BIT$E

Eni Energy Company · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Eni Q1 2026: €22.96B sales, €1.30B adjusted net profit as production rises 9%

Eni reported first-quarter 2026 results ahead of its operating and financial guidance despite volatile energy markets. Group sales from operations were €22.96 billion, up 2% year over year, while proforma adjusted EBIT was €3.54 billion and adjusted net profit attributable to shareholders was €1.30 billion, down 8% from the prior-year quarter as an 11% EUR/USD appreciation and a one-off power gain in Q1 2025 weighed on comparisons. Hydrocarbon production averaged 1.80 million boe/d, up 9% year over year, supported by project ramp-ups in West Africa and Norway and new start-ups in Angola. Eni raised full-year cash flow from operations guidance by 20% to €13.8 billion and increased its planned 2026 share buyback by roughly 90% to €2.8 billion, citing stronger underlying performance and an improved commodity scenario.

  • Sales from operations were €22.96 billion in Q1 2026, with proforma adjusted EBIT of €3.54 billion and adjusted net profit attributable to Eni shareholders of €1.30 billion.
  • Hydrocarbon production rose 9% year over year to 1.80 million boe/d, driven by project ramp-ups and new start-ups while exploration added around 1 billion boe of resources.
  • Adjusted cash flow from operations before working capital was €2.88 billion, funding €1.9 billion of organic capex and €1.0 billion of shareholder returns.
  • Eni raised FY 2026 adjusted CFFO guidance by 20% to €13.8 billion and lifted its share buyback plan to €2.8 billion from €1.5 billion while confirming a €1.10 annual dividend.
  • Net debt stood at €10.8 billion at quarter end with proforma gearing at 15%, within the company’s 10%-15% target range.

Headline financials

Total Revenue

€23B

No prior period
EPS (adj)

€0.34

No prior period
Adjusted CFFO before working capital

€2.88B

No prior period
Net borrowings before lease liabilities

€10.8B

No prior period
Proforma gearing

15.0%

No prior period
Hydrocarbon production

1.8K

No prior period
Installed renewables capacity

5.9

No prior period
Net Income

€1.3B

No prior period
Operating Income

€3.54B

No prior period

Revenue & EPS history

Eni · Revenue · Quarterly

€23B

Q1 2026

Revenue by segment

Eni · €18.3B total across 4 segments · Q1 2026

  • Global Gas & LNG Portfolio and Power
    €5.38B
  • Exploration & Production
    €4.95B
  • Enilive
    €4.76B
  • Plenitude
    €3.23B

Forward guidance

Eni raised FY 2026 adjusted cash flow from operations guidance to €13.8 billion at a revised Brent scenario of $83/bbl, up from €11.5 billion budgeted, and increased its share repurchase plan to €2.8 billion. The company expects underlying oil and gas production growth of 3%-4%, GGP adjusted proforma EBIT of about €1.3 billion, and confirmed a €1.10 per share dividend.

Tailwinds

  • FY 2026 adjusted CFFO guidance raised 20% to €13.8 billion
  • Share buyback plan increased to €2.8 billion from €1.5 billion
  • Underlying oil and gas production growth expected at 3%-4%
  • 2026 dividend confirmed at €1.10 per share, up 5% versus 2025

Headwinds

  • Year-over-year comparisons remain pressured by EUR/USD appreciation and prior-year one-offs
  • Refining and chemicals segments still reported losses in the quarter

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.3%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-1.3%

Avg return

30 days after

53%

19 / 36 earnings

Positive

+6.2%

Q2 2022

Best reaction

-55.2%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.6%+1.4%-57.4%
Q3 2025+1.5%-1.3%+0.8%
H1 2025+2.0%+0.2%+5.7%
Q1 2025+2.7%+1.7%+2.8%
Q4 2024-2.3%-6.0%+3.5%
Q2 2024+4.8%-4.1%+2.6%
Q4 2023-55.2%-2.0%+0.5%
Q3 2023+0.1%+0.8%+1.4%
Q2 2023+2.0%-1.1%+2.3%
Q1 2023+0.6%-4.1%-5.3%
Q4 2022-6.1%-5.6%-12.4%
Q3 2022+2.5%+2.6%+15.6%
Q2 2022+6.2%+1.6%+7.9%
Q1 2022-0.1%+4.1%+8.7%
Q4 2021+0.7%+0.5%-6.4%
Q3 2021+3.6%+0.1%-8.3%
Q2 2021-0.4%+1.6%+7.9%
Q1 2021-1.2%+0.1%-1.0%
Q4 2020+3.4%+6.9%+10.4%
Q3 2020-3.4%+4.0%+42.5%
Q2 2020-12.0%-7.1%-5.2%
Q1 2020+1.4%+6.7%-1.2%
Q4 2019-0.6%-1.0%-28.4%
Q3 2019-1.2%-2.7%-1.0%
Q2 2019-0.2%-0.9%-9.3%
Q1 2019-2.6%-4.5%-10.9%
Q4 2018+3.5%+3.4%+5.2%
Q3 2018+2.5%+4.6%-5.4%
Q2 2018-0.2%+0.6%-0.3%
Q1 2018-0.4%-0.7%-8.7%
Q4 2017-0.5%-1.7%+2.1%
Q3 2017-1.3%+1.1%+1.0%
Q2 2017+1.4%+3.2%+0.4%
Q1 2017+1.5%+2.8%-1.8%
Q4 2016+1.8%+3.2%+5.8%
Q3 2016-2.9%-6.1%-10.0%

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