Exxon Mobil (XOM) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and ExxonMobil published the results on October 30, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. ExxonMobil reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted (non-GAAP), which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Revenue here is ExxonMobil's "total revenues and other income" line, which adds income from equity affiliates and other income to sales and other operating revenue ($110,503 million in Q3 2026).
• On July 1, 2026 ExxonMobil completed a redomiciliation from New Jersey to Texas. Each Exxon Mobil Corporation share was exchanged for one share of ExxonMobil Holdings Corporation, which now files with the SEC under a new CIK.
• ExxonMobil's adjusted earnings in 2026 exclude identified items and estimated timing effects. Its 2025 non-GAAP figure, earnings excluding identified items, did not exclude timing effects, so no year-ago adjusted EPS is shown.

Source: ExxonMobil Q3 2026 results, October 30, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How ExxonMobil splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• ExxonMobil's Upstream revenue was $11.2 billion in Q3 2026, up 7% from $10.4 billion in Q3 2025, 10% of total revenue.
• ExxonMobil's Energy Products revenue was $87.2 billion in Q3 2026, up 39% from $62.7 billion in Q3 2025, 77% of total revenue.
• ExxonMobil's Chemical Products revenue was $6.4 billion in Q3 2026, up 13% from $5.7 billion in Q3 2025, 6% of total revenue.
• ExxonMobil's Specialty Products revenue was $5.7 billion in Q3 2026, up 28% from $4.5 billion in Q3 2025, 5% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

ExxonMobil's release gives no revenue or earnings outlook. The one forward figure in it is the 2027 share repurchase plan, which a footnote says assumes reasonable market conditions.

In its Q3 2026 release, ExxonMobil said:

“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 billion”

Source: ExxonMobil Q3 2026 release, Oct 30, 2026.

This is the company's own guidance as of Oct 30, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the XOM forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Total revenues and other income and GAAP diluted EPS, each as first reported in that quarter's earnings exhibits. ExxonMobil reports the fourth quarter on its own, so no quarter here is derived. ExxonMobil changed its non-GAAP definition in 2026, so adjusted EPS is left out of this table.

ExxonMobil's next report is expected around January 29, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 30, 2026

ExxonMobil's revenue is dominated by fuel sales. Total revenues and other income were $113,164 million in Q3 2026, made up of sales and other operating revenue of $110,503 million, income from equity affiliates of $1,126 million and other income of $1,535 million. Crude oil and product purchases, the largest cost line, were $65,724 million. (ExxonMobil Q3 2026 investor relations data summary (Exhibit 99.2), Oct 30, 2026)

ExxonMobil reports four segments: Upstream, Energy Products, Chemical Products and Specialty Products. Energy Products, the refining and fuels business, sold $37,086 million to U.S. customers and $50,069 million outside the U.S. in the quarter. Upstream sold $7,694 million to outside customers in the U.S. and $3,498 million elsewhere, and booked a further $9,049 million and $9,273 million of intersegment revenue, which is eliminated from the consolidated total. (ExxonMobil Form 10-Q, Q3 2026, Nov 2, 2026)

ExxonMobil's revenue rose from $85,294 million a year earlier on prices. The 10-Q describes restrictions on supply through the Strait of Hormuz, international natural gas prices above their 10-year range on limited Middle East supply, and global refining margins at historically high levels. ExxonMobil's indicative refining margin was $50.3 a barrel in Q3 2026 against $29.0 in Q2, and Brent averaged $97.01 a barrel. (ExxonMobil Form 10-Q, Q3 2026, Nov 2, 2026; ExxonMobil Q3 2026 investor relations data summary (Exhibit 99.2), Oct 30, 2026)

ExxonMobil's production fell. Output of 4.5 million oil-equivalent barrels per day was 273 thousand lower than in Q3 2025, which ExxonMobil attributed to Middle East and Kazakhstan disruption impacts and lower Guyana entitlement volumes, partly offset by Permian and Guyana growth. Middle East volume effects cut Upstream earnings by $860 million in the quarter. (ExxonMobil Form 10-Q, Q3 2026, Nov 2, 2026)

The 10-K spells out how prices cut across the business: a material decrease in oil or natural gas prices weighs especially on the Upstream segment, while a material increase can weigh on the Energy Products, Chemical Products, and Specialty Products segments. (ExxonMobil Form 10-K, 2025, Feb 18, 2026)

ExxonMobil's GAAP EPS of $3.72 was below its adjusted EPS of $4.23 in Q3 2026. Adjusted earnings exclude identified items and estimated timing effects. Timing effects, mostly unsettled derivatives marked to period-end prices, reduced GAAP EPS by $0.61, while identified items added $0.11, including a $0.16 gain on the sale of assets. (ExxonMobil Q3 2026 release, Oct 30, 2026)

GAAP earnings of $15,413 million compare with $7,548 million a year earlier. By segment, Upstream earned $7,088 million against $5,679 million, and Energy Products $7,169 million against $1,840 million, where the 10-Q credits stronger refining margins and optimization with $7,660 million of the increase. (ExxonMobil Form 10-Q, Q3 2026, Nov 2, 2026)

ExxonMobil's share count fell. Diluted weighted-average shares were 4,140 million against 4,285 million a year earlier, and ExxonMobil paid $4.3 billion of dividends and repurchased $5.1 billion of shares in the quarter. The effective income tax rate was 26%. (ExxonMobil Q3 2026 release, Oct 30, 2026; ExxonMobil Q3 2026 investor relations data summary (Exhibit 99.2), Oct 30, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

ExxonMobil does not publish a revenue or earnings outlook in its release. The forward figure it gave with Q3 2026 results is $20 billion of share repurchases for 2027, which it says assumes reasonable market conditions, along with a fourth-quarter dividend of $1.07 per share. (ExxonMobil Q3 2026 release, Oct 30, 2026)

A consensus figure is the average of the models published by the analysts who cover ExxonMobil, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones ExxonMobil's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning XOM is on is XOM a buy or a sell?, what analysts expect next is on the XOM forecast, and what the company does is on the Exxon Mobil (XOM) stock page.

Every number on this page can be traced to a document ExxonMobil published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.