Ecopetrol's Q1 2026 earnings are scheduled for release on May 12, 2026, after market close, with a conference call on May 13. Company-provided preliminary guidance projects net profit of COP 2.0-3.0 trillion, revenue of COP 27.0-30.0 trillion, and EBITDA of COP 12.0-14.0 trillion.

Analysts expect Q1 2026 EPS of $0.93, a 50% rise from $0.62 in Q1 2025. Consensus revenue forecast stands at $26.2 billion, up 24.4% year-over-year.

YPF reported a net profit of $409 million in Q1 2026, reversing a $10 million loss from Q1 2025. Revenues reached $4.95 billion, up 7% year-over-year but below the $5.20 billion analyst consensus.

Shell plc reported Q1 2026 adjusted earnings of $6.9 billion, more than doubling from $3.3 billion in Q4 2025 and beating analyst consensus of around $6.4 billion. Income attributable to shareholders reached $5.7 billion, up from $4.1 billion in the prior quarter.

Analysts expect Q1 2026 adjusted EPS around $2.21, up from $1.84 in Q1 2025, driven by higher refining margins. Revenue consensus sits at approximately $80.35 billion, a 16% increase year-over-year per Yahoo Finance estimates.

Equinor ASA reported adjusted operating income of $9.77 billion and adjusted net income of $3.70 billion in Q1 2026, surpassing consensus expectations for adjusted EPS of $1.01 with $1.48. Total equity production hit a record 2,313 thousand barrels of oil equivalent per day (mboe/d), up 9% year-over-year.

Analysts expect Q1 2026 EPS of C$1.93, a 47% increase from C$1.31 in Q1 2025. Consensus revenue forecast stands at C$13.91 billion, up from C$12.45 billion year-over-year.

ExxonMobil reported GAAP net earnings of $4.2 billion, or $1.00 per diluted share (EPS), down from $7.7 billion, or $1.76 per share, in Q1 2025. Adjusted earnings excluding identified items reached $4.9 billion, or $1.16 per share, surpassing consensus estimates around $1.00 to $1.07.

Analysts expect first quarter 2026 EPS of $1.67, a decline from prior year, though recent revisions trend higher. Revenue consensus stands at $9.79 billion, up 12.3% year-over-year, supported by stronger oil prices.

Analysts forecast Q1 2026 EPS (earnings per share) at $0.97, a 55.6% decline from $2.18 in Q1 2025, amid softer commodity prices. Consensus revenue expected at $52.7 billion, reflecting ongoing demand but pressured margins.

Analysts forecast Q1 earnings per share (EPS) of $1.01, down 42.6% from $1.76 in Q1 2025. Consensus revenue estimate stands at $85.29 billion, up slightly from $83.13 billion year-over-year.

TotalEnergies SE reported adjusted net income of $5.4 billion for Q1 2026, up 29% from Q1 2025 and 41% from Q4 2025. Revenue reached $49.5 billion, surpassing consensus estimates around $46.8 billion.

XOM stock declined 13% over the past 30 days amid falling oil prices following eased geopolitical tensions in the Middle East. Over the past quarter, shares rose 8% driven by an earlier oil price rally fueled by regional conflicts and strong upstream performance.

Underlying replacement cost (RC) profit reached $3.2 billion for the first quarter ended 31 March 2026, up from $1.5 billion in the prior quarter. Reported profit attributable to shareholders hit $3.8 billion, reversing a $3.4 billion loss from Q4 2025.

Shares of XOM are declining approximately 5% in Friday's session, with the stock sliding from a prior close of $151.98 toward the $144 range as crude oil prices continue their prolonged retreat from April highs. The primary catalyst is a sustained collapse in WTI crude oil prices, which have fallen from a peak above $114 per barrel to the low-$90s as geopolitical risk premiums tied to the U.S.-Iran conflict steadily erode.

XOM is trading down approximately 5.62% in Wednesday premarket, with shares sliding to around $154.70 from Tuesday's closing price of $163.91. The primary catalyst is the surprise US-Iran two-week ceasefire announced on Tuesday evening, April 7, just before President Trump's 8 PM ET deadline. As part of the deal, Iran agreed to reopen the Strait of Hormuz — the world's most critical oil chokepoint — sending crude prices into freefall.

PBR stock rose +18.5% over the last 30 days, propelled by surging global oil prices above $110 per barrel and record production levels. Over the past quarter, shares gained +80%, driven by robust Q4 2025 earnings, increased oil output, and substantial dividend payouts.

Chevron targets 2-3% annual production growth through 2030, driven by Permian Basin stability, Guyana expansions via Hess integration, and Tengizchevroil (TCO) project ramp-ups. Analyst consensus leans "Buy" or "Hold" with average 12-month price targets around $187-$205, reflecting optimism on free cash flow (FCF) growth at $70 Brent crude.

SU shares have rallied significantly in recent weeks, trading near 52-week highs around $66 amid strong YTD gains of nearly 50%. Multiple analysts raised price targets in early April, with firms like Goldman Sachs, CIBC, and RBC citing robust Investor Day plans and operational momentum.

Shell's leadership in LNG positions it for 4-5% annual sales growth through 2030, driven by global demand expansion amid energy security needs. Upcoming Q1 2026 earnings on May 7 could provide updates on production guidance and capital returns, influencing near-term sentiment.