Exxon Mobil Set to Reveal Q4 2025 Earnings Amid Analyst Caution

Exxon Mobil Corporation is preparing to announce its fiscal Q4 2025 earnings results, with analysts projecting an adjusted earnings per share (EPS) of $1.63. This figure reflects a decrease of 2.4% from $1.67 reported in the same quarter of the previous year. The Spring, Texas-based energy giant, which boasts a market capitalization of $507.5 billion, has consistently exceeded Wall Street’s expectations in its most recent four quarters.

Looking ahead, analysts forecast that Exxon Mobil will report an adjusted EPS of $6.92 for the entire fiscal year 2025, marking an 11.2% decline from $7.79 in fiscal 2024. Despite this anticipated downturn, projections indicate that the adjusted EPS could increase by over 2% year-over-year to $7.06 in fiscal 2026.

Stock Performance and Analyst Ratings

Over the past year, Exxon Mobil’s stock has risen by 12%, though this performance falls short of the 16.4% gain seen in the S&P 500 Index. When compared to the State Street Energy Select Sector SPDR ETF, which recorded a 3.1% return during the same timeframe, Exxon Mobil has shown stronger performance.

In its most recent earnings report for Q3 2025, Exxon Mobil posted an adjusted EPS of $1.88. Despite surpassing expectations, the stock experienced a small decline on October 31, primarily due to reported revenues of $85.29 billion, which fell short of analysts’ forecasts. Concerns arose over weaknesses in critical segments, including a $1.4 billion year-over-year decline in earnings from Chemical Products, overshadowing positive trends in production and cash flow.

Analysts maintain a cautiously optimistic outlook on Exxon Mobil’s stock, reflected in a consensus rating of “Moderate Buy.” Out of 27 analysts monitoring the company, there are 14 Strong Buys, one “Moderate Buy,” and 12 Holds. The average price target for Exxon Mobil is set at $131.58, suggesting a potential upside of 9.3% from current trading levels.

As the earnings announcement approaches, investors will be closely watching for further insights into Exxon Mobil’s performance across its various segments and the company’s strategies in pursuing lower-emission technologies and sustainable fuels under the Exxon, Esso, and Mobil brands.