Latest Earnings Results: Q3 '26
Estimated EPS
$4.12
Reported EPS
$4.23
Surprise
+2.62%
Estimated Rev
$104.89B
Reported Rev
---
Surprise
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• Reported GAAP EPS of $4.23 up 129.89% YoY • Reported revenue of $110.5B up 32.61% YoY • ExxonMobil announced 2027 share repurchases of $20B, assuming reasonable market conditions, and declared a fourth-quarter dividend of $1.07 per share, payable December 10, 2026.
Bullish Takeaway
ExxonMobil reported $17.5B of adjusted earnings and $25.7B of operating cash flow, delivered record year-to-date refining metrics, and reached production milestones and agreed to increase working interests in Papua and Rovuma LNG projects.
Bearish Takeaway
ExxonMobil's Upstream earnings decreased sequentially, driven by lower prices and accelerated Guyana entitlement impact; Chemical Products earnings decreased as margins declined, and lower-emission deployment is not yet on a pathway to net-zero by 2050.
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 | $4.02 | -- | -- | N/A |
Q3 '26 | $4.12 | $4.23 | 2.62% | BEAT |
Q2 '26 | $3.56 | $3.52 | -0.99% | MISSED |
Q1 '26 | $0.98 | $1.16 | 17.91% | BEAT |
Q4 '25 | $1.70 | $1.71 | 0.88% | BEAT |