Exxon (XOM) Q3 Earnings: Analyzing Key Metrics Against Projections
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 08 2025
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Source: NASDAQ.COM
Exxon Mobil's Financial Performance: Exxon Mobil reported $85.29 billion in revenue for Q3 2025, a 5.3% decline year-over-year, with an EPS of $1.88 compared to $1.92 a year ago.
Comparison to Estimates: The revenue fell short of the Zacks Consensus Estimate of $86.77 billion, resulting in a surprise of -1.7%, while the EPS exceeded expectations by 3.87%.
Investor Insights: Investors are closely monitoring revenue and earnings changes to gauge the company's financial health, using key metrics for more accurate projections of stock performance.
Stock Recommendations: Zacks Investment Research has highlighted their top stock recommendations, suggesting potential for significant returns, with one stock believed to outperform previous successful picks.
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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: 140.510
Low
114.00
Averages
132.17
High
158.00
Current: 140.510
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.
ExxonMobil Stock Declines 1.1% Following Fourth Quarter Earnings Report
- Exxon Mobil's Stock Performance: Exxon Mobil shares experienced a decline of 1.1% following the release of their Q4 results.
- Impact of Q4 Results: The drop in stock price reflects investor reactions to the company's quarterly performance and financial metrics.
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Exxon Mobil Corporation Q4 2025 Earnings Call Highlights
- Technology-Driven Excellence: ExxonMobil successfully delivered all 10 key projects in 2025, with CEO Darren Woods emphasizing that the company has achieved its 2030 greenhouse gas reduction targets, reducing corporate GHG intensity by over 20% and upstream GHG intensity by over 40%, which not only enhances the company's environmental image but also strengthens its competitive position in the industry.
- Record Production Levels: The upstream production averaged 4.7 million oil-equivalent barrels per day in 2025, with unit earnings more than double those in 2019, marking the highest annual production level in over 40 years, showcasing the company's strong capabilities in resource development and technology application, further solidifying its market leadership.
- Shareholder Returns and Financial Health: The company executed $20 billion in share repurchases in 2025, equivalent to one-third of shares issued during the Pioneer transaction, with Woods noting a 29% annualized shareholder return over the past five years, reflecting strong cash flow capabilities and creating substantial value for shareholders.
- Future Outlook and Strategic Positioning: Woods projected that advantaged assets will constitute 65% of total production by 2030, with significant improvements in Permian production expected in 2026, increasing by approximately 200,000 oil-equivalent barrels per day year-over-year, demonstrating the company's confidence and strategic planning for long-term growth and market expansion.
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