Exxon Mobil Corporation
- Open
- 136.48
- Day high
- 137.30
- Day low
- 135.33
- Prev close
- 136.04
- Volume
- 26.7M
- Mkt cap
- $565.7B
- P/E (TTM)
- 23.1
- EPS (TTM)
- $5.90
- P/B
- 2.2
- P/S
- 1.7
- Yield
- 1.51%
- Per share
- $2.06
Exxon Mobil Corporation (XOM) is a Energy company listed on NYSE. The stock is up 25% over the past year. Drillr has 140 published research articles covering XOM.
Exxon Mobil Corporation (XOM) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 16 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
Saudi Arabia Cuts 600K BPD Amid Conflict — Why XOM and CVX Are Up 26% YTD and Rising
Saudi Arabia's 600,000 bpd oil capacity cut due to war, reported April 9, tightens global supply and sets up Exxon (XOM) and Chevron (CVX) for higher prices and cash flows. Despite a knee-jerk dip, YTD gains exceed 26% with fortress balance sheets (debt/EBITDA <1.2x) and robust Q4 FCF. Bullish stance: Buy majors and USO on this supply shock.
CVXUSOUS Crude Exports Hit Record Highs: XOM Leads 6 Winners From Asia's Iran Pivot
US crude exports hit records on April 9 amid Iran disruptions, boosting exporters like XOM and CVX with Asian ties. Analysis ranks six majors by exposure, financials, and valuation, naming XOM the top pick.
CVXCOPOXYUS-Iran Truce Pulls Oil Back: Why LMT Holds While XOM Slips
The announced US-Iran truce steadied European gas but sparked an oil pullback, pressuring XOM while LMT held gains on defense tailwinds. SPY faces volatility from diplomatic uncertainty. Investors should favor LMT's backlog resilience over XOM's exposure, with SPY as a tactical hedge.
LMTSPYHormuz Blockade Hits Copper Hard: FCX Bleeds While XOM, CVX, OXY Rally
Bloomberg's April 13 Hormuz blockade report tanked copper and spiked aluminum spreads, bearish for FCX miners and UPS/FDX shippers but bullish for XOM/CVX/OXY on oil premiums. Energy majors' low leverage and production exposure position them for gains amid shipping chaos.
CVXOXYFCXLMT Up 29.8% YTD as Iran Tankers Stall — Is XOM Next to Move?
Trump's April 13 oil blockade announcement idled Iranian tankers off India, boosting LMT's defense prospects via missile demand while pressuring XOM's Middle East ops. LMT's $141B cap and 29.8% YTD gains position it for outperformance; XOM's integrated model weathers supply risks at $110 oil. Bullish on LMT, hold XOM amid escalating tensions.
LMTUSOLMT vs. XOM: Iran Blockade Spikes Missile Demand — One Stock Wins Big
Trump's April 13 Iran port blockade boosts LMT's missile demand via $194B backlog, while XOM navigates supply risks with strong Permian/Guyana output. LMT eyes 2026 EPS jump to $30; XOM's FCF resilience caps downside. Bullish defense, neutral energy play.
LMTIran Refining Surge Could Flood Oil Markets — What It Means for USO, XOM, CVX
Iran's vow to restore most refining capacity in two months could boost global supply, pressuring oil prices and USO, but benefits integrated giants XOM and CVX through volatility and downstream strength. Financials show robust FCF and low leverage, supporting buybacks amid YTD gains of 26-28%. Watch OPEC+ moves and June output for next volatility wave.
USOCVXXLE Holds Firm as US-Iran Talks Fail — Oil Could Hit $120 and These Stocks Benefit
Faltering US-Iran ceasefire talks triggered a Gulf stock selloff amid escalation fears, but XLE holds resilient on high oil prices. Geopolitical risks could drive crude to $120+, boosting the ETF's top holdings like XOM and CVX. Bullish on XLE at current valuations amid skewed odds for higher oil.
XLECVXCOPOil Tops $100 on US-Iran Stalemate: XOM's $23B FCF Shines as SPY Faces Risk-Off
US-Iran talks stalemated on April 12, driving oil over $100 and pressuring futures, boosting XOM's valuation and LMT's backlog while SPY faces risk-off flows. XOM's $23.6B FCF and low debt position it for margin gains; LMT's 29.8% YTD run holds firm. Overweight energy/defense amid policy fog.
LMTSPYOil Breaks $100 on Hormuz Blockade Signal — XOM, CVX, OXY Positioned for a Major Move
US Hormuz blockade announcement on April 12 drove oil above $100/bbl, boosting XOM (+28% YTD), CVX (+26%), and OXY (+35%) amid low debt and diversified assets. Shipping risks elevate the premium, positioning energy giants for FCF surges and valuation rerating.
CVXOXYXOM and CVX Up 26-28% YTD — Why the UK Refusing Hormuz Blockade Could Widen Their Lead
The UK's April 12, 2026, refusal to join Trump's Hormuz blockade plan exposes oil majors to extended disruptions in the 20% global oil chokepoint, but XOM and CVX's robust finances and production ramps set up margin gains. YTD stock surges of 26-28% reflect market bets on higher crack spreads, with Middle East assets (20% of output) offset by US shale strength. Bullish stance: Buy supermajors for FCF upside amid geopolitical limbo.
CVXBPSHELHormuz Blockade Threat Pushes Oil Toward $150 — XOM and LMT Up 30% YTD With More Upside
Trump's April 12 Strait of Hormuz blockade announcement threatens 20% of global oil flows, hitting XOM's Middle East assets but poised to drive crude toward $150. LMT benefits from defense ramp-up amid escalation, with both posting 28-30% YTD gains on cheap valuations. Bullish outlook as supply shocks outweigh near-term volatility.
USOLMTLMT Eyes 15% Upside as Hormuz Blockade Supercharges Its $194B Defense Backlog
Trump's April 12 Hormuz blockade threat after Iran talks fail risks 20% of global oil flows, supercharging LMT's $194B defense backlog while pressuring XOM's supply chains. LMT eyes 15% upside on missile ramps; XOM/USO neutral amid volatility. Bullish LMT, watch Navy orders and OPEC.
LMTUSOStagflation Trade: XOM and NEM Ranked Ahead of GS and NFLX Earnings
Ahead of March PPI and GS/NFLX earnings, stagflation favors XOM, NEM, and COST over vulnerable banks and streamers. Energy and gold lead with strong FCF and margins, while GS faces growth headwinds. Ranked picks emphasize cheap inflation hedges.
TIPGLDXLPIran Talks Collapse: Can XOM, CVX, LMT, NOC Hold Their 25%+ YTD Gains?
JD Vance's announcement of collapsed 21-hour US-Iran talks in Pakistan on April 12 threatens the ceasefire, revitalizing oil supply risks and defense demand. XOM and CVX stand strong with 26-28% YTD gains and robust margins, while LMT and NOC's massive backlogs position them for growth. Bullish outlook as escalation premiums lift valuations.
CVXLMTNOCHormuz Strait Reopens: XOM, CVX, OXY Poised to Rally as Risk Premium Fades
Trump's claim of victory over Iran promises to reopen the Hormuz Strait, easing risks for 20% of global oil flows and potentially fading oil's geopolitical premium. XOM, CVX, and OXY—fortified by $184B revenues, low leverage, and 25%+ YTD gains—poised to rally as supply stabilizes. Investors should watch Q1 earnings for production ramps amid recent price dips.
CVXOXYMiddle East War Crushes PMI: XLI, CAT Drop 8% While XLE, XOM Gain 12%
New report details Middle East war's toll on global PMIs, hammering industrials (XLI, CAT down 7-8% monthly) via cost inflation while energy (XLE, XOM up 7-12%) thrives on $110+ oil. Overweight energy for asymmetric upside.
SPYXLEXLIHormuz Supertankers U-Turn After US-Iran Talks Collapse — XOM and CVX Eye $5-10 Premium
Two supertankers U-turned in the Strait of Hormuz on April 12, 2026, after US-Iran talks collapsed, heightening supply disruption fears for 20% of global oil flows. XOM and CVX, with robust balance sheets, low debt, and refining hedges, are primed for a $5-10/bbl risk premium. Bullish stance: Buy dips for 20% upside as volatility favors integrated majors over pure oil plays like USO.
CVXUSOIran Asset Unfreeze Flips the Energy Trade — Refiners VLO and MPC Beat XOM and CVX
The U.S. release of frozen Iranian assets signals potential oil price relief, favoring refiners like VLO and MPC over upstream giants XOM, CVX, OXY, and COP in an energy paradox. Upstream has surged on conflict fears, but de-escalation exposes margin squeezes. Ranked picks highlight refiner upside at attractive valuations.
CVXOXYCOPXOM Takes $1B+ Hit as US-Iran Talks Stall — What It Means for XLE and Energy Stocks
Reuters' April 11 report on US-Iran talks in Pakistan highlights key issues like Hormuz access, as XOM reveals $1B+ Q1 hits from Middle East disruptions affecting 20% of production. Energy stocks like XOM and XLE stand to gain from potential supply relief, while LMT's defense backlog faces de-escalation risks. Bullish shift to energy recommended ahead of Q2 finalization.
SPYLMTUSO
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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