TotalEnergies (TTE) Company Report

Analyst Coverage

Research analysts who have asked questions during TotalEnergies earnings calls.

Biraj Borkhataria

Royal Bank of Canada

8 questions for TTE

Also covers: BP, CVX, E +3 more

Lucas Herrmann

BNP Paribas

8 questions for TTE

Also covers: BP, CVX, SHEL

Lydia Rainforth

UBS

8 questions for TTE

Also covers: BP, E, EQNR +1 more

Michele Della Vigna

Goldman Sachs

8 questions for TTE

Also covers: BP, E, EQNR +2 more

Henri Patricot

UBS

7 questions for TTE

Also covers: EQNR

Christopher Kuplent

Bank of America

6 questions for TTE

Also covers: BP, EQNR, SHEL +1 more

Irene Himona

Sanford C. Bernstein

6 questions for TTE

Also covers: BP, E, EQNR +1 more

Martijn Rats

Morgan Stanley

6 questions for TTE

Also covers: BP, E, EQNR +1 more

Jean-Luc Romain

CIC Market Solutions

5 questions for TTE

Also covers: AIQUY, THNPY

Doug Leggate

Wolfe Research

4 questions for TTE

Also covers: APA, AR, BP +23 more

Jason Gabelman

TD Cowen

4 questions for TTE

Also covers: BP, CLMT, CLNE +20 more

Kim Fustier

HSBC

4 questions for TTE

Also covers: BP, E, EQNR +1 more

Matthew Lofting

JPMorgan

4 questions for TTE

Also covers: BP, E, EQNR +2 more

Paul Cheng

Scotiabank

4 questions for TTE

Also covers: APA, BP, CLNE +20 more

Alastair Syme

Citigroup

3 questions for TTE

Also covers: BP, COP, CVX +4 more

Alejandro Vigil

Santander

3 questions for TTE

Also covers: BP, E, EQNR

Matt Lofting

JPMorgan Chase & Co.

3 questions for TTE

Also covers: BP, E, EQNR +1 more

Akim

HSBC

2 questions for TTE

Anish Kapadia

Hannam & Partners

2 questions for TTE

Also covers: TBN

Bertrand Hodee

Kepler Cheuvreux

2 questions for TTE

Also covers: , BP, E +2 more

Elena Himona

Bernstein

2 questions for TTE

Henry Tarr

Berenberg

2 questions for TTE

Also covers: , BP, E +2 more

Kris Copeland

Bank of America Corporation

2 questions for TTE

Also covers: EQNR

Maurizio Carulli

Quilter Cheviot

2 questions for TTE

Also covers: BP

Paul Chang

Scotiabank

2 questions for TTE

Also covers: COP, CVX, OXY +1 more

Peter Low

Redburn Atlantic

2 questions for TTE

Also covers: , BP, E +3 more

Christyan Malek

JPMorgan Chase & Co.

1 question for TTE

Douglas George Blyth Leggate

Wolfe Research

1 question for TTE

Also covers: APA, BP, COP +18 more

Giacomo Romeo

Jefferies

1 question for TTE

Also covers: BP, E, EQNR +1 more

Latest news

Recent press releases and 8-K filings for TTE.

TotalEnergies Discloses Share Repurchase Transactions

TTE

Share Buyback

TotalEnergies SE disclosed share repurchase transactions conducted between February 16 and February 20, 2026.
During this period, the company purchased a total of 1,456,551 shares.
The total value of these transactions amounted to approximately 94,999,785.60 EUR.
The daily weighted average purchase price for these shares was approximately 65.22 EUR per share.

4 days ago

Press Release

TotalEnergies Discloses Share Repurchase Transactions

TTE

Share Buyback

TotalEnergies SE disclosed share repurchase transactions that occurred on February 12 and February 13, 2026.
The company repurchased a total of 590,596 shares over these two days.
The total amount of these transactions was approximately 37,999,901.50 EUR.
The daily weighted average purchase price was 64.527833 EUR/share on February 12, 2026, and 64.156472 EUR/share on February 13, 2026.

Feb 18, 2026, 7:00 AM

Press Release

TotalEnergies EP Gabon Announces 2025 Revenue

TTE

Earnings

Demand Weakening

TotalEnergies EP Gabon reported revenue of $418 million for 2025.
This represents a 10% decrease compared to $465 million in 2024.
The decline was primarily driven by a 15% decrease in average crude selling prices to $65.3/b in 2025, partially offset by a 7% increase in volumes of crude sold.
Crude oil production for 2025 was 16.0 thousand barrels per day (kb/j), a 6% decrease from 17.0 kb/j in 2024, mainly due to planned shutdowns.

Feb 11, 2026, 7:17 PM

Press Release

TotalEnergies EP Gabon announces 2025 revenues

TTE

Earnings

Demand Weakening

TotalEnergies EP Gabon reported revenues of $418 million in 2025, marking a 10% decrease compared to $465 million in 2024.
This revenue decline was primarily driven by a 15% drop in the average selling price of crude oil to $65.3/b in 2025, despite a 7% increase in sales volumes to 6.1 Mb.
The average Brent price also decreased by 14% in 2025, settling at $69.1/b.
Crude oil production from fields operated by TotalEnergies EP Gabon decreased by 6% to 16.0 kb/d in 2025, mainly due to planned shutdowns in the second quarter.

Feb 11, 2026, 7:17 PM

Press Release

TotalEnergies Reports Strong 2025 Financial and Operational Results, Provides 2026 Guidance

TTE

Earnings

Guidance Update

New Projects/Investments

TotalEnergies reported $28 billion in cash flow generated by operations and a net adjusted income of $15.6 billion for 2025, maintaining a 14.7% gearing. The company returned $8.1 billion in dividends and executed $7.5 billion in buybacks.
The company achieved significant operational growth in 2025, including 4% upstream growth, nearly 20% growth in electricity net production to 50 TWh, and 10% growth in LNG sales. Renewable gross installed capacity reached 24 GW, adding 8 GW during the year.
TotalEnergies exceeded emission reduction targets in 2025, achieving a 65% reduction in methane emissions compared to 2020 and a 38% cumulative reduction in Scope 1 and 2 greenhouse gas emissions for oil and gas operations compared to 2024. For 2026, the company guides for continued energy growth of 5% globally and anticipates generating over $26 billion in free cash flow, with planned $15 billion in CapEx and $3 billion in share buybacks.

Feb 11, 2026, 2:00 PM

Transcript

TotalEnergies Reports Strong 2025 Results and Outlines 2026 Objectives

TTE

Earnings

Guidance Update

M&A

TotalEnergies reported robust financial results for 2025, with cash flow generated by operations reaching $28 billion and net adjusted income at $15.6 billion.
The company achieved significant growth in 2025, including a 4% increase in upstream oil and gas production and nearly 20% growth in electricity net production to 50 terawatt-hours.
TotalEnergies maintained capital discipline with CapEx of $17.1 billion in 2025, while also executing $7.5 billion in share buybacks and distributing $8.1 billion in dividends, totaling $15.6 billion in shareholder returns.
Key strategic developments in 2025 included confirming Namibia as a new "golden province" with the Mopane discovery and a transaction with Galp, sanctioning the fourth train at Rio Grande LNG, and an agreement with EPH to accelerate gas-to-power integration in Europe.
For 2026, TotalEnergies anticipates continued growth, with integrated power cash flow expected to exceed $3 billion and LNG cash flow from operations around $4.5 billion, alongside a planned $3 billion-$6 billion share buyback program.

Feb 11, 2026, 2:00 PM

Transcript

TotalEnergies Reports 2025 Financial Results and Outlines 2026 Objectives

TTE

Earnings

Guidance Update

New Projects/Investments

TotalEnergies reported Net Adjusted Income of $15.6 billion and IFRS Net Income of $13.1 billion for 2025, achieving a Return on Average Capital Employed (ROACE) of 12.6%. The company's Total Shareholder Return (TSR) was 28% in 2025.
Shareholder returns for 2025 included $8.1 billion in dividends and $7.5 billion in share buybacks, representing a payout close to 55% of cash flow. For 2026, the company plans $8-$8.5 billion in dividends and $3 billion in buybacks, while aiming to maintain a 15% gearing target.
Capital expenditure for 2025 was $15.1 billion , with $15 billion planned for 2026. The company projects Cash Flow from Operations (CFFO) to be above $26 billion and free cash of $11 billion in 2026, based on $60/barrel oil and $10/MMBTU gas.
TotalEnergies forecasts 3% growth in oil and gas production and 25% growth in electricity net production for 2026. Key projects include the Namibia Orange Basin development, targeting 350 KBD from 2030 , and the EPH acquisition, expected to contribute 15 TWh per year of net power production and $750 million per year of available cash flow.
The company's ordinary shares began trading on the NYSE as of December 8, 2025, to enhance investor access and attract new shareholders.

Feb 11, 2026, 2:00 PM

Transcript

TotalEnergies SE Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook

TTE

Earnings

Guidance Update

Share Buyback

TotalEnergies SE reported full-year 2025 sales of $201,196 million, with adjusted net income reaching $15,587 million and fully-diluted earnings per share at $5.78.
The company's gearing improved to 14.7% at December 31, 2025, from 17.3% at September 30, 2025.
In 2025, TotalEnergies executed share buybacks amounting to $7.5 billion, repurchasing 122.6 million shares.
Looking ahead to 2026, the company projects a 5% increase in overall energy production and anticipates net investments of approximately $15 billion, including $3 billion for low-carbon energies.

Feb 11, 2026, 1:31 PM

6-K

TotalEnergies Secures 1 GW Solar Supply Deal for Google's Texas Data Centers

TTE

New Projects/Investments

TotalEnergies has signed two new long-term power purchase agreements (PPAs) to supply 1 GW of solar capacity to Google's data centers in Texas for 15 years.
This will provide 28 TWh of renewable electricity from two TotalEnergies-owned solar farms, Wichita (805 MWp) and Mustang Creek (195 MWp), with construction expected to begin in H2 2026.
These PPAs represent the largest volume of renewable electricity purchase ever signed by TotalEnergies in the United States.
TotalEnergies currently holds a 10 GW gross capacity portfolio of solar, wind, and battery storage assets in operation in the U.S., including 5 GW in the ERCOT market in Texas.

Feb 9, 2026, 10:43 AM

Press Release

TotalEnergies Secures 1 GW Solar PPA with Google for Texas Data Centers

TTE

New Projects/Investments

TotalEnergies has signed two new long-term Power Purchase Agreements (PPAs) to deliver 1 GW of solar capacity to Google’s data centers in Texas, equivalent to 28 TWh of renewable electricity over 15 years.
The power will be generated from TotalEnergies-owned Wichita (805 MWp) and Mustang Creek (195 MWp) solar farms in Texas, with construction scheduled to begin in Q2 2026.
This deal represents the largest renewable PPA volume ever signed by TotalEnergies in the United States and complements 1.2 GW of gross PPAs recently secured by Clearway (50% owned by TotalEnergies) for Google's data centers.

Feb 9, 2026, 10:43 AM

Press Release