Latest Earnings Results: Q3 '26
Estimated EPS
$3.46
Reported EPS
$3.66
Surprise
+5.67%
Estimated Rev
$12.47B
Reported Rev
$11.61B
Surprise
-6.89%
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.
Bullish Takeaway
Imperial Oil posted record Q3 earnings, reported its highest canola throughput and strong renewable diesel performance at Strathcona, and returned $2.51B to shareholders through dividends and share repurchases.
Bearish Takeaway
Imperial Oil's upstream production and refinery utilization were lower than Q3 2025 amid downtime, pipeline outages and turnarounds; global supply disruptions drove volatility in crude prices, heavy crude differentials and refining margins.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $3.40 | -- | -- | N/A |
Q3 '26 | $3.46 | $3.66 | 5.67% | BEAT |
Q2 '26 | $2.95 | $3.22 | 9.13% | BEAT |
Q1 '26 | $1.75 | $1.43 | -18.13% | MISSED |
Q4 '25 | $1.37 | $1.45 | 6.53% | BEAT |