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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Biraj Borkhataria | RBC Capital Markets | 7 (29%) |
| Devin McDermott | Morgan Stanley | 7 (0%) |
| Neil Mehta | Goldman Sachs | 7 (14%) |
| Jean Salisbury | Bank of America | 7 (0%) |
| Doug Leggate | Wolfe Research | 7 (29%) |
| Betty Jiang | Barclays | 6 (0%) |
| Bob Brackett | Bernstein | 5 (0%) |
| Steve Richardson | Evercore ISI | 5 (0%) |
| Jason Gabelman | TD Cowen | 5 (0%) |
| Arun Jayaram | JPMorgan | 3 (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 | 7 (29%) |
| Barclays | 2 | 7 (0%) |
| Goldman Sachs | 1 | 7 (14%) |
| Morgan Stanley | 1 |
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 | Revenue Growth | Innovation & R&D | Competitive Dynamics | Capital Allocation | Geographic Expansion | Margin | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 2 | 2 | 1 | 1 | 2 | 1 |
| 2025Q1 | 2 | 2 | 2 | 2 | 3 | 1 | 2 | |
| 2025Q2 | 3 | 2 | 2 | 2 | 1 | 1 | 2 | 1 |
| 2025Q3 | 3 | 2 | 5 | 2 | 1 | 2 | 1 | |
| 2025Q4 | 1 | 2 | 3 | 2 | 1 | 3 | 2 | 1 |
| 2026Q1 | 4 | 3 | 1 | 4 | 3 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 4 | 2 | 3 | 3 | 1 | 4 |
| Revenue Growth | 4 | 2 | 2 | 2 | 2 | 3 |
| Innovation & R&D | 2 | 2 | 2 | 5 | 3 | 1 |
| Competitive Dynamics | 2 | 2 | 2 | 2 | 2 | 4 |
| Capital Allocation | 1 | 3 | 1 | 1 | 1 | 3 |
| Geographic Expansion | 1 | 1 | 2 | 3 | 3 | |
| Margin | 2 | 1 | 2 | 2 | 2 | |
| Regulation Policy | 1 | 2 | 1 | 1 | 1 | 1 |
| 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% |
| 7 (0%) |
| RBC Capital Markets | 1 | 7 (29%) |
| Bank of America | 1 | 7 (0%) |
| Evercore ISI | 1 | 5 (0%) |
| Bernstein | 1 | 5 (0%) |
| $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What XOM and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“nearly 10% of Exxon's retail shareholder base enrolled in just 1 year, and 30% of responders had not voted at the prior meeting, highlighting the power of this program to engage new voters.”
Exxon is cited as a pilot client of Broadridge's standing voting instruction solution, illustrating strong retail shareholder engagement adoption.
“This model has gained traction across a number of our clients, including Clorox, Dyson, Delta, Exxon, Kroger, Merck and Unilever.”
ExxonMobil is named as a client deepening its relationship with Omnicom.
“we also received the final payment of 596 million from ExxonMobil for the purchase of a 40% interest in the Bahia NGL pipeline.”
ExxonMobil completed its purchase of a 40% interest in Enterprise's Bahia NGL pipeline, making it a joint-venture partner in a major new midstream asset.
“Remarkably, your yield is now higher than ExxonMobil, and we tend to think of them as using buybacks to manage their dividend burden.”
An analyst benchmarked EOG's dividend yield above ExxonMobil's, framing Exxon as using buybacks to manage its dividend burden.
“strong completion activity in the Delaware Basin by Occidental, BP, and Devon in Loving and northern Reeves counties, and in the Midland Basin by Exxon in Martin County.”
ExxonMobil drove strong completion activity on TPL's Midland Basin acreage in Martin County — a positive read-through on Exxon's Permian development.
“we have worked very productively with ADNOC and establishing an opportunity set to take some of our capability sets and advantages and bring them to bear in terms of unlocking additional capacity in the UAE”
ExxonMobil frames ADNOC as a strategic partner it is actively working with to unlock additional UAE production capacity, implying ADNOC growth ambitions.
“we'll have to work with QatarEnergy on the two trains that were damaged. That will be obviously a much longer time horizon with respect to repair. That will be about 3% of our global production and QatarEnergy came out very early on and said, the repair time will be anywhere between 3 and 5 years.”
ExxonMobil's LNG joint-venture partner QatarEnergy had two Golden Pass/Qatar LNG trains damaged in the Middle East conflict, representing about 3% of Exxon's global production, with repairs expected to take 3-5 years.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
XOM ExxonMobil | 7 | +2.6% | |
| CVX Chevron Corporation | 7 | +3.2% |