Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for ConocoPhillips (COP) is 6/10.
ConocoPhillips generated $5.4 billion in CFO with adjusted earnings of $1.89 per share as Lower 48 production of 1,453,000 boe/d represented 4% year-over-year underlying growth despite overall production being adjusted down for Qatar Middle East conflict disruptions and Surmont royalty changes. The cost reduction program tracked ahead of schedule, and the company maintained its durable shareholder returns framework. Willow reached the 50% completion milestone, LNG markets structurally tightened, and management characterized the global oil supply shortfall as creating demand rationing conditions.
Scored from ConocoPhillips’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $14.24B | -2.8% | $1.90 | -24.6% | 20.9% | 16.2% | $1.14B |
| FY2025 Q1 | $16.46B | +19.3% | $2.23 | +3.7% | 25.5% | 17.3% | $2.74B |
| FY2025 Q2 | $13.98B | +2.9% | $1.56 | -21.2% | 18.5% | 14.1% | $199M |
| FY2025 Q3 | $14.97B | +15.2% | $1.38 | -21.6% | 18.1% | 11.5% | $12.54B |
| FY2025 Q4 | $13.31B | -6.5% | $1.16 | -38.9% | 15.1% | 10.8% | $1.29B |
| FY2026 Q1 | $16.05B | -2.5% | $1.78 | -20.2% | 20.9% | 13.6% | $1.35B |
| FY2026 Q2 | $18.09B | +29.4% | $3.23 | +107.1% | 33.6% | 21.7% | $5.76B |