Cheniere Energy Partners vs Halliburton

Cheniere Energy Partners LP and Halliburton Company are compared on this page to illustrate how their business models, financial performance, and market context differ in neutral, accessible terms. Educational content, not financial advice.

Cheniere Energy Partners LP and Halliburton Company are compared on this page to illustrate how their business models, financial performance, and market context differ in neutral, accessible terms. Ed...

Comparison Snapshot

Key Financial Metrics

CQP

Metric

HAL

$27.91B

Market Cap

$29.44B

-3.66%

Potential Profit

-10.51%

Sell

Analyst Rating

Buy

Why It's Moving

CQP Stock Warning: Why Analysts See -5% Downside Risk

US Capital Advisors cut Q1 2026 EPS to $1.06 from $1.08 and Q2 estimates lower, implying weaker LNG export demand and operational strains.
Multiple firms like Citigroup and Bank of America downgraded ratings with targets around $53, highlighting overvaluation at current levels versus projected cash flows.
Cheniere declared a $0.830 quarterly distribution (ex-Feb 9), but high 80% payout ratio raises sustainability concerns if earnings disappoint in the Feb 26 report.

Sentiment:

🐻Bearish

HAL Stock Warning: Why Analysts See -9% Downside Risk

Q4 revenue hit $5.7B, topping estimates by 5.36%, with EPS at $0.69 versus $0.55 expected—yet the rally faded as 2026 guidance highlighted 'challenging conditions' curbing momentum.
North America faces high-single-digit contraction while international revenue stays flat, contrasting 2025's 16.31% total return and pressuring profitability amid lower drilling activity.
Insider selling accelerated with CEO Jeffrey Miller offloading 171,200 shares recently, amplifying investor jitters despite ongoing shareholder returns via dividends and buybacks.

Sentiment:

🐻Bearish

CQP Stock Warning: Why Analysts See -5% Downside Risk

US Capital Advisors cut Q1 2026 EPS to $1.06 from $1.08 and Q2 estimates lower, implying weaker LNG export demand and operational strains.
Multiple firms like Citigroup and Bank of America downgraded ratings with targets around $53, highlighting overvaluation at current levels versus projected cash flows.
Cheniere declared a $0.830 quarterly distribution (ex-Feb 9), but high 80% payout ratio raises sustainability concerns if earnings disappoint in the Feb 26 report.

Sentiment:

🐻Bearish

HAL Stock Warning: Why Analysts See -9% Downside Risk

Q4 revenue hit $5.7B, topping estimates by 5.36%, with EPS at $0.69 versus $0.55 expected—yet the rally faded as 2026 guidance highlighted 'challenging conditions' curbing momentum.
North America faces high-single-digit contraction while international revenue stays flat, contrasting 2025's 16.31% total return and pressuring profitability amid lower drilling activity.
Insider selling accelerated with CEO Jeffrey Miller offloading 171,200 shares recently, amplifying investor jitters despite ongoing shareholder returns via dividends and buybacks.

Sentiment:

🐻Bearish

Investment Analysis

Cheniere Energy Partners

CQP

Pros

Cheniere Energy Partners has a strong revenue base of $7.8 billion for the first nine months of 2025 with solid net income of $1.7 billion during the same period.
The company offers a robust and attractive dividend yield of around 6%, with consistent quarterly distributions and confirmed guidance for full year 2025.
Ongoing expansion projects, such as the two-phased SPL Expansion Project aiming to increase LNG production capacity to approximately 20 million tonnes per annum, support future growth.

Considerations

The stock has experienced some earnings per share misses, with Q3 2025 EPS below forecasts, indicating potential cost and operational pressures.
Cheniere’s business is highly sensitive to LNG market prices and demand volatility, which could affect profitability amid global energy market fluctuations.
Despite growth in LNG capacity, the company’s complex project execution and regulatory approval processes introduce execution and developmental risks.

Halliburton

HAL

Pros

Halliburton is a leading global oilfield services company with substantial exposure to oil and gas exploration and production markets, benefiting from sustained energy demand.
The company has diversified service offerings that include drilling, evaluation, and completion services, providing multiple revenue streams and resilience amid industry cycles.
Halliburton has shown improving operational efficiency and cost control measures, positioning it well to leverage increasing upstream investments globally.

Considerations

Halliburton is subject to cyclicality and commodity price sensitivity, with revenues directly impacted by fluctuations in oil and gas capital expenditures.
Geopolitical risks and regulatory challenges in key operating regions pose ongoing uncertainties to Halliburton’s international operations and profitability.
The sector is facing growing pressure from the energy transition and ESG considerations, potentially leading to reduced demand for traditional oilfield services over time.

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About The Companies

Cheniere Energy Partners (CQP)

Cheniere Energy Partners LP (CQP) is a US-focused liquefied natural gas (LNG) infrastructure operator that owns and operates export terminals and related pipelines. The partnership sells LNG under long-term contracts and on the spot market, generating fee-like revenues from terminal capacity and commodity-linked proceeds from sales. Its business combines stable cash flows from contracted volumes with exposure to global gas prices, shipping dynamics and demand for clean energy alternatives. Investors often watch CQP for its role in enabling LNG exports, its capital-intensity and distribution policy, and how contract expiries and new capacity affect cash flow. With a market capitalisation around $24.8bn, CQP sits at the intersection of energy infrastructure and commodity markets. This summary is for general education only and not personal advice; values can rise and fall and past performance does not guarantee future results. Investors should consider their own circumstances and, if needed, seek regulated financial advice.

Halliburton (HAL)

Halliburton Company (HAL) is one of the world’s largest oilfield services firms, supplying equipment, technology and personnel for drilling, formation evaluation, well construction and production optimisation. With a market capitalisation of about $21.52 billion, the company’s revenues and margins tend to move with global energy activity and oil & gas capital expenditure. Investors should note Halliburton’s broad international footprint, exposure to large energy producers, and increasing focus on digital tools and efficiency services intended to boost margins. Key considerations include cyclical demand tied to commodity prices, the company’s capital allocation (debt, buybacks, dividends) and operational execution in complex projects. Environmental and regulatory shifts, plus geopolitical developments, can materially affect results. This summary is educational and not investment advice: stock values can rise or fall, and past performance does not guarantee future returns. Consult a financial adviser for personalised suitability before investing.

Cheniere Energy Partners (CQP) Next Earnings Date

Cheniere Energy Partners (CQP) is scheduled to report its next earnings for the fourth quarter and full year 2025 on Thursday, February 26, 2026, before the market opens. This date aligns with the official announcement from Cheniere Energy, Inc., which oversees CQP operations, including a conference call at 11:00 a.m. ET. Historical patterns show CQP typically follows similar late-February timing for Q4 releases.

Halliburton (HAL) Next Earnings Date

Halliburton (HAL)'s next earnings date is estimated for April 28, 2026. This release will cover the first quarter of 2026 (Q1 2026) results. Following the pattern of recent reports, including Q4 2025 on January 21, 2026, investors should monitor for official confirmation as the date approaches.

Cheniere Energy Partners (CQP) Next Earnings Date

Cheniere Energy Partners (CQP) is scheduled to report its next earnings for the fourth quarter and full year 2025 on Thursday, February 26, 2026, before the market opens. This date aligns with the official announcement from Cheniere Energy, Inc., which oversees CQP operations, including a conference call at 11:00 a.m. ET. Historical patterns show CQP typically follows similar late-February timing for Q4 releases.

Halliburton (HAL) Next Earnings Date

Halliburton (HAL)'s next earnings date is estimated for April 28, 2026. This release will cover the first quarter of 2026 (Q1 2026) results. Following the pattern of recent reports, including Q4 2025 on January 21, 2026, investors should monitor for official confirmation as the date approaches.

Which Baskets Do They Appear In?

Fueling Europe: America's Energy & Defense Boom

A new trade agreement between the US and the European Union is set to direct billions of dollars into the American energy and defense industries. This theme focuses on the U.S. companies best positioned to benefit from the EU's commitment to purchase significant amounts of energy and military equipment.

Published: July 28, 2025

Explore Basket

Which Baskets Do They Appear In?

Fueling Europe: America's Energy & Defense Boom

A new trade agreement between the US and the European Union is set to direct billions of dollars into the American energy and defense industries. This theme focuses on the U.S. companies best positioned to benefit from the EU's commitment to purchase significant amounts of energy and military equipment.

Published: July 28, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

CQP Stock Warning: Why Analysts See -5% Downside Risk

HAL Stock Warning: Why Analysts See -9% Downside Risk

CQP Stock Warning: Why Analysts See -5% Downside Risk

HAL Stock Warning: Why Analysts See -9% Downside Risk