OSL$EQNR

Equinor ASA · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Equinor reported lower earnings in the fourth quarter with strong production and solid cash flow.

Equinor delivered solid operational performance in Q4 2025 with strong production, but earnings declined year over year due to lower commodity prices.

  • Adjusted operating income reached USD 6.20 billion in Q4 2025.
  • Net income for the quarter totaled USD 1.31 billion.
  • Equity oil and gas production increased 6% year over year.
  • The board proposed a quarterly dividend of USD 0.39 per share.

Headline financials

Total Revenue

$25B

Previous: $26.4B-5.2%
EPS (adj)

$0.81

Previous: $0.63+28.6%
CFO After Tax

$3.31B

No prior period
Renewable Power (Wh)

1.2B

No prior period
Adj. Operating Income

$6.2B

No prior period
Adj. Net Income

$2.04B

No prior period
Dividend per Share

$0.39

No prior period
Share Buyback

$389M

No prior period
Net Debt to Capital

17.8%

No prior period
Net Income

$1.31B

No prior period
Operating Income

$5.49B

No prior period

Revenue & EPS history

Equinor · Revenue · Quarterly

$25B

Q4 2025-5.2%vs Q4 2024
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Forward guidance

Equinor expects stable production growth and disciplined capital allocation going into 2026.

Tailwinds

  • Expected oil and gas production growth of around 3% in 2026.
  • Focus on cost discipline and portfolio high-grading.
  • Strengthening free cash flow through reduced capex.
  • Continued development of renewables portfolio.
  • Maintaining competitive capital distribution.

Headwinds

  • Lower commodity prices may pressure earnings.
  • Planned maintenance expected to reduce production temporarily.
  • Exposure to market and price volatility.
  • Execution risk in large renewable projects.
  • Geopolitical and regulatory uncertainties.

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

-0.1%

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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