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
Iran Strike Threat Boosts XOM, CVX and LMT — $194B Backlog Makes NOC a Must-Watch
President Trump's April 3 Truth Social threats of US strikes on Iranian bridges and power plants escalated tensions, lifting XOM, CVX, LMT, and NOC shares amid fears of oil supply disruptions and defense spending surges. Bolstered by stellar 2025 financials—XOM's $23.6B FCF, LMT's $194B backlog—and YTD gains over 25%, these stocks are primed for further upside. Bullish outlook with key catalysts in oil prices and contract awards.
CVXLMTNOCLibya Oil Risk Spikes as UN Embargo Breaks — What It Means for BP, CVX, XOM
Khalifa Haftar's confirmed acquisition of combat drones breaches UN sanctions, escalating risks to Libya's 1.2M bpd oil output and threatening BP's active EPSA, Chevron's Sirte bid, and Exxon's legacy exposure. Majors' strong balance sheets and recent share gains position them to weather disruptions, potentially gaining from supply-driven price pops. Investors should track NOC exports and eastern port flows for the next move.
CVXBPStagflation Trade 2026: 6 Stocks Built to Win — XOM, NEM, COST Lead
Stagflation trades are gaining traction as inflation sticks and growth slows; energy giants XOM and CVX top the list for cash flow, followed by gold miner NEM, staples PG/COST, and utility NEE. Ranked conviction favors commodity producers with strong balance sheets.
CVXNEMCOSTOil Hits $102 on Iran Fears — TTE and XOM Best Positioned If Rally Holds
WTI hits $102.30/bbl on Iran conflict supply fears, testing TTE CEO's 3-4 month persistence warning. TTE and XOM shine with strong FCF, low leverage, and production growth, outperforming SPY YTD amid undervalued multiples. Bullish on majors if rally holds.
TTESPYUSOStrait of Hormuz Closure: COP and XOM Win Big While DAL, UPS, and Ford Bleed
Strait of Hormuz closure from Iran conflict spikes crude into backwardation, boosting oil producers like COP, XOM, and CVX while slamming DAL, UPS, and F. COP tops conviction for pure upstream exposure; Ford ranks worst on ICE demand hit.
CVXCOPDALUS-Iran Conflict: LMT and NOC Rally While XOM Faces Demand Risk
Trump's prime-time Iran address vows 'Stone Age' destruction without a deal, extending conflict and boosting LMT/NOC backlogs while lifting XOM on oil fears. Defense stocks show superior returns and guidance; energy faces demand risks. Bullish defense, neutral energy.
LMTNOCStrait of Hormuz: Trump's Unilateral Move Boosts LMT, RTX — and Steadies XOM Oil Flows
Trump's announcement of unilateral US control over Strait of Hormuz security ditches allied reliance, stabilizing oil for XOM while priming LMT/RTX for missile/naval spending surges. Financials show robust backlogs ($194B LMT, $268B RTX) and growth guidance amid geopolitical tailwinds. Defense stocks poised for outperformance versus energy's steady hold.
LMTRTXIPCC Climate Deadlock Boosts XOM — and Puts NEE and TSLA on the Wrong Side
IPCC's AR7 deadlock delays climate report timelines, easing regulatory risks for ExxonMobil (up 28% YTD at 24x P/E) while pressuring renewables leader NextEra (14% YTD) and Tesla (-10% YTD, 323x P/E). XOM's superior FCF and low multiples make it the clear winner in a slower transition world.
NEETSLAStrait of Hormuz Oil Rally: XOM, CVX Gain While CAT and F Face Cost Hit
Trump's Iran speech faded ceasefire hopes, spiking oil on Hormuz fears and favoring XOM, CVX, OXY, COP via upstream leverage while CAT and F suffer cost/demand hits. Energy names show superior returns and margins; industrials lag on exposure.
CVXOXYCOPOil Price Surge on Hormuz Risk: USO, XOM, CVX, COP Backed by $24B FCF
Trump's Iran speech dashed quick-resolution hopes, sparking an oil price surge on Strait of Hormuz risks and amplifying supply disruption threats. USO and majors XOM, CVX, COP—fortified by $16-24B FCF, sub-1x leverage, and 20-43% margins—stand to gain from higher realizations. YTD gains of 25-28% underscore the bullish setup amid ongoing tensions.
USOCVXCOPHormuz Ultimatum: XOM and CVX Primed for $5–$10/bbl Risk Premium on Iran Threat
VP Vance's ultimatum to Iran over the Strait of Hormuz deal heightens supply risks for 20% of global oil, priming XOM and CVX for earnings lift via $5-10/bbl premiums given their 1x leverage and $40B+ FCF engines. YTD gains of 26-28% position them for further upside amid RSI momentum.
CVXUSOCVX Venezuela Sanctions Lifted: Chevron's Orinoco Output Could Jump 50%
Trump's sanctions lift on Delcy Rodriguez opens Venezuela's oil market, boosting Chevron's Orinoco production potential by 50% and aiding ConocoPhillips' $2B PDVSA claims. Majors show strong FCF and returns, with CVX leading operational upside.
CVXCOPFed Cut Bets Collapse: JPM, BAC Surge While REITs Like PLD Face Debt Pain
April 1's strong US data reduced Fed cut bets, favoring banks (JPM, BAC) and cyclicals (CAT, XOM) via higher NII and demand, while REITs (PLD, EQIX) face debt headwinds. JPM leads conviction at cheap multiples; ranked picks prioritize resilient earners.
JPMBACCATHormuz Security Pledge: What It Means for XOM, LMT, and RTX
Trump's announcement of U.S. unilateral security for the Strait of Hormuz reduces oil shipment risks for XOM while signaling higher Navy demand for LMT and RTX. Financials show robust backlogs and growth, with defense stocks poised for contract ramps amid stabilizing energy flows. Investors should watch FY26 budgets and regional tensions for next moves.
LMTRTXUBS: Yen Collapses to 175 on Oil Shock — XOM and CVX Win While TM and HMC Lose
UBS's USD/JPY 175 call on oil disruptions spotlights Exxon and Chevron as winners from price spikes, while Toyota, Honda, and Ford face margin erosion. XOM tops rankings for its low-cost production and returns leadership.
CVXTMHMCAAPL Shifts iPhone Production to India: Foxconn and Tata Win as China Risk Grows
Trump's demand for full Hormuz reopening as ceasefire precondition threatens oil flows, boosting tanker/container rates for FRO and ZIM while pressuring CVX/XOM refining margins via higher costs and delays. FRO's strong FCF and low valuation position it for gains; energy giants face downside risks despite solid balance sheets. Bullish shippers, trim refiners amid escalation.
ZIMFROCVXIran Airstrike Aftermath: Why XOM's Rally Is Stalling While LMT Keeps Climbing
US withdrawal from Iran ops hands Hormuz patrols to others, risking disruptions that funnel Asian demand to US exporters. Exxon and Chevron lead with scale and growth, while ConocoPhillips offers value; refiners like MPC and VLO gain indirectly. Ranked picks favor upstream giants amid barter trade shifts.
CVXCOPOXYIran Ceasefire Talks Stall Again: XOM and LMT Among 6 Stocks Still Rising
Trump's April 2 address set a 2-3 week Iran war withdrawal deadline, tanking XOM and CVX 5%+ on fading risk premium while LMT rose 2%. Strong FCF, low leverage position supermajors for long-term gains as stability returns. Defense holds steady amid sticky budgets.
CVXLMTNVDA's Next Moat: Why the Vera Rubin GPU Could Lock In 80%+ Data Center Share
The Philippines' request to Iran for safe Hormuz passage amid tensions spotlights blockade risks, potentially boosting oil prices and benefiting XOM and CVX through higher upstream earnings and refining margins. Both majors highlight geopolitical vulnerabilities in filings but boast resilient U.S.-heavy portfolios. Bullish near-term, with key catalysts in Iran's reply and U.S. military posture.
CVXUSO$4 Gas: VLO, MPC, XOM Margin Boom — While Ford and Costco Take the Hit
U.S. gasoline at $4/gallon boosts refiners like VLO, MPC, and XOM via fat margins, while hurting Ford, Booking, and even Costco through curbed spending. Valero tops conviction for pure-play exposure at attractive multiples.
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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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