TotalEnergies Q4 2025 Earnings Report Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy TTE?
Source: Benzinga
- Earnings Highlights: TotalEnergies reported adjusted earnings of $1.73 per share for Q4 2025, missing the $1.78 consensus estimate, although revenue reached $50.62 billion, exceeding expectations of $33.94 billion, indicating resilience in revenue growth despite challenges.
- Net Income Decline: The adjusted net income fell 15% year-over-year to $3.8 billion due to lower oil prices, reflecting pressure on profitability from market conditions, which could impact investor confidence moving forward.
- Commitment to Shareholders: The company declared a final interim dividend of €0.85 per share and repurchased $7.5 billion worth of shares over the year, demonstrating a strong commitment to shareholder returns aimed at enhancing market appeal for its stock.
- Future Outlook: TotalEnergies plans to achieve a 3% growth in oil and gas production in 2026 and expects a 7% increase in cash flow at $60/b oil price, while implementing a multi-year cash savings plan targeting $12.5 billion, showcasing a proactive approach to future growth.
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Analyst Views on TTE
Wall Street analysts forecast TTE stock price to fall
16 Analyst Rating
8 Buy
8 Hold
0 Sell
Moderate Buy
Current: 90.470
Low
60.04
Averages
71.67
High
90.93
Current: 90.470
Low
60.04
Averages
71.67
High
90.93
About TTE
TotalEnergies SE is a France-based company. The Company is predominantly engaged in the business as a worldwide oil group. Its segment divisions are divided into refining and chemistry such as refining of petroleum products and manufacture of basic chemistry and of specialty chemistry, petroleum products distribution, electricity generation from combined cycle gas plants and renewable energies, gas production, trading, transport and distribution primarily includes liquefied natural gas, natural gas, biogas, hydrogen, liquefied petroleum gas and hydrocarbon operating and production. The group is also operating in trading and sea transport of crude oil and oil products.
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.
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- Investment Scale: TotalEnergies' Mirny project in Kazakhstan involves a $1.2 billion investment, with approximately 75% externally financed, and is expected to reach full capacity by 2029, providing renewable power to about 1 million people and significantly advancing local renewable energy development.
- Power Purchase Agreement: The project has signed a 25-year Power Purchase Agreement with the Government of Kazakhstan, projected to generate 100 TWh of renewable electricity over 25 years, aiding Kazakhstan in achieving its goal of 15% renewable energy in electricity generation by 2030.
- Technological Innovation and Infrastructure: The Mirny project combines 1 GW of wind capacity with a 600 MWh battery energy storage system, enhancing grid stability and marking a significant upgrade to Kazakhstan's energy infrastructure, further solidifying TotalEnergies' market position in the region.
- International Financing Collaboration: TotalEnergies has secured financing through a Common Terms Agreement with an international lending consortium, including institutions like EBRD and China Construction Bank, demonstrating international capital's confidence in Kazakhstan's renewable energy market.
See More
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- Investment Decision: TotalEnergies has made a final investment decision on the $1.2 billion Mirny onshore wind and battery energy storage project, demonstrating confidence in its strategy despite ongoing legal disputes in Kazakhstan.
- Project Scale and Structure: The Mirny project will feature a 1 GW wind farm and a 600 MWh battery storage system, with TotalEnergies holding a 60% stake while Kazakh state-owned KazMunayGas and Samruk Energy each own 20%, enhancing its market position in renewable energy.
- Partnership Formation: This project will be integrated into a 50/50 Asian renewables partnership with Emirati firm Masdar, allowing both companies to share investment costs, thereby reducing financial risk and promoting regional renewable energy development.
- Legal Dispute Context: TotalEnergies' investment decision contrasts sharply with its ongoing $4.6 billion environmental fine and multibillion-dollar cost disputes related to the Kashagan offshore oilfield, showcasing the company's strategic decision-making capabilities in a complex legal environment.
See More
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- Final Investment Decision: TotalEnergies has made the final investment decision for the Mirny onshore wind and battery energy storage system project in Kazakhstan, marking a significant step in advancing local renewable energy initiatives.
- Financing Secured: The company has successfully secured financing for the project, ensuring liquidity that will enhance TotalEnergies' competitiveness in the global renewable energy market.
- Renewable Energy Impact: This project is expected to provide substantial clean energy to Kazakhstan, significantly reducing greenhouse gas emissions and aligning with global strategic goals for a sustainable energy transition.
- Economic and Employment Benefits: The implementation of this project is anticipated to create numerous job opportunities and stimulate local economic growth, further solidifying TotalEnergies' market position in the region.
See More
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- Energy Security Threat: IEA head Fatih Birol warned that the current conflict has resulted in a loss of 13 million barrels of oil per day, marking the biggest energy security threat in history, which could trigger global market volatility.
- Market Reaction: U.S. stocks pulled back as investors grew wary of the ceasefire's prospects, while Asian markets opened mixed, reflecting a cautious sentiment regarding future developments.
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- TotalEnergies: While TotalEnergies is known for its oil and gas production, it is leveraging profits from its carbon-based assets to build its electric and clean energy division, which is projected to account for 12% of its business by 2025, offering investors a clean energy hedge.
- Market Trends: Although Wall Street is currently less focused on clean energy, the global shift towards clean energy continues, with Brookfield Renewable suitable for full investment, NextEra Energy providing a blend of stable utility and clean energy, and TotalEnergies representing a solid oil investment with a clean energy hedge.
See More
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Involvement of Other Companies: The situation involves companies like AIR LIQUIDE, TOTAL ENERGIES, and TOYOTA, indicating a broader industry impact.
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