Loading...
•
Dec 31, 2025
ExxonMobil Q4 2025 Earnings Report
ExxonMobil reported lower earnings in Q4 2025 amid weaker crude realizations and chemical margins.
Key Takeaways
ExxonMobil posted $6.5B in net income for Q4 2025, down from the prior quarter, driven by weaker crude prices and chemical margins. However, the company achieved record refining throughput and strong upstream production, especially in the Permian and Guyana.
Q4 net income came in at $6.5B, with EPS at $1.53
Free cash flow for the quarter was $5.57B
Refinery throughput reached record levels in North America
Upstream production hit 5 million oil-equivalent barrels per day, a 40-year high
Revenue by Geographic Location
Forward Guidance
ExxonMobil plans continued capital discipline and aims to deliver $20B in structural cost savings by 2030, while progressing on advantaged projects and low-carbon investments.
Positive Outlook
- Continued growth in advantaged assets in Permian and Guyana
- Refinery and product upgrades driving mix improvements
- Dividend increase and strong shareholder distributions planned
- Ongoing structural cost reductions targeting $20B by 2030
- Strong balance sheet enables flexibility for future investments
Challenges Ahead
- Exposure to volatile crude and chemical margins
- Lower interest income impacting corporate earnings
- Higher seasonal and project-related costs expected
- Continued depreciation and ramp-up spending pressure margins
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...