The earnings call highlighted strong production records, significant technological advancements, and cost reductions, indicating a robust performance. However, slower development in low carbon solutions and concerns over dividend growth were noted as challenges.

Company Guidance

During Exxon Mobil's Third Quarter 2025 Earnings Call, several key metrics and achievements were highlighted. In Guyana, Exxon achieved a production record of over 700,000 barrels per day, with the Yellowtail project going online four months ahead of schedule, boasting a production capacity of 250,000 barrels per day. Additionally, in the Permian Basin, Exxon set a new record of nearly 1,700,000 oil-equivalent barrels per day. The company also expects its new patented proppant to be used in about 25% of wells this year, potentially increasing to 50% by 2026. Exxon is also making strides in technological advancements, with Proxima-based products showing a 40% improvement in installation efficiency and potential sales of approximately 20,000 tons by 2027. The company also acquired key assets from Superior Graphite, enhancing its capabilities in the specialty carbon market. Exxon’s Discovery Six supercomputer, developed with Hewlett Packard Enterprise and NVIDIA, was commissioned to improve exploration and seismic processing. The company aims to deliver more than $3 billion in earnings contributions next year at constant prices and margins.

Record Production in Guyana

Exxon Mobil Corporation achieved a record production of over 700,000 barrels per day in Guyana, bringing Yellowtail online four months ahead of schedule, with a production capacity of 250,000 barrels per day.

Permian Basin Production Record

The company set a new production record in the Permian Basin with nearly 1,700,000 oil-equivalent barrels per day. They also acquired over 80,000 net high-quality acres in the Midland Basin.

Advancements in Proppant Technology

The use of proprietary lightweight proppant was reported to improve well recoveries by up to 20%, with plans to use the new proppant in about 50% of new wells by 2026.

Innovations in Product Solutions

The company is making progress with new products based on Proxima systems, tripling production capacity. Proxima-based products demonstrated significant improvements, such as a 40% improvement in installation efficiency for rebar compared to steel.

Successful Project Startups

Projects like the resid upgrade in Singapore and advancements in battery performance were highlighted. The new graphite technology can charge batteries 30% faster and increase range by 30%.

Significant Cost Reductions

Exxon Mobil Corporation achieved over $14 billion in structural cost reductions since 2019, with ongoing efforts to further improve cost efficiency.

Strong Financial Position

Despite capital spend adjustments, the company maintains a strong balance sheet and capital efficiency, supporting both organic and inorganic growth strategies.

Exxon Mobil (XOM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

XOM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 30, 2026	2025 (Q4)	1.65 / -	1.67	―	―	―
Oct 31, 2025	2025 (Q3)	1.82 / 1.88	1.92	-2.08% (-0.04)
Aug 06, 2025	2025 (Q2)	1.57 / 1.64	2.14	-23.36% (-0.50)
May 02, 2025	2025 (Q1)	1.75 / 1.76	2.06	-14.56% (-0.30)
Jan 31, 2025	2024 (Q4)	1.55 / 1.67	2.48	-32.66% (-0.81)
Nov 01, 2024	2024 (Q3)	1.88 / 1.92	2.27	-15.42% (-0.35)
Aug 02, 2024	2024 (Q2)	2.02 / 2.14	1.94	10.31% (+0.20)
Apr 26, 2024	2024 (Q1)	2.19 / 2.06	2.83	-27.21% (-0.77)
Feb 02, 2024	2023 (Q4)	2.19 / 2.48	3.4	-27.06% (-0.92)
Oct 27, 2023	2023 (Q3)	2.37 / 2.27	4.45	-48.99% (-2.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

XOM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 31, 2025	$113.70	$113.37	-0.29%
Aug 06, 2025	$105.33	$104.61	-0.68%
May 02, 2025	$102.95	$103.37	+0.41%
Jan 31, 2025	$105.69	$103.05	-2.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.