ExxonMobil Holdings Corp 8-K

Summary

ExxonMobil provided selected estimates of market and planned factors affecting 3Q 2026 earnings relative to 2Q, not an estimate of total 3Q earnings. The estimates exclude operating performance and other factors, which may have a larger positive or negative effect. The company intends to publish and file its comprehensive 3Q results on 10/30/2026 at approximately 5:30 a.m. CT.

Key Figures

• Market impacts: lower liquids prices are estimated to reduce Upstream earnings by $1.3B; higher gas prices to add $0.3B. Margin changes are estimated to add $4.4B overall: $4.5B in Energy Products and $0.5B in Specialty Products, partly offset by $(0.6)B in Chemical Products.
• Planned, seasonal and other impacts: scheduled maintenance adds $0.2B in Energy Products; estimated external operational impacts reduce earnings by $(0.6)B; the additional quarter day adds $0.3B; and changes in other factors reduce Corp & Fin earnings by $(0.9)B.
• Estimated 3Q adjusting items include $0.7B from divestments, $(0.2)B from other items including financial reserves, and $(2.5)B from timing effects.
• 2Q reference figures: U.S. GAAP earnings were $14.5B and adjusted earnings (non-GAAP) were $14.7B.

Investor Takeaways

• Watch for the comprehensive 3Q results, scheduled for 10/30/2026 at approximately 5:30 a.m. CT.