For the quarter ended December 2025, Occidental Petroleum (OXY) reported revenue of $5.42 billion, down 20.7% over the same period last year. EPS came in at $0.31, compared to $0.80 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $5.88 billion, representing a surprise of -7.81%. The company delivered an EPS surprise of +62.13%, with the consensus EPS estimate being $0.19.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Occidental performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Worldwide Sales - Total Continuing Operations Production Per Day: 1434 millions of barrels of oil equivalent per day versus 1463.94 millions of barrels of oil equivalent per day estimated by seven analysts on average.
- Average Realized Prices - Natural Gas - Total Worldwide: $1.29 per thousand cubic feet versus $1.47 per thousand cubic feet estimated by six analysts on average.
- Net Production Volumes Per Day By Commodity - Oil - Total Worldwide: 747 millions of barrels of oil per day versus the five-analyst average estimate of 749.09 millions of barrels of oil per day.
- Average Realized Prices - Oil - Total Worldwide: $/59.22 versus the five-analyst average estimate of $/59.51.
- Revenue- Oil & Gas- International: $744 million compared to the $815.82 million average estimate based on two analysts. The reported number represents a change of -14.6% year over year.
- Revenue- Oil- International: $655 million versus the two-analyst average estimate of $641.6 million. The reported number represents a year-over-year change of -3.8%.
- Revenue- Oil- United States: $3.41 billion versus $3.52 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -15.6% change.
- Revenue- Oil & Gas- United States: $3.6 billion versus $4.2 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -24.3% change.
- Net sales- Oil and gas: $4.81 billion compared to the $4.93 billion average estimate based on four analysts. The reported number represents a change of -14.5% year over year.
- Net sales- Midstream & marketing: $451 million compared to the $359.46 million average estimate based on four analysts. The reported number represents a change of +219.9% year over year.
- Net sales- Eliminations: $-145 million versus the four-analyst average estimate of $-222.66 million. The reported number represents a year-over-year change of -34.7%.
- Interest, dividends and other income: $58 million versus $54.5 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +41.5% change.
View all Key Company Metrics for Occidental here>>>
Shares of Occidental have returned +8.3% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Occidental Petroleum Corporation (OXY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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