COP posted Q4 EPS of $1.02 as revenues top estimates, while lower realized prices offset gains from higher production volumes.
ConocoPhillips reported disappointing fourth-quarter results on February 5, 2026, missing both earnings and revenue estimates as lower oil prices overshadowed production gains from the Marathon Oil acquisition.
ConocoPhillips' fourth-quarter earnings fell, hurt by lower prices that were slightly offset by higher production.
Besides Wall Street's top-and-bottom-line estimates for ConocoPhillips (COP), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
ConocoPhillips (COP) concluded the recent trading session at $102.8, signifying a +1.39% move from its prior day's close.
ConocoPhillips (COP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Recently, Zacks.com users have been paying close attention to ConocoPhillips (COP). This makes it worthwhile to examine what the stock has in store.
ConocoPhillips delivers strong FCF, posting $2.5B in the quarter and an 8% FCF yield, supporting robust shareholder returns. COP's production reaches 2.4 million barrels/day, hitting the high end of guidance and enabling an 8% dividend increase to a 3.2% yield. Major growth projects—Willow ($8.5–9B) and PALNG—are advancing, with Willow online by 2029 and LNG expansion targeting 10 MTPA by 2032.
Libya will sign a 25-year oil development agreement on Saturday with France's TotalEnergies and U.S.-based ConocoPhillips, involving more than $20 billion in foreign-financed investment and aimed at boosting production capacity by up to 850,000 barrels per day, Prime Minister Abdulhamid al-Dbeibah said.
ConocoPhillips (COP) closed the most recent trading day at $98.35, moving +1.52% from the previous trading session.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
ConocoPhillips's raised FY2025 production guidance and FY2026 guidance growth trigger exposure to oversupply-driven Brent pricing pressure, with the US EIA expecting $56 pricing in 2026, down from $69 in 2025. However, its upstream operations are likely to remain resilient, thanks to the improved capital efficiency and the expanded free cash flow generation. COP maintains strong shareholder returns via aggressive share repurchases and the recently raised dividend payouts, aided by the healthy balance sheet.