OSL$EQNR

Equinor ASA · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Equinor reported strong Q1 2025 results driven by higher gas prices and robust production.

Equinor delivered solid financial results in Q1 2025, with increased operating income and strong cash flow, supported by higher realized gas prices and the start-up of key fields in Norway.

  • Net income reached $2.63 billion with adjusted EPS of $0.66.
  • Revenue totaled $29.92 billion, driven by strong gas and crude sales.
  • Production start-up at Johan Castberg and Halten East contributed to operational growth.
  • Empire Wind 1 project faced an unexpected halt order from US authorities, creating uncertainty.

Headline financials

Total Revenue

$29.9B

Previous: $24.8B+20.7%
EPS (adj)

$0.66

Previous: $0.96-31.2%
CFO After Tax

$7.39B

No prior period
Renewable Power (Wh)

760.0M

No prior period
Adj. Operating Income

$8.65B

No prior period
Adj. Net Income

$1.79B

No prior period
Dividend per Share

$0.37

No prior period
Share Buyback

$5B

No prior period
Net Debt to Capital

6.9%

No prior period
Net Income

$2.63B

Previous: $2.42B+8.7%
Operating Income

$8.87B

Previous: $70.20+12641025541.0%

Revenue & EPS history

Equinor · Revenue · Quarterly

$29.9B

Q1 2025+20.7%vs Q1 2024
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Forward guidance

Equinor expects continued growth in oil & gas production and disciplined capital spending in 2025, though uncertainties remain due to geopolitical and regulatory risks.

Tailwinds

  • Organic capex estimated at $13 billion for 2025
  • Production guidance points to 4% growth vs. 2024
  • Robust financial position with net debt at 6.9%
  • Strong cash flow outlook supported by high gas prices
  • Capital distribution of up to $9 billion expected

Headwinds

  • Empire Wind 1 halted by US authorities, increasing project risk
  • Geopolitical tensions and trade policy shifts could impact demand
  • Higher maintenance activity to reduce output by 30 mboe/d
  • Lower liquids prices and natural field decline impact revenue
  • Regulatory uncertainty in renewables sector

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 Q1 2025

Historical avgQ1 2025

-0.1%

Avg return

Earnings day

+19.3%

Avg return

5 days after

+21.9%

Avg return

30 days after

54%

22 / 41 earnings

Positive

+9.4%

Q1 2023

Best reaction

-9.7%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.2%+737.0%+753.7%
Q4 2025+0.0%+5.0%+27.5%
Q2 2025-2.4%+1.9%-1.7%
Q1 2025+0.8%+1.5%+4.5%
Q4 2024-6.9%-0.9%-6.5%
Q2 2024-0.7%-0.8%+3.3%
Q1 2024+2.2%-1.9%+4.6%
Q4 2023-9.7%-9.7%-10.1%
Q3 2023+2.3%+0.8%-0.2%
Q2 2023-4.4%-2.4%-4.5%
Q1 2023+9.4%+9.1%-0.4%
Q4 2022+8.2%+11.9%+1.7%
Q3 2022+1.1%+3.0%+2.6%
Q2 2022+2.5%+4.1%+14.6%
Q1 2022+0.3%-6.4%+6.9%
Q4 2021+4.5%+6.3%+11.2%
Q3 2021-7.5%-6.4%-11.7%
Q2 2021+0.4%-0.3%+9.4%
Q1 2021-3.5%-2.9%+4.3%
Q4 2020-3.1%-2.6%+12.1%
Q3 2020-1.0%+1.3%+26.2%
Q2 2020+1.6%+1.6%+4.0%
Q1 2020+7.1%+6.1%+29.9%
Q4 2019-7.1%-7.4%-20.6%
Q2 2019-3.5%-1.3%+0.8%
Q3 2019+0.4%-1.3%+0.8%
Q1 2019-0.8%-1.9%-11.6%
Q4 2018-3.8%-4.9%-7.5%
Q3 2018+2.5%+2.2%-8.5%
Q2 2018-1.3%+0.4%-1.7%
Q1 2018+2.5%+1.0%-0.6%
Q4 2017-3.4%-2.4%+1.9%
Q3 2017-1.8%-0.7%-0.3%
Q2 2017+4.1%+4.3%+4.8%
Q1 2017+4.6%+4.6%+5.4%
Q4 2016-4.7%-4.7%-9.9%
Q3 2016+1.2%-1.2%+3.1%
Q2 2016-4.9%-8.6%-4.2%
Q1 2016+4.4%
Q4 2015+6.1%
Q3 2015-1.7%
Q2 2015
Q1 2015
Q3 2014
Q4 2014

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