埃克森美孚第一季度调整后每股收益1.76美元，市场预估1.76美元。 第一季度收入及其他收益831.3亿美元。 ...

埃克森美孚石油公司第一季度调整后 每股收益1.76美元，上年同期2.06美元，预估1.76美元。 ...

Exxon Mobil (XOM) Q1 2025 Earnings Call May 01, 2025 08:00 PM ET Speaker0 Good morning, everyone. Welcome to ExxonMobil's First Quarter twenty twenty five Earnings Disclosure. I'm Jim Chapman, Vice President, Treasurer and Investor Relations. This quarter's presentation and prerecorded remarks are available on the Investors section of our website. They're meant to accompany the first quarter earnings news release, which is posted in the same location. We also published a new company overview presentation, w ...

Financial Data and Key Metrics Changes - The company reported earnings of $7.7 billion in the first quarter, a decrease of approximately $500 million compared to the same quarter last year, primarily due to market forces across its businesses [27] - Cash flow from operations reached $13 billion, the highest among all integrated oil companies, with a five-year compound annual growth rate of cash flow from operations being double that of the next highest IOC [22][24] - The net debt to capital ratio was 7%, leading all other integrated oil companies, and the company distributed $9.1 billion to shareholders, including $4.8 billion in share buybacks [14][24] Business Line Data and Key Metrics Changes - In the upstream segment, over 60% of production volume is expected to come from advantaged assets in the Permian, Guyana, and LNG by 2030, contributing to an increase in upstream profitability from $10 to $13 per barrel [15] - The company's advantaged projects delivered $2.1 billion of earnings in 2024, with expectations of roughly $4 billion per year more from these projects by the end of the decade [16] - The company produced approximately 3.5 million tons of performance chemicals, lubricants, and lower emission fuels in the first quarter, showing growth compared to the same period last year [16] Market Data and Key Metrics Changes - Crude prices remained roughly flat, while natural gas prices improved due to stronger global demand driven by LNG exports and colder weather in the U.S. and Europe [25] - Global industry refining margins were lower, particularly in Asia Pacific, but the company's energy products business generated higher sequential margins due to its majority weighting in the North American market [26] - Chemical margins stayed below the ten-year range, but the company's chemicals business performed well due to a focus on high-value chemical products and cost reductions [26] Company Strategy and Development Direction - The company maintains a disciplined approach to capital allocation, focusing on long-term growth by investing in advantaged opportunities across its portfolio [5][6] - The company is executing on 10 key project startups in 2025, including the China Chemical Complex and an advanced recycling unit in Baytown, which are expected to deliver significant earnings [11][19] - The company aims to achieve $18 billion in structural savings by 2030, having already realized $12.7 billion in savings since 2019 [18][23] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the economic uncertainty due to tariffs and market volatility but emphasized the company's flexibility and strong position to thrive through market cycles [3][4] - The company is built to excel in any market environment, with a focus on proven strategy, superior execution, and cost discipline [36][37] - Management expressed confidence in the company's ability to navigate market cycles and seize opportunities despite ongoing uncertainties [36][37] Other Important Information - The company has signed six large carbon capture and storage contracts, bringing its total CO2 under contract for CCS with third-party customers to 8.7 million tons per annum [13][14] - The company is committed to maintaining industry-leading financial strength while delivering robust returns to shareholders [14][24] Q&A Session Summary Question: What are the expectations for the second quarter? - The company expects scheduled maintenance in Qatar and Canada to decrease volumes by about 100,000 oil equivalent barrels per day compared to the first quarter [34] - There will be lower scheduled maintenance in Product Solutions, with production ramping up at the China Chemical Complex throughout the year [35] - Seasonal tax payments of $2.5 to $3 billion are expected in the second quarter, leading to a working capital outflow [36]

Key Takeaways Energy companies are expected to face a harsh reporting period. Earnings for the broader Zacks Oil & Energy sector expected to be down -22.7% YoY. XOM and CVX are both two energy titans on the reporting docket this week. Earnings season continues to move rapidly, with a notably rich reporting docket this week. A few big-tech names and representatives from many sectors have delivered their quarterly prints, with next week just as exciting.Among the bunch this week are two energy titans, Exxon ...

Chevron Corp CVX and Exxon Mobil Corp XOM are gearing up to report first-quarter earnings on Friday morning – and let's just say neither has been lighting up the charts lately.With both stocks stuck in the red this year and crude oil prices trading sideways, investors are wondering: is this just a detour, or are we watching a slow-motion stall?Chart created using Benzinga ProChevron enters the earnings ring bruised – down nearly 20% in just a month and down 7.46% year to date. Wall Street expects earnings p ...

Wall Street analysts forecast that Exxon Mobil (XOM) will report quarterly earnings of $1.72 per share in its upcoming release, pointing to a year-over-year decline of 16.5%. It is anticipated that revenues will amount to $84.49 billion, exhibiting an increase of 1.7% compared to the year-ago quarter.The current level reflects a downward revision of 8.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised th ...

Core Viewpoint - Exxon Mobil Corporation (XOM) is expected to report a decline in first-quarter 2025 earnings, with a consensus estimate of $1.72 per share, reflecting a 16.5% decrease from the previous year [1]. Earnings Expectations - The Zacks Consensus Estimate for first-quarter revenues is $84.5 billion, indicating a 1.7% increase from the year-ago figures [1]. - XOM has beaten earnings estimates in three of the last four quarters, with an average surprise of 1.8% [2]. - The company has a positive Earnings ESP of +1.62% and a Zacks Rank of 3 (Hold) [3]. Upstream Earnings and Market Conditions - XOM anticipates a sequential increase in upstream earnings for the March quarter by up to $800 million, attributed to favorable oil and gas prices [4]. - The average WTI spot prices for January, February, and March 2025 were $75.74, $71.53, and $68.24 per barrel, respectively, which are significantly above break-even prices in shale plays [4]. Energy Products Business - The Energy Products business unit is expected to see a sequential improvement of $300-$700 million due to changes in industry margins [5]. Stock Performance and Valuation - XOM's stock has decreased by 3.4% over the past year, outperforming the industry decline of 9.1% [8]. - The company's trailing 12-month EV/EBITDA ratio is 6.76, indicating it is trading at a premium compared to the industry average of 4.02 [10]. Strategic Developments - The acquisition of Pioneer Natural Resources enhances XOM's production capabilities in the Permian Basin, known for low production costs [12]. - XOM is investing in alternative energy projects, such as carbon capture and lithium battery technology, which present potential growth opportunities despite requiring substantial capital [14]. Competitor Analysis - Chevron (CVX) is also set to report first-quarter 2025 earnings on May 2, with an Earnings ESP of -5.51% [15]. - BP has reported first-quarter 2025 adjusted earnings of 53 cents per share, missing the consensus estimate and declining from the previous year's figure [16][17].

ExxonMobil stock has tripled investors' money in five years. Can it do it again?Oil and gas exploration and production (E&P) isn't an easy business. It requires massive amounts of investments, and the earnings and cash flows of E&P producers are directly exposed to the volatility in oil and gas prices.Yet ExxonMobil (XOM -0.23%) -- the largest oil company in the U.S. -- has performed remarkably well over the decades, and its stock has generated rich returns for shareholders. In recent years, ExxonMobil has ...

Exxon Mobil Corporation (XOM) , the U.S. supermajor, is poised to surpass European rivals Shell plc (SHEL) and BP plc (BP) in low-carbon energy investments, marking a shift in the clean energy race among Big Oil players. This pivot highlights ExxonMobil’s growing focus on reducing third-party emissions and diversifying into new energy technologies, particularly carbon capture, hydrogen and lithium.XOM Targets $30 Billion in Low-Emission ProjectsExxonMobil's December 2024 announcement to pursue up to $30 bil ...