Exchange: NYSEMkt·Updated 07:48 PM EDT
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IMO Imperial Oil Ltd.

$138.10
$7.23
(5.53%)
Today
Closed $138.10
$2.10
(1.52%)
After Hours
Reported EarningsOct 30
Mkt Cap$66.78B
Vol1.05M

About IMO

Imperial Oil Ltd. engages in the exploration, production, and sale of crude oil and natural gas. It operates through the following business segments: Upstream, Downstream, and Chemicals. The Upstream segment includes the exploration and production of crude oil, natural gas, synthetic oil, and bitumen. The Downstream segment focuses on refining crude oil into petroleum products. The Chemicals segment manufactures and markets hydrocarbon-based chemicals and chemical products. The company was founded on September 8, 1880 and is headquartered in Calgary, Canada.
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Neutral Sentiment

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MarketKingdoms
$IMO Q3 '26 operating cash flow hit $3.2B, up ~$1.4B YoY. Downstream earnings reached a record $1.555B on tight fuel markets and renewable diesel margins; upstream fell to $941M. Cash stood at $2.9B. Product sales: 474K bpd (+28K QoQ). Kearl produced 282K bpd; FY26 target cut to 280K after pipeline outages. Catalysts in play - Kearl Q4 recovery targets ~300K bpd after turnarounds. - Refinery throughput rebounds; Strathcona rail debottlenecking. - Aspen EBR pilot startup targeted early 2027. - Nov 15 MOU deadline could unlock growth and carbon capture terms. - More cash returns possible in 2027 after buyback completion. Risks to watch - Kearl output target cut for a second consecutive quarter. - Third-party pipeline outages disrupted upstream and refining. - WCS differential widening as tanker freight costs surge. - Refining margins could fade as global capacity recovers. - Tight Nov 15 MOU deadline; regulatory terms unresolved. - Oil price volatility and weaker upstream realizations.
StocktwitsEarnings
$IMO Q3 '26 Earnings Results & Recap Imperial Oil is targeting 2026 Kearl total gross production of 280,000 barrels per day (199,000 barrels Imperial Oil's share); accelerated NCIB completion is anticipated prior to year end.

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