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IMO · Imperial Oil Ltd

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$128.70 +1.31 (+1.03%) At close · Nov 13
S&P/TSX 60 member S&P/TSX Composite member S&P/TSX Capped Energy member Rebalance outlook locked
Market Cap
$60.75B
Shares
472.01M
Volume · Nov 13 258.16K Avg daily vol (3M) 580.9K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$128.70 Open$128.62 Day$127.36–128.87 52W close$83.72–138.33 Avg vol 30d565K Short int14.5M · 3.1% of shares · 24.6d Short vol48% Last earningsOct 30, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 2

Up next

Next earnings call
Jan 19, 2027 Est · unconfirmed · in 9 wks
Q3 2026 earnings call transcript
call held Oct 30, 2026
Play latest call

Latest documents

2026
Nov 2
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3

Imperial Oil reported third-quarter net income of 2,454 million Canadian dollars versus 539 million and operating cash flow of 3,228 million versus 1,798 million; nine-month net income was 5,584 million versus 2,776 million.

Revenue 16.21B CAD ▲ 34.5% Net income 2.45B CAD ▲ 355.3% Diluted EPS 5.11 CAD ▲ 377.6%
Read from the MD&A section
Oct 30
Earnings call
Q3 2026 earnings call

Imperial Oil reported third-quarter net income of $2,454,000,000 and about $3.2 billion in operating cash flow, ended with about $2.9 billion in cash, and expects to complete its accelerated NCIB by year-end.

Oct 30
Current report 8-K
Financial results

IMPERIAL OIL LIMITED reported record quarterly net income of $2,454 million, or $5.11 per diluted share, and operating cash flow of $3,228 million. It returned $2,506 million to shareholders and expects to repurchase all remaining allowable shares before year end.

Oct 30
Current report 8-K
Fourth-quarter dividend declared at 87 cents per share

Imperial Oil Limited declared a quarterly cash dividend of 87 cents per share for the fourth quarter of 2026, payable on January 1, 2027, to shareholders of record at the close of business on December 3, 2026.

Regulation FD disclosure
Source passage
On October 30, 2026, Imperial Oil Limited (the “company”) by means of a press release announced that the board of directors declared a quarterly cash dividend of 87 cents per share on the outstanding common shares of the company for the fourth quarter of 2026. The dividend is payable on January 1, 2027, to shareholders of record at the close of business on December 3, 2026. Open the document at this passage
Oct 20
Current report 8-K
Regulation FD disclosure

Imperial Oil Limited will host its 2026 Third Quarter Earnings Call at 9 a.m. MT on October 30, 2026, following the third quarter earnings release that morning; the call will be accessible by webcast.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$40.36B
Trailing 12 months
Net income (TTM)
$4.37B
Trailing 12 months
Revenue growth YoY
+34.5%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
14.2
Trailing earnings · reciprocal yield 7.0%
FCF yield
7.5%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$403.24M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-4.9%
Year over year · fewer shares
Price change (1Y)
+33.9%
Trailing year
Short interest
3.1%
Latest settlement · 24.6 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▼3.8% 12.61B CAD 1.23B CAD '24 Q4* ▲1.9% 12.52B CAD 1.29B CAD '25 Q1 ▼16.1% 11.23B CAD 949.00M CAD '25 Q2 ▼9.1% 12.05B CAD 539.00M CAD '25 Q3 ▼10.5% 11.28B CAD 492.00M CAD '25 Q4* ▼0.6% 12.45B CAD 940.00M CAD '26 Q1 ▲43% 16.06B CAD 2.19B CAD '26 Q2 LATEST ▲34.5% 16.20B CAD 2.45B CAD '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Oct 30, 2026
Q3 FY26

TL;DR. Imperial delivered record net income and stronger operating cash flow, with record downstream earnings, substantial shareholder returns and an expected strong finish to 2026. The main headwinds were lower upstream and refinery production, increased upstream operating costs, a reduced Kearl target and an expected widening WCS differential.

Bullish
  • + Imperial reported record quarterly net income of $2,454 million.
  • + Cash flows from operating activities rose to $3,228 million from $1,798 million in the prior-year quarter.
  • + Downstream earnings were $1,555 million.
  • + Imperial returned $2,506 million to shareholders through $420 million of dividends and $2,086 million of share repurchases.
  • + Imperial expects a strong finish to 2026 now that planned turnaround activity is complete.
  • + Imperial's undeveloped resource base could eventually support doubling gross-operated production.
Bearish
  • − Upstream production fell to 418,000 gross oil-equivalent barrels per day from 462,000.
  • − Upstream earnings declined $358 million sequentially to $941 million because of lower realizations.
  • − Imperial's 2026 Kearl production target is now 280,000 gross barrels per day.
  • − Refinery throughput fell to 381,000 barrels per day from 425,000 and utilization declined to 88% from 98%.
  • − Upstream operating costs rose about $210 million because of higher energy costs and turnaround activity.
  • − Imperial expects the WCS differential to widen further in the fourth quarter.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Neutral Sentiment Neutral Fundamentals Limited Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +3%
above
Price vs 50-day avg +0%
above
RSI (14) 50
neutral
MACD trend Negative
52-week position 82%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −4%
trailing
6-month return 0%
trailing
YTD return +49%
this year
Relative strength −1%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $128 › 200d $125 — 50d above 200d
Institutional flow Distributing
381 of 416 funds reported for Sep 30 · net -12.2M sh shares · +46 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
3.06% of shares out · ▼ -12.4% MoM · 24.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
416 holders — near 3-yr high, broad support
Squeeze score 65
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Moderate
Volatility 30%
annualized · 1-yr
Max drawdown −20%
past year
ATR 3.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Oct 30, 2026
Return of surplus cash to shareholders · our goal 100%
Previous outlook earlier release · from the 8-K filed Jul 31, 2026

Still-open targets the latest release did not restate under the same label.

Refinery capacity utilization · 2026 85% – 88%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
1 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+3% Bullish
Price vs 50-day avg
+0% Bullish
RSI (14)
50 Neutral
MACD trend
Negative Bearish
52-week position
82% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $128 › 200d $125 — 50d above 200d
Institutional flow Distributing
381 of 416 funds reported for Sep 30 · net -12.2M sh shares · +46 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
3.06% of shares out · ▼ -12.4% MoM · 24.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
416 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $84 Now $129 · 82% Range high $138
vs 200-day avg +3% vs 50-day avg +0%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Bitumen 85.39 Nine Months 2026 —
Conventional crude oil 67.62 Nine Months 2026 —
Net income (loss) excluding identified items per common share, assuming dilution non-GAAP CAD 11.55 Nine Months —
Number of shares purchased 11.6M Nine Months 2026 —
Synthetic crude oil 120.82 Nine Months 2026 —
Capital and exploration expenditures (CAPEX) - Chemical 28M the second quarter 2026 filing —
Capital and exploration expenditures (CAPEX) - Downstream 125M the second quarter 2026 filing —
Capital and exploration expenditures (CAPEX) - Upstream 359M the second quarter 2026 filing —
Export sales to the United States 3.43B the second quarter 2026 filing —
Bitumen (per barrel) CAD 95.79 Second quarter 2026 —
Cash flows from operating activities excluding working capital non-GAAP 2.52B second quarter 2026 —
Cold Lake production 149,000 second quarter 2026 —
Dividends paid 421M second quarter 2026 —
Kearl total gross production 257,000 second quarter 2026 —
Petroleum product sales 446,000 second quarter 2026 —
Refinery throughput 331,000 second quarter 2026 —
Syncrude production (company's share) 73,000 second quarter 2026 —
Synthetic crude oil (per barrel) CAD 141.1 Second quarter 2026 —
Upstream production 414,000 second quarter 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Oil & Gas Integrated — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
IMO
Imperial Oil Ltd
this stock
$60.75B +49.1% — — 3.1%
XOM
ExxonMobil Holdings Corp
 $695.87B +41.8% -5.0% 17.5 1.1%
CVX
Chevron Corp
 $432.18B +44.3% -6.8% 16.1 1.3%
PCCYF
Petrochina Co Ltd
 $319.66B +21.3% — — 0.0%
SHEL
Shell plc
 $280.06B +34.8% — — 0.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
438
% held
24.7%
Reported
381 of 416
Top holder
FMR LLC
Held Float
View
Held by Funds
Fund positions
274
View
Short & Settlement
Short Interest Falling
Shares short
14.5M
Days to cover
24.6d
Change
-2.1M sh
View
Short Volume
Short vol %
48%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
7.5K
Value
$970.1K
As of
Oct 14, 2026
View
Off-Exchange
Off-exchange %
49.6%
Week of
Oct 5, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
CAD 47.1B
Net income (FY)
CAD 3.3B
EPS diluted
CAD 6.48
View
Buybacks
Authorized
shares 24.2M
View
Filings
SEC Filings
Latest
10-Q
Filed
Nov 2, 2026
This year
21

Imperial Oil reported third-quarter net income of 2,454 million Canadian dollars versus 539 million and operating cash flow of 3,228 million versus 1,798 million; nine-month net income was 5,584 million versus 2,776 million.

View
Earnings & Events
Webcasts
Last webcast
Oct 30, 2026
View
Investor Relations
Latest news
Imperial announces third quarter…
Published
Oct 30, 2026
View

Performance

5D 20D 120D MTD YTD
IMO +3.1% -3.9% -0.2% -6.8% +49.1%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +0.5% -2.7% -0.7% -6.6% +38.5%

Capital returns

Buyback program · as of Jun 29, 2026
Authorized
shares 24.18M
Spent (derived)
—
Remaining
—

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 49938 CUSIP 453038408 13F (30d) 368 filings 326 filers Visit website Investor relations