XOM
Exxon Mobil Corporation114.68
-3.08-2.62%
Dec 16, 4:00:38 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Upside eyed in Venezuela, Libya
Q&A surfaces portfolio upside from Libya, Iraq, and Venezuela, where Exxon's tech and execution edge could add resources beyond the 2030 plan. Permian growth holds at 200,000 boe/d YoY into 2026, with lightweight proppant scaling to 50% of wells by year-end; no near-term peak in sight. LNG FIDs eyed for Mozambique and PNG this year after cost cuts; Golden Pass hits first cargoes in early March. CCS heats up with hyperscaler talks for data centers, potential deals by year-end. ERP overhaul promises AI-fueled efficiencies. Tech unlocks new doors. Watch international breakthroughs.
Key Stats
Market Cap
488.91BP/E (TTM)
16.67Basic EPS (TTM)
6.88Dividend Yield
0.03%Recent Filings
8-K
Issues $169M notes due 2076
8-K
Ubben exits Exxon board
ExxonMobil director Jeffrey W. Ubben announced on February 18, 2026, he won't seek re-election at the May 27 annual meeting, for reasons unrelated to the company; he'll serve until then. CEO Darren Woods praised Ubben's five-year tenure for bolstering returns-driven, eco-focused strategy. Board loses key expertise. Smooth transition ahead.
10-K
FY2025 results
ExxonMobil posted FY2025 net income of $28.8B, down from $33.7B in 2024 amid lower crude realizations, yet Upstream production hit a 40-year high of 4.7M oil-equivalent barrels daily, driven by Permian at record 1.6M boe/d and Guyana exceeding 700k gross boe/d. Q4 momentum shone through Guyana's four FPSOs surpassing 870k gross boe/d while Yellowtail ramped to 240k average; Permian delivered efficient growth via cube development and proprietary tech. Energy Products margins lifted on demand and disruptions; Chemical stayed bottom-cycle. Q4 repurchases tallied $10B toward $20B annual pace, with $20B planned for 2026. Debt steady at $43.5B. Commodity price swings threaten quarterly flows.
8-K
ExxonMobil's 2025 earnings down 14%
ExxonMobil reported 2025 earnings of $28.8B, down from $33.7B in 2024 due to weaker crude prices and chemical margins, yet generated $52.0B operating cash flow and returned $37.2B to shareholders. Upstream hit a 40-year production high of 4.7M boe/d, with Permian and Guyana records; Energy Products soared on record refinery throughput. Cost savings reached $15.1B since 2019. Returns lead peers.
8-K
4Q25 earnings outlook
ExxonMobil disclosed 4Q25 earnings considerations under Reg FD, projecting weaker Upstream results from $1.2B liquids price drop and $0.3B gas price decline versus 3Q25's $8.1B adjusted earnings. Energy Products faces margin compression, offset by timing benefits. Impairments loom at $1.2B-$1.0B Upstream. Results due January 30, 2026.
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