Skip to content
AnalystLens

ExxonMobil 8-K Report, Financial Results (Jul 31, 2026)

Reports
Earnings & Results·Regulation FD
Filing Date
Filed July 31, 2026
Period End
July 31, 2026
Security
XOM
In the record · 2016–202610-K1110-Q338-K166

XOM filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 166 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Jul ’21Jul ’21
  2. Leadership change8-K · Apr ’25Apr ’25

01—Abstract

Summary

Summary of the 8-K filed July 31, 2026. Cited figures are marked; the original filing is the authoritative source.

ExxonMobil Holdings Corporation reported second-quarter 2026 U.S. GAAP earnings of $14.5 billiona, or $3.48 per share, compared with $4.2 billion, or $1.00 per share, in the first quarter of 2026.

Adjusted earnings were $14.7 billionb, or $3.52 per share. Year-to-date GAAP earnings were $18.7 billion, versus $14.8 billion a year earlier. Cash flow from operating activities was $23.6 billion and free cash flow was $17.2 billion in the quarter.

Management attributed the results to portfolio strength, structural cost savings, and product mobility during market disruption, and cited Middle East disruptions as a drag. The Upstream segment earned $7.9 billionc on a GAAP basis, Energy Products $5.5 billion, and Chemical Products $1.1 billion. Shareholder distributions totaled $9.4 billion in the quarter, including $4.3 billion of dividends and $5.1 billion of share repurchases.

The company declared a third-quarter dividend of $1.03d per share, payable September 10, 2026, to holders of record on August 17, 2026. Year-to-date cash capital expenditures were $13.0 billion. Quarterly results included identified items totaling $2.6 billion of negative impact, including $1.08 billion of impairments and $1.37 billion of additions to financial reserves, while estimated timing effects added $2.48 billion to adjusted earnings.

Operationally, the company reported record Permian production of more than 1.8 million oil-equivalent barrels per day in the quarter and a record second-quarter diesel output. Total Upstream production was 4.51 million oil-equivalent barrels per day in the second quarter, versus 4.59 million in the first quarter.

The fifth Guyana FPSO has set sail, with production start-up on plan for the fourth quarter of 2026 and added capacity of 250 thousand barrels per day. The company also reached a final investment decision on a 120 kilotonne-per-annum ProxximaTM blending expansion in Louisiana.

02—Key points

Key Highlights

  1. Second-quarter GAAP earnings of $14.5 billion ($3.48 per share) and adjusted earnings of $14.7 billion ($3.52 per share), versus $4.2 billion GAAP earnings in the first quarter of 2026.
  2. Cash flow from operating activities of $23.6 billion and free cash flow of $17.2 billion in the second quarter; year-to-date cash capital expenditures of $13.0 billion.
  3. Shareholder distributions of $9.4 billion in the quarter, including $4.3 billion in dividends and $5.1 billion in share repurchases.
  4. Third-quarter dividend declared at $1.03 per share, payable September 10, 2026, to holders of record on August 17, 2026.
  5. Record Permian production of more than 1.8 million oil-equivalent barrels per day; the fifth Guyana FPSO has set sail with start-up on plan for 4Q26, adding 250 thousand barrels per day of capacity.
  6. Cumulative structural cost savings of $16.3 billion relative to 2019, including an additional $1.2 billion in the first six months of 2026.
  7. Second-quarter identified items included $1.08 billion of impairments and $1.37 billion of additions to financial reserves, with $194 million of Middle East impacts.

03—Questions

Frequently Asked Questions

  1. How did ExxonMobil perform in the second quarter of 2026 compared with the first quarter?

    GAAP earnings rose to $14.5 billion, or $3.48 per share, from $4.2 billion, or $1.00 per share, in the first quarter. Adjusted earnings were $14.7 billion, or $3.52 per share, versus $8.8 billion in the first quarter. The company cited improved Upstream and Energy Products results, along with higher Chemical Products and Specialty Products earnings.

  2. What did ExxonMobil return to shareholders and what is the upcoming dividend?

    The company distributed $9.4 billion in the second quarter, including $4.3 billion of dividends and $5.1 billion of share repurchases. It declared a third-quarter dividend of $1.03 per share, payable September 10, 2026, to shareholders of record at the close of business on August 17, 2026.

  3. What were the main one-time items affecting second-quarter results?

    Identified items reduced second-quarter GAAP earnings by $2.6 billion, including $1.08 billion of impairments and $1.56 billion of other items. The other items included $1.37 billion of additions to financial reserves and $194 million of Middle East impacts. Estimated timing effects added $2.48 billion to adjusted earnings.

  4. What are the key growth projects and operating milestones?

    The fifth Guyana FPSO has set sail, with production start-up on plan for 4Q26 and added capacity of 250 thousand barrels per day. The company reached a final investment decision on a 120 kilotonne-per-annum ProxximaTM blending expansion in Louisiana. Permian production reached a record of more than 1.8 million oil-equivalent barrels per day.

04—Continue

← View all 8-K filings