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ExxonMobil Holdings Corporation (XOM) earnings date & stock reaction

ExxonMobil Holdings Corporation · Energy

ExxonMobil Holdings Corporation earnings date & time

Next earningsFri, October 30 around 8:00 AM ET, before the openscheduled

Schedule

Korea time (KST)
Fri, October 30
Reporting pattern
12 of last 12 before open
Typical move
±1.2% · 12-report avg

What the market expects

Consensus EPS

$3.59Coming in above this counts as a beat

Year-ago quarter
$1.88→+91.0%
Full earnings calendarFrom an earnings calendar
Latest reportApr–Jun 2026 results· July 31, 2026 reported
EPS consensus $3.63 → $4.11 ▲ +13.3% beat
Post-earnings price move
Next-day move
-1.0%
After 5 days
-1.4%
Price around earnings
Earnings callRecord performance driven by upstream efficiency and strong refining margins despite Middle East disruptions
“Despite the temporary loss of approximately 10% of our upstream production, we delivered exceptional financial results, including industry-leading earnings of $14.5 billion and cash flow from operations of $23.6 billion.”
· Darren Woods, CEO
“If you look at the contribution from energy products to our overall business line earnings, it's gone from about 9% to about 23% in the last five years.”
· Neil Hansen, CFO
Positives
  • ▲Upstream production efficiency
    • Despite a 10% loss in Middle East production, the company achieved its highest production volumes in over two decades excluding the region.
    • Permian Basin production hit a record of over 1.8 million barrels per day, improving capital efficiency through new technology.
  • ▲Expansion of refining and chemical margins
    • Energy products segment achieved record second-quarter diesel production, capitalizing on tight global supply.
    • Chemical products margins increased by approximately 180% vs the first quarter, helping meet supply shortfalls.
  • ▲Strong cash flow and financial health
    • Generated $23.6 billion in cash flow from operations and $17 billion in free cash flow during the quarter.
    • Reduced net debt by more than $7 billion, maintaining one of the strongest balance sheets in the industry.
Concerns
  • ▼Production disruptions from geopolitical risks
    • The company experienced a temporary loss of approximately 10% of its upstream production due to the conflict in the Middle East.
  • ▼Decrease in cash and cash equivalents
    • Cash and cash equivalents stood at $10.588 billion, a slight decrease from $10.681 billion at the end of 2025.
  • ▼Surge in accounts receivable
    • Accounts receivable rose to $60.558 billion, up approximately 35.9% from $44.562 billion at the end of 2025, increasing working capital pressure.
Based on the Jul 31, 2026 earnings-call transcript. Quotes are verbatim.

ExxonMobil Holdings Corporation (XOM) rose the day after earnings in 2 of its last 12 reports (17%), moving ±1.2% on average. It has fallen despite beating the consensus estimate 8 times.

Up next day
2/12
17%
Fell despite growth
2/12
Good earnings ignored
Price when beating
-0.8%
avg over 10 beats
Price when missing
-2.3%
avg over 2 misses
Avg earnings move
±1.2%
typical swing on earnings
Biggest single move
-2.8%
'24.4 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 8 of the last 10 times. The number alone doesn't move it.

What really matters here
Capital return (buyback/dividend), production, and FCF
In finance terms: Capital return · production · FCF
What to watch next report

When results drop, check the metric above vs last quarter and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 10 of 12 times
Median beat +6.5%. 8 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 2 of 10 beats (20%)
Reaction is erratic and hard to predict
Avg -0.8% on a beat, -2.3% on a miss
vs Energy sector avg (47 peers)
This
-1.0%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
8xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth2/12

8/10 beats fell next day · watches Capital return · production · FCF

Next-day reaction
  • Jun 2026 report-1.0%
  • Mar 2026 report-1.0%
  • Dec 2025 report+0.6%
  • Sep 2025 report-0.3%
  • Jun 2025 report-1.8%
  • Mar 2025 report+0.4%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-07-31
Next-day move
-1.0%
After 5 days -1.4%
EPS consensus $3.63 → $4.11 ▲ +13.3% beat
Price around earnings

Earnings trend · last 12 quarters

EPS$4.11YoY +151%
'23.10'26.7
Revenue—
'23.10'26.7

Earnings history and price reaction

ExxonMobil Holdings Corporation across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-07-31+13.3%-1.0%-1.4%
3/20262026-05-01+15.1%-1.0%-5.0%
12/20252026-01-30+1.1%+0.6%+4.0%
9/20252025-10-31+3.0%-0.3%-0.2%
6/20252025-08-01+4.9%-1.8%-5.1%
3/20252025-05-02+1.2%+0.4%+0.3%

12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next ExxonMobil Holdings Corporation earnings date?

The next ExxonMobil Holdings Corporation (XOM) earnings report is expected Fri, October 30 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for ExxonMobil Holdings Corporation's next earnings?

Analysts expect EPS of about $3.59 for ExxonMobil Holdings Corporation (XOM). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does ExxonMobil Holdings Corporation (XOM) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 2 of them (17%). The average move on earnings day was ±1.2%.

Does ExxonMobil Holdings Corporation react more to the earnings numbers or to guidance?

In 8 of the last 12 reports (67%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can ExxonMobil Holdings Corporation stock fall even when earnings are good?

Yes. In 2 of the last 12 reports, ExxonMobil Holdings Corporation fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does ExxonMobil Holdings Corporation stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.