Venture Global $VG reported its most recent quarter on August 11, 2026: revenue up 58.9% YoY, EPS flat at $0.14, ACCE score 79, fair value upside 25.1%.
VG (Venture Global Inc.) reported earnings for its most recent quarter (reported August 11, 2026). The headline number that stands out is revenue growth of +58.9% year over year — a substantial acceleration for an LNG infrastructure company still in its commercial ramp.
EPS came in at $0.14, exactly matching the $0.14 posted in the same period a year earlier, a year-over-year change of +0.0%. That flat earnings result against a near-60% revenue surge tells you the company is absorbing significant costs as it scales — a pattern common to capital-heavy energy infrastructure businesses in their build-out phase. The latest print came in just shy of expectations, missing by -0.7%.
We do not have guidance commentary from this report.
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What it means
The ACCE score for VG sits at 79/100, with a notably strong Growth sub-score of 92. That Growth reading lines up directly with the revenue trajectory. The Momentum score of 83 reflects the stock's 1-year return of +10.3%, while Value (66) and Quality (75) round out a picture of a company that earns its premium on growth expectations rather than current earnings power.
On the quality side, VG carries a net margin of +18.1% and an ROE of +25.5% — both solid figures. The FCF yield of -19.2% is the counterweight: the business is consuming cash, which is expected for a company still commissioning large-scale LNG export facilities. Earnings quality is flagged as mixed.
The trailing P/E of 14.9 looks modest in isolation, but the forward P/E of 9.2 is the more telling figure — it implies the market expects earnings to grow meaningfully from here. Our 6-model fair value estimate puts VG at $16.65, representing +25.1% upside to the current price of $13.31. The analyst consensus target of $16.37 sits close to that range.
The core story at VG right now is a company converting rapid revenue growth into earnings at a slow pace while spending heavily on infrastructure. Whether that conversion accelerates is the question the next few quarters will answer. For current price and score updates, see acceinvestments.com/stocks/VG.
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