LSE$BP

BP · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

BP reported solid Q3 2025 results, with higher upstream and refining production contributing to a notable increase in earnings.

BP delivered a strong quarter with $2.21 billion in underlying RC profit and $1.16 billion in net income. Improved refining margins and production, along with disciplined capital allocation, supported profitability despite higher taxes.

  • Underlying RC profit was $2.21 billion, supported by improved upstream and refining performance.
  • Operating cash flow reached $7.79 billion in Q3, up from $6.27 billion in Q2.
  • Net income attributable to shareholders was $1.16 billion, despite a higher effective tax rate.
  • Adjusted EBITDA was $9.98 billion, reflecting consistent underlying profitability.

Headline financials

Total Revenue

$48.4B

Previous: $36.3B+33.2%
EPS (adj)

$0.85

Previous: $0.83+2.4%
Adjusted EBITDA

$9.98B

No prior period
Net debt

$26.1B

No prior period
Underlying opex

$5.49B

No prior period
Net Income

$1.16B

Previous: $206M+463.6%
Operating Income

$4.45B

Previous: $3.22B+38.0%

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

BP expects Q4 upstream production to be flat with oil output slightly higher. Refining activity will remain steady, while fuels margins may remain sensitive. Divestment proceeds are now expected to exceed $4B for FY25.

Tailwinds

  • Full-year divestment proceeds expected above $4 billion
  • Refining performance supported by higher margins and lower turnaround activity
  • Steady upstream production with strong contributions from bpx energy
  • Continued cost discipline and structural cost reductions delivered
  • Share buybacks to continue with $0.75 billion announced for Q4

Headwinds

  • Higher underlying effective tax rate at 39%
  • Customers business expected to see seasonally lower volumes in Q4
  • Gas & low carbon energy production to decline in Q4
  • Earnings remain sensitive to fuel supply cost fluctuations
  • Exploration write-offs and impairment charges affected net income

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 Q3 2025

Historical avgQ3 2025

+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
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%

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