Cheniere Energy Partners, L.P.(CQP)— Stock Profile, AI Score & Financials
Energy · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Cheniere Energy Partners, L.P. (CQP) stock profile, AI quality score, and SEC EDGAR financial data, a Energy sector company. 13F Pro's AI-powered ranking engine scores CQP at 74.1/100 on a 32-signal composite quality model, placing it at rank #118 of 2,960 stocks — the top 5% of the AI-ranked universe. CQP scores in the top quartile across balance sheet strength (95.1), profitability (88.4), revenue scale (87.7). Areas of concern include earnings quality (16.3) and institutional flow (37.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Cheniere Energy Partners, L.P. reports quarterly revenue of $2.6B, net income of $1.2B, free cash flow of $433.0M. Top institutional holders of CQP by reported 13-F value include Blackstone, BROOKFIELD, ALPS ADVISORS, based on the most recent SEC filings. CQP trades on the NYSE exchange and files with the SEC under CIK 1383650. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CQP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Cheniere Energy Partners, L.P. directly from SEC EDGAR.
AI Quality Score
74.1/100
AI Rank
#118
Revenue
$2.6B
Net Income
$1.2B
Free Cash Flow
$433.0M
CQP key financials by period
Cheniere Energy Partners, L.P. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$10.8B
$3.0B
34.4%
FY 2024
10-K
$8.7B
$2.5B
37.7%
FY 2023
10-K
$9.7B
$4.3B
52.1%
FY 2022
10-K
$17.2B
$2.5B
19.6%
FY 2021
10-K
$9.4B
$1.6B
27.1%
FY 2020
10-K
$6.2B
$1.2B
34.5%
Institutions holding CQP
Institutional investors reporting a position in Cheniere Energy Partners, L.P. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Total revenues rose $128 million to $2,583 million while net income jumped $608 million to $1,161 million, driven by $367 million of favorable IPM derivative fair value changes and higher production volume.
Biggest Revenue Drivers
LNG revenues (third-party)$1,902M+$45M YoY
$305 million increase from higher production volume, partially offset by $167 million decrease from lower pricing per MMBtu on decreased Henry Hub pricing
LNG revenues—affiliate$631M+$82M YoY
Cheniere Marketing Agreements; 70% of affiliate LNG revenue was variable consideration
Biggest Revenue Drivers
Total revenue: $2.58B+$128M YoY
LNG revenues (third-party)$1,902M+$45M YoY
$305 million increase from higher production volume, partially offset by $167 million decrease from lower pricing per MMBtu on decreased Henry Hub pricing
LNG revenues—affiliate$631M+$82M YoY
Cheniere Marketing Agreements; 70% of affiliate LNG revenue was variable consideration
Regasification revenues$34Mflat YoY
Terminal use agreements; only 8% variable consideration
Other revenues$16M+$1M YoY
Largest Expense Items
Cost of sales$765M-$431M YoY
$367 million of favorable changes in fair value of derivative agreements, primarily long-term IPM agreements, of which $512 million related to NPNS-designated agreements pre-designation
Operating and maintenance expense$230M-$59M YoY
Planned large-scale maintenance activities occurred in Q2 2025 but did not recur in Q2 2026
Interest expense, net of capitalized interest$183M-$5M YoY
Total interest cost of $185 million less $2 million capitalized
Depreciation and amortization expense$174M+$3M YoY
Margins: Income from operations rose $625 million to $1,340 million. Beyond derivative swings, revenues net of cost of sales rose $192 million on higher margins from increased production volume as prior-year planned maintenance did not recur.
Watch Items from the Filing
Customer concentration: five customers were 21%, 15%, 14%, 13% and 10% of Q2 revenues; Customer A fell from 23% and Customer B from 18% year over year.
June 2026 NPNS designation removes IPM agreements from fair value accounting; $520 million net deferred balance amortizes into cost of sales through beyond 2030, mitigating future earnings volatility.
SPL Expansion Project (up to ~20 mtpa) remains pre-FID with FERC and non-FTA authorizations pending; FID targeted 2026/2027 after Bechtel EPC contract and $99 million spent year-to-date.
Total debt of $14,577 million against $754 million partners' equity; June refinancing swapped 5.00% 2027 SPL notes for 5.350% 2036 and 6.050% 2056 CQP notes.
Contracted backlog of $41.3 billion unsatisfied transaction price, roughly 90% of anticipated production contracted through the mid-2030s with ~12 years weighted average remaining life.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
