EURONEXT-PAR$TTE

TotalEnergies SE · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

TotalEnergies reported FY 2025 IFRS net income of $13.1B with adjusted net income of $15.6B per its Form 20-F.

IFRS net income was $13.1 billion in an environment where oil prices fell 15%. Adjusted net income was $15.6 billion; cash flow from operations excluding working capital was $27.8 billion. ROACE was 12.6%. The company invested $17.1 billion including ~$3.5 billion in low-carbon energies and ended with 15% gearing.

  • IFRS net income $13.1B.
  • Adjusted net income $15.6B (-15% YoY).
  • CFFO $27.8B; ROACE 12.6%.
  • Investments $17.1B; gearing 15%.

Headline financials

Total Revenue

$50.6B

Previous: $52.5B-3.6%
EPS (adj)

$1.73

Previous: $1.90-8.9%
Adjusted EBITDA

$10.1B

No prior period
CFFO

$7.17B

No prior period
Oil & Gas Production (Mboe/d)

2.545

No prior period
Gearing Ratio

15.0%

No prior period
Net Income

$15.6B

No prior period
Operating Income

$3.81B

No prior period

Revenue & EPS history

TotalEnergies · Revenue · Quarterly

$50.6B

Q4 2025-3.6%vs Q4 2024
Beat estimate in 10 of 13 quarters(77%)
ActualEstimate

Forward guidance

2026 strategy continues balanced hydrocarbons and electricity pillars with disciplined capital allocation.

Tailwinds

  • Best ROACE among majors for fourth straight year.
  • Strong balance sheet and dividend capacity.
  • Low-carbon investments ~$3.5B in 2025.

Headwinds

  • Lower commodity prices vs. prior year.
  • Energy transition capex competes with shareholder returns.
  • Geopolitical and refining margin volatility.

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 2025

Historical avgQ4 2025

+0.4%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+2.6%

Avg return

30 days after

61%

37 / 61 earnings

Positive

+6.7%

Q3 2020

Best reaction

-7.1%

Q2 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-17.8%-17.3%
Q4 2025+4.1%+2.9%+10.9%
Q2 2025-3.9%+1.1%+5.4%
Q4 2024+2.9%+2.0%+3.7%
Q2 2024+0.9%-4.1%+1.8%
Q4 2023-1.3%-0.6%+1.1%
Q3 2023+1.0%+1.5%+4.8%
Q2 2023+0.3%+1.1%+4.3%
Q1 2023+0.9%-4.3%-5.9%
Q4 2022-0.0%+3.6%-1.2%
Q3 2022+1.9%+3.9%+12.7%
Q2 2022+0.5%-3.9%+5.7%
Q1 2022+1.0%+6.7%+22.0%
Q4 2021-2.3%-4.3%-17.3%
Q3 2021-0.6%+0.1%-7.5%
Q2 2021+0.2%+2.8%+2.4%
Q1 2021-3.5%-1.0%+1.8%
Q4 2020-2.7%-1.7%+14.1%
Q3 2020+6.7%+8.7%+51.7%
Q2 2020-1.7%+2.7%+4.3%
Q1 2020+1.9%+8.5%+21.4%
Q4 2019-1.3%-1.5%-15.4%
Q3 2019-0.1%+2.6%-0.3%
Q2 2019-0.2%-1.1%-10.5%
Q1 2019-2.1%-1.6%-4.4%
Q4 2018-0.8%-0.0%+1.8%
Q3 2018-1.5%+0.7%-7.2%
Q2 2018+2.5%+4.5%+2.5%
Q1 2018+1.3%-0.0%-4.6%
Q4 2017+0.5%+2.4%+4.6%
Q3 2017+2.3%+3.6%+4.0%
Q2 2017+0.4%+1.6%+2.5%
Q1 2017-0.6%-1.0%+3.0%
Q4 2016+1.8%+1.4%+0.5%
Q3 2016-1.3%-3.7%-3.7%
Q2 2016+2.5%-0.4%+3.3%
Q1 2016+1.5%
Q4 2015+5.1%
Q3 2015-0.7%
Q2 2015+2.3%
Q1 2015+1.7%
Q4 2014+1.5%
Q3 2014+2.4%
Q2 2014-7.1%
Q1 2014+0.7%
Q4 2013+1.8%
Q2 2013-0.6%
Q3 2013-0.6%
Q4 2012-0.2%
Q1 2013+0.9%
Q3 2012+0.6%
Q2 2012+1.2%
Q1 2012+2.4%
Q4 2011-5.8%
Q3 2011-6.4%
Q2 2011+2.9%
Q1 2011+1.7%
Q4 2010+0.7%
Q3 2010+1.8%
Q2 2010+0.9%
Q1 2010+2.9%
Q3 2009
Q2 2009
Q1 2009

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