NYSE$IMO

Imperial Oil Ltd. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Imperial Oil reported Q4 2025, net income of $492M, diluted EPS of $1.00.

For Q4 2025, Imperial Oil reported net income of $492M, diluted EPS was $1.00, adjusted diluted EPS was $1.97. The filing discusses segment trends, liquidity, and management's outlook for upcoming periods.

  • Net income $492M.
  • Diluted EPS $1.00.
  • Adjusted diluted EPS $1.97.

Headline financials

Total Revenue

$8.24B

Previous: $9.02B-8.6%
EPS (adj)

$1.97

Previous: $1.69+16.6%
Upstream Production

444.0K

No prior period
Refinery Throughput

408.0K

No prior period
Petroleum Product Sales

479.0K

No prior period
Dividends Paid

$264M

No prior period
Capital Expenditures

$475M

No prior period
Operating Cash Flow

$1.4B

No prior period
Net Income

$492M

Previous: $876M-43.8%
Operating Income

$459M

Previous: $1.13B-59.2%

Revenue & EPS history

Imperial Oil · Revenue · Quarterly

$8.24B

Q4 2025-8.6%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Management discusses Imperial Oil's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.

Tailwinds

  • Imperial Oil cites execution on strategic priorities and demand in core markets.
  • Liquidity and balance sheet capacity support continued investment and returns.

Headwinds

  • Macro, rates, and input costs may pressure margins or volumes.
  • Segment mix and non-recurring items can affect sequential comparability.

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

-0.3%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+2.0%

Avg return

30 days after

42%

31 / 73 earnings

Positive

+11.4%

Q3 2020

Best reaction

-9.9%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.5%-4.6%-11.4%
Q4 2025-4.4%+4.7%+11.0%
Q3 2025+0.5%+0.3%+7.0%
Q2 2025+1.2%+2.4%+5.8%
Q1 2025+2.6%+4.6%+5.8%
Q4 2024-6.7%-7.0%-5.1%
Q3 2024-5.0%-2.9%-0.8%
Q2 2024-2.0%+0.5%+8.9%
Q1 2024-0.2%-5.4%-3.1%
Q4 2023-1.4%-0.0%+11.2%
Q3 2023-1.7%-1.3%-2.0%
Q2 2023+4.6%+1.4%+7.2%
Q1 2023-2.1%-10.7%-8.2%
Q4 2022+0.3%-4.4%-2.8%
Q3 2022+9.4%+9.5%+15.1%
Q2 2022+2.3%-3.7%+9.3%
Q1 2022+1.2%+6.1%+11.6%
Q4 2021+5.2%+5.1%+10.2%
Q3 2021-3.5%-8.0%-10.1%
Q2 2021-2.3%-5.3%-4.1%
Q1 2021+10.4%+10.3%+19.4%
Q4 2020+1.4%+3.4%+17.5%
Q3 2020+11.4%+13.3%+50.1%
Q2 2020-3.6%+2.2%+3.5%
Q1 2020-3.3%-9.3%-3.5%
Q4 2019-5.4%-2.0%-10.2%
Q3 2019+3.2%+6.1%+1.2%
Q2 2019-6.7%-8.0%-8.6%
Q1 2019-2.0%-3.1%-7.8%
Q4 2018-2.5%-3.8%-6.3%
Q3 2018+1.8%+0.0%-5.8%
Q2 2018-0.0%-0.6%-5.2%
Q1 2018+3.4%+3.1%+5.0%
Q4 2017-9.9%-10.4%-15.7%
Q3 2017+3.9%+3.9%+0.4%
Q2 2017-3.4%-1.3%-1.3%
Q1 2017-1.7%-1.8%-2.1%
Q4 2016+1.3%+1.0%-5.4%
Q3 2016-3.0%-2.7%-0.4%
Q2 2016-4.1%-1.0%+0.6%
Q1 2016-1.6%
Q4 2015+2.5%
Q3 2015-0.4%
Q2 2015-3.0%
Q1 2015-3.1%
Q4 2014+10.1%
Q3 2014+1.1%
Q2 2014-2.6%
Q1 2014-0.2%
Q4 2013+0.5%
Q3 2013-1.3%
Q2 2013-3.6%
Q1 2013+0.5%
Q4 2012-0.6%
Q3 2012+3.7%
Q2 2012+0.9%
Q1 2012+0.7%
Q4 2011-1.6%
Q3 2011+1.0%
Q2 2011-4.7%
Q1 2011+2.3%
Q4 2010+2.1%
Q3 2010+1.1%
Q2 2010-0.6%
Q1 2010+4.5%
Q4 2009+2.6%
Q3 2009-0.4%
Q3 2008-0.4%
Q2 2009-3.9%
Q2 2008-3.9%
Q4 2008-3.9%
Q4 2007-3.9%
Q1 2009-3.9%

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