Exxon Mobil (XOM) reported $85.29 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 5.3%. EPS of $1.88 for the same period compares to $1.92 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $86.77 billion, representing a surprise of -1.7%. The company delivered an EPS surprise of +3.87%, with the consensus EPS estimate being $1.81.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Exxon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Oil-equivalent production per day: 4,769.00 KBOE/D versus the five-analyst average estimate of 4,745.03 KBOE/D.
- Natural gas production available for sale per day - Europe: 265.00 Mcf/D versus the four-analyst average estimate of 319.85 Mcf/D.
- Natural gas production available for sale per day - Africa: 118.00 Mcf/D versus the four-analyst average estimate of 120.37 Mcf/D.
- Natural gas production available for sale per day - Asia: 3,157.00 Mcf/D compared to the 3,383.33 Mcf/D average estimate based on four analysts.
- Revenues- Sales and other operating revenue- Upstream- United States: $7.19 billion versus the two-analyst average estimate of $6.62 billion.
- Revenues- Sales and other operating revenue- Upstream- Non-U.S.: $3.25 billion versus the two-analyst average estimate of $2.95 billion.
- Revenues- Sales and other operating revenue- Chemical Products- Non-U.S.: $3.84 billion versus the two-analyst average estimate of $3.77 billion.
- Revenues- Sales and other operating revenue- Energy Products- Non-U.S.: $37.07 billion versus $37.43 billion estimated by two analysts on average.
- Revenues- Other income: $696 million versus the three-analyst average estimate of $740.01 million. The reported number represents a year-over-year change of -6.3%.
- Revenues- Sales and other operating revenue: $83.33 billion versus the three-analyst average estimate of $82.39 billion. The reported number represents a year-over-year change of -5.1%.
- Revenues- Income from equity affiliates: $1.27 billion versus $1.11 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -14.5% change.
- Revenues- Sales and other operating revenue- Energy Products: $62.71 billion compared to the $62.49 billion average estimate based on two analysts.
View all Key Company Metrics for Exxon here>>>
Shares of Exxon have returned +1.4% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Exxon Mobil Corporation (XOM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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