LSE$BP

BP · Q2 2026 earnings

Q2 2026 earnings · · Investor relations

Briefing

BP reported stronger Q2 2026 results with underlying replacement cost profit of $5.7 billion and operating cash flow of $10.9 billion.

BP delivered a strong second quarter with underlying RC profit rising to $5.732 billion from $3.198 billion in Q1, driven by higher realizations, refining margins, and integrated operations. Reported profit attributable to shareholders was $3.911 billion. The company reduced net debt to $22.251 billion, increased the dividend by 4% to 8.66 cents per share, and outlined five priorities for performance improvement.

  • Underlying RC profit reached $5.732 billion, up $2.534 billion quarter-over-quarter.
  • Operating cash flow hit $10.858 billion after a $1.0 billion working capital build.
  • Net debt reduced by $3.058 billion to $22.251 billion through strong cash generation and portfolio actions.
  • Upstream production averaged 2.201 million boe/d with plant reliability at 92.4%; dividend increased 4% to 8.66 cents per share.

Headline financials

EPS (adj)

$2.22

No prior period
Underlying RC profit

$5.73B

No prior period
Operating cash flow

$10.9B

No prior period
Net debt

$22.3B

No prior period
Capital expenditure

$3.09B

No prior period
Upstream production

2.2M

No prior period
Dividend per share

$0.09

No prior period
Free Cash Flow

$7.77B

No prior period
Net Income

$3.91B

No prior period

Revenue & EPS history

BP · Revenue · Quarterly

$48.4B

Q3 2025+33.2%vs Q3 2024
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Forward guidance

CEO outlined five priorities focused on balance sheet strength, portfolio simplification, disciplined investment, operational excellence, and high-performance accountability to drive long-term shareholder value.

Tailwinds

  • Strong cash generation and balance sheet progress with $6.9 billion reduction in total obligations.
  • Portfolio actions including sales of refinery, retail business, and plans for North Sea and Archaea.

Headwinds

  • Operational shortfalls with lower upstream reliability and production due to maintenance and Middle East disruptions.
  • Need for faster cost reduction and consistent performance delivery.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.7%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+29.2%

Avg return

30 days after

62%

38 / 61 earnings

Positive

+10.9%

Q4 2022

Best reaction

-8.9%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+0.6%+1.0%+1020.7%
Q3 2025+1.6%+4.9%+6.8%
Q1 2025-0.7%+4.0%+3.7%
Q3 2024-6.5%-5.9%-6.2%
Q1 2024-3.9%-3.1%-9.2%
Q4 2023+5.6%+4.1%+7.7%
Q3 2023-5.9%-5.6%-5.4%
Q2 2023-3.4%-1.3%-0.3%
Q1 2023-8.9%-7.2%-13.2%
Q4 2022+10.9%+16.7%+12.9%
Q3 2022-1.6%+1.9%+7.3%
Q2 2022+2.2%+2.1%+5.3%
Q1 2022+10.4%+10.4%+13.7%
Q4 2021-1.0%-0.3%-12.9%
Q3 2021-6.9%-4.9%-7.6%
Q2 2021+4.1%+6.1%+3.2%
Q1 2021+2.9%+1.0%+5.5%
Q4 2020-4.2%-6.3%+17.2%
Q3 2020-5.7%-2.0%+35.5%
Q2 2020+8.4%+4.0%-6.7%
Q1 2020+4.6%-6.1%-4.3%
Q4 2019+6.9%+3.2%-7.5%
Q3 2019-2.0%-1.4%-3.8%
Q2 2019+1.7%-1.6%-5.5%
Q1 2019+0.1%+0.1%-4.6%
Q4 2018+4.0%+2.7%+3.0%
Q3 2018+5.7%+1.4%-1.3%
Q2 2018+0.3%-1.0%-1.9%
Q1 2018+0.2%+1.7%+2.8%
Q4 2017+0.6%-1.7%-0.8%
Q3 2017+2.9%+2.4%+1.1%
Q2 2017+3.6%+3.4%-1.2%
Q1 2017+1.1%+2.9%+5.6%
Q4 2016-3.9%-3.6%-6.5%
Q3 2016-4.3%-5.7%-0.5%
Q2 2016-0.9%-1.4%-1.9%
Q1 2016+6.4%
Q4 2015-6.4%
Q3 2015+2.0%
Q2 2015+3.7%
Q1 2015+1.3%
Q4 2014+1.5%
Q3 2014-1.9%
Q2 2014+0.8%
Q1 2014+0.1%
Q4 2013-0.2%
Q3 2013-2.2%
Q2 2013-0.2%
Q1 2013-0.8%
Q4 2012+2.9%
Q3 2012-0.3%
Q2 2012+0.4%
Q1 2012+0.8%
Q4 2011+3.3%
Q3 2011-4.8%
Q2 2011+2.6%
Q1 2011+2.4%
Q4 2010+2.9%
Q3 2010+4.9%
Q1 2010+1.6%
Q2 2010+6.2%
Q4 2009

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