ExxonMobil Holdings Corp 8-K

Summary

ExxonMobil’s Q2 2026 earnings considerations include estimated market, operational and Middle East-related impacts versus Q1, but are not an estimate of Q2 earnings. The company plans to release Q2 results on 7/31/2026 at approximately 5:30 a.m. CT.

Key Figures

• Q1 2026 earnings: $4.2B GAAP and $8.8B adjusted non-GAAP; estimated timing effects were $(3.9)B.
• Estimated Q2 market effects: Upstream liquids prices +$3.5B-$3.9B and gas prices $(0.2)B-$0.2B; margin effects of +$2.0B-$2.4B in Energy Products, +$1.0B-$1.2B in Chemical Products and +$0.3B-$0.5B in Specialty Products.
• Estimated Q2 Middle East volume disruptions: $(0.8)B-$(0.6)B in Upstream, $(0.4)B-$(0.2)B in Energy Products, $(0.1)B-$0.1B in Chemical Products and $(0.3)B-$(0.1)B in Specialty Products. Estimated timing effects are +$2.2B-$3.0B; these timing differences are expected to unwind in subsequent periods.
• The estimates exclude operating performance and other factors, including foreign exchange and unscheduled downtime. Q2 identified items also include estimated Chemical Products impairments of $(1.0)B-$(0.8)B.

Guidance

No guidance in this filing.

Investor Takeaways

• Watch the 7/31/2026 Q2 results for how actual segment performance and Middle East disruptions compare with these factor estimates; the estimates do not forecast total earnings.