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Exxon and Chevron Beat Q3 Estimates With Record Output as Shell Extends Buybacks

Lower oil prices trimmed yearly profits, with stronger trading, refining and project volumes supporting hefty shareholder payouts.

Overview

  • Shell reported $5.4 billion in adjusted Q3 earnings, cut net debt to $41.2 billion and launched a $3.5 billion buyback, its 16th straight quarter of at least $3 billion in repurchases.
  • Chevron posted adjusted earnings of $1.85 per share on record production of 4.1 million boe/d after closing the Hess deal, with operating cash flow excluding working capital up nearly 20% to $9.9 billion.
  • Exxon recorded $7.55 billion in net income and adjusted EPS of $1.88, with output of about 4.8 million boe/d including more than 700,000 bpd in Guyana and nearly 1.7 million bpd in the Permian Basin.
  • Brent crude averaged about $68 per barrel in Q3, down roughly 13% from a year earlier, pressuring headline profits even as higher volumes and stronger trading and refining margins offset weaker prices.
  • Shareholder returns stayed robust: Exxon distributed $4.2 billion in dividends and repurchased $5.1 billion of stock, while Chevron paid $3.4 billion in dividends and bought back $2.6 billion in shares.