TotalEnergies SE: EPS $4.03 vs $3.84 expected; revenue $61.9B vs $55.4B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 4.03 | 3.84 | +4.9% | 1.77 |
| Revenue (USD bn) | 61.86 | 55.39 | +11.7% | 43.65 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q3 FY2026 | 4.03 | 3.84 | +4.9% | 61.86 | 55.39 | +11.7% |
| Jul 23, 2026 | Q2 FY2026 | 2.68 | 2.66 | +0.8% | 57.10 | 56.76 | +0.6% |
| Apr 29, 2026 | Q1 FY2026 | 2.45 | 2.22 | +10.4% | 49.52 | 44.58 | +11.1% |
| Feb 11, 2026 | Q4 FY2025 | 1.73 | 1.80 | −3.9% | 45.93 | 33.98 | — |
| Oct 30, 2025 | Q3 FY2025 | 1.77 | 1.81 | −2.2% | 43.65 | 32.62 | — |
| Jul 24, 2025 | Q2 FY2025 | 1.57 | 1.62 | −3.1% | 45.24 | 43.66 | +3.6% |
| Apr 30, 2025 | Q1 FY2025 | 1.83 | 1.88 | −2.7% | 47.90 | 36.85 | — |
| Feb 5, 2025 | Q4 FY2024 | 1.90 | 1.74 | +9.2% | 47.12 | 42.71 | +10.3% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
TotalEnergies SE results: EPS $4.03 vs $3.84 expected; revenue $61.9B vs $55.4B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 4.9%; revenue above the estimate by 11.7%.
Revenue was up 41.7% from $43.7 billion a year earlier (Q3 FY2025). EPS was up 127.7% from $1.77 a year earlier. On its record, EPS topped analysts' estimates in 3 of 7 earlier comparable reports.
What the results mean
Revenue growth reflects an expansion in the value of activity at TotalEnergies SE, but the available material does not establish the contribution of prices or sales volumes. The breadth of its operations makes understanding revenue sources and their profitability essential to interpreting the results.
TotalEnergies SE combines oil and gas extraction with gas liquefaction, transportation and trading, alongside refining, chemicals and electricity generation. Its profitability therefore depends on a mix of energy prices, processing and trading margins, and operating efficiency, while electricity and storage add income sources with different drivers.
What to watch on the earnings call: Investors should follow management's explanation of the sources of revenue growth and how it translates into profitability and cash flow, including discussion of liquefied natural gas demand, refining and chemical margins, and contributions from power generation and trading. Discussion of spending allocation across extraction, electricity and storage would also help clarify the company's priorities.
For the full analysis of TotalEnergies SE stock — valuation, scores and financial statements — see the stock page linked with this story.