Exxon Mobil (XOM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 24, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

1.55

Last Year’s EPS

1.76

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 18 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Jan 30, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized strong operational execution, material emissions reductions, technology-driven growth, sizeable shareholder returns, and meaningful structural cost savings — with multiple advantaged growth engines (Guyana, Permian, LNG) and technology successes (Proxima, battery anodes, CCS). Headwinds include continued margin pressure in Chemicals from new supply, geopolitical/license uncertainty (notably parts of Guyana and Venezuela), and the need to scale new technologies commercially. On balance, positive operational and financial progress materially outweigh the noted risks and uncertainties.

Company Guidance

The call reiterated strong execution and quantified targets: Exxon said it has already met its 2030 GHG and flaring plans (corporate GHG intensity down >20%, upstream GHG intensity down >40%, corporate flaring intensity down >60%, and methane‑intensity reductions expected by year‑end), reported 2025 upstream production averaging 4.7 million boe/d (Q4 Permian record 1.8 million boe/d) and expects advantaged assets to be ~65% of production by 2030 with the Permian to exceed 2.5 million boe/d beyond 2030; the company delivered all 10 key 2025 projects, expects Golden Pass first LNG in early March, sees product‑solutions projects driving earnings growth through 2030 with ~60% of that growth from assets already online, tripled Proxima capacity this year, deployed lightweight proppant in ~25% of wells in 2025 (target ~50% of new wells by year‑end), advanced CCS to roughly 9 million t/yr contracted capacity (including a first third‑party project able to store up to 2 million t/yr), captured ~$15 billion of structural cost savings through 2025, completed $20 billion of share repurchases in 2025 (retiring one‑third of Pioneer issuance), returned $150 billion to shareholders over five years with a 29% annualized return, and emphasized project execution advantages (about 3× as many mega‑projects as the nearest competitor at up to 20% lower cost and 20% faster delivery).

Significant Emissions Reductions

As of 2025 Exxon has reduced corporate GHG intensity by more than 20%, upstream GHG intensity by more than 40%, and corporate flaring intensity by more than 60%; methane intensity reductions targeted to be met by year-end.

Strong Production and Unit Earnings

Upstream production averaged 4.7 million oil-equivalent barrels per day in 2025; unit earnings are more than double 2019 levels on a constant price basis; company achieved highest annual production in over 40 years.

Project Execution — All 10 Key Projects Delivered

Successfully commenced startup activities for all 10 key 2025 projects (including Golden Pass LNG and Proxima expansion); projects organization executes ~3x as many mega projects as nearest competitor at up to 20% lower cost and 20% faster delivery.

Guyana Operational Outperformance

Yellowtail came online ahead of schedule; gross production in Q4 was roughly 875,000 barrels per day; first four FPSOs producing ~100,000 barrels per day above investment basis.

Record Permian Performance and Technology Adoption

Permian delivered a Q4 record of 1.8 million boe/d and year-over-year Permian production is expected to be up ~200,000 boe/d; lightweight proppant deployed in ~25% of wells in 2025 and expected to reach ~50% of new wells by end of next year.

Shareholder Returns and Cash Returns

Annualized shareholder return of 29% over the past five years; $150 billion of distributions to shareholders over that period; $20 billion of share repurchases completed in 2025.

Portfolio High-Grading and Divestitures

Disciplined high-grading continued with portfolio divestments totaling about $25 billion since 2019; company is targeting advantaged, lower breakeven assets.

Technology & Product Innovation (Proxima and Batteries)

Proxima Systems more than tripled capacity in 2025; Proxima-based rebar delivers ~40% improvement in installation efficiency; advanced battery anode graphite shows ~30% faster charging, up to 3% higher available capacity and up to 4x battery life in tests.

Carbon Capture and Storage Progress

Brought first third-party CCS project online capable of storing up to 2 million tons/year, secured seventh CCS contract; combined projects represent roughly 9 million tons/year of sequestered CO2.

Structural Cost Savings and Digital Transformation

Captured structural cost savings of $15 billion through 2025 (company states this is greater than all other IOCs combined); consolidating ERP/data platform from >10 systems to a single construct, targeting 97% fewer profit centers and 70% fewer cost centers to enable scale, automation and AI.

LNG Project Pipeline and Near-Term Startups

Golden Pass mechanically completed in Q4 and commissioning underway; first LNG expected in early March; Mozambique and Papua New Guinea project designs described as cost-competitive with potential FID timing (Mozambique possibly H2).

Exxon Mobil (XOM) Earnings, Revenues Date & History

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XOM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 24, 2026	2026 (Q1)	1.55 / -	1.76	―	―	―
Jan 30, 2026	2025 (Q4)	1.70 / 1.71	1.67	2.40% (+0.04)
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)

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
Jan 30, 2026	$140.51	$141.40	+0.63%
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%

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.