ExxonMobil Holdings Corp 8-K, filed Oct 30, 2026
ExxonMobil Holdings Corp (XOM)
8-K
2026-10-30
For: 2026-10-30
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October 30, 2026
About this 8-K
ExxonMobil Holdings Corp filed this 8-K on October 30, 2026.
ExxonMobil Holdings Corporation announced third-quarter 2026 earnings of $15.4 billion, or $3.72 per share, and adjusted earnings of $17.5 billion, or $4.23 per share. AI summary
Items reported
- Item 2.02: Financial results
- Item 7.01: Regulation FD disclosure
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): October 30, 2026
(Exact name of registrant as specified in its charter)
(State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) |
(Address of principal executive offices) (Zip Code)
Registrant’s telephone number, including area code: (972 ) 940-6000
(Former name or former address, if changed since last report) |
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of
the following provisions:
Securities registered pursuant to Section 12(b) of the Act:
Name of Each Exchange | ||
Title of Each Class | Trading Symbol | on Which Registered |
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of
this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with
any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
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Item 2.02 | Results of Operations and Financial Condition |
Item 7.01 | Regulation FD Disclosure |
The following information is furnished pursuant to both Item 2.02 and Item 7.01. | |
The Registrant hereby furnishes the information set forth in its News Release, dated October 30, 2026, announcing third quarter 2026 results, a copy of which is included as Exhibit 99.1, and furnishes the information in the related 3Q26 Investor Relations Data Summary, a copy of which is included as Exhibit 99.2. Material available by hyperlink from the News Release is not deemed to be furnished herewith or included in this filing. |
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SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this
report to be signed on its behalf by the undersigned hereunto duly authorized.
EXXONMOBIL HOLDINGS CORPORATION | ||
Date: October 30, 2026 | By: | /s/ SUSAN E. BUCHANAN |
Susan E. Buchanan | ||
Vice President and Chief Accounting Officer (Principal Accounting Officer) | ||
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 | EXHIBIT 99.1 | |||
3Q 2026 Earnings Release | ||||
FOR IMMEDIATE RELEASE | October 30, 2026 | |||
ExxonMobil Announces Third-Quarter 2026 Results
Decade of disciplined investment delivering industry-leading results, supplying products society needs
•Reported EPS of $3.72, or $4.23 adjusted EPS1
•Record year-to-date refining operational performance: highest global fuels utilization excluding Middle East
impacts2; highest global diesel yield3; and highest North American diesel volumes3
•Achieved cumulative Upstream production milestones: 1 billion barrels at both Guyana and Kearl, 100 million tons
at PNG LNG
•Solidified ExxonMobil's position as operator of choice in international upstream developments: assumed
operatorship at Papua LNG and reached agreement to increase working interest in LNG projects at Papua to
34% and Rovuma, Mozambique to 50%, where we are already the operator
•Reached 44 consecutive years of increases in annual dividends per share, longer streak than 95% of S&P 500
companies, and announced 2027 share repurchases of $20 billion4
Results Summary | ||||||
3Q26 | 2Q26 | Change vs 2Q26 | Dollars in millions (except per share data) | YTD 2026 | YTD 2025 | Change vs YTD 2025 |
15,413 | 14,525 | +888 | Earnings (U.S. GAAP) | 34,121 | 22,343 | +11,778 |
17,505 | 14,680 | +2,825 | Adjusted Earnings/(Loss) (Non-GAAP) | 40,957 | 22,457 | +18,500 |
3.72 | 3.48 | +0.24 | Earnings Per Common Share (U.S. GAAP) ¹ | 8.18 | 5.16 | +3.02 |
4.23 | 3.52 | +0.71 | Adjusted Earnings/(Loss) Per Common Share (Non-GAAP) ¹ | 9.82 | 5.19 | +4.63 |
SPRING, Texas – October 30, 2026 – ExxonMobil Holdings Corporation today announced third-quarter 2026
earnings of $15.4 billion, or $3.72 per share. Adjusted earnings were $17.5 billion, or $4.23 per share. Cash flow
from operating activities was $25.7 billion and free cash flow was $19.1 billion. Industry-leading shareholder
distributions totaled $9.4 billion, including $4.3 billion of dividends and $5.1 billion of share repurchases.5
"In the third quarter, we continued to rise to the challenge of meeting global energy needs, drawing on unmatched
scale, integration, and technical capabilities,” said Darren Woods, ExxonMobil chairman and chief executive officer.
“We're increasing production while improving efficiency - the result of years of consistent and disciplined investment
and execution excellence. On the U.S. Gulf Coast, investments such as our Beaumont refinery expansion have
contributed to an increase in our distillate production by approximately 40% since 2019."
"Quarter after quarter, the evidence of a stronger business builds. We're improving both the quality of our portfolio
and the ability to optimize around it. Advantaged investments, technology, and $16.9 billion in structural cost savings
since 2019 are expanding our earnings power. These are lasting improvements, not simply the result of favorable
prices and margins. Markets will change, but we're positioned to continue supplying the energy and products the
world needs while delivering growth in long-term value for our shareholders."
Additional Highlights
•Advanced CCS growth with startup at Nucor and approval for Rose carbon storage project
•Further strengthened balance sheet with nearly $11 billion of year-to-date net debt reduction6
•Declared a fourth-quarter dividend of $1.07 per share, payable on December 10, 2026, to shareholders of record
of common stock at the close of business on November 16, 2026
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EARNINGS AND VOLUME SUMMARY BY SEGMENT | ||||
3Q26 | 2Q26 | Dollars in millions (unless otherwise noted) | YTD 2026 | YTD 2025 |
Earnings/(Loss) (U.S. GAAP) | ||||
7,088 | 7,927 | Upstream | 20,752 | 17,837 |
7,169 | 5,465 | Energy Products | 11,372 | 4,033 |
735 | 1,131 | Chemical Products | 1,976 | 1,081 |
1,285 | 956 | Specialty Products | 2,892 | 2,175 |
(864) | (954) | Corporate and Financing | (2,871) | (2,783) |
15,413 | 14,525 | Total Earnings/(Loss) (U.S. GAAP) | 34,121 | 22,343 |
Adjusted Earnings/(Loss) (Non-GAAP) | ||||
7,308 | 9,189 | Upstream | 22,762 | 17,511 |
9,053 | 4,099 | Energy Products | 15,951 | 3,963 |
725 | 1,214 | Chemical Products | 2,049 | 1,081 |
1,283 | 969 | Specialty Products | 2,903 | 2,175 |
(864) | (791) | Corporate and Financing | (2,708) | (2,273) |
17,505 | 14,680 | Total Adjusted Earnings/(Loss) (Non-GAAP) | 40,957 | 22,457 |
Volumes | ||||
4,496 | 4,514 | Upstream Production (koebd) | 4,534 | 4,651 |
5,753 | 5,698 | Energy Products Sales (kbd) | 5,694 | 5,522 |
4,888 | 4,471 | Chemical Products Sales (kt) | 14,717 | 15,560 |
1,737 | 1,784 | Specialty Products Sales (kt) | 5,497 | 5,872 |
Year-to-date vs. prior year-to-date7
•Upstream earnings improved on higher prices, advantaged volume growth in Guyana, Permian, and Golden Pass
LNG, partly offset by Middle East volume impacts and higher non-cash expenses.
•Energy Products earnings strengthened on higher margins, record year-to-date fuels utilization, excluding Middle
East impacts2, and strong optimization activities, partly offset by external impacts on operations and scheduled
maintenance.
•Chemical Products earnings improved on record reliability and increased North American feed advantage.
•Specialty Products earnings increased with higher basestock margins and structural cost savings more than
offsetting external volume impacts and costs for advantaged growth.
Sequential quarter7
•Upstream earnings decreased driven by lower prices and accelerated Guyana entitlement impact.
•Energy Products earnings improved on higher margins, strong operational performance including 100% crude
unit utilization at our U.S. Gulf Coast refineries and the second-highest U.S. Gulf Coast diesel production on
record3, more than offsetting external impacts to our global capacity utilization.
•Chemical Products earnings decreased as margins declined, partly offset by high-value product volume growth
driven by Asia Pacific seasonal demand.
•Specialty Products earnings improved with higher basestock margins.
1 Assumes dilution.
2 Based on an as-reported asset basis, leveraging internal data available from 2014.
3 Based on current asset basis, leveraging internal data available from 2014.
4 Assuming reasonable market conditions.
5 Shareholder distributions compare IOCs' reported results or Bloomberg consensus as of October 28, 2026.
6 Net debt of $22.1 billion as of September 30, 2026, is total debt of $34.3 billion less $12.2 billion of cash and cash equivalents excluding restricted cash.
7 Comparative earnings commentary applies to both Earnings/(Loss) (U.S. GAAP) and Adjusted Earnings/(Loss) (non-GAAP) financial metrics, unless otherwise indicated. Both metrics
share operational drivers but differ by adjusting items as described in the Adjusted Earnings/(Loss) definition on page 4.
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ExxonMobil will discuss financial and operating results and other matters during a webcast at 8:30 a.m. Central Time
on October 30, 2026. To listen to the event or access an archived replay, please visit www.exxonmobil.com.
Cautionary Statement
Statements related to future events; projections; descriptions of strategic, operating, and financial plans and objectives;
statements of future ambitions, future earnings power, potential addressable markets, or plans; and other statements of future
events or conditions in this release are forward-looking statements. Similarly, discussion of future carbon capture, transportation
and storage, as well as lower-emission fuels, hydrogen and ammonia, lithium, direct air capture, ProxximaTM resin systems,
carbon materials, low-carbon data centers, and other low carbon and new business plans to reduce emissions of ExxonMobil,
its affiliates, and third parties, are dependent on future market factors, such as continued technological progress, stable policy
support and timely rule-making and permitting, and represent forward-looking statements. Actual future results, including
financial and operating performance; potential earnings, cash flow, or rate of return; total cash capital expenditures and mix,
including allocations of capital to low carbon and other new investments; realization and maintenance of structural cost
reductions and efficiency gains, including the ability to offset inflationary pressure; plans to reduce future emissions and
emissions intensity; ambitions to reach Scope 1 and Scope 2 net zero from operated assets by 2050, to reach Scope 1 and 2
net zero in integrated Upstream Permian Basin unconventional operated assets by 2035, to eliminate routine flaring in-line with
World Bank Zero Routine Flaring, to reach near-zero methane emissions from operated assets and other methane initiatives,
and to meet ExxonMobil’s emission reduction goals and plans, divestment and start-up plans, and associated project plans as
well as technology advances, including the timing and outcome of projects to capture, transport, and store CO2, produce
hydrogen and ammonia, produce lower-emission fuels, produce lithium, produce ProxximaTM resin systems, produce carbon
materials, and use plastic waste as feedstock for advanced recycling; cash flow, dividends and shareholder returns, including
the timing and amounts of share repurchases; future debt levels and credit ratings; business and project plans, timing, costs,
capacities and returns; resource recoveries and production rates; maintenance and turnaround activity; drilling and improvement
programs; product sales levels and mix; and planned Pioneer and Denbury integrated benefits, could differ materially due to a
number of factors. These include global or regional changes or imbalances in the supply and demand for oil, natural gas,
petrochemicals, and feedstocks and other market factors, economic conditions and seasonal fluctuations that impact prices,
differentials, margins, availability, and volume/mix for our products; changes in any part of the world in laws, taxes, or
regulations including extraterritorial environmental and tax regulations, trade sanctions, and timely granting of governmental
permits, licenses, and certifications; developments or changes in government policies supporting lower carbon and new market
investment opportunities or policies limiting the attractiveness of future investment such as the additional European taxes on the
energy sector and unequal support for different methods of emissions reduction; variable impacts of trading activities and
derivative positions, including timing effects, on our margins and results each quarter; changes in interest and exchange rates;
actions of co-venturers or partners, competitors and commercial counterparties, including suppliers and customers; the outcome
of commercial negotiations, including final agreed terms and conditions; the ability to access debt markets; the ultimate impacts
of public health crises, including the effects of government responses on people and economies; reservoir performance and
optimization, including variability and timing factors applicable to unconventional resources, the success of new unconventional
and AI-enhanced technologies, and the ability of new technologies to improve drilling performance and recovery relative to
competitors; the level, outcome, and timing of exploration projects and decisions to invest in future reserves and resources;
timely completion of development and other construction projects and commencement of start-up operations, including reliance
on third-party suppliers and service providers; final management approval of future projects and any changes in the scope,
terms, or costs of such projects as approved; government regulation of our growth opportunities; government actions in pursuit
of national energy and security policies or priorities affecting our business; closure of producing markets or reintroduction of
regional markets; war, civil unrest, armed hostilities, attacks against the company or industry and other political or security
disturbances, including disruption of land or sea transportation routes or distribution or shipping channels; expropriations,
seizures, or capacity, insurance, export, import or shipping limitations imposed directly or indirectly by governments or laws;
changes in market, national or regional tariffs or disruption, realignment or breaking of current or historical trade or military
alliances or global trade and supply chain networks; escalating geopolitical volatility, including regime changes; opportunities for
potential acquisitions, investments or divestments and satisfaction of applicable conditions to closing, including timely regulatory
approvals; the capture of efficiencies within and between business lines and the ability to maintain near-term cost reductions as
ongoing efficiencies without impairing our competitive positioning; unforeseen technical or operating disruptions or difficulties
and unplanned maintenance; the development and competitiveness of alternative energy and emission reduction technologies;
the results of research programs and the ability to bring new technologies to commercial scale on a cost-competitive basis; and
other factors discussed under Item 1A. Risk Factors of ExxonMobil’s 2025 Form 10-K.
Actions needed to advance ExxonMobil’s 2030 greenhouse gas emission-reductions plans are incorporated into its medium-
term business plans, which are updated annually. The reference case for planning beyond 2030 is based on ExxonMobil’s
Global Outlook (Outlook) research and publication. The Outlook is reflective of the existing global policy environment and an
assumption of increasing policy stringency and technology improvement to 2050. Current trends for policy stringency and
deployment of lower-emission solutions are not yet on a pathway to achieve net-zero by 2050. As such, the Outlook does not
project the degree of required future policy and technology advancement and deployment for the world, or ExxonMobil, to meet
net zero by 2050. As future policies and technology advancements emerge, they will be incorporated into the Outlook, and
ExxonMobil's business plans will be updated accordingly. References to projects or opportunities may not reflect investment
decisions made by ExxonMobil or its affiliates. Individual projects or opportunities may advance based on a number of factors,
including availability of stable and supportive policy, permitting, technological advancement for cost-effective abatement,
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insights from the corporate planning process, and alignment with our partners and other stakeholders. Capital investment
guidance in lower-emission investments is based on our corporate plan; however, actual investment levels will be subject to the
availability of the opportunity set and public policy support, and focused on returns.
Frequently Used Terms and non-GAAP Measures
Adjusted Earnings/(Loss) (non-GAAP) and Adjusted Earnings/(Loss) Per Common Share (non-GAAP) • Earnings/(loss)
excluding individually significant non-operational events and estimated timing effects, both favorable and unfavorable. Identified
items typically contribute to an absolute corporate total earnings impact of at least $250 million in a given quarter. The earnings/
(loss) impact of an identified item for an individual segment may be less than $250 million when the item impacts several
periods or several segments. Adjusted Earnings/(Loss) does include non-operational earnings events or impacts that are
generally below the $250 million threshold utilized for identified items. When the effect of these events is significant in
aggregate, it is indicated in analysis of period results as part of quarterly earnings press release and teleconference materials.
Estimated timing effects excluded from Adjusted Earnings/(Loss) are primarily related to unsettled derivatives which are
required to be marked to current period-end prices (mark-to-market), where the associated physical shipments are not reflected
in earnings until the physical transaction is complete. Estimated timing effects also include estimated recognition differences
between the settlement of derivatives and their offsetting physical commodity realizations (primarily due to LIFO inventory
accounting). Impacts are expected to unwind in subsequent periods. Management uses these figures to improve comparability
of the underlying business across multiple periods by isolating and removing significant non-operational events and estimated
timing effects from business results. The Corporation believes these views provide investors increased transparency into
business results and trends and provide investors with a view of the business as seen through the eyes of management.
Adjusted Earnings/(Loss) are not meant to be viewed in isolation or as a substitute for net income/(loss) attributable to
ExxonMobil as prepared in accordance with U.S. GAAP. A reconciliation to each of corporate earnings and segment earnings
are shown for 2025 and 2026 periods on pages 10 and 11. Adjusted Earnings/(Loss) and Adjusted Earnings/(Loss) per share
amounts are shown on page 1 and on page 9, including a reconciliation to earnings/(loss) per common share – assuming
dilution (U.S. GAAP).
Cash flow from operations excluding working capital (non-GAAP) • Net cash provided by operating activities less changes
in operational working capital, excluding cash and debt. This measure is useful when evaluating cash available for investment in
the business and financing activities as operational working capital, excluding cash and debt can vary quarter-to-quarter due to
volatility and changing needs of the corporation. Cash flow from operations excluding working capital is not meant to be viewed
in isolation or as a substitute for net cash provided by operating activities. A reconciliation to net cash provided by operating
activities for the 2025 and 2026 periods is shown on page 6.
Free cash flow (non-GAAP) • Sum of net cash provided by operating activities, net cash flow used in investing activities
excluding cash acquired from mergers and acquisitions, and inflows from noncontrolling interests for major projects from
financing activities. This measure is useful when evaluating cash available for financing activities, including shareholder
distributions, after investment in the business. Free cash flow is not meant to be viewed in isolation or as a substitute for net
cash provided by operating activities. A reconciliation to net cash provided by operating activities for the 2025 and 2026 periods
is shown on page 6.
Cash capital expenditures (Cash Capex) (non-GAAP) • Sum of Additions to property, plant and equipment; additional
investments and advances; and other investing activities including collection of advances; reduced by inflows from
noncontrolling interests for major projects, each from the Consolidated Statement of Cash Flows, and for 2026+ excludes
advances and collections not related to capital expenditures or equity investments, for example, supply and marketing related
advances and associated collections. The company believes it is a useful measure for investors to understand the cash impact
of investments in the business, which is in line with industry practice. A breakdown of cash capex is shown on page 7.
Structural cost savings (structural cost reductions, structural savings, structural cost improvements, cost discipline) •
Structural Cost Savings, which describes decreases in cash opex excluding energy and production taxes as a result of
operational efficiencies, workforce reductions, divestment-related reductions, and other cost-saving measures, that are expected
to be sustainable compared to 2019 levels. Relative to 2019, estimated cumulative Structural Cost Savings totaled $16.9 billion,
which included an additional $1.8 billion in the first nine months of 2026. The total change between periods in expenses above
will reflect both Structural Cost Savings and other changes in spend, including market drivers, such as inflation and foreign
exchange impacts, as well as changes in activity levels and costs associated with new operations, mergers and acquisitions,
new business venture development, and early-stage projects. Structural Cost Savings from new operations, mergers and
acquisitions, and new business venture developments are included in the cumulative Structural Cost Savings. Estimates of
cumulative annual Structural Cost Savings may be revised depending on whether cost reductions realized in prior periods are
determined to be sustainable compared to 2019 levels. Structural Cost Savings are stewarded internally to support
management's oversight of spending over time. This measure is useful for investors to understand the Corporation's efforts to
optimize spending through disciplined expense management. A breakdown of structural cost savings is shown on page 8.
Resources, resource base, and recoverable resources • Along with similar terms, refer to the total remaining estimated
quantities of oil and natural gas that are expected to be ultimately recoverable. The resource base includes quantities of oil and
natural gas classified as proved reserves, as well as quantities that are not yet classified as proved reserves, but that are
expected to be ultimately recoverable. The term “resource base” or similar terms are not intended to correspond to SEC
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definitions such as “probable” or “possible” reserves. The term “in-place” refers to those quantities of oil and natural gas
estimated to be contained in known accumulations and includes recoverable and unrecoverable amounts.
Advantaged projects • Capital projects and programs of work that contribute to Energy, Chemical, and/or Specialty Products
segments that drive integration of segments/businesses, increase yield of higher value products, or deliver higher-than-average
returns.
Performance products (performance chemicals, performance lubricants) • Refers to products that provide differentiated
performance for multiple applications through enhanced properties versus commodity alternatives and bring significant
additional value to customers and end-users.
High-value products • Includes performance products and lower-emissions fuels.
Project • The term “project” can refer to a variety of different activities and does not necessarily have the same meaning as in
any government payment transparency reports. Projects or plans may not reflect investment decisions made by ExxonMobil or
its affiliates. Individual opportunities may advance based on a number of factors, including availability of stable and supportive
policy, permitting, technological advancement for cost-effective abatement, insights from the company planning process, and
alignment with our partners and other stakeholders. We may refer to these opportunities as projects in external disclosures at
various stages throughout their progression.
IOCs • Unless stated otherwise, IOCs include each of BP, Chevron, Shell, and TotalEnergies.
Shareholder distributions • The Corporation's distributions of cash to shareholders in the form of both dividends and share
purchases. Shares are acquired to reduce shares outstanding and to offset shares or units settled in shares issued in
conjunction with company benefit plans and programs. For the purposes of calculating distributions to shareholders, the
Corporation includes only the cost of those shares acquired to reduce shares outstanding.
Unless otherwise indicated, year-to-date (“YTD”) means as of the last business day of the most recent fiscal quarter.
Reference to Earnings
References to corporate earnings mean net income attributable to ExxonMobil (U.S. GAAP) from the consolidated income
statement. Unless otherwise indicated, references to earnings, Upstream, Energy Products, Chemical Products, Specialty
Products and Corporate and Financing earnings, and earnings per share are ExxonMobil’s share after excluding amounts
attributable to noncontrolling interests.
ExxonMobil Holdings Corporation has numerous affiliates, many with names that include ExxonMobil, Exxon, Mobil, Esso, and
XTO. For convenience and simplicity, those terms and terms such as Corporation, company, our, we, and its are sometimes
used as abbreviated references to specific affiliates or affiliate groups. Similarly, ExxonMobil has business relationships with
thousands of customers, suppliers, governments, and others. For convenience and simplicity, words such as venture, joint
venture, partnership, co-venturer, and partner are used to indicate business and other relationships involving common activities
and interests, and those words may not indicate precise legal relationships. ExxonMobil's ambitions, plans and goals do not
guarantee any action or future performance by its affiliates or ExxonMobil Holdings Corporation's responsibility for those
affiliates' actions and future performance, each affiliate of which manages its own affairs.
Throughout this press release, both Exhibit 99.1 as well as Exhibit 99.2, due to rounding, numbers presented may not add up
precisely to the totals indicated.
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CASH FLOW FROM OPERATIONS EXCLUDING WORKING CAPITAL | ||||
3Q26 | 2Q26 | Dollars in millions (unless otherwise noted) | YTD 2026 | YTD 2025 |
16,022 | 14,881 | Net income/(loss) including noncontrolling interests | 35,375 | 23,155 |
6,803 | 8,689 | Depreciation and depletion (includes impairments) | 22,263 | 18,278 |
2,216 | (2,099) | Changes in operational working capital, excluding cash and debt | (1,641) | (5,000) |
609 | 2,084 | Other | 1,913 | 2,858 |
25,650 | 23,555 | Cash Flow from Operating Activities (U.S. GAAP) | 57,910 | 39,291 |
(2,216) | 2,099 | Less: Changes in operational working capital, excluding cash and debt | 1,641 | 5,000 |
23,434 | 25,654 | Cash Flow from Operations excluding Working Capital (Non-GAAP) | 59,551 | 44,291 |
FREE CASH FLOW | ||||
3Q26 | 2Q26 | Dollars in millions (unless otherwise noted) | YTD 2026 | YTD 2025 |
25,650 | 23,555 | Cash Flow from Operating Activities (U.S. GAAP) | 57,910 | 39,291 |
(7,178) | (6,527) | Additions to property, plant, and equipment | (20,175) | (20,908) |
(868) | (324) | Additional investments and advances | (1,579) | (973) |
697 | 102 | Other investing activities including collection of advances | 1,431 | 949 |
808 | 430 | Proceeds from asset sales and returns of investments | 1,457 | 2,138 |
— | — | Inflows from noncontrolling interest for major projects | — | 68 |
19,109 | 17,236 | Free Cash Flow (Non-GAAP) | 39,044 | 20,565 |
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CASH CAPITAL EXPENDITURES | ||||
3Q26 | 2Q26 | Dollars in millions (unless otherwise noted) | YTD 2026 | YTD 2025 |
7,178 | 6,527 | Additions to property, plant, and equipment | 20,175 | 20,908 |
868 | 324 | Additional investments and advances | 1,579 | 973 |
(697) | (102) | Other investing activities including collection of advances | (1,431) | (949) |
— | — | Inflows from noncontrolling interests for major projects | — | (68) |
(347) | 38 | Less: Advances and collections not related to capital expenditures or equity investments | (347) | 270 |
7,002 | 6,787 | Total Cash Capital Expenditures (Non-GAAP) | 19,976 | 21,134 |
3Q26 | 2Q26 | Dollars in millions (unless otherwise noted) | YTD 2026 | YTD 2025 |
Upstream | ||||
3,948 | 3,423 | United States | 10,820 | 12,233 |
2,033 | 2,429 | Non-U.S. | 5,825 | 6,043 |
5,981 | 5,852 | Total | 16,645 | 18,276 |
Energy Products | ||||
227 | 331 | United States | 1,386 | 463 |
254 | 196 | Non-U.S. | 620 | 789 |
481 | 527 | Total | 2,006 | 1,252 |
Chemical Products | ||||
216 | 263 | United States | 635 | 505 |
31 | 44 | Non-U.S. | 101 | 340 |
247 | 307 | Total | 736 | 845 |
Specialty Products | ||||
120 | 18 | United States | 173 | 160 |
35 | (7) | Non-U.S. | 48 | 156 |
155 | 11 | Total | 221 | 316 |
Other | ||||
138 | 90 | Other | 368 | 445 |
7,002 | 6,787 | Worldwide | 19,976 | 21,134 |
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CALCULATION OF STRUCTURAL COST SAVINGS | ||||||
Dollars in billions (unless otherwise noted) | Twelve Months Ended December 31, | Nine Months Ended September 30, | ||||
2019 | 2025 | 2025 | 2026 | |||
Components of Operating Costs | ||||||
From ExxonMobil’s Consolidated Statement of Income (U.S. GAAP) | ||||||
Production and manufacturing expenses | 36.8 | 42.4 | 30.3 | 34.2 | ||
Selling, general and administrative expenses | 11.4 | 11.1 | 8.1 | 7.8 | ||
Depreciation and depletion (includes impairments) | 19.0 | 26.0 | 18.3 | 22.3 | ||
Exploration expenses, including dry holes | 1.3 | 1.0 | 0.5 | 0.4 | ||
Non-service pension and postretirement benefit expense | 1.2 | 0.4 | 0.3 | 0.1 | ||
Subtotal | 69.7 | 81.0 | 57.4 | 64.7 | ||
ExxonMobil’s share of equity company expenses (Non-GAAP) | 9.1 | 10.6 | 7.8 | 6.2 | ||
Total Adjusted Operating Costs (Non-GAAP) | 78.8 | 91.6 | 65.3 | 70.9 | ||
Less: | ||||||
Depreciation and depletion (includes impairments) | 19.0 | 26.0 | 18.3 | 22.3 | ||
Non-service pension and postretirement benefit expense | 1.2 | 0.4 | 0.3 | 0.1 | ||
Other adjustments (includes equity company depreciation and depletion) | 3.6 | 6.2 | 3.7 | 5.7 | ||
Total Cash Operating Expenses (Cash Opex) (Non-GAAP) | 55.0 | 59.0 | 43.0 | 42.9 | ||
Energy and production taxes (Non-GAAP) | 11.0 | 14.9 | 11.2 | 9.9 | ||
Total Cash Operating Expenses (Cash Opex) excluding Energy and Production Taxes (Non-GAAP) | 44.0 | 44.1 | 31.8 | 33.0 | ||
Change vs 2019 | Change vs 2025 | Estimated Cumulative vs 2019 | ||||
Total Cash Operating Expenses (Cash Opex) excluding Energy and Production Taxes (Non-GAAP) | +0.1 | +1.2 | ||||
Market | +4.9 | +1.2 | ||||
Activity/ Other | +10.3 | +1.8 | ||||
Structural Cost Savings | -15.1 | -1.8 | -16.9 | |||
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| ||||
KEY FIGURES: ADJUSTING ITEMS | ||||
3Q26 | 2Q26 | Dollars in millions (unless otherwise noted) | YTD 2026 | YTD 2025 |
15,413 | 14,525 | Earnings/(Loss) (U.S. GAAP) | 34,121 | 22,343 |
Identified Items | ||||
— | (1,079) | Impairments | (1,079) | (155) |
675 | — | Gain/(Loss) on sale of assets | 675 | — |
— | — | Restructuring charges | — | (355) |
(226) | (1,559) | Other ¹ | (2,491) | — |
449 | (2,638) | Total Identified Items | (2,895) | (510) |
(2,541) | 2,483 | Estimated Timing Effects | (3,941) | 396 |
17,505 | 14,680 | Adjusted Earnings/(Loss) (Non-GAAP) | 40,957 | 22,457 |
1 2Q26 Other Identified Items includes $1,365 million in additions to financial reserves and $194 million in Middle East impacts; YTD 2026 Other Identified Items includes $1,570 million in additions to financial reserves and $921 million in Middle East impacts. | ||||
ADJUSTING ITEMS PER COMMON SHARE | ||||
3Q26 | 2Q26 | Dollars per common share | YTD 2026 | YTD 2025 |
3.72 | 3.48 | Earnings/(Loss) Per Common Share (U.S. GAAP) ¹ | 8.18 | 5.16 |
Identified Items Per Common Share ¹ | ||||
— | (0.26) | Impairments | (0.26) | (0.04) |
0.16 | — | Gain/(Loss) on sale of assets | 0.16 | — |
— | — | Restructuring charges | — | (0.08) |
(0.05) | (0.37) | Other | (0.60) | — |
0.11 | (0.63) | Total Identified Items Per Common Share ¹ | (0.69) | (0.12) |
(0.61) | 0.59 | Estimated Timing Effects Per Common Share ¹ | (0.94) | 0.09 |
4.23 | 3.52 | Adjusted Earnings/(Loss) Per Common Share (Non-GAAP) ¹ | 9.82 | 5.19 |
¹ Assuming dilution. | ||||
10
| ||||||||||
KEY FIGURES: ADJUSTING ITEMS BY SEGMENT | ||||||||||
Third Quarter 2026 | Upstream | Energy Products | Chemical Products | Specialty Products | Corporate & Financing | Total | ||||
Dollars in millions (unless otherwise noted) | U.S. | Non-U.S. | U.S. | Non-U.S. | U.S. | Non-U.S. | U.S. | Non-U.S. | ||
Earnings/(Loss) (U.S. GAAP) | 3,201 | 3,887 | 4,787 | 2,382 | 472 | 263 | 386 | 899 | (864) | 15,413 |
Identified Items | ||||||||||
Gain/(Loss) on sale of assets | 675 | — | — | — | — | — | — | — | — | 675 |
Other | (219) | (8) | — | (11) | 7 | 3 | 1 | 1 | — | (226) |
Total Identified Items | 456 | (8) | — | (11) | 7 | 3 | 1 | 1 | — | 449 |
Estimated Timing Effects (Worldwide) | (668) | (1,873) | — | — | — | (2,541) | ||||
Adjusted Earnings/(Loss) (Non-GAAP) | 7,308 | 9,053 | 725 | 1,283 | (864) | 17,505 | ||||
Second Quarter 2026 | Upstream | Energy Products | Chemical Products | Specialty Products | Corporate & Financing | Total | ||||
Dollars in millions (unless otherwise noted) | U.S. | Non-U.S. | U.S. | Non-U.S. | U.S. | Non-U.S. | U.S. | Non-U.S. | ||
Earnings/(Loss) (U.S. GAAP) | 1,920 | 6,007 | 2,987 | 2,478 | 599 | 532 | 287 | 669 | (954) | 14,525 |
Identified Items | ||||||||||
Impairments | — | — | — | (884) | (48) | — | — | — | (147) | (1,079) |
Other ¹ | (1,183) | (16) | (49) | (247) | (6) | (29) | (2) | (11) | (16) | (1,559) |
Total Identified Items | (1,183) | (16) | (49) | (1,131) | (54) | (29) | (2) | (11) | (163) | (2,638) |
Estimated Timing Effects (Worldwide) | (63) | 2,546 | — | — | — | 2,483 | ||||
Adjusted Earnings/(Loss) (Non-GAAP) | 9,189 | 4,099 | 1,214 | 969 | (791) | 14,680 | ||||
¹ 2Q26 Other Identified Items includes $1,365 million in additions to financial reserves and $194 million in Middle East impacts. | ||||||||||
YTD 2026 | Upstream | Energy Products | Chemical Products | Specialty Products | Corporate & Financing | Total | ||||
Dollars in millions (unless otherwise noted) | U.S. | Non-U.S. | U.S. | Non-U.S. | U.S. | Non-U.S. | U.S. | Non-U.S. | ||
Earnings/(Loss) (U.S. GAAP) | 6,695 | 14,057 | 8,435 | 2,937 | 1,390 | 586 | 947 | 1,945 | (2,871) | 34,121 |
Identified Items | ||||||||||
Impairments | — | — | — | (884) | (48) | — | — | — | (147) | (1,079) |
Gain/(Loss) on sale of assets | 675 | — | — | — | — | — | — | — | — | 675 |
Other ¹ | (1,402) | (24) | (49) | (964) | 1 | (26) | (1) | (10) | (16) | (2,491) |
Total Identified Items | (727) | (24) | (49) | (1,848) | (47) | (26) | (1) | (10) | (163) | (2,895) |
Estimated Timing Effects (Worldwide) | (1,259) | (2,682) | — | — | — | (3,941) | ||||
Adjusted Earnings/(Loss) (Non-GAAP) | 22,762 | 15,951 | 2,049 | 2,903 | (2,708) | 40,957 | ||||
¹ YTD 2026 Other Identified Items includes $1,570 million in additions to financial reserves and $921 million in Middle East impacts. | ||||||||||
11
YTD 2025 | Upstream | Energy Products | Chemical Products | Specialty Products | Corporate & Financing | Total | ||||
Dollars in millions (unless otherwise noted) | U.S. | Non-U.S. | U.S. | Non-U.S. | U.S. | Non-U.S. | U.S. | Non-U.S. | ||
Earnings/(Loss) (U.S. GAAP) | 4,310 | 13,527 | 1,980 | 2,053 | 839 | 242 | 967 | 1,208 | (2,783) | 22,343 |
Identified Items | ||||||||||
Impairments | — | — | — | — | — | — | — | — | (155) | (155) |
Restructuring charges | — | — | — | — | — | — | — | — | (355) | (355) |
Total Identified Items | — | — | — | — | — | — | — | — | (510) | (510) |
Estimated Timing Effects (Worldwide) | 326 | 70 | — | — | — | 396 | ||||
Adjusted Earnings/(Loss) (Non-GAAP) | 17,511 | 3,963 | 1,081 | 2,175 | (2,273) | 22,457 | ||||
1
 | ATTACHMENT I-a | EXHIBIT 99.2 | ||
To assist investors in assessing 3Q26 results, the following disclosures have been made available in the 8-K filing: | ||||
3Q26 INVESTOR RELATIONS DATA SUMMARY | ||||
CONDENSED CONSOLIDATED STATEMENT OF INCOME | ||||
(Preliminary) | ||||
Dollars in millions (unless otherwise noted) | Three Months Ended September 30, | Nine Months Ended September 30, | ||
2026 | 2025 | 2026 | 2025 | |
Revenues and other income | ||||
Sales and other operating revenue | 110,503 | 83,331 | 308,193 | 243,866 |
Income from equity affiliates | 1,126 | 1,267 | 3,388 | 4,098 |
Other income | 1,535 | 696 | 2,738 | 1,966 |
Total revenues and other income | 113,164 | 85,294 | 314,319 | 249,930 |
Costs and other deductions | ||||
Crude oil and product purchases | 65,724 | 47,928 | 185,327 | 140,043 |
Production and manufacturing expenses | 11,219 | 10,094 | 34,164 | 30,279 |
Selling, general and administrative expenses | 2,677 | 3,032 | 7,844 | 8,100 |
Depreciation and depletion (includes impairments) | 6,803 | 6,475 | 22,263 | 18,278 |
Exploration expenses, including dry holes | 116 | 149 | 397 | 464 |
Non-service pension and postretirement benefit expense | (20) | 119 | 74 | 322 |
Interest expense | 183 | 90 | 705 | 440 |
Other taxes and duties | 5,226 | 6,475 | 15,918 | 18,767 |
Total costs and other deductions | 91,928 | 74,362 | 266,692 | 216,693 |
Income/(Loss) before income taxes | 21,236 | 10,932 | 47,627 | 33,237 |
Income tax expense/(benefit) | 5,214 | 3,164 | 12,252 | 10,082 |
Net income/(loss) including noncontrolling interests | 16,022 | 7,768 | 35,375 | 23,155 |
Net income/(loss) attributable to noncontrolling interests | 609 | 220 | 1,254 | 812 |
Net income/(loss) attributable to ExxonMobil | 15,413 | 7,548 | 34,121 | 22,343 |
OTHER FINANCIAL DATA | ||||
Dollars in millions (unless otherwise noted) | Three Months Ended September 30, | Nine Months Ended September 30, | ||
2026 | 2025 | 2026 | 2025 | |
Earnings per common share (U.S. dollars) | 3.72 | 1.76 | 8.18 | 5.16 |
Earnings per common share - assuming dilution (U.S. dollars) | 3.72 | 1.76 | 8.18 | 5.16 |
Dividends on common stock | ||||
Total | 4,264 | 4,242 | 12,897 | 12,865 |
Per common share (U.S. dollars) | 1.03 | 0.99 | 3.09 | 2.97 |
Millions of common shares outstanding | ||||
Average - assuming dilution | 4,140 | 4,285 | 4,172 | 4,328 |
Taxes | ||||
Income taxes | 5,214 | 3,164 | 12,252 | 10,082 |
Total other taxes and duties | 6,146 | 7,319 | 19,033 | 21,589 |
Total taxes | 11,360 | 10,483 | 31,285 | 31,671 |
Sales-based taxes | 6,953 | 5,487 | 19,927 | 16,246 |
Total taxes including sales-based taxes | 18,313 | 15,970 | 51,212 | 47,917 |
ExxonMobil share of income taxes of equity companies (Non-GAAP) | 447 | 517 | 1,159 | 1,660 |
2
| ||
CONDENSED CONSOLIDATED BALANCE SHEET | ||
(Preliminary) | ||
Dollars in millions (unless otherwise noted) | September 30, 2026 | December 31, 2025 |
ASSETS | ||
Current assets | ||
Cash and cash equivalents | 12,153 | 10,681 |
Notes and accounts receivable – net | 66,533 | 44,562 |
Inventories | ||
Crude oil, products and merchandise | 21,532 | 22,979 |
Materials and supplies | 3,270 | 3,323 |
Other current assets | 4,137 | 1,837 |
Total current assets | 107,625 | 83,382 |
Investments, advances and long-term receivables | 44,293 | 45,317 |
Property, plant, and equipment – net | 296,955 | 299,373 |
Other assets, including intangibles – net | 22,044 | 20,908 |
Total Assets | 470,917 | 448,980 |
LIABILITIES | ||
Current liabilities | ||
Notes and loans payable | 4,523 | 9,296 |
Accounts payable and accrued liabilities | 78,642 | 60,911 |
Income taxes payable | 7,044 | 2,123 |
Total current liabilities | 90,209 | 72,330 |
Long-term debt | 29,727 | 34,241 |
Postretirement benefits reserves | 9,111 | 8,847 |
Deferred income tax liabilities | 39,320 | 40,216 |
Long-term obligations to equity companies | 567 | 542 |
Other long-term obligations | 29,463 | 26,178 |
Total Liabilities | 198,397 | 182,354 |
EQUITY1 | ||
Common stock without par value | ||
(9,000 million shares authorized, 8,019 million shares issued at December 31, 2025) | — | 46,150 |
Common stock, $0.001 par value | ||
(9,000 million shares authorized, 4,112 million shares issued at September 30, 2026) | 4 | — |
Capital in excess of par value | 45,026 | — |
Earnings reinvested | 237,289 | 482,494 |
Accumulated other comprehensive income | (11,430) | (10,863) |
Common stock held in treasury | ||
(33 million shares at September 30, 2026, and 3,840 million shares at December 31, 2025) | (5,100) | (258,395) |
ExxonMobil share of equity | 265,789 | 259,386 |
Noncontrolling interests | 6,731 | 7,240 |
Total Equity | 272,520 | 266,626 |
Total Liabilities and Equity | 470,917 | 448,980 |
1 3Q26 changes within the Equity section of the Balance Sheet are mainly associated with the redomicile transaction. This includes the cancellation of treasury shares as of July 1, 2026, the effects of which had no impact on total equity. | ||
3
| ||
CONDENSED CONSOLIDATED STATEMENT OF CASH FLOWS | ||
(Preliminary) | ||
Dollars in millions (unless otherwise noted) | Nine Months Ended September 30, | |
2026 | 2025 | |
CASH FLOWS FROM OPERATING ACTIVITIES | ||
Net income/(loss) including noncontrolling interests | 35,375 | 23,155 |
Depreciation and depletion (includes impairments) | 22,263 | 18,278 |
Changes in operational working capital, excluding cash and debt | (1,641) | (5,000) |
All other items – net | 1,913 | 2,858 |
Net cash provided by operating activities | 57,910 | 39,291 |
CASH FLOWS FROM INVESTING ACTIVITIES | ||
Additions to property, plant, and equipment | (20,175) | (20,908) |
Proceeds from asset sales and returns of investments | 1,457 | 2,138 |
Additional investments and advances | (1,579) | (973) |
Other investing activities including collection of advances | 1,431 | 949 |
Net cash used in investing activities | (18,866) | (18,794) |
CASH FLOWS FROM FINANCING ACTIVITIES | ||
Additions to long-term debt | 1,078 | 1,145 |
Reductions in long-term debt | (1,893) | (13) |
Additions to short-term debt | — | 758 |
Reductions in short-term debt | (6,537) | (4,815) |
Additions/(reductions) in commercial paper, and debt with three months or less maturity | (974) | 1,212 |
Contingent consideration payments | (125) | (79) |
Cash dividends to ExxonMobil shareholders | (12,897) | (12,865) |
Cash dividends to noncontrolling interests | (491) | (524) |
Changes in noncontrolling interests | (402) | (340) |
Inflows from noncontrolling interests for major projects | — | 68 |
Common stock acquired | (15,110) | (14,894) |
Net cash used in financing activities | (37,351) | (30,347) |
Effects of exchange rate changes on cash | (221) | 532 |
Increase/(Decrease) in cash and cash equivalents (including restricted) | 1,472 | (9,318) |
Cash and cash equivalents at beginning of period (including restricted) | 10,681 | 23,187 |
Cash and cash equivalents at end of period (including restricted) | 12,153 | 13,869 |
4
| |||||
Common Shares Outstanding, millions | 3Q26 | 2Q26 | 1Q26 | 4Q25 |
At quarter end | 4,079 | 4,112 | 4,145 | 4,179 |
Weighted-average - assuming dilution | 4,140 | 4,174 | 4,202 | 4,238 |
Upstream Volume Driver Analysis, koebd | 3Q26 vs 2Q26 | 2026 vs 2025 (YTD) | ||
Prior Period | 4,514 | 4,651 | ||
Entitlements - Net Interest | — | (10) | ||
Entitlements - Price / Spend / Other | (87) | (22) | ||
Government Mandates | — | (1) | ||
Divestments | (5) | (45) | ||
Growth / Other | 74 | (39) | ||
Current Period | 4,496 | 4,534 | ||
Upstream Realization Data | 3Q26 | 2Q26 | 1Q26 | 4Q25 |
United States | ||||
ExxonMobil | ||||
Crude ($/b) | 84.82 | 97.58 | 70.12 | 58.57 |
Natural Gas ($/kcf) | 2.43 | 0.52 | 3.37 | 1.75 |
Marker Benchmarks | ||||
WTI ($/b) | 86.19 | 93.21 | 71.98 | 59.23 |
Henry Hub ($/mbtu) | 2.96 | 2.90 | 5.01 | 3.55 |
Non-U.S. | ||||
ExxonMobil | ||||
Crude ($/b) | 84.03 | 92.42 | 69.98 | 57.46 |
Natural Gas ($/kcf) | 13.92 | 13.96 | 10.58 | 9.60 |
Marker Benchmarks | ||||
Brent ($/b) | 97.01 | 104.52 | 80.61 | 63.69 |
TTF ($/mbtu) | 18.20 | 16.45 | 10.79 | 10.77 |
The above numbers reflect ExxonMobil’s current estimate of volumes and realizations given data available as of the end of the third quarter of 2026. Volumes and realizations may be adjusted when full statements on joint venture operations are received from outside operators. ExxonMobil management assumes no duty to update these estimates. | ||||
Product Solutions Marker Benchmark Data | 3Q26 | 2Q26 | 1Q26 | 4Q25 |
Energy Products | ||||
Indicative Refining Margin ($/b) | 50.3 | 29.0 | 16.3 | 18.3 |
Chemical Products | ||||
North American Polyethylene ($/T) | 998 | 1,454 | 965 | 759 |
Asia Pacific Polyethylene ($/T) | 990 | 1,148 | 865 | 822 |
Asia Pacific LVN ($/T) | 831 | 893 | 720 | 564 |
USGC Ethane ($/T) | 180 | 158 | 173 | 196 |
The above markers reflect the average prices from the quarter. Indicative Refining Margin, NA PE, AP PE, AP LVN, and USGC Ethane are from Platts, part of S&P Global Commodity Insights. NA PE, AP PE, AP LVN, and USGC Ethane historical prices were updated to reflect simple averages. Marker associated sensitivities are developed for forward-looking analysis and in relation to full-year results. For any given period, the accuracy of the earnings sensitivity will be dependent on the price movements of individual types of crude oil, natural gas, or products, results of trading activities, project start-up timing, maintenance timing, taxes and other government take impacts, price adjustment lags in long-term gas contracts, and crude and gas production volumes. Accordingly, changes in benchmark prices only provide broad indicators of changes in the earnings experienced in any particular period. Refer to "Modeling Toolkit" tab on the Investor Relations page of our website at www.exxonmobil.com for more information. | ||||
Effective Income Tax Rate | 3Q26 | 2Q26 | 1Q26 | 4Q25 |
Effective Income Tax Rate, % | 26% | 24% | 40% | 21% |
Due to rounding, numbers presented may not add up precisely to the totals indicated. | ||||
5
| ||||
KEY FIGURES: UPSTREAM VOLUMES | ||||
3Q26 | 2Q26 | Net production of crude oil, natural gas liquids, bitumen and synthetic oil, thousand barrels per day (kbd) | YTD 2026 | YTD 2025 |
1,627 | 1,653 | United States | 1,622 | 1,475 |
804 | 922 | Canada/Other Americas | 887 | 807 |
4 | 3 | Europe | 4 | 3 |
134 | 121 | Africa | 131 | 140 |
683 | 647 | Asia | 647 | 809 |
27 | 26 | Australia/Oceania | 25 | 25 |
3,279 | 3,373 | Worldwide | 3,316 | 3,261 |
3Q26 | 2Q26 | Net natural gas production available for sale, million cubic feet per day (mcfd) | YTD 2026 | YTD 2025 |
3,866 | 3,840 | United States | 3,766 | 3,340 |
28 | 25 | Canada/Other Americas | 27 | 30 |
235 | 274 | Europe | 274 | 302 |
112 | 117 | Africa | 114 | 114 |
1,689 | 1,274 | Asia | 1,818 | 3,272 |
1,371 | 1,319 | Australia/Oceania | 1,309 | 1,282 |
7,301 | 6,849 | Worldwide | 7,308 | 8,341 |
4,496 | 4,514 | Oil-equivalent production (koebd) ¹ | 4,534 | 4,651 |
1 Natural gas is converted to an oil-equivalent basis at six million cubic feet per one thousand barrels. | ||||
6
| ||||
KEY FIGURES: MANUFACTURING THROUGHPUT AND SALES | ||||
3Q26 | 2Q26 | Refinery throughput, thousand barrels per day (kbd) | YTD 2026 | YTD 2025 |
1,941 | 1,908 | United States | 1,882 | 1,909 |
381 | 331 | Canada | 365 | 400 |
754 | 814 | Europe | 767 | 1,003 |
460 | 317 | Asia Pacific | 388 | 453 |
199 | 192 | Other | 195 | 187 |
3,735 | 3,562 | Worldwide | 3,598 | 3,952 |
3Q26 | 2Q26 | Energy Products sales, thousand barrels per day (kbd) | YTD 2026 | YTD 2025 |
3,154 | 3,036 | United States | 3,134 | 2,837 |
2,599 | 2,662 | Non-U.S. | 2,559 | 2,685 |
5,753 | 5,698 | Worldwide | 5,694 | 5,522 |
2,164 | 2,166 | Gasolines, naphthas | 2,181 | 2,264 |
1,773 | 1,722 | Heating oils, kerosene, diesel | 1,722 | 1,774 |
390 | 431 | Aviation fuels | 407 | 382 |
171 | 169 | Heavy fuels | 176 | 215 |
1,256 | 1,210 | Other energy products | 1,209 | 887 |
5,753 | 5,698 | Worldwide | 5,694 | 5,522 |
3Q26 | 2Q26 | Chemical Products sales, thousand metric tons (kt) | YTD 2026 | YTD 2025 |
1,791 | 1,682 | United States | 5,377 | 5,172 |
3,097 | 2,788 | Non-U.S. | 9,340 | 10,388 |
4,888 | 4,471 | Worldwide | 14,717 | 15,560 |
3Q26 | 2Q26 | Specialty Products sales, thousand metric tons (kt) | YTD 2026 | YTD 2025 |
399 | 367 | United States | 1,302 | 1,451 |
1,338 | 1,418 | Non-U.S. | 4,195 | 4,421 |
1,737 | 1,784 | Worldwide | 5,497 | 5,872 |