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Sep 30, 2025
ConocoPhillips Q3 2025 Earnings Report
ConocoPhillips reported decreased earnings in Q3 2025 due to lower commodity prices but raised its dividend and improved cost and production guidance.
Key Takeaways
In Q3 2025, ConocoPhillips delivered $15.03 billion in revenue and $1.7 billion in net income. While earnings declined year-over-year, the company boosted shareholder returns and announced favorable 2026 guidance.
Reported revenue of $15.03 billion for the quarter.
Net income was $1.7 billion, with EPS at $1.38.
Increased quarterly dividend by 8% to $0.84 per share.
Production reached 2,399,000 BOED, up from 1,917,000 BOED in Q3 2024.
Revenue by Geographic Location
Forward Guidance
ConocoPhillips expects lower capital and operating costs in 2026, with stable to slightly increasing production.
Positive Outlook
- 2026 capital expenditures estimated at $12 billion, down from 2025.
- Operating cost guidance lowered to $10.2 billion for 2026.
- Underlying production growth forecasted at 0–2%.
- LNG capital guidance reduced to $3.4 billion after project credits.
- Projects like Willow and LNG remain on schedule.
Challenges Ahead
- EPS and net income declined compared to Q3 2024.
- Average realized price dropped to $46.44 per BOE.
- Operating cash flow lower year-over-year.
- Higher capital costs for the Willow project due to inflation.
- Ongoing exposure to commodity price volatility.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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