OSL$EQNR

Equinor ASA · Q2 2026 earnings

Q2 2026 earnings · · Investor relations

Briefing

Equinor ASA reported strong Q2 2026 results with net income of USD 4.84 billion, driven by higher prices and production growth.

Equinor delivered adjusted operating income of USD 11.48 billion and net income of USD 4.84 billion for the second quarter of 2026. Total revenues reached USD 35.18 billion, supported by higher liquids and European gas prices along with 3% production growth to 2,165 mboe per day. Cash flow from operations after taxes paid was USD 7.68 billion, with a dividend of USD 0.39 per share declared and an expanded USD 3 billion share buyback program for the year.

  • Adjusted operating income of USD 11.48 billion and adjusted EPS of USD 1.33, up significantly year-over-year.
  • Net operating income rose to USD 12.99 billion from USD 5.72 billion in Q2 2025, aided by asset sales and derivative effects.
  • Equity production increased 3% to 2,165 mboe/day; renewable power generation up 11% to 0.91 TWh.
  • Net debt to capital employed adjusted at 10.4%; third tranche of USD 1.125 billion share buyback initiated.

Headline financials

Total Revenue

$35.2B

Previous: $25.1B+40.0%
EPS (adj)

$1.33

Previous: $0.64+107.8%
Adjusted operating income

$11.5B

No prior period
Adjusted net income

$3.23B

No prior period
Dividend per share

$0.39

No prior period
Expected 2026 buyback

$3B

No prior period
Cash flow from ops after tax

$7.68B

No prior period
Renewable power generation (TWh)

0.91

No prior period
Net debt to capital employed

10.4%

No prior period
Free Cash Flow

$4.11B

No prior period
Net Income

$4.84B

Previous: $930M+420.0%
Operating Income

$13B

Previous: $41.00+31690243802.4%

Revenue & EPS history

Equinor · Revenue · Quarterly

$35.2B

Q2 2026+40%vs Q2 2025
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Continued focus on production growth, project execution, and capital returns with expanded buyback program.

Tailwinds

  • Strong production momentum from new fields on NCS and internationally.
  • Expanded share buyback to up to USD 3 billion for 2026.
  • Progress on strategic projects including tie-backs and Angola FID.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-0.1%

Avg return

Earnings day

+18.8%

Avg return

5 days after

+21.9%

Avg return

30 days after

52%

22 / 42 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
Q2 2026
Q3 2026-0.3%-1.3%
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
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q3 2010
Q4 2010

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