XOM · 8-K · 20260731PR000006

Segment Profitability

ExxonMobil Holdings Corp · 2026-07-31 · Importance 69 · Surprise 64

Second-quarter Upstream U.S. GAAP earnings increased to $7.927 billion from $5.737 billion sequentially, while Energy Products earnings rose to $5.465 billion from a $1.262 billion loss. Chemical Products earnings increased to $1.131 billion from $110 million, and Specialty Products earnings rose to $956 million from $651 million. Year-to-date 2026 Upstream earnings were $13.664 billion versus $12.158 billion in 2025, while Energy Products earnings were $4.203 billion versus $2.193 billion. Upstream benefited from production and reliability, Energy Products from structural savings and asset optimization, Chemicals from North American feed advantage and performance chemical margins, and Specialty Products from higher basestock margins and high-value products.

Key facts

• Upstream earnings (U.S. GAAP) in 2Q26 were $7,927 million source
• Energy Products earnings (U.S. GAAP) in 2Q26 were $5,465 million source
• Chemical Products earnings (U.S. GAAP) in 2Q26 were $1,131 million source
• Specialty Products earnings (U.S. GAAP) in 2Q26 were $956 million source
• Corporate and Financing loss (U.S. GAAP) in 2Q26 was $(954) million source