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Why I'm Rating ExxonMobil a Buy

Updated: Jun 9

Summary


  • ExxonMobil achieved stronger core results in the first quarter of 2026, despite disruptions in the Middle East, demonstrating the business's resilience in challenging conditions. As reported in the 1Q 2026 Earnings Release, earnings were $4.2 Bn, or $8.8 Bn when excluding identified items and estimated timing effects.


  • The company continues to focus on key assets: Guyana, the Permian Basin, Golden Pass LNG, and an extensive refining system capable of rapid adjustments in tightened markets. During the 1Q 2026 earnings call, management highlighted that these assets supported customers and enhanced results amid disruptions.


  • Cash generation remains robust. The 1Q 2026 Earnings Release indicated that cash flow from operations was $8.7 Bn, or $13.8 Bn when excluding margin postings, while shareholder distributions amounted to $9.2 Bn.


  • Although the valuation is not the most affordable among peers, it appears reasonable given the company's lower balance-sheet risk, superior portfolio quality, and clear long-term growth prospects.

Exxon gas station under a blue sky with fuel prices displayed on the sign. A black car is parked by a pump. Surrounding buildings visible.
Source: Fortune

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