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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“And we continue to build on our pilot program first launched with ExxonMobil, to enable retail shareholders to provide standing voting instructions for annual meetings.”
ExxonMobil is the launch client for Broadridge's retail standing-voting-instruction pilot, positioning Exxon as an early adopter of new shareholder-engagement technology.
“This past quarter, we launched a pilot program with ExxonMobil to enable retail shareholders to provide standing voting instructions for annual meetings.”
ExxonMobil is a Broadridge shareholder-engagement client, piloting standing voting instructions for retail holders, signaling ExxonMobil's push to lift retail proxy participation.
“We touch Exxon. In so many places. I can't count it. And we will continue to try to do more deals with Exxon.”
Enterprise's co-CEO emphasizes the breadth and continuation of its commercial partnership with ExxonMobil across many touchpoints.
“we announced ExxonMobil's acquisition of an undivided joint interest in Bahia natural gas liquid pipeline and the related expansion of Bahia to 1 million barrels a day and a 92-mile extension to connect Exxon's Cowboy Processing Complex”
Enterprise partners with ExxonMobil via an undivided joint interest in the Bahia NGL pipeline plus an expansion and extension to Exxon's Cowboy Processing Complex, a read-through on Exxon's Permian NGL infrastructure buildout.
“Approximately 61% of the royalty acreage is operated by Exxon, Diamondback and Occidental.”
Exxon is a lead operator on roughly 61% of the Midland Basin royalty acreage TPL just acquired, driving development and royalty production on TPL's minerals.
“ExxonMobil, plans to implement ServiceNow AI and agents to deliver enhanced employee experiences, improved operational processes and fast response time across its enterprise services.”
ExxonMobil plans to implement ServiceNow AI and agents to enhance employee experience and operational processes across its enterprise services.
“The one thing I would mention is Exxon was granted a draft Class 6 permit for its Rose-CCS project in July and the comment period for that with the EPA ended earlier this week.”
CF relies on ExxonMobil's Rose CCS project (Class 6 permit) to permanently sequester CO2 captured at Donaldsonville; Exxon's permit progress underpins CF's low-carbon ammonia economics.
“If this outperformance continues and Golden Pass comes online before year-end in accordance with Exxon's guidance.”
EQT cites ExxonMobil's Golden Pass LNG facility timeline as a key swing factor for keeping the 2026 natural gas market balanced, underscoring EQT's bullish medium-term gas price view.
“In OFSE, we received a significant multi-year award from ExxonMobil Guyana to provide specialty chemicals and related services for FPSOs, which complements our IET scope that includes power generation and compression equipment previously awarded.”
ExxonMobil's Guyana operations awarded Baker Hughes a significant multi-year specialty chemicals contract for FPSOs, adding to existing power and compression equipment scope.
“Dow is not alone. Right? We've seen so many other announcements of capacity rationalizations recently from Total in Belgium, but versus sale, Sabik, ExxonMobil.”
An analyst notes ExxonMobil is among several European petrochemical peers also announcing capacity rationalizations, reflecting industry-wide ethylene oversupply correction alongside Dow's own asset idling.
“Both companies have moved their headquarters, Exxon from Dallas to Houston, and Chevron last year moved their headquarters from the Bay Area to Houston.”
Camden cites ExxonMobil's headquarters relocation to Houston as continuing evidence of corporate consolidation and job growth supporting its Houston apartment market.
“Of this specific set of wells, a total of approximately 18 net wells comes from an operator group consisting of Exxon, Chevron, Conoco, BP, Occidental, EOG and Caterra.”
Exxon is part of the operator group driving roughly 18 net near-term wells on TPL's royalty acreage, implying continued active Permian development from Exxon.
“all companies need to who operate on an SAP platform need to upgrade as SAP is moved to, S/4HANA.”
Exxon, one of SAP's largest customers, is consolidating from 10-plus ERP systems onto a single SAP S/4HANA platform, a major enterprise-software modernization.
“the investment that we made in Denbury and now today have the only scale end-to-end carbon capture and sequestration system.”
Exxon credits its Denbury acquisition for giving it the only at-scale end-to-end CO2 capture-and-sequestration network, central to its data-center decarbonization pitch.
“retiring shares equivalent to one-third of those issued during the Pioneer transaction, significantly reducing the dilutive impacts of the acquisition.”
Exxon repurchased shares equal to a third of those issued for the Pioneer Natural Resources acquisition, unwinding the deal's dilution as Permian volumes ramp.
“If we look at Meta alone, they have a trailing run rate of your peak $30 billion and are going to $70 billion a year next.”
An analyst cites Meta's escalating capex as a benchmark for the scale of the AI infrastructure buildout.
“Google just recently signed a power contract with a gas power plant.”
An analyst notes Google contracting for gas-fired power, framing hyperscalers as prospective customers for ExxonMobil's carbon-abated power offering.
“I think Total just lifted their force majeure.”
TotalEnergies, ExxonMobil's co-venturer context in Mozambique LNG, has lifted its force majeure, signaling the project is restarting.
“We will leverage the Denbury acquisition that we made some time ago to really help accelerate the decarbonization of data centers.”
ExxonMobil plans to use CO2 infrastructure from its Denbury acquisition to serve low-carbon data center power.
“I think the Pioneer acquisition is a great example of that, where we brought in a very good organization, very good people, very good assets”
Management cites the completed Pioneer Natural Resources acquisition as a model of value-accretive M&A.
“This quarter, we also announced the acquisition of key assets from Superior Graphite, a leader in the graphite and specialty carbon market.”
ExxonMobil acquired key assets and technology rights from Superior Graphite to scale battery anode graphite production.
“Through our signed MOUs with Masdar and Goel Steel, investments in Proxima-based rebar manufacturing facilities will grow over the next two years.”
Goel Steel is an MOU partner for ExxonMobil's Proxima-based rebar manufacturing investments.
“Through our signed MOUs with Masdar and Goel Steel, investments in Proxima-based rebar manufacturing facilities will grow over the next two years.”
ExxonMobil has signed an MOU with Masdar to scale Proxima-based rebar manufacturing, indicating a downstream materials partnership.
“We also acquired more than 80,000 net high-quality acres in the Midland Basin from Sinakin Petroleum.”
ExxonMobil acquired Midland Basin acreage from Sinakin Petroleum, a Permian bolt-on acquisition.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Doug Leggate | Wolfe Research | 6 (33%) |
| Betty Jiang | Barclays | 6 (0%) |
| Devin McDermott | Morgan Stanley | 6 (0%) |
| Jean Salisbury | Bank of America | 6 (0%) |
| Biraj Borkhataria | RBC Capital Markets | 6 (33%) |
| Neil Mehta | Goldman Sachs | 6 (0%) |
| Jason Gabelman | TD Cowen | 4 (0%) |
| Steve Richardson | Evercore ISI | 4 (0%) |
| Rob Brackett | Bernstein | 4 (0%) |
| Ryan Todd | Piper Sandler | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 |
ExxonMobil achieved the highest annual production in over 40 years at 4.7M barrels per day with unit earnings more than double 2019, as Guyana reached 875K barrels per day and Permian hit $1.8M records. All ten key 2025 projects were delivered including Golden Pass with first LNG expected in early March, and structural cost savings reached $15B through 2025 more than all competitors combined. Permian was expected to exceed 2.5M barrels per day beyond 2030, and $150B in distributions over five years included $20B in 2025 buybacks alongside 43 consecutive years of dividend growth.
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 |
| 6 (0%) |
| RBC Capital Markets | 1 | 6 (33%) |
| Bank of America | 1 | 6 (0%) |
| JPMorgan | 2 | 4 (0%) |
| TD Cowen | 1 | 4 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
XOM ExxonMobil | 7 | +2.6% | |
| CVX Chevron Corporation | 7 | +3.2% |