Why Is Venture Global (VG) Up 11.4% Since Last Earnings Report?

VG reported second-quarter 2026 earnings of 51 cents per share, topping consensus estimates by 4.08%. Revenue climbed 47.6% year-over-year to $4.58 billion. The company raised full-year 2026 adjusted EBITDA guidance to $8.70–$9.10 billion from $8.20–$8.50 billion, citing higher LNG sales volumes from the commissioning of its Plaquemines facility and stronger pricing. The board approved a 122% increase in the quarterly dividend to 4 cents per share. Shares have gained 11.4% since the earnings release.

The EBITDA guidance lift of up to $600 million at the top end reflects accelerating volumes as Plaquemines ramps. Combined with the dividend surge, management is signaling confidence in cash generation through the back half of the year. The revenue growth rate underscores demand for U.S. LNG amid tight global supply.