Exxon Mobil Corp. (XOM) delivered mixed results in Q2 FY2026 on revenue of $116.0B versus the $109.9B estimate (+44.1% YoY) and EPS of $3.52. The next Exxon Mobil Corp. (XOM) earnings date is Oct 30, 2026. Below is the full Exxon Mobil Corp. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Exxon Mobil Corp. (XOM) Earnings Analysis — key stats
Next earnings date
Oct 30, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
4 of last 8 (quarters above estimate)
Avg next-day move
±1.7% (over the last 8 reports)
Post-earnings direction
Up 1 / Down 7 (of the last 8 reports)
Implied move (next report)
±10.8% (options-derived · into Oct 30, 2026)
Institutional ownership
80.7% (13F as of 2026-06-30)
Top 10 holders
34.2% (of shares outstanding)
Insider activity
0 buys / 5 sells (recent Form 4 filings)
Revenue
$116.0B (vs $109.9B est · +5.5% surprise · +44.1% YoY)
EPS
$3.52 (vs $3.68 est · -4.3% surprise · +112.2% YoY)
Share price
$164.05 (-0.6%)
Market cap
$679.9B
Exxon Mobil Corp. (XOM) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$116.0B vs $109.9B est
$3.52 vs $3.68 est
-4.3%
-1.2%
Mixed
Q2 FY2026
$85.1B vs $81.1B est
$1.16 vs $0.98 est
+17.9%
-0.4%
Beat
Q1 FY2026
$82.3B vs $80.6B est
$1.71 vs $1.70 est
+0.6%
-1.5%
Mixed
Q4 FY2025
$83.3B vs $86.5B est
$1.88 vs $1.82 est
+3.3%
-0.8%
Mixed
Q3 FY2025
$79.5B vs $80.7B est
$1.64 vs $1.57 est
+4.5%
-3.8%
Mixed
Q2 FY2025
$81.1B vs $86.4B est
$1.76 vs $1.75 est
+0.6%
-2.4%
Mixed
Q1 FY2025
$81.1B vs $86.3B est
$1.67 vs $1.77 est
-5.6%
-2.3%
Miss
Q4 FY2024
$87.8B vs $90.0B est
$1.92 vs $1.88 est
+2.1%
+1.6%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.0%
334.7M
$45.8B
+3.7%
Vanguard Capital Management LLC
6.5%
270.7M
$37.0B
-0.2%
State Street Corp
5.0%
206.8M
$28.3B
-3.3%
Fmr LLC
3.3%
137.7M
$18.8B
-1.6%
Vanguard Portfolio Management LLC
2.8%
116.7M
$16.0B
+0.9%
Geode Capital Management, LLC
2.4%
98.4M
$13.4B
+3.1%
Morgan Stanley
1.8%
73.1M
$10.0B
+1.9%
Jpmorgan Chase & CO
1.5%
64.5M
$8.8B
-24.7%
Bank Of America Corp /De/
1.5%
63.0M
$8.6B
-8.0%
Norges Bank
1.5%
61.0M
$8.3B
+100.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Buchanan Susan Elaine
officer: VP - CAO & Controller
2026-07-01
Other
0
—
Buchanan Susan Elaine
officer: VP - CAO & Controller
2026-07-01
Other
0
—
Buchanan Susan Elaine
officer: VP - CAO & Controller
2026-07-01
Other
0
—
Fox Leonard M.
officer
2026-07-01
Other
0
—
Chapman James R.
officer
2026-07-01
Other
0
—
UBBEN JEFFREY W
director:
2026-05-27
Other
0
—
Talley Darrin L
officer: VP - Corp Strategic Planning
2026-03-16
Sell
1K
$167935
Talley Darrin L
officer: VP - Corp Strategic Planning
2026-03-02
Sell
2K
$339313
What you'll find
Next Exxon Mobil Corp. (XOM) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Exxon Mobil Corp. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Exxon Mobil Corp. (XOM)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Exxon Mobil Corp.'s next earnings date?
Exxon Mobil Corp.'s (XOM) next scheduled earnings date is Oct 30, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Exxon Mobil Corp. (XOM) beat or miss earnings?
In Q2 FY2026, Exxon Mobil Corp. (XOM) posted mixed results — revenue of $116.0B versus the $109.9B estimate (+5.5% surprise) and EPS of $3.52 versus $3.68 expected (-4.3% surprise). Magnisto decodes every Exxon Mobil Corp. (XOM) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Exxon Mobil Corp. beat earnings estimates?
Over its last 8 reported quarters, Exxon Mobil Corp. (XOM) beat Wall Street EPS estimates 4 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Exxon Mobil Corp. (XOM) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Exxon Mobil Corp. stock move after earnings?
Over its last 8 quarterly reports, Exxon Mobil Corp. (XOM) moved an average of ±1.7% the day after earnings — ranging from -3.8% (Q3 FY2025) to +1.6% (Q4 FY2024). The stock rose after 1 of those 8 reports and fell after 7. Heading into its next report on Oct 30, 2026, options-implied volatility is pricing in a move of roughly ±10.8% (derived). Magnisto tracks the realized post-earnings move for every Exxon Mobil Corp. (XOM) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Exxon Mobil Corp.?
Institutions hold about 80.7% of Exxon Mobil Corp.'s (XOM) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.0%), Vanguard Capital Management LLC (6.5%), State Street Corp (5.0%). Magnisto lists Exxon Mobil Corp.'s (XOM) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Exxon Mobil Corp. (XOM)?
In the most recent Form 4 filings Magnisto tracks, Exxon Mobil Corp. (XOM) insiders recorded 0 purchases and 5 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Exxon Mobil Corp. (XOM) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Exxon Mobil Corp. (XOM), anchored to the current $164.05 share price, so you can weigh the bull, base and bear cases for Exxon Mobil Corp. side by side.
Is Exxon Mobil Corp. (XOM) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Exxon Mobil Corp. fits your own thesis and risk profile. This is research, not investment advice.