Cheniere Energy PartnersTechnipFMC

Cheniere Energy Partners vs TechnipFMC

This page compares Cheniere Energy Partners LP and TechnipFMC plc, describing their business models, financial performance, and market context in clear, neutral terms. It outlines how each company ope...

Why It's Moving

Cheniere Energy Partners

Cheniere Energy Partners Steady on Strong Q3 Earnings and Debt Refinancing Moves

  • Q3 Adjusted EBITDA rose by $33 million compared to prior year quarter, driven by lower operating expenses and higher LNG margins despite slightly reduced volumes, supporting stable cash distributions.
  • Full-year 2025 distribution guidance reaffirmed between $3.25–$3.35 per common unit, reflecting confidence in operational cash flow and steady LNG export activity from Sabine Pass and Corpus Christi terminals.
  • Announcement of $1 billion fixed-income exchange offer for 5.55% senior unsecured notes due 2035 highlights proactive debt management amid ongoing investments, potentially improving liquidity and financial flexibility.
Sentiment:
⚖️Neutral

Which Baskets Do They Appear In?

Energy Tech Consolidation: Powering The Future

Energy Tech Consolidation: Powering The Future

Baker Hughes' acquisition of Chart Industries for $13.6 billion signals a major consolidation in the energy equipment market. This deal creates an investment opportunity focused on companies providing critical technologies for LNG, nuclear energy, and data center infrastructure.

Published: July 29, 2025

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Fueling Europe: America's Energy & Defense Boom

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

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European Energy Pivot

European Energy Pivot

This carefully selected group of stocks represents companies at the forefront of Europe's urgent shift toward energy independence. Handpicked by our analysts, these firms are positioned to benefit from the massive investment in LNG infrastructure and renewable energy as Europe reduces its reliance on Russian gas.

Published: July 14, 2025

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Bridge Fuel Brigade

Bridge Fuel Brigade

This carefully selected collection of stocks focuses on companies leading the charge in natural gas adoption as a cleaner transition fuel. Our professional analysts have identified businesses positioned to benefit from the global pivot away from coal toward cleaner energy solutions.

Published: June 17, 2025

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Investment Analysis

Pros

  • Strong dividend yield of over 6%, recently increased by more than 10%, supporting income-focused investors.
  • Robust revenue and net income with $9.96 billion in revenue and $2 billion net income trailing twelve months.
  • Operational capacity enhanced by completion of initial trains of the CCL Stage 3 Project, increasing LNG delivery volume.

Considerations

  • Stock trades at a relatively high price/book ratio of 13.9x versus sector average, indicating potential overvaluation.
  • Recent earnings missed analyst expectations with Q3 2025 EPS falling short by 24.53%.
  • Analyst consensus is a strong sell with a minimal price target upside, reflecting caution on near-term performance.

Pros

  • TechnipFMC is a key player in energy infrastructure with diversified services in offshore and onshore projects.
  • Company benefits from exposure to growing subsea, offshore, and energy transition markets driving medium-term growth.
  • Strong backlog execution and recent contract awards support near-term revenue visibility and cash flow generation.

Considerations

  • Subject to cyclicality in oil and gas investment which can impact project volumes and profitability.
  • Execution risks remain due to complexity of projects and potential cost overruns in large infrastructure contracts.
  • Margins and profitability pressured by competitive bidding and macroeconomic uncertainty in energy sector.

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