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What changed in LNG's 10-Q
Source: 10-Q filed 2026-05-07 · compared against 10-Q 2025-10-30. Every passage below is quoted verbatim from the filing itself.
Financial performance
This filing
Net income (loss) attributable to Cheniere $ (3,502)
Derivatives
This filing
Net derivative gain (loss) (see Note 5) (782) $ 117
Margins
This filing
Cost of sales (excluding operating and maintenance expense and depreciation, amortization and accretion expense shown separately below) 8,318 3,571
Capacity and outlook
This filing
we were the largest producer of LNG in the U.S. and the second largest LNG operator globally
Leases
This filing
approximately $6.0 billion of legally binding minimum payments for leases executed as of March 31, 2026
Contract backlog
This filing
LNG revenues $111.4 9
Sublease income
This filing
Variable income 32 12
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.