Released
FY2026 Q1
Earnings ReviewXOM
BEAT엑손모빌
Exxon Mobil Corporation · 에너지 (오일&가스 통합 메이저)
Fri, May 1, 2026·Before Market Open
ExxonMobilOil & GasPermianGuyanaEnergyIntegrated major
01Wall Street Consensus
EPS$1.01
Revenue$82.18B
02Earnings Results
EPS$1.16+15.2%
Revenue$85.14B+3.6%
After-Hours ReactionRegular ~-1%
Key Takeaways
- Adj. EPS $1.16 — beat consensus $1.0074 by +15.2%
- GAAP EPS $1.00 — reflects one-off charges
- Revenue $85.14B — beat consensus $82.18B by +3.6%
- Net income $4.2B — down 45% YoY
- Permian + Guyana high-margin barrels lifted the mix
- Downstream turnaround recovery partially offset refining-margin pressure
- Continued dividend and buyback
Key Checkpoints
- 01Permian + Guyana high-margin barrels mix
- 02Integrated downstream vs upstream margin mix
- 03Carbon capture and LNG progress
- 04Capital allocation: $25B FY26 CapEx guide
- 05Capital return — dividend + buyback
Upside Catalysts
- Guyana new FPSO ramp
- Permian efficiency gains
- Downstream turnaround recovery
Risk Factors
- Refining margin pressure plus weak gas pricing
- Pioneer integration synergy timing
- Oil price volatility
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)