The earnings call highlights significant achievements in production and strategic project start-ups, particularly in the Upstream segment and Low Carbon Solutions. However, challenges such as an unexpected arbitration ruling and market pressures in the chemical sector present areas of concern.

Company Guidance -

Q3 2025

During ExxonMobil's Second Quarter 2025 Earnings Call, the company provided guidance on various metrics and strategic plans, highlighting significant achievements in production and technological advancements. In the Upstream segment, ExxonMobil reported its highest second-quarter production since the merger of Exxon and Mobil, with more than half of its oil and natural gas production coming from high-return, advantaged assets. The company anticipates increasing this to over 60% by the end of the decade. In Guyana, ExxonMobil is currently producing approximately 650,000 gross barrels per day from three major developments, with expectations to reach 1.7 million oil-equivalent barrels per day by 2030 from eight developments. In the Permian Basin, production reached a record 1.6 million oil-equivalent barrels per day, with plans to grow this to 2.3 million by 2030. Technological innovations, such as lightweight proppant, have improved recoveries by up to 20%, and further deployments are planned. In the Product Solutions segment, several projects are ramping up, including the China Chemical Complex and the Singapore Resid Upgrade project, expected to drive more than $3 billion of earnings in 2026. Lastly, in the Low Carbon Solutions business, ExxonMobil's first third-party carbon capture and storage project is operational, storing up to 2 million metric tons of CO2 per year, with plans to expand third-party CO2 offtake to nearly 10 million metric tons annually. The company reiterated its strategic focus on leveraging its competitive advantages and technological innovations to drive growth and deliver shareholder value.

Record Production in Upstream

ExxonMobil achieved the highest second quarter production since the merger of Exxon and Mobil over 25 years ago. More than half of the oil and natural gas production comes from high-return, advantaged assets.

Guyana Development Success

Guyana marked the 10-year anniversary of the first oil discovery with nearly 11 billion barrels of resource, becoming the industry's biggest oil discovery in the past 15 years. The Yellowtail project is anticipated to achieve first oil four months ahead of schedule and under budget.

Permian Basin Record Production

ExxonMobil produced approximately 1.6 million oil equivalent barrels per day in the Permian Basin, a record for the company. The aim is to grow production to 2.3 million barrels by 2030.

Successful Project Start-ups

Significant operations ramp-up in the China Chemical Complex and Singapore Resid Upgrade project. The new Proxxima systems blending facility in Texas expanded operations, contributing to project start-ups expected to drive more than $3 billion of earnings in 2026.

Low Carbon Solutions Progress

The first third-party carbon capture and storage project is now operational, with a total third-party CO2 offtake nearing 10 million metric tons per year. The U.S. Environmental Protection Agency issued a draft Class VI permit for the Rose CO2 storage facility in Texas.

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
Oct 24, 2025	2025 (Q3)	1.73 / -	1.92	―	―	―
Aug 01, 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)
Jul 28, 2023	2023 (Q2)	2.04 / 1.94	4.14	-53.14% (-2.20)

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
Aug 01, 2025	$111.64	$109.64	-1.79%
May 02, 2025	$104.81	$105.24	+0.41%
Jan 31, 2025	$107.61	$104.92	-2.50%
Nov 01, 2024	$113.75	$111.97	-1.56%

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.