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Shell Tops Q3 Expectations, Launches $3.5 Billion Buyback

Stronger trading margins with higher sales volumes drove the beat, plus a modest tax benefit.

Overview

  • Adjusted earnings reached $5.43 billion in Q3 2025, up 27% from the prior quarter but below the $6 billion recorded a year earlier.
  • Shell will execute $3.5 billion of share buybacks over the next three months as part of its shareholder return program.
  • Management pointed to improved trading margins and higher volumes, with standout performance in marketing and deepwater assets in the Gulf of America and Brazil.
  • The quarter included a $161 million favorable tax write-off that was partly offset by higher depreciation, depletion and amortisation.
  • The results follow October portfolio moves that included canceling the Rotterdam biofuels project with roughly $600 million in related impairment and a heightened focus on LNG.