Loading...
•
Dec 31, 2025
•/
Imperial Oil Q4 2025 Earnings Report
Reported lower net income due to weaker upstream realizations while maintaining strong cash generation.
Key Takeaways
Imperial delivered solid operating cash flow in Q4 2025 despite lower net income driven by weaker upstream pricing and identified items, while continuing strong shareholder returns.
Generated strong operating cash flow despite lower earnings
Upstream production remained robust at 444,000 boe/d
Returned over $2 billion to shareholders through dividends and buybacks
Downstream operations maintained high refinery utilization
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management expects to leverage its integrated model to grow volumes, lower unit costs, and advance restructuring initiatives.
Positive Outlook
- Plans to grow production volumes
- Focus on lowering unit cash costs
- Continued efficiency and restructuring initiatives
- Strong integrated business model
- Ongoing commitment to shareholder returns
Challenges Ahead
- Exposure to commodity price volatility
- Potential operational impacts from weather
- Ongoing maintenance requirements
- Market margin uncertainty
- Regulatory and policy risks
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...