About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

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本文源自：金融界AI电报 埃克森美孚表示，拥有25年资历的Neil Hansen将接替担任首席财务官。 ...

Summary of ExxonMobil Corporate Plan Update Call Company Overview - **Company**: ExxonMobil - **Key Executives Present**: Darren Woods (CEO), Kathryn Mikells (CFO), Neil Chapman, Jack Williams Core Industry Insights - **Transformation and Competitive Advantages**: ExxonMobil has undergone a transformation aimed at unlocking competitive advantages, resulting in industry-leading results and a strong portfolio. The company is more profitable than five years ago and expects continued growth in earnings and cash flow [3][4] - **2030 Goals**: The company aims to deliver $25 billion in additional earnings and $35 billion in additional cash flow by 2030, with no increase in capital expenditures, while achieving a return on capital employed of over 17% [4] Financial Performance - **Production Guidance**: ExxonMobil has increased its 2030 upstream production guidance to 5.5 million oil-equivalent barrels per day, approximately 30% higher than the next closest International Oil Company (IOC) [4] - **Cost Savings**: The company has achieved over $14 billion in structural cost savings since 2019, with a target of $20 billion by 2030 [7][8] Technological Advancements - **Project Solutions**: Advantaged projects are expected to deliver $4 billion in additional earnings growth by 2030, with 60% from projects already started [5] - **Innovative Technologies**: ExxonMobil is developing over 40 stackable technologies aimed at improving resource recovery, including lightweight proppant technology that has shown up to 20% higher recovery rates [12][28] Market Outlook - **Energy Demand**: The company anticipates strong demand for oil and natural gas, projecting that these sources will supply over half of the world's energy by 2050 [19] - **New Market Opportunities**: By 2030, ExxonMobil sees potential addressable markets for existing and new businesses totaling $4 trillion, potentially doubling to $8 trillion by 2050 [20] Investment Strategy - **Capital Allocation**: ExxonMobil plans to reinvest about 40% of total cash flow from operations through 2030, with a projected investment of $100 billion in major projects expected to generate about $50 billion in cumulative earnings [22] - **Shareholder Returns**: The company has a strong balance sheet and plans to maintain a $20 billion share repurchase program under reasonable market conditions [42][44] Emerging Business Areas - **Product Solutions Growth**: The company is focusing on proprietary technology development in areas like Proxima and carbon materials, with significant potential for growth in construction and automotive sectors [36][39] - **Data Center Investments**: ExxonMobil is working on a low-carbon data center project, leveraging its CO2 infrastructure to provide decarbonized power [49][51] Risks and Challenges - **Market Conditions**: The company acknowledges the slow development of markets for low-carbon hydrogen and is inventorying work on related projects until market conditions improve [20][21] - **Technological Uncertainty**: While there is confidence in the technology pipeline, there are inherent risks associated with new technology programs [29] Conclusion - **Long-term Vision**: ExxonMobil is committed to leveraging its unique competitive advantages to create substantial shareholder value, with a clear focus on execution excellence and innovation [24][25]

Core Insights - The company anticipates $25 billion in earnings growth and $35 billion in cash flow growth by the end of the decade, attributed to enhancements from its multiyear transformation [1]

埃克森美孚(XOM.US)涨3.8%，最高触及120.465美元，逼近历史最高水平。消息面上，埃克森美孚提高 盈利和现金流展望，预计至2030年期间盈利年均增长率将达13%，现金流将实现两位数增长；而通过持 续股票回购，每股收益增速将实现更高水平。在布伦特原油实际价格维持每桶65美元的前提下，该公司 预计未来五年累计盈余现金流将达约1450亿美元；至2030年，投入资本回报率(ROIC)将超过17%。(格 隆汇) ...

Financial Performance & Growth - The company plans for ~$25 billion earnings growth by 2030 vs 2024[7], increased from >$20 billion[8] - The company plans for ~$35 billion cash flow growth by 2030 vs 2024[9], increased from ~$30 billion[10] - The company aims for >17% return on capital employed by 2030[11] - Major investments are projected to contribute ~$50 billion in cumulative earnings from 2026-2030[27] Production & Cost Efficiency - ~65% of 2030 total production will be from Upstream advantaged production, increased from >60%[12] - Product Solutions advantaged projects are expected to contribute ~$4 billion in earnings growth by 2030[13], with ~60% de-risked from completed projects[14] - The company targets >60% corporate flaring intensity reduction from 2024 vs 2016[15], 6 years ahead of the 2030 plan[16] - The company is targeting ~$20 billion structural cost savings by 2030 vs 2019[20], increased from $18 billion[20] Capital Allocation & Shareholder Returns - The company plans ~$100 billion cash capex for major investments planned to start up in 2026-2030[27] - Total cash capex is projected to be ~40% of total cash flow from operations from 2026-2030[27] - The company is continuing $20 billion repurchase pace per year through 2026, assuming reasonable market conditions[76] Permian Basin Operations - The company anticipates ~2.5 Moebd 2030 Permian production[55], a 200 Koebd increase vs prior guidance[55]

Core Viewpoint - ExxonMobil has raised its profit growth forecast for 2024-2030 to $25 billion and cash flow growth forecast to $35 billion, each up by $5 billion from previous plans while maintaining annual capital expenditure expectations of $28 billion to $33 billion through 2030 [1] Group 1 - The company expects an average annual profit growth rate of 13% and double-digit cash flow growth through 2030 [1] - Cumulative free cash flow is projected to reach approximately $145 billion over the next five years, assuming Brent crude oil prices remain at $65 per barrel [1] - By 2030, the return on invested capital (ROIC) is expected to exceed 17% [1] Group 2 - ExxonMobil anticipates upstream production to reach 5.5 million barrels of oil equivalent per day by 2030, an increase from the previous forecast of 5.4 million barrels [1] - Production from the Permian Basin and Guyana assets is expected to reach 3.7 million barrels of oil equivalent per day by 2030 [1] - The improvement in profit and cash flow outlook reflects enhanced contributions from high-quality assets, a more profitable business mix, and reduced operating costs [1] Group 3 - As of the report, ExxonMobil's pre-market stock price increased by 0.5% to $116.58 [1]

Exxon Mobil raised its expectation for future earnings and cash flow due to growth in key assets in the Permian Basin, Guyana and liquefied natural gas — and more cost savings https://t.co/deXBCGiqMQ ...

Corporate Outlooks and Earnings Highlights - ExxonMobil (XOM) has updated its corporate plan through 2030, projecting $25 billion in earnings growth and $35 billion in cash flow growth, with a target of $145 billion in cumulative surplus cash flow [2][8] - AutoZone (AZO) reported Q1 sales of $4.628 billion, exceeding estimates, but diluted EPS of $31.04 and net income of $530.82 million fell short of expectations, despite a 22% increase in like-for-like sales [3][8] - Trafigura announced profits of $2.6 billion for 2025, driven by its metals and oil divisions, but share buybacks of $2.9 billion exceeded annual profits [4][8] - CVS Health (CVS) raised its revenue forecast to at least $400 billion and adjusted EPS guidance to $6.60 to $6.70, while expecting a GAAP loss per share between $0.22 and $0.32 [5][8] - Pfizer (PFE) entered a collaboration with Yaopharma for a GLP-1 receptor agonist, involving an upfront payment of $150 million and potential milestone payments of up to $1.935 billion [6][8] Other Noteworthy Developments - A report revealed that COVID-19 fraud and error cost U.K. taxpayers an estimated £10.9 billion, highlighting the financial impact of pandemic support schemes [7] Market Reactions - Citigroup raised its target price for Apple Inc. (AAPL) shares to $330 from $315, maintaining a "Buy" rating, reflecting confidence in the company's performance [10] Political Developments - Donald Trump indicated that support for cutting interest rates would be a "litmus test" for his Federal Reserve nominee, emphasizing his focus on monetary policy [9]