TTE Q4 2025 Earnings
Reported Feb 11, 2026 at 8:31 AM ET · SEC Source
Q4 25 EPS
$1.30
MISS 22.62%
Est. $1.68
Q4 25 Revenue
$45.93B
BEAT +0.56%
Est. $45.67B
vs S&P Since Q4 25
+15.7%
BEATING MARKET
TTE +21.5% vs S&P +5.8%
Full Year 2025 Results
FY 25 EPS
$5.78
MISS 17.82%
Est. $7.03
FY 25 Revenue
$182.34B
BEAT +0.14%
Est. $182.09B
Market Reaction
Did TTE Beat Earnings? Q4 2025 Results
TotalEnergies delivered a mixed fourth quarter for 2025, posting earnings that fell well short of expectations even as revenue held relatively steady. Adjusted EPS came in at $1.30, missing the $1.68 consensus by 22.62%, while revenue of $45.92 billi… Read more TotalEnergies delivered a mixed fourth quarter for 2025, posting earnings that fell well short of expectations even as revenue held relatively steady. Adjusted EPS came in at $1.30, missing the $1.68 consensus by 22.62%, while revenue of $45.92 billion edged just 0.56% above estimates despite sliding 2.5% from a year earlier. The primary culprit was a sharp drop in crude prices, with Brent averaging $63.70 per barrel in the quarter, down 8% sequentially and well below the $74.70 per barrel recorded in Q4 2024, which squeezed upstream realizations and pushed adjusted net income down to $3.84 billion from $4.41 billion a year prior. Results were further weighed by $700 million in offshore wind impairments within the Integrated Power segment. On a brighter note, Refining and Chemicals adjusted net operating income surged 46% quarter-over-quarter to $1.00 billion, offering a partial offset. Looking ahead, management targets 3% oil and gas production growth in 2026, net investments of roughly $15.00 billion, and cash flow above $26.00 billion at $60 per barrel Brent, while trimming Q1 buybacks to $750 million to preserve balance sheet flexibility amid oil price uncertainty.
Key Takeaways
- • Nearly 4% year-on-year growth in hydrocarbon production driven by project start-ups and ramp-ups
- • Strong European refining margins rising 35% year-on-year to $7.1/t
- • Renewable capacity growth of 8+ GW year-on-year reaching 34.1 GW gross installed
- • LNG sales growth of 10% year-on-year to 43.9 Mt
- • Working capital release of $3.8 billion in Q4 2025
- • Ichthys LNG restart in Australia driving 13% QoQ LNG production increase
- • Active portfolio management with $3.6 billion in divestments for the year
TTE YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
TTE Revenue by Segment
With YoY comparisons, source: SEC Filings
TTE Earnings Trends
TTE vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TTE EPS Trend
Earnings per share: estimate vs actual
TTE Revenue Trend
Quarterly revenue: estimate vs actual
TTE Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $2.04 | $2.64 | +29.25% | $54.16B | +16.45% |
| Q4 25 MISS FY | $1.68 | $1.30 | -22.62% | $45.93B | +0.56% |
| FY Full Year | $7.03 | $5.78 | -17.82% | $182.34B | +0.14% |
| Q3 25 MISS | $1.80 | $1.64 | -8.89% | $43.84B | -1.14% |
| Q2 25 MISS | $1.59 | $1.37 | -14.05% | $57.96B | +35.05% |