Occidental Petroleum

OXY Q3 2025 Earnings

Reported Nov 10, 2025 at 4:15 PM ET · SEC Source

Q3 25 EPS

$0.64

BEAT +29.90%

Est. $0.49

Q3 25 Revenue

$6.62B

MISS 1.73%

Est. $6.74B

vs S&P Since Q3 25

+36.4%

BEATING MARKET

OXY +41.9% vs S&P +5.5%

Market Reaction

Did OXY Beat Earnings? Q3 2025 Results

Occidental Petroleum delivered a standout earnings beat in Q3 2025, posting adjusted EPS of $0.64 against a Wall Street consensus of $0.49, a 29.90% positive surprise, even as revenue of $6.62 billion slipped 1.73% below estimates and fell 6.5% year … Read more Occidental Petroleum delivered a standout earnings beat in Q3 2025, posting adjusted EPS of $0.64 against a Wall Street consensus of $0.49, a 29.90% positive surprise, even as revenue of $6.62 billion slipped 1.73% below estimates and fell 6.5% year over year. The driving force behind the earnings strength was exceptional upstream execution, with total company production of 1,465 Mboed clearing the high end of guidance, led by record Permian Basin output of 800 Mboed and a 2% sequential lift in worldwide realized crude prices to $64.78 per barrel. Operating cash flow reached $2.79 billion for the quarter, supporting $1.30 billion in debt repayment that brought Occidental's principal balance to $20.80 billion, part of a broader deleveraging push that has gained momentum post-CrownRock. Looking ahead, the announced sale of OxyChem to Berkshire Hathaway stands as the quarter's defining strategic development, with CEO Vicki Hollub framing the deal as a catalyst to accelerate shareholder returns and sharpen focus on core oil and gas operations. Susquehanna raised its price target on OXY to $55 following the results.

Key Takeaways

  • Total company production of 1,465 Mboed exceeded the high end of guidance
  • Permian Basin production of 800 Mboed led domestic operations
  • Higher crude oil volumes and 2% sequential increase in realized crude oil prices to $64.78/bbl
  • Midstream and marketing exceeded the high end of guidance for pre-tax adjusted income
  • Domestic gas prices increased 11% sequentially to $1.48/Mcf
  • WES equity method investment income of $156 million
24/7 Wall St

OXY YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

24/7 Wall St

OXY Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25

“Occidental's third quarter results are a testament to the exceptional operational execution of our teams and the strength of our upstream portfolio. We achieved notable outperformance across our oil and gas assets as well as within our midstream and marketing operations.”

— Vicki Hollub, Q3 2025 Earnings Press Release