Exxon Mobil is looking for opportunities to acquire smaller rivals, a year after buying Pioneer Natural Resources for $60 billion, CEO Darren Woods said https://t.co/JUsifl5o3t ...

Woods在记者会上表示，多方独立法律意见均确认其合同权利的明确性，但仲裁认为公司主张虽具商业 合理性，却基于狭义文本解释。他透露将完善未来合同条款以规避类似争议。 该公司二季度全球日均产量达460万桶油当量，较前一季度增加10万桶，创下埃克森与美孚合并25年来 的二季度最高纪录，其中二叠纪盆地日产量突破160万桶，刷新历史记录。公司透露，圭亚那第四艘浮 式生产储卸油装置"Yellowtail"将于下周投产。 首席执行官Darren Woods在电话会议上表示："如果在当前价格环境下仍无法盈利并创造良好回报，说 明企业存在更根本的结构性问题。"他补充道，"我们在二叠纪盆地看到了持续增长机会，这与许多竞争 对手的判断不同"。 智通财经APP获悉，得益于二叠纪盆地和圭亚那油田的强劲产量抵消了原油价格下跌的影响，埃克森美 孚(XOM.US)公布了超预期的第二季度业绩。 另外，埃克森美孚表示，圭亚那和二叠纪盆地等重点项目的产量增长为上半年贡献了11亿美元收益，另 有11亿美元成本削减也提振了利润。但这些因素仅能抵消因大宗商品价格下跌和炼油利润率收窄导致的 43亿美元收益降幅的一半。 根据周五发布的声明，公司二季度营收 ...

The second quarter results now out from Exxon Mobile. Earnings came in at $164 a share. That was better than estimates of $1.54%.Revenue came in at 81.5% billion dollars. Cash from operations of 11.5% billion came in below estimates, but the uh earnings were higher than expectations because again you saw higher production. This was the same story that we just saw with Chevron where higher production made up for low oil lower oil prices particularly in a position where a lot of those are high margin barrels. ...

Core Viewpoint - Exxon Mobil reported a significant decline in second-quarter earnings compared to the previous year, but still exceeded Wall Street estimates due to production growth mitigating the effects of lower oil prices [1]. Financial Performance - Net income decreased by 23% to $7.1 billion, or $1.64 per share, down from $9.2 billion, or $2.14 per share, in the same quarter last year [1]. - Earnings per share were reported at $1.64, surpassing the expected $1.54 [3]. - Revenue reached $81.5 billion, slightly above the anticipated $80.77 billion [3]. Production Metrics - The company achieved a production level of 4.6 million barrels per day in the second quarter, marking the highest output since the merger of Exxon and Mobil over 25 years ago [1]. - Production in the Permian Basin reached a record of 1.6 million barrels per day [1].

Exxon Mobil posts better-than-expected results after robust oil production from the Permian Basin and Guyana cushioned the impact of lower crude prices https://t.co/y5VO6oQGLh ...

Core Viewpoint - Exxon Mobil Corporation (XOM) is a leading integrated energy company with a strong balance sheet that allows it to withstand commodity price volatility and maintain operations and shareholder returns during market uncertainties [1] Group 1: Financial Health - ExxonMobil has a debt-to-capitalization ratio of 12.2%, significantly lower than the industry average of 41.06%, indicating a strong financial position [2][7] - The company reported $30 billion in cash and marketable securities at the end of Q1 2025, reflecting a healthy liquidity position [2][7] - Compared to ExxonMobil, ConocoPhillips (COP) has a debt-to-capitalization ratio of 26.7%, and Chevron Corporation (CVX) has a ratio of 16.5%, showing that these companies also maintain lower debt exposure [3] Group 2: Market Performance - Over the past year, ExxonMobil's shares have declined by 4.3%, while the broader industry has seen a decline of 2.3% [4] - ExxonMobil trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 6.93X, which is above the industry average of 4.36X, indicating a higher valuation relative to peers [5][7] Group 3: Earnings Outlook - The Zacks Consensus Estimate for ExxonMobil's 2025 earnings has been revised upward in the past week, suggesting positive sentiment regarding future performance [8]

Wall Street analysts expect Exxon Mobil (XOM) to post quarterly earnings of $1.49 per share in its upcoming report, which indicates a year-over-year decline of 30.4%. Revenues are expected to be $82.82 billion, down 11% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 10.7% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company announ ...

Core Viewpoint - Exxon Mobil Corporation (XOM) is expected to report a significant decline in second-quarter earnings and revenues due to lower oil and natural gas prices, with earnings estimated at $1.49 per share, reflecting a 30.4% year-over-year decrease [2][6]. Financial Performance - The Zacks Consensus Estimate for second-quarter revenues is $82.8 billion, indicating an 11% decline from the previous year [2]. - XOM has consistently beaten earnings estimates in the past four quarters, with an average surprise of 3.58%, but the current model does not predict an earnings beat for this quarter [3][4]. Market Conditions - The average spot prices for West Texas Intermediate (WTI) crude oil in the second quarter were lower than in the first quarter, with prices of $63.54, $62.17, and $68.17 per barrel for April, May, and June respectively, compared to $75.74, $71.53, and $68.24 per barrel in the first quarter [7]. - Lower oil prices are expected to reduce XOM's upstream earnings by $800 million to $1.2 billion, while natural gas price changes may decrease profits by $300 million to $700 million [8]. Valuation Metrics - XOM's current EV/EBITDA ratio is 6.90, which is above the industry average of 4.35, indicating that the stock may be overvalued despite its lower price compared to peers like BP and Chevron [6][11]. Strategic Developments - The acquisition of Pioneer Natural Resources enhances XOM's production capabilities in the Permian Basin, a region known for low production costs [13]. - The company is also investing in alternative energy projects, such as carbon capture and lithium battery technology, which present potential growth opportunities but require significant capital [14]. Competitive Landscape - Other major energy players like Chevron and BP are also set to report second-quarter earnings, with Chevron having a positive Earnings ESP of +3.63% and BP at 0.00% [15][16].

Earnings Reports - Q2 earnings season is ramping up with major companies like Microsoft, Meta Platforms, Apple, and Amazon set to report earnings this week [2][3] - A total of 164 companies in the S&P 500 are expected to release their earnings results by August 1st [3] Federal Reserve Outlook - The Federal Reserve is unlikely to lower interest rates in the upcoming FOMC meeting, maintaining the current rate of +4.25-4.50% [4] - There is only a 2% chance that the Fed will cut rates at this meeting, with a 67% probability of a 25 basis-point cut in September [5] Labor Market Insights - Initial Jobless Claims have decreased to 217K, but the labor market may be weakening as ADP reported a negative -33K jobs filled in June, the first decline in over two years [7] - The BLS report indicated +147K new jobs in June, but only about 70K were outside government hires, which may not be sufficient to offset the retiring workforce [8]

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