Exxon Mobil Reports Strong Q4 2025 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Businesswire
- Quarterly Earnings Performance: Exxon Mobil reported a net income of $6.5 billion for Q4 2025, translating to earnings per share of $1.53, which, despite a decline from the previous quarter, demonstrates the company's resilient profitability and ongoing growth potential under a low-cost, technology-driven business model.
- Shareholder Return Strategy: The company distributed a total of $37.2 billion to shareholders in 2025, including $17.2 billion in dividends and $20 billion in share repurchases, showcasing its strong cash flow and commitment to shareholders, which further enhances investor confidence.
- Cash Flow and Investment: Operating cash flow for the fourth quarter was $12.7 billion, with free cash flow at $5.6 billion, indicating the company's flexibility in capital expenditures and investments, supporting future growth strategies and market expansion.
- Long-Term Growth Outlook: Exxon Mobil's growth strategy is underpinned by disciplined capital allocation and an industry-leading balance sheet, expected to create sustainable profit growth through 2030 and beyond, further solidifying its leadership position in the global energy market.
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Analyst Views on XOM
Wall Street analysts forecast XOM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for XOM is 132.17 USD with a low forecast of 114.00 USD and a high forecast of 158.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
12 Buy
7 Hold
0 Sell
Moderate Buy
Current: 137.580
Low
114.00
Averages
132.17
High
158.00
Current: 137.580
Low
114.00
Averages
132.17
High
158.00
About XOM
Exxon Mobil Corporation is an energy provider and chemical manufacturer. The Company’s principal business involves exploration for, and production of, crude oil and natural gas; the manufacture, trade, transport and sale of crude oil, natural gas, petroleum products, petrochemicals and a wide variety of specialty products; and pursuit of lower-emission and other new business opportunities, including carbon capture and storage, hydrogen, lower-emission fuels, Proxxima systems, carbon materials, and lithium. Its Upstream segment explores for and produces crude oil and natural gas. The Energy Products, Chemical Products, and Specialty Products segments manufacture and sell petroleum products and petrochemicals. Energy Products segment includes fuels, aromatics, and catalysts and licensing. Chemical Products segment consists of olefins, polyolefins, and intermediates. Specialty Products segment includes finished lubricants, basestocks and waxes, synthetics, and elastomers and resins.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Exxon Mobil Q4 Earnings Analysis
- Earnings Performance: Exxon Mobil reported Q4 adjusted earnings of $7.3 billion, or $1.71 per share, narrowly beating Wall Street expectations, yet net profit fell 14.5% year-over-year, indicating pressure on profitability amid an oversupplied market.
- Cash Flow and Shareholder Returns: The company generated $12.7 billion in cash flow from operating activities and $5.6 billion in free cash flow during Q4, with total shareholder distributions amounting to $9.5 billion, demonstrating a strong commitment to returning value to shareholders.
- Production Data: Exxon achieved a record full-year net production of 4.7 million boe/day, the highest in over 40 years, with Permian output at 1.6 million boe/day and Guyana exceeding 700,000 gross bbl/day, showcasing robust growth potential in key regions.
- Segment Performance: Upstream earnings fell to $3.5 billion, while Chemical Products swung to a loss of $281 million, despite Energy Products rising to $3.4 billion, reflecting the varying impacts of market fluctuations across different business segments.
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