EXXON MOBIL (XOM) Company Report

ExxonMobil achieved its 2030 emission targets early, cutting corporate GHG intensity by >20%, upstream intensity by >40%, and flaring by >60% in 2025.
Upstream production averaged 4.7 million boe/d, including record Q4 Permian output of 1.8 million boe/d and Guyana production of 875,000 bbl/d.
All 10 key 2025 projects were brought online, underpinning growth in advantaged assets and technology platforms (e.g., Proxima Systems expansion, carbon capture capacity of ~9 Mt CO₂/yr).
Five-year annualized shareholder return was 29%, with $150 billion of distributions and $20 billion of share repurchases in 2025.

2 days ago

Transcript

ExxonMobil reports Q4 2025 results

XOM

Earnings

Share Buyback

New Projects/Investments

2025 corporate GHG intensity down >20%, upstream GHG intensity down >40%, flaring intensity down >60%; expects 2030 methane target by end of 2026.
Upstream production averaged 4.7 M boe/d in 2025; Q4 Guyana output ~875 k bpd and Permian record of 1.8 M boe/d.
Completed all 10 key projects in 2025, delivered industry-leading cost savings, and repurchased $20 B of shares, contributing to a 29% annualized shareholder return over five years.
Advanced technology deployment: lightweight proppant in ~25% of Permian wells (target 50% by end-2026) and battery-grade graphite anode delivering 30% faster charging.
Expanded carbon capture network with first third-party CCS storing 2 Mt/year, secured seven contracts, totaling ~9 Mt/year sequestration capacity.

2 days ago

Transcript

ExxonMobil reports Q4 2025 earnings

XOM

Earnings

Dividends

Share Buyback

Q4 GAAP earnings of $6.5 billion and $7.3 billion excluding identified items, down from $8.1 billion in Q3.
Cash flow from operations of $12.7 billion and free cash flow of $5.6 billion in 4Q, with $9.5 billion returned to shareholders via distributions and $5.1 billion in share buybacks.
Upstream production averaged 5.0 Moebd in 4Q, contributing to a record full-year output of 4.7 Moebd, highest in over 40 years.
Capital expenditures of $8.1 billion in 4Q and $26.4 billion for FY 2025, excluding acquisitions.

2 days ago

Presentation

ExxonMobil reports Q4 2025 results and operational milestones

XOM

Earnings

Share Buyback

CFO Change

2025 environmental and production targets met: reduced corporate GHG intensity by > 20%, upstream by > 40%, and flaring by > 60%; upstream production averaged 4.7 mboe/d in Q4.
All 10 key 2025 projects started up, underpinning stronger earnings power; returned $20 billion via share repurchases, offsetting dilution.
Record production from key growth assets: Guyana’s Yellowtail FPSO reached 875 kbd gross in Q4; Permian delivered 1.8 mboe/d in Q4 and 4.7 mboe/d annual production, a 40-year high.
CFO Kathryn Mikells to retire, with Neil Hansen appointed successor, ensuring leadership continuity.

2 days ago

Transcript

Exxon Mobil announces fourth quarter 2025 results

XOM

Earnings

Dividends

Share Buyback

Net income of $492 million (down from $1.23 billion in Q4 2024); adjusted net income excluding identified items was $968 million.
Operating cash flow of $1.918 billion and capital & exploration expenditures of $651 million in the quarter.
Upstream production averaged 444,000 boe/d; Kearl totaled 274,000 boe/d (194,000 boe/d share) and Cold Lake 153,000 boe/d.
Returned $2.072 billion to shareholders via $361 million in dividends and $1.711 billion of share repurchases; dividend per share raised to C$0.87.

2 days ago

Press Release

ExxonMobil reports Q4 2025 earnings

XOM

Earnings

Dividends

Share Buyback

ExxonMobil delivered Q4 2025 GAAP earnings of $6.5 billion ($1.53 EPS), operating cash flow of $12.7 billion, free cash flow of $5.6 billion, and shareholder distributions of $9.5 billion (dividends $4.4 billion; buybacks $5.1 billion).
For full-year 2025, the company generated $28.8 billion in earnings ($6.70 EPS), $52.0 billion in cash from operations, and $26.1 billion in free cash flow, enabling $37.2 billion in shareholder distributions (dividends $17.2 billion; repurchases $20.0 billion).
Upstream production reached 4.7 million oil-equivalent boe/d, the highest in over 40 years, while record refinery throughput supported industry-leading margins.
The board declared a Q1 2026 dividend of $1.03 per share, a 4% increase—marking the 43rd consecutive year of dividend growth.

2 days ago

8-K

ExxonMobil announces 2025 results

XOM

Earnings

Dividends

Share Buyback

Full-year 2025 GAAP earnings of $28.8 billion (down from $33.7 billion in 2024) and EPS of $6.70.
Generated $52.0 billion of cash flow from operations and $26.1 billion of free cash flow.
Returned $37.2 billion to shareholders, including $17.2 billion of dividends and $20.0 billion of share repurchases.
Achieved the highest annual upstream production in over 40 years at 4.7 million boe/d and record refinery throughput.
Realized $3.0 billion of structural cost savings in 2025, totaling $15.1 billion since 2019.

2 days ago

Press Release

Exxon Mobil reports Q4 2025 earnings beat

XOM

Earnings

Share Buyback

New Projects/Investments

Exxon posted adjusted EPS of $1.71 on $82.3 billion in revenue, beating expectations despite lower crude prices.
Net profit was $6.5 billion, versus Chevron’s $3 billion, underpinned by record production.
Q4 output averaged 4.988 MMBoe/d, including 3.531 MMBbls/d of liquids and 8.743 Bcf/d of gas; Permian reached 1.8 MMbbl/d.
The early startup of the Yellowtail project in Guyana and nearly $4 billion in realized synergies drove gains.
Exxon reiterated a $20 billion annual share-buyback target amid eased Venezuela sanctions, though it still deems the country uninvestable without reforms.

3 days ago

Bloomberg

ExxonMobil signs gas supply deal for Phase One Alaska LNG

XOM

New Projects/Investments

Glenfarne moves Phase One of the Alaska LNG Project into early execution, targeting mechanical completion in 2028 and first gas in 2029.
Conditional awards granted to multiple contractors for the 739-mile, 42-inch mainline and 63-mile Point Thomson Lateral pipeline construction.
Preliminary agreements secured for approximately two-thirds of the 725,000 t of line pipe from Corinth Pipeworks and Europipe; POSCO International to supply the remainder.
Executed Gas Sales Precedent Agreement with ExxonMobil to underpin North Slope natural gas supply for the Phase One pipeline.
Non-binding LOIs signed with ENSTAR (30-year supply) and Donlin Gold Mine (up to 50 MMcfd) to anchor in-state demand.

Jan 23, 2026, 2:50 AM

Press Release

Exxon Mobil announces weekly distributions for YieldMax® Group 2 ETFs

XOM

Dividends

Weekly distributions declared for 41 YieldMax® Group 2 ETFs, with distribution per share spanning $0.0387 to $0.4636 as of January 20, 2026.
Annualized distribution rates range from 14.67% (BRKC) to 102.53% (MRNY), based on each ETF’s most recent NAV.
30-Day SEC Yields (net investment income, excl. option income) vary between 1.82% and 7.97%, covering the period ending December 31, 2025.
All YieldMax® ETFs carry a 0.99% gross expense ratio; distributions may include ordinary dividends, capital gains, and return of capital, potentially reducing NAV over time.