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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Chevron Corporation (CVX) is 7/10.
Chevron delivered Q1 2026 adjusted EPS of $1.41 on revenue growth of 3.16% year-over-year, with record production driven by the Hess integration contributing meaningfully. Timing effects pressured reported GAAP earnings of $1.11 per share, while the integrated value chain captured strong refining margins. All guidance was reiterated unchanged including CapEx of $18-$19B, production growth of 7-10%, and $3-$4B in structural cost reductions, with TCO operating at full rates and showing upside potential.
Scored from Chevron Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $48.33B | -1.2% | $1.84 | +50.8% | 5.0% | 6.7% | $4.36B |
| FY2025 Q1 | $46.10B | -1.0% | $2.00 | -32.7% | 9.3% | 7.6% | $1.32B |
| FY2025 Q2 | $44.38B | -10.5% | $1.45 | -40.3% | 9.1% | 5.6% | $4.86B |
| FY2025 Q3 | $48.17B | -1.5% | $1.82 | -26.6% | 8.9% | 7.3% | $4.67B |
| FY2025 Q4 | $45.79B | -5.3% | $1.39 | -24.5% | 8.8% | 6.0% | $5.38B |
| FY2026 Q1 | $47.56B | +3.2% | $1.11 | -44.5% | 6.8% | 4.6% | $-1.55B |
| FY2026 Q2 | $67.20B | +51.4% | $6.11 | +321.4% | 32.0% | 18.0% | $26.70B |