Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus: revenue reached $114.53B vs. $97.66B expected (+17.28%), and diluted GAAP EPS was $3.48 vs. the $3.58 mean consensus (impacted by $1.2B in impairments). Strong performance was driven by Energy Products margins and advantaged volume growth in Guyana and the Permian, which added $1.14B to Upstream earnings. Management reaffirmed FY26 Capex guidance of $27B-$29B and continued aggressive shareholder returns with $10B in share repurchases during the quarter.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: ExxonMobil(XOM) the Revenue is 116.02 B (+42.34%), Beat estimate;the EBIT is 22.29 B (+105.4%), Beat estimate;the EPS is 3.48 (+112.2%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
116.02B42.34%
97.66B19.82%
+18.36B22.52%
EBITExceed expectations
22.29B105.43%
19.22B77.12%
+3.07B28.31%
EPSMiss expectations
3.48112.20%
3.5757118.03%
-0.09575.83%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf