Core Viewpoint - TotalEnergies SE (TTE) is expected to report its fourth-quarter 2025 results on February 11, with a prior negative earnings surprise of 2.21% in the last quarter [1] Group 1: Factors Impacting Q4 Earnings - Fourth-quarter hydrocarbon production is anticipated to remain strong, aided by the restart of Ichthys LNG in Australia [2] - The company is expected to have divested additional non-core assets, positively impacting earnings, while strategic acquisitions are also projected to contribute to performance [3] - Planned turnarounds at Antwerp and SATORP in Saudi Arabia are likely to maintain refinery utilization rates between 80% and 84% during the fourth quarter [4] Group 2: Clean Energy and Demand - TotalEnergies' increasing supply of clean energy and focus on renewable sources are expected to support earnings growth, reflecting a transition towards sustainable energy solutions [5] - Strong demand from data centers, electric vehicle rollouts, decarbonization, and digitalization is likely to benefit fourth-quarter earnings [5] Group 3: Financial Expectations - Hydrocarbon production volumes are expected to improve by 4% year over year, with the Zacks Consensus Estimate for production volume at 2,528.6 thousand barrels of oil equivalent per day, marking a nearly 5% increase year over year [7] - The consensus estimate for earnings is $1.8 per share, while revenues are projected at $36.69 billion, indicating declines of 5.26% and 22.12% from the previous year [8] Group 4: Share Buybacks and Market Position - Ongoing share buybacks, with authorization up to $1.5 billion in the fourth quarter, are expected to positively impact earnings [6] - TotalEnergies currently has an Earnings ESP of -2.41% and a Zacks Rank of 3, indicating challenges in beating earnings expectations [11]