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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Devin McDermott | Morgan Stanley | 6 | 0% |
| Doug Leggate | Wolfe Research | 6 | 33% |
| Biraj Borkhataria | RBC Capital Markets | 6 | 33% |
| Jean Salisbury | Bank of America | 6 | 0% |
| Neil Mehta | Goldman Sachs | 6 | 0% |
| Betty Jiang | Barclays | 6 | 0% |
| Steve Richardson | Evercore ISI | 4 | 0% |
| Rob Brackett | Bernstein | 4 | 0% |
| Jason Gabelman | TD Cowen | 4 | 0% |
| John Royall | JPMorgan | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 6 | 33% |
| Barclays | 1 | 6 | 0% |
| Goldman Sachs | 1 | 6 | 0% |
| Morgan Stanley | 1 |
| 6 |
| 0% |
| RBC Capital Markets | 1 | 6 | 33% |
| Bank of America | 1 | 6 | 0% |
| JPMorgan | 2 | 4 | 0% |
| TD Cowen | 1 | 4 | 0% |
ExxonMobil delivered Q1 results impacted by Middle East disruption and timing effects that depressed GAAP EPS, though excluding these impacts upstream production was up 8% year-over-year. The Permian tracked for 1.8M barrels in 2026 while Golden Pass Train 1 achieved first LNG boosting US exports 5%, and refinery utilization hit record levels with a $200K barrel supply response in March. The Strait of Hormuz closure created unprecedented global supply disruption while first deepwater fully autonomous well section was completed in Guyana.
Capex Investment | Innovation & R&D | Revenue Growth | Competitive Dynamics | Geographic Expansion | Capital Allocation | Margin | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 4 | 2 | 1 | 1 | 2 | 1 |
| 2025Q1 | 2 | 2 | 2 | 2 | 3 | 1 | 2 | |
| 2025Q2 | 3 | 2 | 2 | 2 | 1 | 1 | 2 | 1 |
| 2025Q3 | 3 | 5 | 2 | 2 | 2 | 1 | 1 | |
| 2025Q4 | 1 | 3 | 2 | 2 | 3 | 1 | 2 | 1 |
| 2026Q1 | 4 | 1 | 3 | 4 | 3 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 4 | 2 | 3 | 3 | 1 | 4 |
| Innovation & R&D | 2 | 2 | 2 | 5 | 3 | 1 |
| Revenue Growth | 4 | 2 | 2 | 2 | 2 | 3 |
| Competitive Dynamics | 2 | 2 | 2 | 2 | 2 | 4 |
| Geographic Expansion | 1 | 1 | 2 | 3 | 3 | |
| Capital Allocation | 1 | 3 | 1 | 1 | 1 | 3 |
| Margin | 2 | 1 | 2 | 2 | 2 | |
| Regulation Policy | 1 | 2 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
XOM ExxonMobil | 7 | +2.6% | |
| CVX Chevron Corporation | 7 | +3.2% |