Q1 24 EPS

$2.93

BEAT +2.09%

Est. $2.87

Q1 24 Revenue

$48.72B

MISS 3.84%

Est. $50.66B

vs S&P Since Q1 24

-15.0%

TRAILING MARKET

CVX +26.8% vs S&P +41.8%

Market Reaction

Did CVX Beat Earnings? Q1 2024 Results

Chevron posted a mixed first quarter for 2024, delivering an earnings beat on the bottom line while falling short on revenue. Adjusted earnings per share came in at $2.93, edging past the $2.87 consensus estimate by 2.09%, though revenue of $48.72 bi… Read more Chevron posted a mixed first quarter for 2024, delivering an earnings beat on the bottom line while falling short on revenue. Adjusted earnings per share came in at $2.93, edging past the $2.87 consensus estimate by 2.09%, though revenue of $48.72 billion trailed expectations of $50.66 billion by 3.84% and was essentially flat year-over-year, slipping 0.3% from the prior-year period. The headline narrative was one of contrasts: a 12% surge in worldwide net oil-equivalent production to 3,346 MBOED, driven largely by the PDC Energy acquisition and strong Permian Basin performance, could not fully offset the drag from sharply compressed refined product margins and weaker natural gas realizations, which pushed total earnings down from $6.57 billion a year ago to $5.50 billion. Downstream results bore the brunt of the pressure, with U.S. Downstream earnings falling to $453 million from $977 million. Chevron also continued expanding its upstream footprint in key low-cost regions, reinforcing its strategic focus on volume-driven growth even as margin headwinds weighed on the quarter's overall results.

Key Takeaways

  • U.S. production up 35% from a year ago driven by PDC Energy acquisition and strong Permian and DJ Basin execution
  • Worldwide production up 12% year-over-year
  • Lower margins on refined product sales pressured downstream earnings
  • Lower natural gas realizations reduced international upstream earnings
  • Higher depreciation, depletion and amortization from increased production and PDC assets
24/7 Wall St

CVX YoY Financials

Q1 2024 vs Q1 2023, source: SEC Filings

24/7 Wall St

CVX Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 23 Q1 26

“We had another quarter of strong operational and financial performance and delivered superior cash returns to shareholders. U.S. production was up 35 percent from a year ago, and we continued to meet major project milestones.”

— Mike Wirth, Q1 2024 Earnings Press Release