Exxon Mobil Corporation
- Open
- 136.48
- Day high
- 137.30
- Day low
- 135.33
- Prev close
- 136.04
- Volume
- 26.7M
- Mkt cap
- $566.7B
- P/E (TTM)
- 23.2
- EPS (TTM)
- $5.89
- 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 Tensions Spike After Lebanon Airstrikes — XOM, USO, LMT Positioned for Volatile Week
Israel's pre-speech airstrikes on Lebanon heighten Iran tensions, positioning XOM and USO for oil rally risks via Strait disruptions while boosting LMT and NOC via defense ramps. Strong backlogs ($194B LMT, $95B NOC) and metrics (XOM YTD +28%) support bullish stance amid volatility. Watch speech rhetoric for supply shocks and budget boosts.
LMTUSONOCOil Falls Below $100 on Iran De-Escalation — JPM and XOM Emerge as Top Winners
Trump's Iran de-escalation signals dropped Brent below $100, pressuring pure energy plays while boosting banks and integrated majors via stability and refining gains. JPM and XOM top the winners list with strong FCF and low multiples; OXY lags as upstream exposure bites. Investors should favor diversified resilience over high-beta oil bets.
JPMBACCVXHormuz Shutdown Risk Drives Tanker Rate Rally — FRO and ZIM Positioned to Surge
Trump's demand for full Hormuz reopening before Iran ceasefire escalates shipping risks, poised to drive tanker rates higher for FRO and ZIM via reroutes and premiums. Chevron and Exxon face supply squeezes and cost inflation on Gulf imports, pressuring downstream margins despite upstream resilience. Tanker pure-plays offer the clearest upside in this standoff.
ZIMFROCVXIran Withdrawal in 2–3 Weeks: XOM Gains as Oil Stabilizes, LMT Defense Outlook Dims
Trump's announcement of a 2-3 week US withdrawal from the Iran conflict could stabilize oil prices, benefiting XOM's margins and USO while pressuring LMT's defense-driven growth. XOM's low leverage and strong FCF contrast LMT's backlog reliance amid de-escalation risks. Investors should favor energy over defense ahead of the national address.
LMTUSOXOM Drops 5.7% on Iran Exit News While LMT Surges — What SPY's 2.9% Pop Means Next
Trump's April 2 announcement of U.S. Iran war withdrawal by April 14-20 drove divergent moves: XOM down 5.7% on oil glut fears despite strong FY2025 $323.9B revenue; LMT up 2.2% backed by $194B backlog and missile deals; SPY +2.9% on macro relief. Energy bears short-term pressure, defense holds firm amid budget risks.
LMTSPYOil Supply Shock: Why XOM and COP Win While CAT and F Face a Cost Squeeze
Javier Blas' alert on oil supply risks spotlights winners like COP and XOM, with superior margins and growth, versus losers F and CAT facing cost squeezes. Ranked conviction favors pure-play producers at attractive valuations amid looming price surge.
CVXCOPOXY$140 Oil Stalls Stock Rally: OXY, XOM Win as AAL, DAL Bleed
Sustained $140+ oil per Bloomberg's April 2 report stalls stocks, favoring XOM, CVX, OXY, SLB via higher realizations while crushing AAL and DAL on fuel costs. Energy winners show robust margins and FCF; airlines face EPS erosion. Ranked: OXY > XOM > CVX > SLB > DAL > AAL.
CVXOXYSLBIran Deal Stalls: Why XOM, CVX, LMT, RTX Keep Rallying Despite Diplomacy
Trump's call for an Iran deal post-bridge strike underscores stalled diplomacy, sustaining oil risk premiums that boost XOM and CVX's FCF machines while padding LMT and RTX's massive backlogs. Recent price surges (XOM +28% YTD, LMT +30%) and strong guidance signal multi-quarter tailwinds. Bulls prevail unless breakthrough talks emerge.
CVXLMTRTXOil Hits $150 on Hormuz Crisis — XOM and CVX Lead as Asia Pivots to US Supply
Hormuz crisis spikes oil to $150/bbl, boosting US exporters as Asia pivots via barter. XOM and CVX lead with integrated Asia exposure; COP/OXY follow on upstream strength. Refiners MPC/VLO gain margins but rank lower.
CVXCOPOXYOil Hits $150 on Hormuz Crisis: OXY, SLB Surge While AAL and DAL Face Margin Collapse
Hormuz crisis spikes oil to $150/bbl, boosting XOM, CVX, OXY, SLB via upstream cash flows while unhedged AAL and DAL face margin squeezes. OXY leads winners on Permian leverage; airlines trail on fuel exposure.
CVXOXYSLBHormuz Crisis Sends Oil to $150: XOM, OXY Win Big as CAT and Ford Take the Hit
The April 7 Hormuz crisis spiked oil to $150/bbl, boosting energy producers XOM, CVX, OXY, and COP via upstream leverage while pressuring CAT and F with input costs. OXY leads conviction for its high-beta exposure; industrials lag. Watch geopolitics and inventories for sustainability.
CVXOXYCOPOil Supply Shock: XOM, CVX Surge While UAL, DAL Face Fuel Cost Crisis
Seaborne oil cargo prices surged on April 3, 2026, amid supply disruption fears, favoring energy producers like XOM, CVX, COP, and VLO while pressuring airlines UAL and DAL. Integrated majors lead with robust FCF and growth, ranked by conviction. Watch fuel cracks and OPEC+ for thesis confirmation.
CVXCOPVLOUS-Iran Standoff: XOM +28% and LMT +30% YTD as SPY Faces Geopolitical Pressure
April 7, 2026, saw stocks decline and oil rise on US-Iran uncertainty, boosting XOM (+0.33% that day, +28% YTD) and LMT (+30% YTD) while pressuring SPY. Strong financials—XOM's $23.6B FCF, LMT's $194B backlog—position them for prolonged tailwinds. Investors should favor this divergence over broad market volatility.
LMTSPYStrait of Hormuz Reopens: CVX and XOM Win as FRO and ZIM Face Rate Pressure
US-Iran's April 8 ceasefire reopens the Strait of Hormuz, easing shipping risks after months of attacks that boosted FRO and ZIM rates. Energy giants CVX and XOM benefit from supply normalization, supporting margins amid strong FY2025 cash flows. Tankers face rate pressure; majors gain defensive edge.
ZIMFROCVXStrait of Hormuz: 2-Week Ceasefire Frees 20% of Global Crude — XOM, CVX, FRO in Focus
US-Iran 2-week ceasefire reopens Strait of Hormuz, easing 20% of global crude flows and boosting oil majors/tankers like XOM, CVX, FRO. Stocks rebounded amid FY2025 strength ($23B+ FCF each), but fragility warrants caution. Bullish short-term on supply relief, watch extension.
CVXCOPFROLNG & SHEL vs. XOM: Who Wins as Iran Ceasefire Crashes Asian Energy Prices
The US-Iran ceasefire on April 8, 2026, is crashing Asian LNG and crude prices, pressuring global suppliers while easing Vietnam's energy security woes. Cheniere and Shell stand out as resilient winners due to contracts and growth, while Exxon faces bigger oil headwinds. Ranked picks favor low-cost, contract-heavy LNG plays.
LNGSHELKMIXOM & LMT Lose Their Edge After Iran Ceasefire — Is SPY's Relief Rally Next?
The US-Iran ceasefire on April 8, 2026, crashed oil and LNG prices, fading tailwinds for XOM (+28% YTD) and LMT (+30% YTD) while boosting SPY's relief rally prospects. XOM and LMT show recent weakness (LMT -1.6% on Apr 7), with valuations now vulnerable to de-escalation. Investors should favor broad markets over energy/defense amid easing geopolitical risks.
LMTSPYCrude Oil Drops $12 to $100.90 on Iran Ceasefire — What It Means for USO, XOM, CVX
Trump's April 7, 2026, announcement of a two-week Iran ceasefire triggered a $12 plunge in crude to $100.90/bbl, easing near-term supply disruption fears after weeks of $110 spikes. Majors XOM, CVX, and COP stabilized with positive returns, their strong margins and low leverage buffering the dip amid ongoing geopolitical watchpoints.
USOCVXCOPIran Ceasefire Deal: Why XOM Faces a Sell Signal While LMT Gets Relief
April 7's US-Iran ceasefire proposal drove oil lower and stocks higher, pressuring XOM's rally amid supply glut fears while offering LMT valuation relief. XOM's strong FY2025 FCF contrasts LMT's backlog strength, but sustained peace favors defense normalization over energy upside. Bearish on XOM short-term; neutral on LMT with key catalysts ahead.
LMTHormuz Shipping at Risk After UN Veto — XOM, CVX, OXY Primed as Oil Spikes
China and Russia's veto of a UN resolution protecting Strait of Hormuz shipping heightens risks to 20% of global oil flows, potentially boosting prices and favoring XOM, CVX, and OXY amid strong financials and low leverage. Logistics firms like UPS and FDX face headwinds from higher costs, while the market's muted reaction leaves room for catch-up rallies.
CVXOXYUPS
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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