XOM Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

ExxonMobil delivered a mixed but largely resilient fourth-quarter performance, posting non-GAAP earnings per share of $1.71 against a consensus estimate of $1.66, a 3.01% beat, even as revenue of $82.31 billion came in 1.56% below expectations despit… Read more ExxonMobil delivered a mixed but largely resilient fourth-quarter performance, posting non-GAAP earnings per share of $1.71 against a consensus estimate of $1.66, a 3.01% beat, even as revenue of $82.31 billion came in 1.56% below expectations despite growing 1.5% year over year. The headline EPS story was driven in meaningful part by an extraordinary turnaround in Energy Products, where quarterly earnings surged more than 80% sequentially to $3.39 billion on stronger diesel and gasoline crack spreads and record North American refinery throughput, a bright spot that helped offset a $281 million loss in Chemical Products weighed down by weak industry margins. Full-year earnings of $28.84 billion trailed 2024's $33.68 billion, pressured by softer crude prices and higher depreciation, though record production of 4.7 million oil-equivalent barrels per day and $3 billion in structural cost savings provided meaningful ballast. With capital expenditure guidance set at $27–$29 billion for 2026 and $20 billion in planned share repurchases, ExxonMobil's commitment to shareholder returns remains firmly intact heading into the new year.