Exxon Mobil Corporation
- Open
- 136.48
- Day high
- 137.30
- Day low
- 135.33
- Prev close
- 136.04
- Volume
- 26.7M
- Mkt cap
- $566.6B
- 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 De-Escalation Threatens XOM and CVX Oil Rally — Is LMT's Defense Run Over?
Trump's April 7 suspension of Iran attacks eases tensions, risking an oil premium unwind that pressures XOM, CVX, and USO while steadying LMT's defense demand. Strong FCF and low leverage provide buffers, positioning oil majors for dips as buying opportunities amid robust YTD gains.
CVXLMTUSOIran Ceasefire Unwinds XOM's 28% Rally — Time to Rotate Out of LMT and RTX?
Trump's April 7 agreement to suspend Iran attacks pressures XOM's 28% YTD oil rally and LMT/RTX defense gains, offering SPY relief amid de-escalation. Financials show rich valuations vulnerable to premium unwind, with rotation advised from energy/defense.
SPYLMTRTXIran Ceasefire Sparks SPY Futures Surge — What It Means for XOM and LMT Now
Trump's April 7 Iran ceasefire announcement boosted futures and sank oil, stabilizing XOM while pressuring LMT amid SPY's rally. XOM's robust FCF positions it for oil steadiness; LMT risks backlog hits. Broader de-escalation favors equities over defense.
LMTSPYIran Ceasefire Sends S&P Futures Higher and Oil Lower — LMT Drops 1.6% as XOM Holds
Trump's April 7, 2026, announcement of a two-week Iran ceasefire drove S&P futures higher and oil lower, pressuring LMT shares down 1.6% while XOM gained modestly amid refining tailwinds. The de-escalation signals a sector shift from defense to energy, with XOM's low leverage and strong Q4 FCF positioning it for margin gains. Investors should monitor ceasefire adherence for rotation sustainability.
SPYLMTUSOIran Two-Week Ceasefire Hits XOM Oil Outlook — Can LMT's Backlog Absorb the Shock?
Trump's April 7, 2026, two-week Iran ceasefire announcement fueled futures gains and oil declines, pressuring XOM and LMT after strong YTD rallies. XOM's production records face oil headwinds, while LMT's massive backlog tempers defense slowdown risks. Near-term bearish tilt, with key catalysts in truce extension and earnings.
LMTIran Ceasefire Hits LMT, NOC, RTX: Is the Defense Rally Over?
Trump's April 7, 2026, Iran ceasefire announcement boosted stock futures but pressured defense stocks like LMT (-1.6%), NOC (-0.76%), and RTX (-0.25%), while XOM eked out +0.33% amid oil's 3.5% drop. The truce deflates nuclear escalation premiums, risking multiple contraction in high-debt defense names versus resilient XOM. Trim defense rallies; hold energy for potential rebound.
LMTNOCRTXIran Ceasefire Lifts Futures but Pressures XOM, CVX, LMT — Where to Buy the Dip
Trump's April 7, 2026, announcement of a two-week Iran ceasefire drove oil prices down and futures up, with XOM and CVX gaining modestly after 30%+ runs, LMT slipping 1.6%, and EWJ stabilizing. Energy stocks offer dip-buy value amid strong FCF and low debt, while Japanese equities eye rebound. Buy XOM/CVX, overweight EWJ, neutral LMT.
CVXLMTEWJHormuz De-Escalation Slides Brent: Why JPM and XOM Beat OXY Right Now
Pakistan's April 7 call for Hormuz opening slid Brent, favoring integrated oils (XOM, CVX) via refining and banks (JPM, BAC) via stability over upstream (OXY). JPM tops conviction on cheap P/E and growth.
CVXJPMBACBrent Crude Slides on Hormuz News: OXY Ranked Top Loser, F Top Winner
Pakistan's April 7, 2026, plea to open the Strait of Hormuz triggered a Brent slide, pressuring energy stocks like OXY and SLB while aiding Ford and Walmart via cheaper gas. Analysis ranks OXY as top loser and F as prime winner based on TTM metrics and guidance.
CVXOXYSLBOil Hits Record High: COP, XOM, CVX Cash In While BA and AMZN Face the Squeeze
Oil's record high on April 7 spotlights winners like COP, XOM, CVX with surging FCF, versus losers BA, AMZN, JPM facing cost/inflation pressures. Ranked picks favor lean producers.
CVXCOPBABrent Above $120 Despite Ceasefire: XOM, CVX, COP Lead as Asia Pivots to US Oil
Despite a US-Iran ceasefire, Middle East disruptions keep Brent above $120/bbl, spurring Asian buyers to US exporters via barter shifts. ExxonMobil, ConocoPhillips, and Chevron top the ranked list for their scale, growth, and LNG exposure. Refiners like MPC and VLO provide value amid high cracks.
CVXCOPOXYMarket Optimism Surges on April 8: Which Cyclical Powerhouses Will Capitalize on Fading Recession Fears?
Anchored to Bloomberg's April 8, 2026 report of market optimism, this analyzes six cyclicals (JPM, XOM, V, MA, MU, CAT) benefiting from fading recession fears via resilient spending and growth. Micron leads conviction with 85% revenue surge; ranks prioritize exposure and value.
JPMVMAStrait of Hormuz Reopening: Is XLE's 12% Rally Already Priced In — or Is OIH Next?
Bloomberg's April 8 note flags markets pricing a Strait of Hormuz reopening, stabilizing XLE at $61 after a 12% March rally. Oil services via OIH remain bullish on lingering risks, with HAL and SLB showing strong YTD gains and undervalued multiples. Watch shipping flows and Q1 earnings for next moves.
XLEOIHCVXOil Drops Below $100 on Iran Ceasefire Talks — What It Means for XOM, CVX, OXY
A UN envoy's April 8 arrival in Iran to end the conflict sent oil below $100, reversing gains for XOM, CVX, OXY, and COP after weeks of supply fears. Strong balance sheets and production ramps provide downside protection, while LMT's defense backlog benefits from uncertainty. Markets eye diplomatic breakthroughs for broader relief.
CVXOXYCOPXLE Holds Strong as Iran Ceasefire Stalls — Can Oil Stay Above $110?
Trump's failed Iran ceasefire proposal highlights MAGA divisions, sustaining oil above $110 and XLE's strong YTD gains. Majors like XOM and CVX show resilient FCF amid risks flagged in filings. Bullish on prolonged tensions driving sector upside, with key catalysts ahead.
XLECVXCOPIran Ceasefire at Risk: XOM, CVX, LMT, NOC Dip Despite 25–30% YTD Gains
April 8, 2026 ceasefire updates highlight Iran's Hormuz leverage, White House negotiation progress, and Lebanon exclusion amid Israeli strikes, pressuring the truce. XOM, CVX, LMT, and NOC dipped sharply but boast 25-30% YTD gains on tension tailwinds, backed by massive backlogs, production records, and attractive valuations signaling buy-the-dip potential.
CVXLMTNOCSaudi East-West Pipeline Attack: Rally Catalyst for XOM, CVX, and COP?
Saudi East-West pipeline attack on Apr 8 risks oil supply, but XOM/CVX/COP's integration, strong FY25 financials ($24-68B EBITDA), low debt, and non-OPEC growth make them bullish bets amid volatility.
CVXCOPUSOIran Tariffs: LMT's $194B Backlog Wins, XOM Faces Supply Squeeze — Who Leads?
Trump's April 8 tariff threat on Iran arms suppliers escalates risks, favoring LMT's missile backlog growth amid $194B orders and 5% sales ramp. XOM faces supply squeezes but boasts resilient $23B FCF and Guyana/Permian ramps. Defense outperforms energy in this standoff.
LMTLebanon Excluded from Ceasefire — Why XOM, USO, and LMT Are Still Up 28-30% YTD
Netanyahu's April 7 statement excluding Lebanon from the US-Iran ceasefire sustains Middle East escalation fears, propping up XOM, USO, and LMT's 28-30% YTD gains amid strong FCF, record backlogs, and geopolitical tailwinds. Financials show resilience with XOM's $23.6B FCF and LMT's $194B backlog, positioning both for further upside if tensions persist.
USOLMTMiddle East Tensions Keep XOM, CVX, LMT, and NOC Bullish Despite Ceasefire Deal
Netanyahu's exclusion of Lebanon from the US-Iran ceasefire keeps Middle East risks alive, fueling oil premiums and defense demand. XOM and CVX show robust financials and gains, while LMT and NOC's massive backlogs signal multi-year growth. Bullish on all four amid elevated valuations backed by data.
CVXLMTNOC
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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