Imperial Oil(US:IMO) ZACKSยท2025-07-29 14:16Core Viewpoint - Analysts forecast a quarterly earnings per share (EPS) of $1.22 for Imperial Oil, indicating a year-over-year decline of 20.8%, while revenues are expected to reach $10.54 billion, reflecting a 7.8% increase compared to the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 1.4% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Key Metrics Projections - Gross Oil - Equivalent Production is projected to reach 416 thousand barrels, up from 404 thousand barrels in the same quarter last year [5]. - Gross Natural Gas Production is estimated at 29.59 thousand cubic feet, slightly down from 30.00 thousand cubic feet year-over-year [5]. - Gross Total Crude Oil Production is expected to be 410 thousand barrels, compared to 399 thousand barrels in the previous year [6]. - Net Crude Oil and NGL Production per day from Kearl is anticipated at 173 thousand barrels, up from 167 thousand barrels year-over-year [7]. - Net Crude Oil and NGL Production per day from Cold Lake is expected to remain stable at 109 thousand barrels, unchanged from the previous year [7]. - Gross Crude Oil and NGL Production per day from Syncrude is projected to reach 79 thousand barrels, an increase from 66 thousand barrels year-over-year [8]. - Total Refinery throughput is forecasted at 393 thousand barrels, up from 387 thousand barrels in the same quarter last year [9]. Stock Performance - Over the past month, shares of Imperial Oil have returned +6.8%, outperforming the Zacks S&P 500 composite's +3.6% change [11]. - Currently, Imperial Oil holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [11].