Exxon Mobil (XOM) Q4 Earnings Top Estimates

Core Viewpoint - Exxon Mobil reported quarterly earnings of $1.71 per share, exceeding the Zacks Consensus Estimate of $1.68 per share, and showing an increase from $1.67 per share a year ago, representing an earnings surprise of +1.99% [1] Financial Performance - The company posted revenues of $82.31 billion for the quarter ended December 2025, which was 1.05% below the Zacks Consensus Estimate and a decrease from $83.43 billion year-over-year [2] - Over the last four quarters, Exxon has surpassed consensus EPS estimates four times but has not beaten consensus revenue estimates during the same period [2] Stock Performance - Exxon shares have increased approximately 16.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.8% [3] - The current consensus EPS estimate for the upcoming quarter is $1.62 on revenues of $81.22 billion, and for the current fiscal year, it is $6.62 on revenues of $330.65 billion [7] Industry Outlook - The Oil and Gas - Integrated - International industry, to which Exxon belongs, is currently ranked in the bottom 13% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Exxon’s stock may be influenced by the overall outlook for the industry, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]