ExxonMobil Holdings Corporation
XOM · NYSE
Next quarter
Expected to report Oct 30, 2026 — estimated from last year’s reporting date.
Consensus is $3.50 EPS for Sep 2026 across 5 estimates, ranging $2.55 to $4.67.
XOM Jun 2026
- 4.35%
- -0.24%
- $3.68
- $3.52
- —
- $116.02B
Reported results
- $116.02B
- $14.53B
- $3.48
Highlights
- Consolidated revenue and other income was $116.017 billion, compared with $81.506 billion in the year-ago quarter; net income attributable to ExxonMobil was $14.525 billion versus $7.082 billion.
- Upstream generated $35.457 billion of segment revenues and other income and $7.927 billion of segment income, compared with $25.700 billion and $5.402 billion, respectively, in Q2 2025.
- Energy Products produced $109.543 billion of segment revenues and other income and $5.465 billion of segment income, up from $71.147 billion and $1.366 billion in Q2 2025.
- Chemical Products reported $10.075 billion of segment revenues and other income and $1.131 billion of segment income, while Specialty Products reported $6.068 billion and $956 million, respectively.
- Additions to property, plant and equipment were $6.707 billion, including $6.315 billion for the segments and $392 million for Corporate and Financing.
Analysis
No consensus figures are on file, so the quarter cannot be assessed against an external earnings estimate. ExxonMobil nevertheless reported a substantial year-over-year improvement: revenue increased from $81.506 billion to $116.017 billion, while net income attributable to ExxonMobil rose from $7.082 billion to $14.525 billion. Energy Products was the largest segment by revenue and contributed $5.465 billion of segment income, compared with $1.366 billion a year earlier, making it a major earnings carrier. Upstream also strengthened, with segment income rising to $7.927 billion from $5.402 billion. Chemical Products improved to $1.131 billion from $293 million, and Specialty Products increased to $956 million from $780 million. Segment income totaled $15.479 billion versus $7.841 billion, partly offset by a Corporate and Financing loss of $954 million versus $759 million. The filing provides no consolidated margin figures.
Guidance
No forward guidance was given in the supplied filing material. Management did not provide ranges for revenue, earnings, production, segment results, margins, or capital spending for the next quarter or full year, and therefore there is no new guide to compare with a prior guide. The filing reports quarterly additions to property, plant and equipment of $6.707 billion, consisting of $6.315 billion for the segments and $392 million for Corporate and Financing, but it does not identify this amount as a forward capital-spending target. No assumptions or caveats for future periods were provided.
What drove it
- Energy Products — Segment income increased to $5.465 billion from $1.366 billion in Q2 2025, while segment revenues and other income rose to $109.543 billion from $71.147 billion.
- Upstream — Segment income rose to $7.927 billion from $5.402 billion, with segment revenues and other income increasing to $35.457 billion from $25.700 billion.
- Chemical Products — Segment income increased to $1.131 billion from $293 million, as segment revenues and other income rose to $10.075 billion from $8.298 billion.
- Capital Spending — Additions to property, plant and equipment totaled $6.707 billion, including $3.103 billion for U.S. Upstream and $2.356 billion for non-U.S. Upstream.
Watch items
- Corporate and Financing produced a $954 million loss, wider than the $759 million loss in Q2 2025.
- Depreciation and depletion, including impairments, increased to $8.062 billion from $5.813 billion, adding pressure to reported segment costs.
- Operating expenses excluding depreciation and depletion increased to $14.959 billion from $12.764 billion, while other taxes and duties remained substantial at $4.956 billion.
- The filing provides no forward guidance, leaving future earnings, margins, production, and capital-spending expectations unspecified.
