XOM · 8-K · 20261030PR000018

Segment Profitability

ExxonMobil Holdings Corp · 2026-10-30 · Importance 64 · Surprise 56

Year-to-date 2026 adjusted earnings were $22.762 billion for Upstream, $15.951 billion for Energy Products, $2.049 billion for Chemical Products, and $2.903 billion for Specialty Products; Corporate and Financing recorded a $2.708 billion loss. Upstream adjusted earnings increased from $17.511 billion in YTD 2025, supported by higher prices and advantaged volume growth in Guyana, Permian, and Golden Pass LNG, partly offset by Middle East volume impacts and higher non-cash expenses. Energy Products adjusted earnings rose to $15.951 billion from $3.963 billion, with higher margins, record YTD fuels utilization excluding Middle East impacts, and optimization activities contributing to the improvement. Chemical Products improved to $2.049 billion from $1.081 billion as record reliability and increased North American feed advantage supported earnings; Specialty Products rose to $2.903 billion from $2.175 billion on higher basestock margins and structural cost savings.

Key facts

• ExxonMobil's year-to-date 2026 Upstream earnings were $20.752 billion under U.S. GAAP. source
• ExxonMobil's third-quarter 2026 Upstream earnings were $7.088 billion under U.S. GAAP. source
• ExxonMobil's third-quarter 2026 Energy Products earnings were $7.169 billion under U.S. GAAP. source
• ExxonMobil's year-to-date 2026 Energy Products earnings were $11.372 billion under U.S. GAAP. source
• ExxonMobil's third-quarter 2026 Upstream adjusted earnings were $7.308 billion. source
• ExxonMobil's third-quarter 2026 Energy Products adjusted earnings were $9.053 billion. source
• ExxonMobil's third-quarter 2026 Specialty Products earnings were $1.285 billion under U.S. GAAP. source
• ExxonMobil's year-to-date 2026 Chemical Products earnings were $1.976 billion under U.S. GAAP. source