E's Q2 earnings and revenues decline year over year due to weaker commodity prices and lower refining and biofuels margins.
Eni S.p.A. (NYSE:E ) Q2 2025 Earnings Conference Call July 25, 2025 8:00 AM ET Company Participants Adriano Alfani - Corporate Participant Claudio Descalzi - CEO, GM & Director Cristian Signoretto - Corporate Participant Francesco Gattei - Chief Transition & Financial Officer, COO and GM Giuseppe Ricci - Chief Operating Officer of Industrial Transformation Guido Brusco - COO of Global Natural Resources & GM Jon Rigby - Corporate Participant Stefano Goberti - CEO & Director Stefano Ballista - Chairman and Chief Executive Officer Conference Call Participants Alejandro Vigil - Banco Santander, S.A., Research Division Alessandro Pozzi - Mediobanca—Banca di credito finanziario S.p.A.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
We remain overweight on Eni due to its satellite strategy and gas diversification. The JV with Petronas and new partnerships in Algeria and Argentina reinforce E's growth and strategic positioning in global energy markets. The company's sum-of-the-parts valuation highlights significant intrinsic value not fully captured by traditional metrics, justifying a buy rating.
E partners with Khazna to build a 500MW AI data center in Italy, advancing Europe's digital and sustainable tech future.
E will suspend some Ghana gas operations for upgrades, aiming to lift supply by 30 MMSCFD despite short-term outages.
E and Sonatrach ink $1.35 billion contract to explore Algeria's Zemoul El Kbar, aiming to unlock 415 million barrels of output.
E is set to ramp up output at Egypt's Zohr gas field, with new wells boosting supply and a $360-million investment planned for 2026.
E launches Versalis Oilfield Solutions to sharpen its drilling services, expand globally, and drive sustainable growth.
E launches Plenitude's largest solar park in Spain, boosting its renewable push with 130 MW now online at Renopool.
E partners with Modine to build a 1.585 MWp solar plant in Italy, thereby boosting renewable energy output and promoting clean energy use.
E sells 20% of Plenitude to Ares for 2B euros, valuing the unit at 10B euros and advancing its energy transition strategy.