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 · 2026-09-23
- Guidance / OutlookImportance 23 · Surprise 24A Zacks report says ExxonMobil is using cash generation to fund growth investments and shareholder returns. The report links this capital-allocation approach to ExxonMobil’s 2030 earnings and cash-flow targets. No…
News · 2026-09-22
- LNG Sales Growth OutlookImportance 77 · Surprise 82Exxon plans to double its global LNG business by 2030, targeting approximately 50 million tons of annual LNG sales. LNG is identified as one of the company’s three main upstream growth drivers. The target implies…
- Geographic Market CommentaryImportance 17 · Surprise 24ExxonMobil views Brazil’s offshore Foz do Amazonas as a potential major oil and gas discovery region in South America. The area is located along the northern equatorial margin. ExxonMobil’s interest follows significant…
- Brazil Foz do Amazonas ExplorationImportance 17 · Surprise 24ExxonMobil views Brazil’s offshore Foz do Amazonas as the next major South American oil and gas prize. The company’s outlook follows significant exploration successes in Guyana and Suriname. Potential discoveries in…
News · 2026-09-21
- LNG Sales Growth OutlookImportance 34 · Surprise 42ExxonMobil increased its 2030 LNG sales forecast to 50 million metric tons per year. The forecast was presented at the Gastech conference in Bangkok on September 21, 2026. The company’s LNG strategy anticipates…
- Carbon Capture Capacity ExpansionImportance 34 · Surprise 42ExxonMobil is expanding its Gulf Coast carbon capture and storage network. The company is targeting up to 100 million metric tons of annual CO2 storage capacity. The initiative positions carbon capture and storage as a…
- LNG Supply and PricingImportance 34 · Surprise 42ExxonMobil raised its 2030 LNG sales forecast to 50 million metric tons per year, signaling expectations for sustained long-term global LNG demand. The company’s expansion plans were discussed at the Gastech conference…
- Carbon Capture TechnologyImportance 34 · Surprise 42ExxonMobil is expanding its Gulf Coast carbon capture and storage network. The company is targeting up to 100 million metric tons of annual CO2 storage capacity. The scale of the target positions Gulf Coast carbon…
News · 2026-09-20
- Acquisition / Partnership / DivestitureImportance 40 · Surprise 42ExxonMobil entered a 20-year agreement with Targa Resources covering Permian Basin wet-gas growth. TD Cowen identified the agreement as a key driver of Targa’s outlook alongside record second-quarter adjusted EBITDA of…
- Permian Midstream AgreementImportance 40 · Surprise 42ExxonMobil entered into a 20-year agreement with Targa Resources related to Permian Basin wet-gas growth. The agreement supports Targa’s expansion strategy and is described as a key driver of its expected EBITDA…
News · 2026-09-18
- Energy Outlook Emissions RevisionImportance 42 · Surprise 64ExxonMobil projects global electricity demand will increase 65% by 2050, driven by rising living standards, industrial activity, data centers, and electric vehicles. The company expects global carbon dioxide emissions…
- Venezuela Re-entry ConsiderationsImportance 34 · Surprise 42Media reports indicate ExxonMobil may be nearing an agreement with Venezuelan government officials to invest in the country’s oil fields. The potential arrangement could provide ExxonMobil access to oil resources…
- Venezuela Re-entry AssessmentImportance 34 · Surprise 42Media reports said ExxonMobil may be nearing an agreement with Venezuelan government officials to invest in the country’s oil fields. The reported opportunity could provide access to approximately 50 billion barrels of…
- Refining Capacity ShortageImportance 28 · Surprise 42Flooding at an ExxonMobil refinery with reported capacity of 11 million gallons temporarily knocked the Midwest facility offline. The outage occurred while fuel markets from Chicago to Pittsburgh were described as…
News · 2026-09-17
- Energy Transition InvestmentImportance 52 · Surprise 42ExxonMobil plans to invest $20 billion in lower-emission projects between 2025 and 2030. The portfolio includes carbon capture and storage, lithium, and carbon materials, with the projects projected to generate more…
- Venezuela Re-entry NegotiationsImportance 43 · Surprise 42ExxonMobil is negotiating with Venezuela’s state-run Petróleos de Venezuela to explore investments in several oil fields, including heavy-crude projects in the Orinoco Belt and acreage in Carabobo. The potential deal…
- Venezuela Re-entry ConsiderationsImportance 43 · Surprise 42ExxonMobil is reportedly negotiating with Venezuela’s state oil company, Petróleos de Venezuela, to re-enter heavy-crude fields in the Orinoco Belt and pursue new acreage in Carabobo. The discussions could restore…
- Papua New Guinea Gas ExpansionImportance 43 · Surprise 42ExxonMobil is reportedly increasing its stake and operatorship in Papua New Guinea natural-gas operations. The move is intended to strengthen ExxonMobil’s position in Asian natural-gas markets, where pricing is…
- Guyana Production ExpansionImportance 40 · Surprise 42ExxonMobil’s Guyana project has a fifth floating production, storage and offloading vessel nearing first oil. The additional FPSO supports continued production growth from the Guyana development. The report also links…
- Joliet Refinery OutageImportance 34 · Surprise 42ExxonMobil’s 275,000-barrel-per-day Joliet, Illinois refinery remains offline after a power outage and floodwater overwhelmed a pump. ExxonMobil deployed a containment boom for cleanup, and the reports provide no…
- Energy Outlook Emissions RevisionImportance 17 · Surprise 24ExxonMobil’s 2050 energy outlook now projects coal to represent 15% of the global energy mix, higher than its prior forecast. The company also raised its projection for global energy-related carbon dioxide emissions to…
News · 2026-09-16
- Upstream Production VolumeImportance 77 · Surprise 82ExxonMobil is targeting Permian Basin production of 2.5 MMBoe/d by 2030. Guyana free cash flow is projected to double by 2030, supported by the region’s low-cost production economics. Combined Guyana and Permian growth…
- Upstream Production Growth StrategyImportance 77 · Surprise 82ExxonMobil is concentrating upstream growth on its low-cost Guyana and Permian Basin assets. Guyana free cash flow is projected to double by 2030, while Permian output is expected to reach 2.5 MMBoe/d by 2030. Combined…
- Upstream Production GrowthImportance 77 · Surprise 82ExxonMobil is prioritizing its Guyana and Permian Basin assets to expand upstream production and improve profitability through low-cost resources. Permian output is projected to reach 2.5 MMBoe/d by 2030, while total…
- Carbon Capture PermitImportance 47 · Surprise 60The Texas Railroad Commission approved ExxonMobil’s Rose carbon-sequestration project in Jefferson County, Texas. The project is expected to begin operations by early 2027. The permit allows a shift from Gulf Coast…
- Venezuela Investment ConditionsImportance 34 · Surprise 42ExxonMobil is negotiating a potential return to Venezuela 19 years after leaving the country. The company is considering investment in the Petromonagas heavy-oil project in Venezuela’s Orinoco Belt, where it previously…
- Venezuela Re-entry NegotiationsImportance 34 · Surprise 42ExxonMobil is negotiating a potential return to Venezuela 19 years after leaving the country. Discussions reportedly involve investment in Venezuela’s oil fields, including the Petromonagas heavy-oil project in the…
News · 2026-09-15
- Debt Tender OffersImportance 46 · Surprise 42ExxonMobil Holdings announced cash tender offers for Pioneer Natural Resources senior notes consisting of 1.900% notes due 2030 and 2.150% notes due 2031. The subsidiary expects to purchase all validly tendered notes,…
News · 2026-09-14
- U.S. LNG Export GrowthImportance 61 · Surprise 66ExxonMobil expects U.S. LNG supply to reach approximately 30% of global LNG supply by 2030, according to senior vice president Peter Clarke. ExxonMobil separately raised its 2030 LNG sales forecast to 50 million tons…
- LNG Market ExpansionImportance 61 · Surprise 66ExxonMobil expects U.S. LNG supply to represent approximately 30% of global LNG supply by 2030, supported by North American gas availability for domestic consumption and exports. The company raised its 2030 LNG sales…
- LNG Supply and PricingImportance 61 · Surprise 66ExxonMobil expects U.S. LNG supply to reach approximately 30% of global LNG supply by 2030. The company raised its 2030 LNG sales forecast to 50 million tons annually from 40 million tons previously. Management cited…
- Baytown Unauthorized EmissionsImportance 31 · Surprise 42ExxonMobil’s Baytown refinery released more than 54,000 pounds of unauthorized carbon monoxide after a boiler malfunction on September 8, 2026. The release occurred in the Houston region, which is already working to…
- Joliet Refinery OutageImportance 28 · Surprise 42ExxonMobil’s Joliet refinery in Channahon, Illinois, experienced a major power outage that halted gasoline and diesel production and triggered safety flaring. The 264,000-barrel-per-day refinery supplies key fuels to…
News · 2026-09-12
- Venezuela Re-entry ConsiderationsImportance 14 · Surprise 24The report says President Donald Trump indicated ExxonMobil could be the next major oil company to return to Venezuela, following Chevron’s reported $7 billion commitment. ExxonMobil previously operated in Venezuela…
News · 2026-09-11
- Guidance / OutlookImportance 75 · Surprise 60ExxonMobil’s 2030 targets are described as requiring approximately $35 billion of additional cash flow. The company is making capital investments worldwide, with one market identified as especially important to…
- Angola Offshore DiscoveryImportance 31 · Surprise 42ExxonMobil made its 20th discovery in Angola’s offshore Block 15 with the Vicango East-01 exploration well. The well encountered 82 feet of high-quality hydrocarbon-bearing sandstone, indicating continued exploration…
- Guyana Expansion and CompetitionImportance 26 · Surprise 24At the Barclays 40th Annual Energy-Power Conference, ExxonMobil characterized its Guyana position as a “once-in-a-lifetime” upstream opportunity. The company emphasized that operator quality is increasingly important…
News · 2026-09-10
- Upstream Production VolumeImportance 34 · Surprise 42ExxonMobil made its 20th discovery in a block that has produced 2.7 billion barrels. The discovery expands existing resources in a proven operating area. The reported low production costs could improve project…
- Upstream Production GrowthImportance 34 · Surprise 42ExxonMobil made its 20th discovery in a producing block that has yielded 2.7 billion barrels. The discovery expands the company’s existing upstream resource base and is described as advantageous because of the block’s…
- Institutional Ownership ChangesImportance 18 · Surprise 30Blue Edge Capital sold 10,886 ExxonMobil shares in the second quarter, reducing its stake by 23.6% while retaining 35,193 shares valued at approximately $4.81 million. National Pension Service increased its ExxonMobil…
- Dividend DeclarationImportance 13 · Surprise 6ExxonMobil declared a quarterly dividend of $1.03 per share. The reported dividend follows the company’s history of 43 consecutive years of dividend increases. The $1.03 per-share payment is the identified shareholder…
News · 2026-09-09
- Angola Offshore DiscoveryImportance 34 · Surprise 42ExxonMobil, Angola’s National Oil, Gas and Biofuels Agency, and Block 15 partners announced the Vicango Este-01 exploration well oil discovery offshore Angola. The discovery is the 20th in Block 15, a mature deepwater…
- Guidance / OutlookImportance 31 · Surprise 42At the Barclays 40th Annual Energy-Power Conference, CFO Neil Hansen said ExxonMobil is relying on scale, technology, project execution and operational performance to support long-term shareholder returns amid volatile…
- Integrated Energy ModelImportance 23 · Surprise 24At the Barclays Energy-Power Conference, ExxonMobil highlighted scale, technology, project execution, and operational performance as competitive advantages in volatile energy markets. The company pointed to growth…
- Oil Price & Supply RiskImportance 20 · Surprise 24WTI crude was reported as approaching $100 per barrel because of geopolitical tensions. The U.S. Energy Information Administration forecast higher WTI prices and increased Permian crude production for the year. Higher…
- Dividend DeclarationImportance 19 · Surprise 6ExxonMobil announced a quarterly dividend of $1.03 per share. The dividend represented an annualized yield of approximately 2.6% based on the cited share price. The payment was reported alongside quarterly earnings…
- Institutional Ownership ChangesImportance 3 · Surprise 6Baird Financial Group reduced its ExxonMobil position by 2.4% in the second quarter, selling 32,100 shares and retaining 1,323,923 shares. Arcus Capital Partners cut its position by 68.0%, selling 9,429 shares and…
News · 2026-09-08
- Quarterly Earnings and RevenueImportance 62 · Surprise 46ExxonMobil reported second-quarter revenue of $114.53 billion, exceeding expectations. Quarterly earnings per share were $3.52, slightly below the $3.56 consensus estimate. Separate reporting characterized…
- Capital Return ProgramImportance 46 · Surprise 42ExxonMobil declared a quarterly dividend of $1.03 per share, producing an indicated annual yield of approximately 2.5% to 2.6%. Second-quarter free cash flow exceeded dividend payments by nearly $13 billion, supporting…
- Senior Notes Tender OffersImportance 46 · Surprise 42Pioneer Natural Resources Company, ExxonMobil's wholly owned subsidiary and the offeror, launched cash tender offers for any and all of two outstanding senior-note series. The offers cover $1.1 billion of 1.900% senior…
News · 2026-09-07
- Guidance / OutlookImportance 75 · Surprise 60Management reportedly targets $25 billion of earnings growth and $35 billion of cash-flow growth by 2030. The outlook assumes advantaged assets increase production to 5.5 million barrels of oil equivalent per day. The…
- Quarterly Earnings and RevenueImportance 62 · Surprise 46ExxonMobil reported second-quarter revenue of $114.53 billion, exceeding expectations. Quarterly earnings per share were $3.52, slightly below the $3.56 consensus estimate. Separate reporting characterized…
- Investor Holdings ActivityImportance 34 · Surprise 46Nan Shan Life Insurance acquired 331,522 ExxonMobil shares worth approximately $45.3 million, while Virginia Retirement Systems purchased 1.2 million shares valued at $164.16 million during the second quarter. Saudi…
- Upstream Production GrowthImportance 32 · Surprise 24ExxonMobil’s Guyana and Permian Basin operations are identified as key sources of near-term production growth. Third-party analysis reports record upstream output in the second quarter and describes advantaged assets…
News · 2026-09-06
- Capital Return ProgramImportance 46 · Surprise 42ExxonMobil declared a quarterly dividend of $1.03 per share, producing an indicated annual yield of approximately 2.5% to 2.6%. Second-quarter free cash flow exceeded dividend payments by nearly $13 billion, supporting…
- Investor Holdings ActivityImportance 34 · Surprise 46Nan Shan Life Insurance acquired 331,522 ExxonMobil shares worth approximately $45.3 million, while Virginia Retirement Systems purchased 1.2 million shares valued at $164.16 million during the second quarter. Saudi…
News · 2026-09-05
- Quarterly Earnings and RevenueImportance 62 · Surprise 46ExxonMobil reported second-quarter revenue of $114.53 billion, exceeding expectations. Quarterly earnings per share were $3.52, slightly below the $3.56 consensus estimate. Separate reporting characterized…
- Investor Holdings ActivityImportance 34 · Surprise 46Nan Shan Life Insurance acquired 331,522 ExxonMobil shares worth approximately $45.3 million, while Virginia Retirement Systems purchased 1.2 million shares valued at $164.16 million during the second quarter. Saudi…
News · 2026-09-04
- Investor Holdings ActivityImportance 34 · Surprise 46Nan Shan Life Insurance acquired 331,522 ExxonMobil shares worth approximately $45.3 million, while Virginia Retirement Systems purchased 1.2 million shares valued at $164.16 million during the second quarter. Saudi…
News · 2026-09-03
- Investor Holdings ActivityImportance 34 · Surprise 46Nan Shan Life Insurance acquired 331,522 ExxonMobil shares worth approximately $45.3 million, while Virginia Retirement Systems purchased 1.2 million shares valued at $164.16 million during the second quarter. Saudi…