XOM · Energy

ExxonMobil Holdings Corp

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Energy Transition InvestmentImportance 3 · Surprise 24
  ExxonMobil is participating in the HyLINE II Joint Industry Project, whose partners met at Tenaris’s Dalmine facility in Italy to review research progress. The project includes Equinor, ExxonMobil, Gassco,…

News · 2026-11-06

• Revenue Performance and MixImportance 57 · Surprise 38
  For the quarter ended September 2026, Exxon Mobil Holdings reported revenue of $113.16 billion, up 32.7% year over year. Revenue exceeded the Zacks consensus estimate of $102.98 billion by 9.89%. EPS was $4.23,…
• Alaska North Slope Gas AgreementImportance 34 · Surprise 42
  ExxonMobil Alaska Production Inc. and STAK Energy signed a 15-year Gas Sale Agreement to supply natural gas to STAK Energy’s proposed Project Aaka on Alaska’s North Slope. The project is a planned 3-gigawatt advanced…

News · 2026-11-05

• Alaska North Slope Gas AgreementImportance 40 · Surprise 42
  ExxonMobil Alaska Production signed a 15-year gas sale agreement with STAK Energy to supply natural gas for a planned power plant on Alaska’s North Slope. The plant is part of Project Aaka, an off-grid computing campus…
• Permian Midstream AgreementImportance 40 · Surprise 42
  Targa Resources cited a new 20-year agreement with ExxonMobil as support for ongoing Permian infrastructure development. Targa plans additional processing plants and infrastructure expansions to meet growing demand,…
• Infineum Divestiture ReviewImportance 38 · Surprise 42
  ExxonMobil and Shell are reportedly exploring a sale of their joint venture, Infineum International Limited. Advisors are said to be actively engaged on the potential transaction, which reportedly carries a…

News · 2026-11-04

• Refining Capital InvestmentImportance 58 · Surprise 42
  ExxonMobil expects U.S. refinery investments to add 100,000 barrels per day of distillate production. For 2027–2030, it plans to allocate approximately 10% of its more than $100 billion capital investment program—about…
• Refining Capacity ExpansionImportance 58 · Surprise 42
  ExxonMobil plans to increase distillate production at its U.S. refineries by a further 100,000 barrels per day, with diesel identified as a higher-value fuel. The expansion is part of a broader effort to improve…
• Refining Capacity InvestmentImportance 58 · Surprise 42
  ExxonMobil plans to allocate approximately 10% of its more than $100 billion capital investment program for 2027–2030—roughly $10 billion—to refining operations, according to media reports citing CEO Darren Woods’s…
• Free Cash FlowImportance 33 · Surprise 6
  ExxonMobil reported third-quarter free cash flow of $19.1 billion on October 30, 2026. The reported cash flow provides a quantified measure of cash available after investment for the quarter. The article reported the…
• U.S. Midterm Policy OutlookImportance 18 · Surprise 24
  Third-party reporting said Democrats secured control of the U.S. Senate in the November 4, 2026 midterm elections. The article said the result raised concerns that a Democrat-led Senate may prioritize clean energy and…

News · 2026-11-03

• Quarterly Earnings PerformanceImportance 15 · Surprise 46
  Exxon’s third-quarter profit was up twofold from a year earlier. The reported comparison is year over year for the July-to-September quarter. The article attributes the broader industry’s earnings strength to high oil…

10-Q · 2026-11-02

• Quarterly Earnings PerformanceImportance 69 · Surprise 64
  ExxonMobil reported third-quarter 2026 earnings of $15.4 billion, up from $7.5 billion in the prior-year quarter, and nine-month earnings of $34.1 billion versus $22.3 billion. Stronger prices and refining margins,…
• Revenue Performance and MixImportance 64 · Surprise 56
  For the nine months ended September 30, 2026, total revenues and other income rose 25.8% to $314.319 billion from $249.930 billion; third-quarter revenue increased 32.7% to $113.164 billion from $85.294 billion.…
• Operating Cash Flow TrendsImportance 64 · Surprise 56
  Net cash provided by operating activities increased 47.4% to $57.910 billion for the nine months ended September 30, 2026, from $39.291 billion in the comparable 2025 period. Net income including noncontrolling…
• Capital Expenditure GuidanceImportance 64 · Surprise 40
  ExxonMobil plans to invest between $27 billion and $29 billion in capital expenditures in the year referenced in the filing. Cash capital expenditures were $7.0 billion in the third quarter, down $1.6 billion from the…
• Liquidity and Debt PositionImportance 63 · Surprise 64
  Cash and cash equivalents increased to $12.153 billion at September 30, 2026, from $10.681 billion at December 31, 2025. Long-term debt declined to $29.727 billion from $34.241 billion, and notes and loans payable fell…
• Segment ProfitabilityImportance 63 · Surprise 64
  Upstream third-quarter earnings were $7.088 billion, up from $5.679 billion a year earlier; higher crude and gas realizations added $3.680 billion, while Middle East volume impacts reduced earnings by $860 million.…
• Operating Expense TrendsImportance 59 · Surprise 48
  Nine-month production and manufacturing expenses increased 12.8% to $34.164 billion from $30.279 billion. Depreciation and depletion, including impairments, increased 21.8% to $22.263 billion from $18.278 billion.…
• Income Tax Rate ChangesImportance 59 · Surprise 48
  Nine-month income tax expense increased 21.5% to $12.252 billion from $10.082 billion, while income before income taxes rose 43.3% to $47.627 billion from $33.237 billion. The effective tax rate for the nine months was…
• Capital Return ProgramImportance 56 · Surprise 24
  ExxonMobil repurchased $15.1 billion of common stock during the first nine months of 2026, purchasing 99.4 million shares under its previously announced buyback program. The company also distributed $12.9 billion to…
• Divestment ProceedsImportance 51 · Surprise 64
  Through September 30, 2026, ExxonMobil realized approximately $1.5 billion of proceeds from divestment activities and recognized approximately $0.8 billion of net after-tax earnings. The sales included certain U.S.…
• Structural Cost SavingsImportance 46 · Surprise 42
  Cumulative structural cost savings relative to 2019 reached an estimated $16.9 billion, including an additional $1.8 billion in the first nine months of 2026. Nine-month cash operating expenses excluding energy and…
• Upstream Production VolumeImportance 42 · Surprise 40
  Worldwide oil-equivalent production was 4.496 million barrels per day in the third quarter, down 273 thousand barrels per day year over year. Middle East and Kazakhstan disruptions and lower Guyana entitlement volumes…
• Commodity Derivatives ImpactsImportance 38 · Surprise 24
  Commodity contracts held for trading purposes were presented net in sales and other operating revenue and in operating cash flows. These contracts included $5.6 billion of before-tax realized and unrealized losses for…
• Refining and Product MarginsImportance 38 · Surprise 24
  Energy Products third-quarter earnings increased by $7.660 billion from stronger refining margins and optimization. Specialty Products earnings benefited by $660 million from higher basestock margins, while nine-month…
• Chemical Products Market PositionImportance 30 · Surprise 40
  Global chemical margins declined, particularly in Europe and Asia, as product availability increased and feed costs remained elevated. These conditions pushed chemical margins further below the bottom of the 10-year…
• Redomiciliation to TexasImportance 29 · Surprise 60
  On July 1, 2026, Exxon Mobil Corporation completed its redomiciliation reorganization, making ExxonMobil Holdings Corporation, a Texas corporation, the publicly traded parent of the consolidated group. Shareholder…
• Refining Supply and MarginsImportance 27 · Surprise 24
  During the third quarter, global supply disruptions continued to affect commodity and product markets. Lower global refining capacity availability reduced demand for crude feedstock, while global refining margins rose…
• Global Energy Market ConditionsImportance 27 · Surprise 24
  During the third quarter, global supply disruptions affected commodity and product markets, while restrictions on supply through the Strait of Hormuz coincided with lower global refining capacity availability. Average…
• Energy Transition StrategyImportance 23 · Surprise 24
  ExxonMobil states that actions needed to advance its 2030 greenhouse-gas emissions-reduction plans are included in medium-term business plans updated annually. Its stated ambitions include net-zero Scope 1 and Scope 2…

News · 2026-11-02

• Capital Return ProgramImportance 58 · Surprise 42
  ExxonMobil increased its share repurchase authorization to $110 billion, according to third-party reporting. The company declared a quarterly dividend of $1.07 per share. The report said the company generated $9.7…
• Q3 Revenue Performance and MixImportance 57 · Surprise 38
  ExxonMobil reported Q3 2026 revenue of $113.16 billion, up 32.7% year on year, while one report said revenue missed analyst estimates of $118.3 billion by 4.3%. Net income was $15.4 billion and basic EPS from…
• Margin DriversImportance 52 · Surprise 56
  ExxonMobil's Q3 2026 operating margin increased to 18.9% from 12.9% in Q3 2025. Third-party reporting attributed the quarter's performance to strong refining margins, disciplined cost control, and refining and trading…
• Mozambique LNG Stake IncreaseImportance 46 · Surprise 42
  ExxonMobil raised its interest in the Mozambique LNG project to 50%, according to third-party reporting published November 2, 2026. The increased stake gives ExxonMobil shared control over project decisions with…
• Refining Capacity and UtilizationImportance 32 · Surprise 24
  ExxonMobil's Beaumont refinery expansion was described as having paid for itself in about three years. CEO Darren Woods said the investment is critical to meeting global demand. Third-party reporting also cited record…

News · 2026-11-01

• Quarterly Earnings and RevenueImportance 25 · Surprise 6
  ExxonMobil reported Q3 2026 revenue of US$110.5 billion and net income of US$15.4 billion. Basic earnings per share were US$3.72, while adjusted earnings per share were US$4.23. Third-party reporting attributed the…

News · 2026-10-31

• Capital Return ProgramImportance 64 · Surprise 42
  ExxonMobil announced plans for $20 billion of share repurchases in 2027. The company declared a dividend of $1.07 per share. Third-party reporting also said ExxonMobil increased its dividend for the 44th consecutive…
• Quarterly Earnings PerformanceImportance 37 · Surprise 6
  ExxonMobil reported third-quarter 2026 earnings of $15.4 billion, attributed in third-party reporting to higher prices and constrained refined-product supplies. Reported actual EPS was $4.23, 2.62% above estimates. A…
• Refining Capacity and UtilizationImportance 20 · Surprise 24
  ExxonMobil identified its Baytown, Texas refinery among plants being targeted to increase petroleum-product supply. CEO Darren Woods said the company achieved record fuels utilization outside the Middle East, including…
• Global Refining Supply ConstraintsImportance 20 · Surprise 24
  ExxonMobil CEO Darren Woods expects global refining supply to remain tight for at least the next year. The report attributes the constraints primarily to ongoing international conflicts. ExxonMobil is seeking to expand…
• Venezuela Re-entry ConsiderationsImportance 17 · Surprise 24
  ExxonMobil CEO Darren Woods said the company is cautious about entering Venezuela and that substantial reforms are needed before it decides on a major investment. He characterized reports of an imminent memorandum of…

Earnings call · 2026-10-30

• Capital Return ProgramImportance 59 · Surprise 32
  ExxonMobil returned $9.4 billion to shareholders in the third quarter through dividends and share repurchases. The company announced a 4% increase in its dividend per share, its 44th consecutive year of annual…
• Margin DriversImportance 57 · Surprise 64
  ExxonMobil’s diesel yield was about 3.5% higher than in 2019. CFO Neil Hansen said the higher yield represented $1.5 billion of additional quarterly margins for the year and $3.5 billion year to date. On a…
• EU Methane RegulationImportance 53 · Surprise 60
  Management criticized the European Union’s Methane Regulation for setting a compliance date before implementation rules were defined, describing the resulting requirements as unworkable for industry. ExxonMobil said it…
• Project Execution EfficiencyImportance 47 · Surprise 48
  ExxonMobil is executing twice as many megaprojects as any of its IOC peers. Management said the projects are being delivered at 20% lower cost and on schedules 20% faster. CFO Neil Hansen linked the results to the…
• LNG Portfolio ExpansionImportance 46 · Surprise 42
  ExxonMobil said it plans to grow its natural gas and LNG portfolio, citing natural gas’s expected role in powering the world far into the future. It agreed to increase its working interest and assume operatorship in…
• Golden Pass LNG Project TimingImportance 46 · Surprise 42
  Management said Golden Pass Train 1 had made good progress after ExxonMobil took over work following the bankruptcy of a contractor, and that lessons from the challenges were incorporated into plans for Trains 2 and 3.…
• Liquidity and Debt PositionImportance 38 · Surprise 24
  ExxonMobil lowered net debt by more than $9 billion in the third quarter. The CFO said its net debt-to-capital ratio was the strongest in the industry, with possibly one large-cap industrial company as an exception. He…
• Quarterly Earnings and Cash FlowImportance 37 · Surprise 6
  ExxonMobil reported $15.4 billion of GAAP earnings and $25.7 billion of cash flow from operations in the third quarter. It invested $7 billion in the business during the quarter. The company said its financial strength…
• Permian Production TechnologyImportance 34 · Surprise 42
  ExxonMobil said it is the only operator currently using automated drilling rigs in the Permian, with three rigs in operation and plans to expand their use to about 25% of its Permian fleet next year and approximately…
• Refining Capacity and UtilizationImportance 32 · Surprise 24
  ExxonMobil said its Beaumont, Texas, expansion added the equivalent of a medium-sized refinery and is helping meet current demand for refined products. Global utilization of fuels manufacturing facilities, excluding…
• Global Refining Supply ConstraintsImportance 26 · Surprise 24
  Management described shortages of crude, diesel, gasoline, and other finished products amid disruptions to trade flows and refining capacity. Woods estimated that about one-third of the product shortage reflected the…
• Post-2030 Growth StrategyImportance 26 · Surprise 24
  Management said ExxonMobil was planning beyond 2030 and was working to increase the confidence and specificity of opportunities before making public commitments. It identified Guyana, Papua, and Rovuma among potential…
• Inorganic Growth OpportunitiesImportance 26 · Surprise 24
  Management said ExxonMobil was actively pursuing organic and inorganic opportunities to support future earnings and cash-flow growth, alongside exploration and efforts to increase resource recovery. It said…
• Integrated Technology AdvantageImportance 26 · Surprise 24
  ExxonMobil says its scale and integrated portfolio allow it to apply expertise across upstream, refining, chemicals, and technology. The company cites lightweight proppant deployed throughout the Permian as an example:…
• Integrated Project Execution StrategyImportance 26 · Surprise 24
  ExxonMobil is organizing around shared capabilities in projects, technology, and operations, applying practices across its businesses rather than keeping them confined to individual functions. Management says this…
• Trading and Supply OptimizationImportance 20 · Surprise 24
  Management described ExxonMobil’s trading organization as a channel for optimizing its integrated assets rather than primarily taking standalone market positions. Since reorganizing around value chains in 2018, the…
• Venezuela and Kazakhstan OpportunitiesImportance 20 · Surprise 24
  Management said ExxonMobil sees potential future value in Venezuela’s resources but described the crude and production challenges as significant and said development must be competitive on world markets. It said…
• Structural Cost SavingsImportance null · Surprise 24
  ExxonMobil reported $16.9 billion of cumulative structural cost savings since 2019. The company said it was progressing toward its target of $20 billion in cumulative savings by 2030. Lower structural costs also…