BP p.l.c.: EPS $3.26 vs $2.66 expected; revenue $68.4B vs $63.1B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 3.26 | 2.66 | +22.6% | 0.85 |
| Revenue (USD bn) | 68.40 | 63.14 | +8.3% | 48.39 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 30, 2026 | Q3 FY2026 | 3.26 | 2.66 | +22.6% | 68.40 | 63.14 | +8.3% |
| Aug 4, 2026 | Q2 FY2026 | 2.22 | 1.98 | +12.1% | 69.11 | 62.24 | +11.0% |
| Apr 28, 2026 | Q1 FY2026 | 1.24 | 0.91 | +36.3% | 52.26 | 48.50 | +7.7% |
| Feb 10, 2026 | Q4 FY2025 | 0.60 | 0.57 | +5.3% | 47.38 | 42.89 | +10.5% |
| Nov 4, 2025 | Q3 FY2025 | 0.85 | 0.72 | +18.1% | 48.39 | 44.44 | +8.9% |
| Aug 5, 2025 | Q2 FY2025 | 0.90 | 0.68 | +32.4% | 47.18 | 41.64 | +13.3% |
| Apr 29, 2025 | Q1 FY2025 | 0.53 | 0.56 | −5.4% | 46.91 | 42.88 | +9.4% |
| Feb 11, 2025 | Q4 FY2024 | 0.44 | 0.56 | −21.4% | 45.75 | 46.95 | −2.6% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
BP p.l.c. results: EPS $3.26 vs $2.66 expected; revenue $68.4B vs $63.1B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 22.6%; revenue above the estimate by 8.3%.
Revenue was up 41.4% from $48.4 billion a year earlier (Q3 FY2025). EPS was up 283.5% from $0.85 a year earlier. On its record, EPS topped analysts' estimates in 5 of 7 earlier comparable reports.
What the results mean
BP combines oil and gas production with refining, trading, fuel sales and consumer services. Interpreting its results therefore requires understanding how these activities interact: energy prices influence production, while refining and sales depend on input costs, product margins and demand.
The business also spans electricity, renewable energy, electric vehicle charging and bioenergy, alongside convenience stores and lubricants. This diversity makes each activity’s contribution and the efficiency of capital allocation central to understanding performance, although the absence of release details prevents attributing the results to a particular segment.
What to watch on the earnings call: Listen for management’s explanation of how production, refining, trading and customer businesses contributed to performance, along with its comments on fuel and gas demand and product margins. Spending priorities and capital allocation across oil, gas, electricity and low carbon energy also merit attention.
For the full analysis of BP p.l.c. stock — valuation, scores and financial statements — see the stock page linked with this story.