liquefied natural gas volumes and price capture
Venture Global, Inc.’s core earnings sensitivity this quarter will be tied to LNG shipping volumes under long-term sales and purchase agreements and the degree of exposure to short-dated pricing. The revenue forecast of $4.52 billion suggests a step-up from the $3.33 billion last quarter, consistent with a ramp in delivered cargos and potential mix benefits. While the prior quarter’s gross margin of 50.95% provides a strong base, margin realization in LNG can be influenced by feedgas costs linked to U.S. benchmark natural gas and by shipping and liquefaction utilization. Investors should monitor any commentary around liquefaction reliability and maintenance, as higher utilization typically supports conversion margins and EBIT throughput. Given the forecast EBIT of $1.70 billion, the implied margin points to healthy operating economics if feedgas remains contained and logistics remain normal.
Most promising business: Incremental LNG growth
The top-line forecast implies that LNG continues to be the firm’s largest growth engine, with expected triple-digit year-over-year revenue expansion in the current quarter. Sequential progress from $3.33 billion to $4.52 billion suggests both higher liftings and improved realization relative to the prior period. Execution on long-term offtake contracts should underpin baseline volumes, while opportunistic sales into favorable markets could enhance margins. The forecasted EPS of $0.36 indicates better per-share earnings power, assuming operating leverage from higher throughput offsets any variability in feedgas input costs. If the company maintains gross margin near the prior 50.95% level while scaling volumes, the EBIT forecast of $1.70 billion appears achievable, with upside hinging on stable plant uptime and efficient shipping.
Key stock price drivers this quarter: Throughput, feedgas, and contract cadence
Share performance around the print is likely to hinge on three measurable inputs—throughput reliability, feedgas trends, and the cadence of contract deliveries. Throughput reliability influences both revenue and cost per ton, and the prior quarter’s net margin of 16.22% points to a balance of operating efficiency and input costs. Any improvement in liquefaction utilization would support operating leverage into the $1.70 billion EBIT outlook. Feedgas prices affect gross conversion margin; if benchmark U.S. natural gas remains range-bound, it will help defend the prior quarter’s 50.95% gross margin reference. Finally, incremental clarity on contract start-ups and cargo timing can affect quarterly revenue recognition, potentially skewing top-line around quarter-end. The forecasted 134.95% YoY revenue expansion raises the bar for delivery but also creates a favorable setup if volumes and realizations align with plan.
Analyst Opinions
Across recent commentary, the majority of analysts express a bullish view, citing continued volume ramp, supportive contract structures, and improving operating scale into the quarter. The constructive stance emphasizes the company’s ability to translate higher throughput into EBIT growth, with the forecast calling for $1.70 billion EBIT and $0.36 EPS. Analysts also point to the last quarter’s revenue beat versus estimates and the solid 50.95% gross margin as evidence that the business model is scaling effectively. The bullish camp highlights the expected triple-digit year-over-year revenue growth of 134.95% as a key catalyst, while acknowledging that feedgas costs and logistical factors could create variability around margins but are manageable within existing guidance frameworks. Overall, consensus commentary skews positive, with the view that Venture Global, Inc. is well-positioned to deliver on its Pre-Market report on March 02, 2026, with upside potential if utilization and pricing align with expectations.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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