Underlying replacement cost (RC) profit reached $3.2 billion, up from $1.5 billion in the fourth quarter of 2025. Adjusted operating cash flow totaled $8.9 billion for the quarter.

TotalEnergies shares fell approximately 14.2% over the last 30 days, driven primarily by a sharp decline in crude oil prices following the US-Iran peace deal and the reopening of the Strait of Hormuz. Brent crude dropped from elevated levels above $110 per barrel in May to the low $70s by early July, removing a substantial geopolitical risk premium that had supported energy stocks.

IMO shares have surged in recent weeks, reaching 52-week highs amid a rally in crude oil prices. Geopolitical tensions in the Middle East have boosted oil prices, supporting energy stocks like IMO.

SU shares near 52-week highs after robust year-to-date gains exceeding 50%. Analysts recently raised price targets, signaling confidence in operational strength.

EQNR stock declined approximately 13% over the past 30 days, with the price moving from around 39.50 to 34.26. Over the past quarter, the stock fell about 11%, reflecting a broader downward trend from levels near 38.50.

PBR stock declined approximately 14% over the past 30 days amid broader energy sector weakness and an ex-dividend adjustment. Over the past quarter, the stock posted a roughly 11% decline, reflecting sustained pressure from macroeconomic factors and commodity price movements.

XOM shares are falling approximately 5% during Monday's session on June 15, 2026, declining from Friday's close of $147.01 to the $139–$140 range intraday. Primary catalyst: A formal U.S.-Iran agreement to reopen the Strait of Hormuz was announced on June 15, erasing the geopolitical risk premium that had been embedded in crude oil prices for months.

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.