Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for ExxonMobil (XOM) is 7/10.
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.
Scored from ExxonMobil’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 | $81.06B | -0.8% | $1.72 | -9.9% | 9.6% | 9.4% | $5.39B |
| FY2025 Q1 | $81.06B | +0.8% | $1.76 | -14.6% | 12.1% | 9.5% | $7.05B |
| FY2025 Q2 | $79.48B | -11.7% | $1.64 | -23.4% | 11.2% | 8.9% | $5.27B |
| FY2025 Q3 | $83.33B | -5.1% | $1.76 | -8.3% | 11.0% | 9.1% | $6.06B |
| FY2025 Q4 | $80.04B | -1.3% | $1.53 | -11.0% | 7.5% | 8.1% | $5.23B |
| FY2026 Q1 | $83.16B | +2.6% | $1.00 | -43.2% | 6.4% | 5.0% | $2.23B |
| FY2026 Q2 | $114.53B | +44.1% | $3.48 | +112.2% | 15.9% | 12.7% | $17.03B |