Exchange: NYSEMkt·Updated 07:48 PM EDT

IMO Earnings

Latest Earnings Results: Q3 '26

Reported: Oct 30

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.

earnings release

Historical Earnings

Quarterly

Annual

EPS

Revenue

Fiscal PeriodEstimatedReportedSurpriseResult
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

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