Energy earnings are dominated by the commodity strip for the quarter. Integrated supermajors (Exxon, Chevron) smooth the cycle with downstream; pure-play shale names (Diamondback, EOG) amplify it. Watch capex discipline, production guidance, and shareholder-return policy — these drive long-term outperformance more than any single quarter.
Reported
11 / 11
last 45 days
Beat EPS
8
73% beat rate
Missed EPS
2
Avg Surprise
+9.85%
vs analyst EPS
EPS actual vs. analyst estimate for every energy company that reported in the last 45 days.
| Company | Reported | EPS | Estimate | Surprise |
|---|---|---|---|---|
| COP | Aug 6, 2026 | $3.24 | $2.91 | +11.29% |
| LNG | Aug 6, 2026 | $3.02 | $3.07 | -1.61% |
| TRGP | Aug 6, 2026 | $3.54 | $2.77 | +27.71% |
| OXY | Aug 5, 2026 | $2.40 | $1.87 | +28.21% |
| EOG | Aug 4, 2026 | $5.07 | $5.06 | +0.23% |
| FANG | Aug 3, 2026 | $6.48 | $6.13 | +5.64% |
| CVX | Jul 31, 2026 | $6.06 | $5.62 | +7.93% |
| XOM | Jul 31, 2026 | $3.52 | $3.68 | -4.35% |
| BKR | Jul 26, 2026 | $0.64 | $0.51 | +26.16% |
| SLB | Jul 24, 2026 | $0.55 | $0.52 | +5.95% |
| HAL | Jul 21, 2026 | $0.55 | $0.54 | +1.20% |
AI-generated analysis for the most recent energy earnings filings on record.
Chevron’s Q2 2026 net income soared 385% to $12.1 billion, driven by higher crude oil prices and record production from the Hess acquisition, underscoring its leverage to commodity markets.
Read AI analysisCheniere's Q2 FY2026 net income soared to $3.1 billion as a $1.4 billion derivative fair value swing and a 20% volume increase from new trains overshadowed higher non-cash charges.
Read AI analysisTarga Resources Corp. delivered robust Q2 FY2026 results led by new asset start-ups and a shift to fee-based income, driving a 38% jump in adjusted EBITDA and positive free cash flow.
Read AI analysisConocoPhillips more than doubled net income to $3.93 billion in Q2 FY2026, fueled by a 55% surge in crude oil realizations amid Middle East supply disruptions.
Read AI analysisDiamondback Energy achieved record production over 1 million BOE/d and saw net income surge to $1.9 billion in Q2 FY2026 on sharply higher oil prices and operational efficiencies.
Read AI analysisOccidental Petroleum's Q2 FY2026 results were dominated by a $3.1B after-tax gain from the OxyChem sale, transforming it into a debt-light, pure-play oil and gas producer.
Read AI analysisEOG delivered outstanding Q2 FY2026 results, with net income more than doubling to $2.7 billion and production surging 24%, driven by higher oil prices and strong operational execution.
Read AI analysisExxonMobil’s Q2 FY2026 net income skyrocketed to $14.5 billion, propelled by higher commodity prices, record refining margins, and disciplined cost management, despite substantial one-time charges and Middle East supply disruptions.
Read AI analysisFor 2026-Q2, SLB reported revenue of $8.97B, up 3% sequentially, as strong offshore international growth and digital momentum offset a 13% revenue drop in the Middle East caused by regional conflict.
Read AI analysisBaker Hughes posted broadly flat Q2 FY2026 revenue ($6.7B, -2.4% YoY) and net income ($681M, -2.9% YoY) as OFSE declines from asset dispositions offset IET segment EBITDA growth, while the company raised roughly $9.6B in new debt to fund the subsequently closed $13.6B Chart Industries acquisition.
Read AI analysisHalliburton (HAL) reported Q2 FY2026 revenue of $5.7B, up 4% year over year, and net income of $534M, up 13%, while operating income benefited from a $95M pre-tax credit and Middle East disruptions continued to pressure activity.
Read AI analysis