COP · Energy
CONOCOPHILLIPS
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60ConocoPhillips acquired Marathon Oil in November 2024 in a transaction valued at USD 22.5 billion. The acquisition was announced in May 2024 and completed six months later. Marathon Oil’s assets and corporate identity…
News · 2026-09-20
- Capital Return ProgramImportance 50 · Surprise 24ConocoPhillips generated $4.2 billion of free cash flow in the second quarter. The company returned $3 billion to shareholders during the quarter. The reported capital returns represented approximately 71% of quarterly…
- Upstream Production VolumeImportance 25 · Surprise 32ConocoPhillips’ production engine is concentrated in the U.S. Lower 48, with record Permian output reported in the second quarter. Total production nevertheless declined 4% year over year. International production…
News · 2026-09-17
- Portfolio Reshaping (M&A / Divestiture)Importance 58 · Surprise 42ConocoPhillips sold 43,000 net acres in South Texas for $1.2 billion. The divestiture transfers mineral interests associated with the acreage to new owners while royalty holders continue receiving payments. The…
- Leadership TransitionImportance 31 · Surprise 42New President and CEO Andy O'Brien reaffirmed ConocoPhillips' commitment to its Bartlesville operations at a Chamber of Commerce forum. He described the oil and gas industry as cyclical and emphasized adapting to…
- International Growth OpportunitiesImportance 26 · Surprise 30ConocoPhillips’ new President and CEO Andy O’Brien reaffirmed the company’s commitment to its Bartlesville operations, which provide IT and back-office support for its global portfolio. The company operates in 15…
News · 2026-09-15
- Alaska Development StrategyImportance 34 · Surprise 42ConocoPhillips’ Willow project in Alaska has moved beyond its peak capital-spending phase. The project remains on track to begin production in 2029, indicating continued progress toward adding upstream supply. The…
- Middle East Conflict ImpactImportance 20 · Surprise 24Third-party analysis expects Middle East conflict and impaired oil flows to keep crude prices elevated through at least 2027, supporting ConocoPhillips’ profitability and free cash flow. The analysis states that the…
News · 2026-09-04
- Leadership TransitionImportance 31 · Surprise 42ConocoPhillips appointed Andy O’Brien as president and chief executive officer effective September 1, 2026. Konnie Haynes-Welsh became senior vice president and chief financial officer on the same date. Ryan Lance…
News · 2026-09-02
- Leadership TransitionImportance 31 · Surprise 42ConocoPhillips appointed Andy O’Brien as president and chief executive officer effective September 1, 2026. Konnie Haynes-Welsh became senior vice president and chief financial officer on the same date. Ryan Lance…
News · 2026-09-01
- Acquisitions and DivestituresImportance 58 · Surprise 42ConocoPhillips is considering selling selected Permian Basin assets for approximately $2 billion. The company is pursuing the potential sale as part of a portfolio-streamlining strategy. Proceeds would contribute…
- Portfolio Reshaping (M&A / Divestiture)Importance 58 · Surprise 42ConocoPhillips is reportedly considering selling selected Permian Basin assets for approximately $2 billion. The company is pursuing the potential transaction as part of a broader portfolio-streamlining strategy. The…
- Upstream Production VolumeImportance 34 · Surprise 42ConocoPhillips reportedly achieved record output from the Permian Basin, exceeding its own production guidance. The report links the production performance to the company’s Lower 48 upstream operations. It also notes…
News · 2026-08-26
- Leadership TransitionImportance 31 · Surprise 42Andy O'Brien is scheduled to become ConocoPhillips' chief executive officer on September 1, 2026. The incoming CEO will oversee a portfolio supported by strong Permian Basin production. Reporting characterizes the…
- Upstream Production VolumeImportance 10 · Surprise 6Third-party reporting attributes ConocoPhillips’ stock performance partly to strong production from the Permian Basin. The report identifies Permian output as a key operational factor shaping the company’s outlook. No…
News · 2026-08-25
- Libya Investment and ProductionImportance 23 · Surprise 24Libya’s Minister of Oil and Gas, Khalifa Abdul-Sadiq, met ConocoPhillips executives during the ONS 2026 Conference in Norway. Discussions covered investment and development of the Waha concessions, increasing oil…
- Alaska Development StrategyImportance 23 · Surprise 24ConocoPhillips executive vice president Kirk Johnson said increased Arctic activity is “inevitable” at the ONS conference in Stavanger, Norway, on August 25, 2026. The company sees Northern regions as continuing to…
News · 2026-08-24
- Capital Return ProgramImportance 59 · Surprise 82ConocoPhillips doubled its share repurchases during the second quarter of 2026. The company declared a quarterly dividend of $0.84 per share. The reported capital-return actions accompanied second-quarter revenue of…
- Libya Investment and Production PlansImportance 31 · Surprise 42ConocoPhillips executives met Libya’s oil minister at the ONS 2026 Conference in Norway to discuss investment and production plans. The discussions covered the Waha concessions, whose extensions run through 2050. The…
News · 2026-08-23
- Capital Return ProgramImportance 59 · Surprise 82ConocoPhillips doubled its share repurchases during the second quarter of 2026. The company declared a quarterly dividend of $0.84 per share. The reported capital-return actions accompanied second-quarter revenue of…
- Revenue Performance and MixImportance 13 · Surprise 6ConocoPhillips reported second-quarter 2026 revenue of $19.52 billion, exceeding analyst estimates. Second-quarter EPS was $3.24, also above expectations. Higher crude prices were identified as the driver of the…
News · 2026-08-22
- Free Cash Flow OutlookImportance 75 · Surprise 60Andy O'Brien will become ConocoPhillips' chief executive officer on September 1, 2026, succeeding Ryan Lance, who will become executive chairman. O'Brien is expected to complete the Alaska Willow oil project while…
- Willow Project Cash Flow OutlookImportance 75 · Surprise 60ConocoPhillips appointed CFO Andy O’Brien as chief executive officer effective September 1, 2026, with Ryan Lance becoming executive chairman. O’Brien is expected to complete the Willow oil project in Alaska and…
- Alaska Development StrategyImportance 52 · Surprise 42ConocoPhillips Alaska achieved first oil from the Coyote 3SX development in the Kuparuk River Unit on Alaska’s North Slope. The approximately US$800 million project was completed ahead of schedule and under budget,…
News · 2026-08-21
- Free Cash Flow OutlookImportance 75 · Surprise 60Andy O'Brien will become ConocoPhillips' chief executive officer on September 1, 2026, succeeding Ryan Lance, who will become executive chairman. O'Brien is expected to complete the Alaska Willow oil project while…
- Alaska Development StrategyImportance 52 · Surprise 42ConocoPhillips Alaska achieved first oil from the Coyote 3SX development in the Kuparuk River Unit on Alaska’s North Slope. The approximately US$800 million project was completed ahead of schedule and under budget,…
- Kuparuk Development DrillingImportance 52 · Surprise 42ConocoPhillips Alaska achieved first oil at the Coyote 3SX development in the Kuparuk River Unit on Alaska’s North Slope on August 21, 2026. The approximately $800 million project was delivered ahead of schedule and…
News · 2026-08-20
- Leadership TransitionImportance 31 · Surprise 42CEO Ryan M. Lance is expected to retire in September 2026. Lance is scheduled to open the 10th Annual Alaska Oil and Gas Association Conference in Anchorage before his retirement. The conference agenda includes…
News · 2026-08-19
- Alaska Development StrategyImportance 52 · Surprise 42ConocoPhillips Alaska achieved first oil at the $800 million Coyote 3SX development in the Kuparuk River Unit on August 7, 2026. The project came online ahead of schedule and under budget, with expected peak gross…
- Kuparuk Development DrillingImportance 52 · Surprise 42ConocoPhillips Alaska achieved first oil on August 7 from the $800 million Coyote 3SX development in the Kuparuk River Unit, ahead of schedule and under budget. The project is expected to reach approximately 12,000…
News · 2026-08-17
- Dividend DeclarationImportance 23 · Surprise 22ConocoPhillips declared a dividend of $0.84 per share payable on September 1, 2026. The stock’s ex-dividend date was August 17, 2026. The reported five-year dividend growth rate was 14.20%, while the payout ratio was…
- Capital Return ProgramImportance 23 · Surprise 22ConocoPhillips announced a dividend of $0.84 per share payable on September 1, 2026. The ex-dividend date is August 17, 2026. The company has maintained a dividend history since 1986, with a reported five-year dividend…
News · 2026-08-16
- Revenue Performance and MixImportance 64 · Surprise 56ConocoPhillips reported Q2 2026 revenue of $19.52 billion, up 32.4% year over year. Revenue growth was driven by record Permian production. Q2 EPS was $3.24, exceeding analyst estimates.
- Upstream Production VolumeImportance 20 · Surprise 24Third-party reports identify record Permian production as a key driver of ConocoPhillips’ second-quarter performance. The production strength is concentrated in the Permian, a major Lower 48 operating area. No specific…
- Capital Return ProgramImportance 13 · Surprise 6ConocoPhillips declared a quarterly dividend of $0.84 per share in August 2026. The dividend was reported alongside second-quarter results and implies a 2.7% yield based on the cited share price. The reports did not…
News · 2026-08-14
- Acquisitions and DivestituresImportance 58 · Surprise 42ConocoPhillips completed a $1.7 billion sale of noncore Lower 48 assets on August 14, 2026. The transaction enabled the company to exceed its $5 billion divestiture target ahead of schedule. The portfolio action is…
- Alaska Development StrategyImportance 52 · Surprise 42ConocoPhillips started production at the Coyote 3SX project on Alaska’s North Slope on August 14, 2026. The project is expected to add up to 12,000 barrels per day, with output delivered through the Trans-Alaska…
- Norway Well DecommissioningImportance 40 · Surprise 42ConocoPhillips awarded Noble’s Interceptor jackup a 670-day plug-and-abandonment contract in the Greater Ekofisk Area offshore Norway. The contract is scheduled to start in the third quarter of 2027. It extends…
- Revenue Performance and MixImportance 37 · Surprise 6ConocoPhillips reported $19.52 billion in revenue and quarterly EPS of $3.24, exceeding the $2.90 analyst consensus. The company’s second-quarter profit also exceeded expectations, although the digest provides no…
- Capital Return ProgramImportance 19 · Surprise 6ConocoPhillips declared a quarterly dividend of $0.84 per share, representing an indicated annual yield of approximately 2.7%. Shares are scheduled to go ex-dividend on August 17, with investors required to purchase…
News · 2026-08-13
- Kuparuk Development DrillingImportance 52 · Surprise 42ConocoPhillips Alaska achieved first oil on August 7, 2026, from the Coyote 3SX development in the Kuparuk River Unit on Alaska’s North Slope. The approximately $800 million project includes a pad expansion, more than…
- Acquisition / Partnership / DivestitureImportance 40 · Surprise 42ConocoPhillips agreed to acquire a 42% interest in BP Energy Co. of Kirkuk Ltd. in northern Iraq. The investment supports redevelopment of four oil fields in the Kirkuk area. The transaction expands ConocoPhillips’…
- Middle East Expansion StrategyImportance 34 · Surprise 42ConocoPhillips is expanding its upstream presence in Iraq and Syria as part of a strategy expected to generate additional cash flow. The company agreed to acquire a 42% interest in BP Energy Co. of Kirkuk Ltd.,…
- Leadership TransitionImportance 31 · Surprise 42Andy O’Brien will become ConocoPhillips’ President and CEO effective September 1, 2026, succeeding Ryan Lance, who is retiring. O’Brien currently serves as CFO, and Konnie Haynes-Welsh will be elevated to Senior Vice…
News · 2026-08-12
- Kuparuk Development DrillingImportance 52 · Surprise 42ConocoPhillips Alaska’s $800 million Coyote 3SX project in the Kuparuk River Unit achieved first oil on August 7, ahead of schedule and under budget. The development is the 50th drill site in the Greater Kuparuk Area…
- Revenue Performance and MixImportance 37 · Surprise 6ConocoPhillips recently reported quarterly revenue of $19.52 billion, exceeding analyst estimates. Quarterly EPS was $3.24. The company increased shareholder distributions and reaffirmed its guidance.
8-K · 2026-08-11
- Leadership TransitionImportance 31 · Surprise 42ConocoPhillips appointed Andy O’Brien president and chief executive officer, effective Sept. 1, 2026, succeeding Ryan Lance, who will retire as CEO and become executive chair in a transitional role. O’Brien will also…
News · 2026-08-11
- Revenue Performance and MixImportance 37 · Surprise 24ConocoPhillips reported US$19.52 billion of revenue in Q2 2026. Net income reached US$3.93 billion, described as the company’s strongest quarterly profit since 2022. The results exceeded revenue and earnings estimates,…
- Norway Well DecommissioningImportance 31 · Surprise 42ConocoPhillips Skandinavia awarded Noble Corporation’s Noble Interceptor a 670-day contract to plug and abandon wells in Norway’s Greater Ekofisk area. The work is scheduled to begin in the third quarter of 2027 and…
- Capital Return ProgramImportance 10 · Surprise 6ConocoPhillips declared a quarterly dividend of US$0.84 per share for Q2 2026. The company was also reported to be continuing share repurchases. The digest does not state the repurchase amount or remaining authorization.
News · 2026-08-10
- Free Cash Flow OutlookImportance 68 · Surprise 42ConocoPhillips is targeting an additional US$7 billion of free cash flow by 2029. The target depends materially on the US$9 billion Willow oil project in Alaska. Management’s plan exposes the company’s cash-flow…
- Alaska Development StrategyImportance 64 · Surprise 42The approximately $9 billion Willow oil project in Alaska is a central component of ConocoPhillips’ growth strategy. The project is expected to support the company’s plan to generate an additional $7 billion of free…
- Leadership TransitionImportance 44 · Surprise 60CFO Andy O’Brien will become ConocoPhillips President and CEO effective September 1, 2026. Current CEO Ryan Lance will retire from his executive roles and become executive chair after 14 years leading the company.…
- Revenue Performance and MixImportance 37 · Surprise 24ConocoPhillips reported US$19.52 billion of revenue in Q2 2026. Net income reached US$3.93 billion, described as the company’s strongest quarterly profit since 2022. The results exceeded revenue and earnings estimates,…
News · 2026-08-09
- Net Income and ProfitabilityImportance 14 · Surprise 14ConocoPhillips reported quarterly statutory profit of US$3.23 per share. Quarterly EPS exceeded analyst expectations by 6.1%. Quarterly revenue met analyst predictions, although the digest provided no revenue amount or…
News · 2026-08-07
- Free Cash Flow OutlookImportance 68 · Surprise 42ConocoPhillips reaffirmed a path toward a $7 billion free-cash-flow inflection by 2029. The outlook is supported by lower capital spending, major projects, and improved Permian efficiency. The company also maintained…
- Acquisition / Partnership / DivestitureImportance 58 · Surprise 42ConocoPhillips completed a $1.7 billion sale of noncore Lower 48 assets in July 2026. The transaction brought cumulative asset dispositions to the company’s $5 billion target ahead of schedule. Management said the…
- Upstream Production VolumeImportance 26 · Surprise 24ConocoPhillips’ second-quarter 2026 production exceeded the high end of its guidance range. Record output from the Permian Basin supported the result, although other reporting characterized total oil production as…
10-Q · 2026-08-06
- Income Tax Rate ChangesImportance 14 · Surprise 14The effective tax rate increased to 35.4% in the second quarter of 2026 from 34.7% in the prior-year quarter. The quarterly increase primarily reflected a shift in the mix of income among taxing jurisdictions. The…
- Energy Transition InvestmentImportance 10 · Surprise 6ConocoPhillips stated that it remains committed to meeting its previously established emissions-reduction targets while continuing to provide energy and returns through commodity-price cycles. The company characterized…