XOM · Energy

ExxonMobil Holdings Corp

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-07

• Quarterly Earnings and RevenueImportance 64 · Surprise 56
  ExxonMobil reported second-quarter 2026 revenue of approximately $114.5 billion to $116.02 billion, with one report citing 42.3% year-over-year growth. Net profit reached $14.5 billion, while adjusted EPS was $3.52 and…
• Mozambique Rovuma LNG ProjectImportance 58 · Surprise 42
  ExxonMobil Moçambique issued McDermott Energy Solutions a letter of intent for the Rovuma LNG Phase 1 midstream development in Mozambique. The project is estimated at approximately $30 billion, with a final investment…
• EU Carbon Storage Rules LitigationImportance 47 · Surprise 60
  ExxonMobil is challenging the European Union’s new carbon-storage rules while simultaneously promoting carbon-capture technology. The company is reportedly using investor-protection treaties to sue the EU and may seek…
• Guyana Exploration GrowthImportance 31 · Surprise 42
  ExxonMobil began drilling the Rockhead-1 exploration well offshore Guyana to test additional resources in the Stabroek block. The company also continued Whiptail development activities, including a one-year Sercel…
• Whiptail Operations TechnologyImportance 31 · Surprise 42
  ExxonMobil Global Projects awarded Sercel a one-year contract to deploy its Marlin software suite for the Whiptail project in Guyana’s Stabroek Block. The platform will manage simultaneous pipe-laying and…
• Gulf Coast Carbon NetworkImportance 31 · Surprise 42
  ExxonMobil is developing a Gulf Coast carbon-management network described as a “carbon superhighway.” The system would connect multiple CO2 emitters with storage sites and industrial customers rather than relying on…
• Refining Capacity ShortageImportance 20 · Surprise 24
  ExxonMobil and Chevron warned that high fuel prices may persist because global refining capacity is constrained. Nearly 10% of global refining capability is reportedly offline due to disruptions in Russia and the…
• Permian Production GrowthImportance 20 · Surprise 24
  Diamondback Energy increased its annual production forecast in response to elevated global oil prices and Middle East-related supply disruptions. The company expects 2026 production to exceed 1 million barrels of oil…
• Institutional Ownership ActivityImportance 10 · Surprise 24
  State Street disclosed a passive 5% beneficial ownership stake in ExxonMobil consisting of 207,041,423 shares. State Street reported shared voting power over 142,192,919 shares and shared dispositive power over…

News · 2026-08-06

• Quarterly Earnings and RevenueImportance 64 · Surprise 56
  ExxonMobil reported second-quarter 2026 revenue of approximately $114.5 billion to $116.02 billion, with one report citing 42.3% year-over-year growth. Net profit reached $14.5 billion, while adjusted EPS was $3.52 and…
• Kazakhstan Oil Venture DisputeImportance 58 · Surprise 42
  ExxonMobil is reportedly linking a proposed $80 billion oil venture in Kazakhstan to resolution of an ongoing dispute. The reported structure would make development of the large-scale venture contingent on progress in…
• Liquidity and Debt PositionImportance 32 · Surprise 24
  ExxonMobil reduced net debt during the second quarter while producing $17.2 billion of free cash flow. Reports said the company directed significant windfall cash toward debt reduction rather than relying solely on…
• U.S. LNG Export GrowthImportance 26 · Surprise 24
  Cheniere Energy reported robust demand for liquefied natural gas, with LNG revenue reaching $5.64 billion in the second quarter. Increased production capacity approvals supported higher exports and reinforced the…
• Dividend DeclarationImportance 13 · Surprise 6
  ExxonMobil declared a quarterly dividend of $1.03 per share in connection with its second-quarter 2026 results. The dividend was reported as supported by $17.2 billion of quarterly free cash flow and reduced net debt.…
• Institutional Ownership ActivityImportance 10 · Surprise 24
  State Street disclosed a passive 5% beneficial ownership stake in ExxonMobil consisting of 207,041,423 shares. State Street reported shared voting power over 142,192,919 shares and shared dispositive power over…

News · 2026-08-05

• Quarterly Earnings and RevenueImportance 64 · Surprise 56
  ExxonMobil reported second-quarter 2026 revenue of approximately $114.5 billion to $116.02 billion, with one report citing 42.3% year-over-year growth. Net profit reached $14.5 billion, while adjusted EPS was $3.52 and…
• Advanced HDPE Market GrowthImportance 42 · Surprise 64
  The North American advanced HDPE resins market is projected to expand from $19.7 billion in 2026 to $38.4 billion by 2036, representing a 6.9% CAGR. Demand is being driven by infrastructure, packaging and industrial…
• Liquidity and Debt PositionImportance 32 · Surprise 24
  ExxonMobil reduced net debt during the second quarter while producing $17.2 billion of free cash flow. Reports said the company directed significant windfall cash toward debt reduction rather than relying solely on…
• Whiptail Operations TechnologyImportance 31 · Surprise 42
  ExxonMobil Global Projects awarded Sercel a one-year contract to deploy its Marlin software suite for the Whiptail project in Guyana’s Stabroek Block. The platform will manage simultaneous pipe-laying and…
• Margin DriversImportance 20 · Surprise 24
  Record refining output and strong refining margins offset commodity-price volatility and upstream volume losses in the second quarter. ExxonMobil cited refinery maintenance as a factor in the adjusted EPS shortfall,…
• Crude Price & GeopoliticsImportance 20 · Surprise 24
  ExxonMobil Senior Vice President Neil Chapman warned that global crude inventories were approaching unprecedented lows. He said Brent crude could reach $150-$160 per barrel if inventories continue to decline amid…
• Offshore Drilling Demand SignalImportance 17 · Surprise 24
  Equinor, Vaalco Energy and Tullow Oil are advancing offshore drilling programs across the Atlantic Basin. Vaalco is progressing its Etame campaign offshore Gabon with a new gas-supply well, while Tullow is preparing…
• Dividend DeclarationImportance 13 · Surprise 6
  ExxonMobil declared a quarterly dividend of $1.03 per share in connection with its second-quarter 2026 results. The dividend was reported as supported by $17.2 billion of quarterly free cash flow and reduced net debt.…
• Institutional Ownership ActivityImportance 10 · Surprise 24
  State Street disclosed a passive 5% beneficial ownership stake in ExxonMobil consisting of 207,041,423 shares. State Street reported shared voting power over 142,192,919 shares and shared dispositive power over…

News · 2026-08-04

• Operating Cash Flow TrendsImportance 58 · Surprise 42
  ExxonMobil generated $17.2 billion of free cash flow in the second quarter, supporting shareholder distributions and balance-sheet improvement. The company described Guyana as reaching a free-cash-flow inflection point…
• Upstream Production VolumeImportance 44 · Surprise 50
  ExxonMobil reported record Permian output and upstream production at multi-decade highs during the second quarter. Guyana production and accelerating investment recovery were identified as important contributors to…
• Liquidity and Debt PositionImportance 32 · Surprise 24
  ExxonMobil reduced net debt during the second quarter while producing $17.2 billion of free cash flow. Reports said the company directed significant windfall cash toward debt reduction rather than relying solely on…
• Guyana Exploration GrowthImportance 31 · Surprise 42
  ExxonMobil began drilling the Rockhead-1 exploration well offshore Guyana to test additional resources in the Stabroek block. The company also continued Whiptail development activities, including a one-year Sercel…
• Dividend DeclarationImportance 13 · Surprise 6
  ExxonMobil declared a quarterly dividend of $1.03 per share in connection with its second-quarter 2026 results. The dividend was reported as supported by $17.2 billion of quarterly free cash flow and reduced net debt.…

10-Q · 2026-08-03

• Margin DriversImportance 75 · Surprise 64
  Second-quarter earnings increased to $14.5 billion from $7.1 billion, driven by higher prices and margins, advantaged Upstream and Energy Products investments, and structural cost savings. Upstream earnings rose to…
• Operating Cash Flow TrendsImportance 64 · Surprise 56
  Six-month cash provided by operating activities increased 32% to $32,260 million from $24,503 million. Net income including noncontrolling interests increased to $19,353 million from $15,387 million, while depreciation…
• Structural Cost SavingsImportance 64 · Surprise 42
  ExxonMobil reported estimated cumulative structural cost savings of $16.3 billion relative to 2019, including an additional $1.2 billion achieved in the first six months. Structural savings reduced cash operating…
• Revenue Performance and MixImportance 59 · Surprise 48
  Six-month total revenues and other income increased 22% year over year to $201,155 million from $164,636 million. Six-month sales and other operating revenue increased 23% to $197,690 million, including a 42% increase…
• Segment ProfitabilityImportance 59 · Surprise 48
  ExxonMobil reported four segments: Upstream, Energy Products, Chemical Products, and Specialty Products. Six-month segment income increased 27% to $20,715 million from $16,352 million, led by Upstream income of $13,664…
• Commodity Derivatives ImpactsImportance 59 · Surprise 82
  Commodity contracts held for trading generated $2.3 billion of before-tax realized and unrealized losses for the period ended June 30, 2026, compared with gains in the corresponding prior-year period. These contracts…
• Middle East Supply DisruptionsImportance 46 · Surprise 42
  Middle East supply disruptions reduced Upstream second-quarter earnings by $1,060 million and year-to-date earnings by $1,280 million. Production was reduced by 116 thousand oil-equivalent barrels per day year over…
• Upstream Production VolumeImportance 46 · Surprise 32
  Second-quarter oil-equivalent production was 4.5 million barrels per day, down 116 thousand barrels per day year over year. Middle East disruption impacts reduced output, while growth in the Permian and Guyana mostly…
• Redomicile to TexasImportance 44 · Surprise 60
  On July 1, 2026, Exxon Mobil Corporation completed its redomiciliation merger, making ExxonMobil Holdings Corporation (EMHC), a Texas corporation, the publicly traded parent of the ExxonMobil consolidated group. Each…
• Income Tax Rate ChangesImportance 43 · Surprise 32
  Six-month income tax expense increased 2% to $7,038 million from $6,918 million despite a 18% increase in income before income taxes to $26,391 million from $22,305 million. The effective tax rate declined to…
• Capital ExpendituresImportance 42 · Surprise 14
  Six-month additions to property, plant and equipment totaled $12,997 million on a consolidated cash-flow basis, up from $12,181 million in the prior-year period. Segment capital additions totaled $12,722 million,…
• Capital Return ProgramImportance 37 · Surprise 14
  ExxonMobil paid $8,633 million of cash dividends to shareholders during the first six months of 2026, compared with $8,623 million in the prior-year period. Dividends paid per common share increased 4% to $2.06 from…
• Energy Transition StrategyImportance 37 · Surprise 42
  ExxonMobil maintains ambitions to achieve Scope 1 and Scope 2 net-zero emissions from operated assets by 2050 and Scope 1 and Scope 2 net zero in integrated Upstream Permian Basin unconventional operated assets by…
• FX / Currency ImpactImportance 36 · Surprise 40
  Foreign exchange translation adjustments produced a $2.5 billion change in accumulated other comprehensive income during the six months ended June 30, 2026, compared with a $2.2 billion favorable change in the…
• Operating Expense TrendsImportance 34 · Surprise 30
  Corporate and Financing expenses increased to $954 million in the second quarter from $759 million, a $195 million increase caused by lower interest income and unfavorable tax impacts. Six-month Corporate and Financing…
• Supply Chain ConstraintsImportance 34 · Surprise 42
  Regional supply constraints reduced chemical product availability, with the most pronounced effects in Asia. Middle East supply disruptions also affected Energy Products operations and prevented physical shipments…
• Refining Margin TrendsImportance 32 · Surprise 24
  Global refining margins strengthened materially in the second quarter and were the primary driver of Energy Products performance. The company attributed the improvement to stronger refining margins, while advantaged…
• Liquidity and Debt PositionImportance 31 · Surprise 14
  Cash and cash equivalents were $10,588 million at June 30, 2026, compared with $10,681 million at December 31, 2025. Long-term debt declined to $32,229 million from $34,241 million, while notes and loans payable…
• Chemical Products MarginImportance 31 · Surprise 32
  Chemical margins improved but remained below the bottom of the 10-year range, indicating continued industry weakness despite quarter-over-quarter improvement. Regional supply constraints affected product availability,…
• Crude Price & GeopoliticsImportance 17 · Surprise 24
  Second-quarter market conditions were heavily influenced by supply disruptions in the Middle East and reductions in global refining capacity. Average crude oil prices remained within the 2010–2019 10-year historical…

News · 2026-08-03

• Quarterly Earnings and RevenueImportance 64 · Surprise 56
  ExxonMobil reported second-quarter 2026 revenue of approximately $114.5 billion to $116.02 billion, with one report citing 42.3% year-over-year growth. Net profit reached $14.5 billion, while adjusted EPS was $3.52 and…
• Liquidity and Debt PositionImportance 32 · Surprise 24
  ExxonMobil reduced net debt during the second quarter while producing $17.2 billion of free cash flow. Reports said the company directed significant windfall cash toward debt reduction rather than relying solely on…
• Crude Price & GeopoliticsImportance 20 · Surprise 24
  ExxonMobil Senior Vice President Neil Chapman warned that global crude inventories were approaching unprecedented lows. He said Brent crude could reach $150-$160 per barrel if inventories continue to decline amid…
• Permian Production GrowthImportance 20 · Surprise 24
  Diamondback Energy increased its annual production forecast in response to elevated global oil prices and Middle East-related supply disruptions. The company expects 2026 production to exceed 1 million barrels of oil…
• Institutional Ownership ActivityImportance 10 · Surprise 24
  State Street disclosed a passive 5% beneficial ownership stake in ExxonMobil consisting of 207,041,423 shares. State Street reported shared voting power over 142,192,919 shares and shared dispositive power over…

News · 2026-08-02

• Operating Cash Flow TrendsImportance 58 · Surprise 42
  ExxonMobil generated $17.2 billion of free cash flow in the second quarter, supporting shareholder distributions and balance-sheet improvement. The company described Guyana as reaching a free-cash-flow inflection point…
• Liquidity and Debt PositionImportance 32 · Surprise 24
  ExxonMobil reduced net debt during the second quarter while producing $17.2 billion of free cash flow. Reports said the company directed significant windfall cash toward debt reduction rather than relying solely on…
• Dividend DeclarationImportance 13 · Surprise 6
  ExxonMobil declared a quarterly dividend of $1.03 per share in connection with its second-quarter 2026 results. The dividend was reported as supported by $17.2 billion of quarterly free cash flow and reduced net debt.…
• Institutional Ownership ActivityImportance 10 · Surprise 24
  State Street disclosed a passive 5% beneficial ownership stake in ExxonMobil consisting of 207,041,423 shares. State Street reported shared voting power over 142,192,919 shares and shared dispositive power over…

News · 2026-08-01

• Dividend DeclarationImportance 13 · Surprise 6
  ExxonMobil declared a quarterly dividend of $1.03 per share in connection with its second-quarter 2026 results. The dividend was reported as supported by $17.2 billion of quarterly free cash flow and reduced net debt.…
• Institutional Ownership ActivityImportance 10 · Surprise 24
  State Street disclosed a passive 5% beneficial ownership stake in ExxonMobil consisting of 207,041,423 shares. State Street reported shared voting power over 142,192,919 shares and shared dispositive power over…