BIT$E

Eni Energy Company · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Eni reported a decline in earnings for Q4 2024 due to weaker crude prices and lower refining margins.

Eni's Q4 2024 results showed a decline in profitability, with proforma adjusted EBIT at €2.7 billion, down 28% YoY. The company reported net profit of €305 million, a significant drop from the prior year. Hydrocarbon production remained stable at 1.72 million boe/d, supported by organic project ramp-ups and acquisitions. Despite the challenging macroeconomic environment, the company continued its strategic investments, including expanding its LNG business and renewable energy capacity.

  • Proforma adjusted EBIT declined 28% YoY to €2.7 billion due to weaker crude prices and refining margins.
  • Net profit dropped to €305 million, impacted by lower upstream realizations and higher tax rates.
  • Hydrocarbon production remained steady at 1.72 million boe/d, driven by project ramp-ups.
  • Eni continued its transition strategy, increasing renewable energy capacity by 37% to 4.1 GW.

Headline financials

Total Revenue

$24.4B

Previous: $26.9B-9.3%
EPS (adj)

$0.29

Previous: $1.05-72.5%
Hydrocarbon Production

1.7M

No prior period
Net Debt

$12.2B

No prior period
Net Income

$317M

No prior period
Operating Income

$1.76B

No prior period

Revenue & EPS history

Eni · Revenue · Quarterly

$24.4B

Q4 2024-9.3%vs Q4 2023

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 expects modest earnings growth in 2025, driven by increased upstream production and expansion in renewables, though macroeconomic uncertainties may pose risks.

Tailwinds

  • Increased oil and gas production from key projects in Africa and the Middle East.
  • Further investments in LNG infrastructure to strengthen global gas portfolio.
  • Continued growth in renewable energy capacity with a 2025 target of 5.5 GW.
  • Strong order backlog supporting long-term revenue visibility.
  • Ongoing cost optimization efforts to sustain profitability.

Headwinds

  • Weaker refining margins may continue to pressure earnings.
  • Higher expected tax rates impacting net income growth.
  • Potential volatility in crude oil prices due to geopolitical risks.
  • Regulatory changes in Europe affecting biofuel market competitiveness.
  • Supply chain constraints impacting capital projects and expansions.

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 Q4 2024

Historical avgQ4 2024

-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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