Exxon Mobil (XOM)
NYSE:XOM
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Earnings Data
Report Date
Jul 31, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.41Last Year’s EPS
1.64Same Quarter Last Year
Moderate Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized operational resilience, multiple material execution wins (record Guyana production, Golden Pass Train 1 start, Permian growth trajectory, Beaumont payback, strong Energy Products earnings, and carbon capture progress) that demonstrate strong underlying business momentum and portfolio advantage. However, significant near- and medium-term challenges remain from geopolitical supply disruptions (damaged LNG trains with multi-year repair estimates and inventory drawdowns), transient timing/identified financial effects, and spot margin pressures in chemicals. On balance, the positive execution, financial performance (underlying EPS up vs 2025) and strategic progress materially outweigh the notable but addressable lowlights.Company Guidance
Operational Resilience and Production Growth
Upstream production, excluding external impacts (Middle East disruptions, Kazakhstan drone attacks, and the Permian winter storm), was up 8% year over year, demonstrating benefit from a global, diversified portfolio and advantaged assets in the Permian and Guyana.
Golden Pass LNG First Train and U.S. Export Capacity Increase
Golden Pass LNG Train 1 achieved first LNG in March; Train 1 adds about a 5% increase relative to 2025 U.S. exports and, when all three trains are online, Golden Pass is expected to increase U.S. LNG exports by roughly 15%.
Permian Growth Target and Technology Deployment
On track to grow full-year Permian production to 1.8 million oil-equivalent barrels in 2026 (growth grounded in value, not volume); ongoing deployment of proprietary technologies and continuous methane monitoring across New Mexico key assets to improve efficiency and recovery.
Record Guyana Production and Project Development
Guyana delivered record production, maintained strong reliability, and has Oahu, Whiptail, and Hammerhead projects under construction, with Oahu expected to achieve first oil late this year.
Refinery Throughput Recovery and Beaumont Payback
Refinery throughput increased by approximately 200 thousand barrels per day from February to March (equivalent of a midsized refinery) as sites returned from turnarounds; Beaumont refinery expansion (completed 2023) fully recovered its initial investment ahead of expectation and is contributing to stronger margins and cash flow.
Energy Products Segment Performance
Energy Products (Product Solutions) delivered $2.8 billion in the quarter—up $2.0 billion versus last year—driven by higher-value products, technology-led differentiation, advantaged North American feedstock, and strong trading and logistics execution.
Low Carbon and Carbon Capture Progress
Low Carbon Solutions began transporting and storing captured CO2 from the New Generation Gas Gathering Project (the company's second startup in under a year) and plans to start facilities this year and next with capacity to capture an additional ~4 million tons per year of CO2.
Enterprise Technology and Workforce Systems Launch
Launched a modern enterprise workforce enablement system (payroll and talent processes) across more than 50 countries with no business disruption, creating a single consistent data foundation to simplify processes and increase operational efficiency.
XOM Earnings History
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 |
|---|---|---|---|
May 01, 2026 | $154.33 | $152.75 | -1.02% |
Jan 30, 2026 | $139.58 | $140.46 | +0.63% |
Oct 31, 2025 | $112.94 | $112.62 | -0.29% |
Aug 06, 2025 | $104.63 | $103.92 | -0.68% |
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.
FAQ
When does Exxon Mobil (XOM) report earnings?
Exxon Mobil (XOM) is schdueled to report earning on Jul 31, 2026, Before Open (Confirmed).
What is Exxon Mobil (XOM) earnings time?
Exxon Mobil (XOM) earnings time is at Jul 31, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XOM EPS forecast?
XOM EPS forecast for the fiscal quarter 2026 (Q2) is 3.41.
