US · Energy · Oil & Gas Integrated
EPS came in at 3.27 against a street estimate of 2.99 — a beat of 9.4%.
Analysts rate Imperial Oil Ltd a hold (5 buy, 10 hold, 3 sell out of 18) with an average price target of $108.59.
CONFIDENT Imperial posted Q2 net income of $2.19B, up 56% YoY on higher commodity prices. Strong cash flow of $2.7B supports accelerated $4.6B shareholder returns. Downstream guidance cut 6% due to turnarounds and rail congestion, but management targets $18/bbl Kearl cash costs by 2027 and potential production doubling. Q2 2026 Upstream production guidance maintained but now expected toward low end of range. Downstream guidance cut 6% due to turnarounds and logistical constraints, partially offset by renewable diesel margin uplift and higher H2 throughput expected post-turnarounds. Analysts pressed on Kearl ore grades (normal vs anomaly), unit cost targets (affirmed $18/bbl 2027), and downstream rail logistics (simple track/laydown expansion by year-end). Management anchored all on execution and long-term structural advantages without revising headline guidance. 2026-07-31…
Full summary in the app.
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 IMPERIAL OIL LIMITED – Q2 2026 SUMMARY HEADLINE NUMBERS • Q2 2026 net income: CAD 2,190 million (vs. CAD 949 million in Q2 2025) – 131% increase yea | 2026-08-03 |
| Board / officer change · Q3 2026 IMPERIAL OIL LIMITED – FORM 8-K SUMMARY July 31, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Neil Hansen resigned from the board of directors effectiv | 2026-07-31 |
| Results announced · Q3 2026 IMPERIAL OIL LIMITED - Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q2 2026 net income: $2,190 million ($4.52 per diluted share), up 131% | 2026-07-31 |
| Reg FD disclosure · Q3 2026 IMPERIAL OIL LIMITED – FORM 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared at 87 cents per share for Q3 2026 • Dividend payable dat | 2026-07-31 |
| Reg FD disclosure · Q3 2026 IMPERIAL OIL LIMITED - FORM 8-K SUMMARY HEADLINE NUMBERS • No financial metrics provided in this filing • This is a procedural announcement only, not | 2026-07-15 |
| Quarterly report · Q1 2026 IMPERIAL OIL LIMITED — Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net income Q1 2026: CAD 940 million vs. CAD 1,288 million in Q1 2025 | 2026-05-04 |
| Annual report FY2025 IMPERIAL OIL LIMITED – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Market capitalization: Canadian $16.74 billion as of Q2 2025 (based on non-affiliat | 2026-02-18 |
| Quarterly report · Q3 2025 IMPERIAL OIL LIMITED - Q3 2025 10-Q SUMMARY HEADLINE NUMBERS • Net income nine months (Jan-Sep 2025): CAD 2,776 million vs. CAD 3,565 million in 202 | 2025-11-03 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.63 / share ex-date Sep 4, 2026 · pay Oct 1, 2026 | 2026-09-04 |
| Dividend | $0.63 / share ex-date Jun 4, 2026 · pay Jul 1, 2026 | 2026-06-04 |
| Dividend | $0.64 / share ex-date Mar 5, 2026 · pay Apr 1, 2026 | 2026-03-05 |
| Dividend | $0.53 / share ex-date Dec 3, 2025 · pay Jan 1, 2026 | 2025-12-03 |
| Dividend | $0.52 / share ex-date Sep 4, 2025 · pay Oct 1, 2025 | 2025-09-04 |
| Announcement | Date |
|---|---|
| Normal course issuer bid approved to repurchase up to 5% of shares Imperial Oil Limited announced on June 23, 2026, that the Toronto Stock Exchange has approved a normal course issuer bid (share buyback program). The company can repurchase up to 5% of its o | 2026-06-23 |
| Corporate guidance outlook for 2026 provided Imperial Oil Limited issued an 8-K filing on December 15, 2025, disclosing an update to its corporate guidance outlook for 2026. This is a procedural announcement providing forward-looking g | 2025-12-15 |
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Google PlayApp StoreData updated 2026-09-18.