Earnings summaries and quarterly performance for EXXON MOBIL.
Executive leadership at EXXON MOBIL.
Board of directors at EXXON MOBIL.
Alexander Karsner
Director
Angela Braly
Director
Dina Powell McCormick
Director
Jeffrey Ubben
Director
John Harris II
Director
Joseph Hooley
Lead Independent Director
Kaisa Hietala
Director
Lawrence Kellner
Director
Maria Dreyfus
Director
Michael Angelakis
Director
Steven Kandarian
Director
Research analysts who have asked questions during EXXON MOBIL earnings calls.
Devin Mcdermott
Morgan Stanley
9 questions for XOM
Biraj Borkhataria
Royal Bank of Canada
8 questions for XOM
Jean Ann Salisbury
Bank of America
8 questions for XOM
Neil Mehta
Goldman Sachs
8 questions for XOM
Bob Brackett
Bernstein Research
7 questions for XOM
Paul Cheng
Scotiabank
7 questions for XOM
Ryan Todd
Simmons Energy
7 questions for XOM
Stephen Richardson
Evercore ISI
7 questions for XOM
Arun Jayaram
JPMorgan Chase & Co.
5 questions for XOM
Jason Gabelman
TD Cowen
5 questions for XOM
Betty Jiang
Barclays
4 questions for XOM
Doug Leggate
Wolfe Research
4 questions for XOM
Sam Margolin
Wells Fargo & Company
4 questions for XOM
Douglas George Blyth Leggate
Wolfe Research
3 questions for XOM
John Royall
JPMorgan Chase & Co.
3 questions for XOM
Roger Read
Wells Fargo & Company
3 questions for XOM
Alastair Syme
Citigroup
2 questions for XOM
Betty Zhang
Scotiabank
2 questions for XOM
Doug Leggett
Wolfe Research
2 questions for XOM
Neal Dingmann
Truist Securities
2 questions for XOM
Paul Sankey
Sankey Research
2 questions for XOM
Phillip Jungwirth
BMO Capital Markets
2 questions for XOM
Wei Jiang
Barclays
2 questions for XOM
Douglas Leggate
Wolfe Research
1 question for XOM
Josh Silverstein
UBS Group
1 question for XOM
Joshua Silverstein
UBS Group AG
1 question for XOM
Lloyd Byrne
Jefferies LLC
1 question for XOM
Recent press releases and 8-K filings for XOM.
- Best-ever annual results with customer count up over 30% and multiple eight-figure contracts signed, positioning its system as the official emissions record across the full value chain.
- Solution now trusted by major energy firms including ExxonMobil, Chevron, and Phillips 66 for reliable, AI-enabled emissions data and monitoring.
- Operational efficiency improved—data delivery cycle shortened by 48%—helping clients rapidly shift from detection to mitigation.
- Global footprint expanded to 6 countries in 2025, with plans to cover 10+ countries by 2026 using LiDAR-based standardized monitoring.
- Ongoing R&D investment in advanced analytics, AI/ML, and core monitoring technologies to drive faster, more accurate decision-making.
- ExxonMobil Guyana acquired FPSO ONE GUYANA for US$2.32 billion, closing the transaction ahead of its August 2027 lease expiry.
- SBM Offshore used the net proceeds to fully repay US$1.74 billion in project financing, materially reducing its net debt.
- The FPSO, on hire since August 2025, will remain under SBM Offshore’s operation and maintenance through 2035.
- The deal’s financial impact will be included in SBM Offshore’s 2026 guidance in the Full Year 2025 earnings release on February 26, 2026.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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Quarterly earnings call transcripts for EXXON MOBIL.
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