ExxonMobil Holdings Corporation: EPS $4.23 vs $4.12 expected; revenue $113.2B vs $104.9B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 4.23 | 4.12 | +2.7% | 1.88 |
| Revenue (USD bn) | 113.16 | 104.89 | +7.9% | 83.33 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 30, 2026 | Q3 FY2026 | 4.23 | 4.120 | +2.7% | 113.16 | 104.89 | +7.9% |
| Jul 31, 2026 | Q2 FY2026 | 3.52 | 3.560 | −1.1% | 116.02 | 109.94 | +5.5% |
| May 1, 2026 | Q1 FY2026 | 1.16 | 0.984 | +17.9% | 85.14 | 81.13 | +4.9% |
| Jan 30, 2026 | Q4 FY2025 | 1.71 | 1.700 | +0.6% | 82.31 | 80.63 | +2.1% |
| Oct 31, 2025 | Q3 FY2025 | 1.88 | 1.820 | +3.3% | 83.33 | 86.47 | −3.6% |
| Aug 1, 2025 | Q2 FY2025 | 1.64 | 1.570 | +4.5% | 79.48 | 80.70 | −1.5% |
| May 2, 2025 | Q1 FY2025 | 1.76 | 1.750 | +0.6% | 81.06 | 86.35 | −6.1% |
| Jan 31, 2025 | Q4 FY2024 | 1.67 | 1.770 | −5.6% | 81.06 | 86.33 | −6.1% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
ExxonMobil Holdings Corporation results: EPS $4.23 vs $4.12 expected; revenue $113.2B vs $104.9B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 2.7%; revenue above the estimate by 7.9%.
Revenue was up 35.8% from $83.3 billion a year earlier (Q3 FY2025). EPS was up 125.0% from $1.88 a year earlier. On its record, EPS topped analysts' estimates in 5 of 7 earlier comparable reports.
What the results mean
The integrated operations of ExxonMobil Holdings Corporation help frame the results through the links between oil and gas extraction, refining, chemicals, trading and transportation. The significance of performance depends on the contribution of these activities; revenue growth alone cannot identify the source of improved profitability.
Extraction is sensitive to oil and gas prices and production costs, while refining depends on the margins earned from turning crude into petroleum products. In chemicals, product demand and feedstock costs are profitability drivers. Without details from the earnings release, the results cannot be attributed to a particular activity.
What to watch on the earnings call: Watch management's discussion of how extraction, refining and chemicals contribute to profitability, alongside demand, operating margins, production costs and feedstock costs. Details on spending priorities across core operations and the development of carbon capture and storage, hydrogen and biofuels would also help explain how the company allocates resources across its activities.
For the full analysis of ExxonMobil Holdings Corporation stock — valuation, scores and financial statements — see the stock page linked with this story.