Exxon Mobil Corporation
- Open
- 148.89
- Day high
- 150.00
- Day low
- 147.17
- Prev close
- 145.95
- Volume
- 14.6M
- Mkt cap
- $610.9B
- P/E (TTM)
- 25.0
- EPS (TTM)
- $5.90
- P/B
- 2.4
- P/S
- 1.9
- Yield
- 1.40%
- Per share
- $2.06
Exxon Mobil Corporation (XOM) is a Energy company listed on NYSE. The stock is up 37% over the past year. Drillr has 140 published research articles covering XOM.
Exxon Mobil Corporation (XOM) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 10 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
XOM earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 1, 2026 | $0.98 | $1.16 | +17.9% | $85.1B | +4.9% |
| Jan 30, 2026 | $1.70 | $1.71 | +0.6% | $80.0B | -0.7% |
| Oct 31, 2025 | $1.82 | $1.88 | +3.3% | $83.3B | -3.6% |
| Aug 1, 2025 | $1.57 | $1.64 | +4.5% | $79.5B | -1.5% |
| May 2, 2025 | $1.75 | $1.76 | +0.6% | $81.1B | -6.1% |
| Jan 31, 2025 | $1.77 | $1.67 | -5.6% | $81.1B | -6.1% |
| Nov 1, 2024 | $1.88 | $1.92 | +2.1% | $87.8B | -2.4% |
| Aug 2, 2024 | $2.01 | $2.14 | +6.5% | $90.0B | -3.7% |
| Apr 26, 2024 | $2.20 | $2.06 | -6.4% | $80.4B | -2.2% |
| Feb 2, 2024 | $2.21 | $2.48 | +12.2% | $81.7B | -4.2% |
| Oct 27, 2023 | $2.37 | $2.27 | -4.2% | $88.6B | +5.7% |
| Jul 28, 2023 | $2.01 | $1.94 | -3.5% | $80.8B | -0.8% |
XOM insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Feb 9, 2026 | Talley Darrin Lofficer: VP - Corp Strategic Planning | Sell | 3,230 | $149.18 |
| Feb 3, 2026 | Talley Darrin Lofficer: VP - Corp Strategic Planning | Sell | 4,350 | $139.75 |
| Feb 3, 2026 | Talley Darrin Lofficer: VP - Corp Strategic Planning | Sell | 650 | $139.75 |
| Jan 5, 2026 | Angelakis Michael Jdirector | Grant | 2,500 | — |
| Jan 5, 2026 | KANDARIAN STEVEN Adirector | Grant | 2,500 | — |
| Jan 5, 2026 | UBBEN JEFFREY Wdirector | Grant | 2,500 | — |
| Jan 5, 2026 | Dreyfus Maria S.director | Grant | 2,500 | — |
| Jan 5, 2026 | Garland Greg C.director | Grant | 2,500 | — |
| Jan 5, 2026 | HARRIS JOHN Ddirector | Grant | 2,500 | — |
| Jan 5, 2026 | Braly Angela Fdirector | Grant | 2,500 | — |
| Jan 5, 2026 | Powell Dina H.director | Grant | 2,500 | — |
| Jan 5, 2026 | KELLNER LAWRENCE Wdirector | Grant | 2,500 | — |
| Jan 5, 2026 | Karsner Alexanderdirector | Grant | 2,500 | — |
| Jan 5, 2026 | Hietala Kaisadirector | Grant | 2,500 | — |
| Jan 5, 2026 | HOOLEY JOSEPH Ldirector | Grant | 2,500 | — |
Source: XOM SEC Form 4 filings, latest Feb 9, 2026. For informational purposes only — not investment advice.
See the full XOM insider & 13F page →XOM research & analysis
XOM, CVX: Israel-Iran Strikes Send Oil +3% as Ceasefire Collapses
Israel launched retaliatory strikes on Iran, Iran fired missiles back, and Brent jumped 3%. What the ceasefire collapse means for Exxon and Chevron earnings.
CVXXLEUSO ETF: Hormuz and Bab al-Mandeb Risk Set Up an Oil Squeeze
Iran-Houthi escalation puts two of the world's most critical oil chokepoints back in focus. What it means for USO ETF and the oil price floor.
USOCVXXOM: The Stagflation Trade After OECD's Dark Scenario
OECD's dark-scenario warning, EU's 1M jobs at risk, and Warsh's forward-guidance shift line up the supply-side stagflation positioning case.
SHEL: Hormuz Blockade Tightens LNG Supply for Majors
The Hormuz blockade creates a bifurcated outcome: LNG producers with Middle East assets (Shell, ExxonMobil, TotalEnergies) face 2-3 quarter supply disruptions and margin compression, while refining-heavy majors and integrated producers with refining exposure benefit from crude-product spread widening. Consensus has treated all majors symmetrically on Brent upside, missing the structural divergence. LNG-heavy names should underperform the refining basket by 5-10% over the next 2-3 quarters.
SHELCVXBPSLB: Gulf Oil Resumption Lags Street as Iran War Disrupts Q1
SLB's Q1 earnings showed Middle East revenue down 10% with ongoing demobilizations from the Iran conflict, contradicting the IEA's projection of swift Gulf oil field resumption. The market sold oilfield services stocks but hasn't repriced energy producers XOM and CVX for the extended tight-supply window this signals. The trade is long the producers on 6-9 month crude strength, breaking if official Gulf resumption announcements or OPEC data show rapid supply return by mid-May.
CVXSLBHALCan Energy Stocks Hold Gains as Middle East Ceasefire Hopes Strip Geopolitical Premium?
Last week's S&P 500 rally on Middle East ceasefire hopes creates a tactical mispricing in energy stocks. While XLE participated in the broad market advance, the de-escalation narrative removes the geopolitical premium that had been supporting energy valuations, setting up 5-10% underperformance versus the S&P 500 over 30 days as the conflict bid unwinds.
XLEXLFXLICan Exxon's $18 Billion Golden Pass Bet Hit Full Throttle by September?
Golden Pass LNG's first cargo departure on April 23 starts a five-month countdown to full 18 mtpa capacity, with Exxon facing a $1.2 billion EBIT upside if the ramp executes cleanly by end of Q3 2026 — or a $900 million cut if delays push full operations into Q4 or later. Wall Street prices 70% odds of on-schedule completion, leaving a 30% tail risk that could drive XOM down 3-5% on a delay announcement.
LNGWill $100 Oil From Strait of Hormuz Tensions Cement XOM and CVX Outperformance?
Brent crude topping $100/barrel on Strait of Hormuz concerns reveals a mispricing in energy stocks still trading on lower oil price assumptions. XOM and CVX offer 15-20% upside as earnings revisions catch up to triple-digit oil reality, with LMT benefiting from elevated Middle East defense spending. The thesis breaks if oil retreats below $85 by Q3 2025.
CVXLMTETNTransat Axes Hundreds of Flights as Iran War Spurs Jet Fuel Surge
Transat's flight cuts confirm Iran war risks post-ceasefire expiration, pointing to 8-12% TRZ downside and 7-11% gains for XOM/CVX as fuel surges. Airlines face deeper capacity pain; energy rerates higher. Breaks without military confirmations by April 29.
TRZCVXDALHormuz and Minerals Choke Points: Why XOM, FCX, and BHP Are Top Ranked Picks
Bloomberg's chokepoint alert favors oil majors (XOM, CVX, OXY) and copper leaders (FCX, BHP) amid Hormuz and minerals risks, while ALB faces headwinds. Ranked picks highlight resilient FCF machines at attractive valuations.
CVXFCXBHPEurope's 21-Hour Trading Days Are Boosting VLO, XOM & CVX Margins
Europe's surging energy market volatility, with traders facing 21-hour days per Bloomberg, spills over to boost US refining margins for Valero, Exxon, and Chevron while supercharging commodities trading at Goldman Sachs and JPMorgan. Recent financials show resilient FCF and margins, with VLO leading price gains at +43% over 3M. Bullish: Buy the dip for volatility-fueled profits.
CVXGSJPMMiddle East De-Escalation Talks: Why XOM, JPM, and SLB Benefit Most — and OXY Lags
US-Iran ceasefire talks in Islamabad on April 11 signal Middle East de-escalation, favoring integrated oils like XOM and CVX for stable refining, big banks JPM/BAC for lower provisions, and services SLB amid resilient rigs—while upstream OXY lags. Ranked conviction prioritizes cash-rich names. Watch negotiation breakthroughs and oil flows.
CVXJPMBACHezbollah Escalation Before Peace Talks: LMT +30% YTD, RTX and XOM Next to Move?
Hezbollah's intensified attacks on Israel, killing 14 in Lebanon ahead of U.S.-Iran talks, signal rising demand for LMT and RTX missile systems amid $462B backlogs, while XOM benefits from Middle East supply fears boosting oil. Defense stocks show strong YTD gains (LMT +30%, RTX +10%), with XOM up 28% on resilient production guidance. Bullish: Escalation drives orders and pricing power.
LMTRTXUS-Iran De-Escalation Talks: Why CVX, XOM, and JPM Are the Biggest Winners
US-Iran talks in Pakistan on April 11 signal Middle East de-escalation, lowering oil premiums and volatility to favor integrated majors (CVX, XOM), banks (JPM, BAC), services (SLB), and upstream (OXY). Ranked conviction highlights CVX and XOM for stability and FCF.
CVXOXYSLBApril CPI Spike: XOM and CVX Win as Higher-for-Longer Rates Crush AAL
April's fuel-driven CPI surge signals persistent US inflation, favoring oil majors XOM and CVX with production growth, banks like JPM via NII, while pressuring airlines AAL and rails UNP. Ranked picks prioritize energy exposure at reasonable valuations amid higher-for-longer rates.
CVXJPMAALCPI Hits 3.3% and Stagflation Fears Return — XOM, CVX, and NEM Top the Defense List
With March CPI surprising at 3.3%, stagflation fears are resurfacing. We analyze six defensive companies across energy, gold, utilities, and consumer staples, finding that Exxon Mobil, Chevron, and Newmont offer the best combination of direct inflation exposure, reasonable valuation, and strong dividends for a stagflationary environment.
CVXNEMNEEIran Policy Rift Lifts LMT, NOC, XOM — 6 Defense & Energy Stocks to Buy Now
Policy rifts between Trump and Netanyahu over Iran elevate US defense spending and oil risks, benefiting LMT, NOC, RTX, GD, XOM, and CVX. Defense firms show record backlogs and production ramps; energy majors leverage low-cost assets amid supply threats. NOC and LMT top the conviction list.
LMTNOCRTX$4 Gas Alert: MPC, VLO Surge While Ford and Costco Face the Squeeze
Strait of Hormuz threats fuel $4 gas fears, supercharging refiner margins for MPC and VLO while hitting Ford's truck sales and testing Costco's pricing power. Integrated majors XOM and CVX offer balanced upside amid volatility.
MPCVLOCVXIran Hormuz Tolls Threaten 20% of Oil Supply — XOM and CVX Top Winners as Asia Pivots
Iran's threatened Hormuz tolls on 20% of global oil flows are accelerating Asia's pivot to US exporters via barter deals. XOM and CVX top the winners with massive FCF and production ramps, while COP and refiners like MPC follow. Ranked conviction favors integrated upstream leaders amid tightening supply.
CVXCOPOXYInflation + Iran Risk: Why NOC and XOM Beat NVDA in a Higher-Rate Oil Spike
US labor stability and rising inflation pre-Iran conflict signal higher rates and oil spikes, favoring energy (XOM, CVX, OXY) and defense (RTX, NOC) over tech (NVDA). Top picks: NOC and XOM for balanced exposure and valuation.
CVXOXYRTX
Exxon Mobil Corporation company profile
Overview
Exxon Mobil Corporation (NYSE:XOM) is one of the world's largest publicly traded oil and gas companies, tracing its roots back to 1870 when it was founded as Standard Oil Company. The company emerged in its current form following the 1999 merger of Exxon Corporation and Mobil Corporation, two descendants of the original Standard Oil trust that was broken up in 1911. Headquartered in Irving, Texas, ExxonMobil operates as an integrated energy company with global operations spanning oil and gas exploration, production, refining, and petrochemical manufacturing. The company has evolved from a traditional oil major into a diversified energy enterprise, increasingly investing in low-carbon solutions and advanced materials while maintaining its position as a leading producer of crude oil and natural gas.
Business
ExxonMobil operates as an integrated oil and gas company across three primary business segments that collectively represent the entire energy value chain from wellhead to consumer. The Upstream segment focuses on the exploration, development, and production of crude oil and natural gas. This involves finding underground hydrocarbon reserves, drilling wells to extract these resources, and bringing them to market. The company operates approximately 20,528 net operated wells globally, with major production centers in the Permian Basin of Texas, Guyana's offshore waters, and various international locations. This segment represents the foundation of ExxonMobil's business, generating the raw materials that feed into downstream operations. The Product Solutions segment (formerly called Downstream) encompasses refining operations and the manufacture of petroleum products. This segment takes crude oil and processes it in refineries to create gasoline, diesel fuel, jet fuel, heating oil, and other refined products that consumers and businesses use daily. ExxonMobil has strategically reduced its refinery footprint from 45 to 15 facilities over recent years, focusing on the most efficient and profitable operations. The segment also includes the marketing and distribution of these products through retail networks and commercial sales. The Chemical segment produces petrochemicals and specialty chemical products used in manufacturing everything from plastics and synthetic rubber to industrial chemicals. Key products include olefins, polyolefins, aromatics, and various specialty chemicals that serve as building blocks for countless consumer and industrial products. The company operates major chemical facilities globally and has been investing in high-value specialty products that command premium pricing. Additionally, ExxonMobil has established a Low Carbon Solutions business segment that focuses on carbon capture and storage, hydrogen production, biofuels, and lithium extraction for electric vehicle batteries. While still emerging, this segment represents the company's strategic pivot toward energy transition opportunities and is targeted to generate $2 billion in annual earnings by 2030.
Risks & safety
ExxonMobil demonstrates a strong margin of safety with robust financial metrics and conservative capital structure, though commodity price volatility creates inherent risks. Liquidity and Solvency: - Cash and short-term investments of $23.2 billion provide substantial liquidity buffer - Current ratio of 1.31 indicates adequate short-term liquidity coverage - Debt-to-equity ratio of 25% represents conservative leverage for the industry - Strong free cash flow generation of $30.7 billion in 2024 demonstrates cash generation capability - No significant near-term debt maturities creating refinancing pressure Valuation Metrics: - Price-to-earnings ratio of 13.7 appears reasonable for a large energy company - EV/EBITDA of 6.9 suggests modest valuation relative to cash generation - Price-to-book ratio of 1.7 indicates trading near tangible asset value - Graham number analysis suggests potential undervaluation relative to conservative metrics Other Considerations: - Dividend yield supported by strong cash flows with 42 consecutive years of increases - Substantial capital expenditure requirements ($28-33 billion annually) for maintaining production - Commodity price sensitivity creates earnings volatility risk - Long-term energy transition trends pose strategic challenges to traditional business model
Recent development
Over the past several years, ExxonMobil has executed significant strategic transformations while maintaining focus on operational excellence and shareholder returns. The most significant recent development was the $60 billion acquisition of Pioneer Natural Resources in 2024, completed in record six-month timeframe. This transformative deal doubled ExxonMobil's Permian Basin production to over 1.2 million barrels per day and is generating synergies exceeding initial expectations, with estimates increased from $2 billion to $3 billion annually. The integration has enabled record drilling performance and operational efficiencies across the combined asset base. Portfolio optimization has been a key strategic focus, with the company divesting non-core assets while investing in advantaged, high-return projects. The refinery portfolio was strategically reduced from 45 to 15 facilities, focusing on the most efficient operations. Simultaneously, the company has achieved $12.7 billion in structural cost savings since 2019, targeting an additional $6 billion in business cost reductions. The company has made substantial investments in Low Carbon Solutions, establishing it as a fourth business segment. Key developments include carbon capture and storage projects with 6.7 million tons of contracted CO2 storage capacity, hydrogen production facilities, and entry into lithium extraction for electric vehicle batteries. The company targets $2 billion in annual earnings from low-carbon solutions by 2030. Technology and innovation initiatives have accelerated, including development of Proxxima thermoset resin for high-performance applications, advanced recycling capabilities, and carbon materials for battery applications. These technologies address growing markets while leveraging ExxonMobil's chemical expertise. Operational excellence continues with record production achievements in key assets like Guyana (targeting growth from current levels to potential 40+ reservoirs by 2030) and continued Permian Basin expansion. Multiple major projects are scheduled for startup in 2025, including the Golden Pass LNG facility, Singapore refinery upgrades, and advanced recycling units.
XOM company profile · for informational purposes only — not investment advice.
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