Imperial Oil
Produces Canadian oil-sands crude and turns it into fuels and chemicals.
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Profile
Produces Canadian oil-sands crude and integrates it with refining, nationwide Esso and Mobil fuel marketing, and Sarnia petrochemicals. Revenue combines commodity sales, market-priced internal transfers, wholesale fuel supply and business-to-business chemical sales, while ExxonMobil control and Canadian asset concentration shape the operating structure.
Produces oil-sands crude, bitumen and synthetic crude through the Kearl, Cold Lake and Syncrude assets, all in Canada. Those supplies can be sold externally or transferred through an integrated system that links resource production with refining, logistics and product marketing.
Refines and blends fuels at three facilities in Alberta and Ontario, then distributes gasoline, diesel, jet fuel, lubricants and other products through a nationwide Esso and Mobil wholesale network. The Sarnia chemical complex also makes solvents, intermediates and polyethylene resin for industrial and consumer-product uses.
Combines commodity output, trading and term supply contracts, fuel supplied to independently owned branded stations, and business-to-business chemical sales. ExxonMobil controls the company and provides shared business, operational, procurement, research and support services.
Company facts
Key statistics
Year to date +46.4% · Average volume (30d) 465.7K
Analysts
Ratings
Target range
Latest analyst notes
No analyst notes in the last 24 months.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026Q2 FY26 | $2.99 | $3.27 | +9.4% | $10.92B | $11.31B | +3.5% | +0.60% |
| May 1, 2026Q1 FY26 | $1.73 | $1.41 | −18.5% | $8.61B | $8.95B | +3.9% | +1.55% |
| Jan 30, 2026Q4 FY25 | $1.36 | $1.41 | +3.7% | $6.43B | $6.02B | −6.5% | +1.55% |
| Oct 31, 2025Q3 FY25 | $1.44 | $1.57 | +9.0% | $6.74B | $6.17B | −8.4% | +1.87% |
Financial highlights
| 11 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $8.97B | $8.06B | $11.65B | $8.11B | $8.95B | $11.56B | |
| Gross profit | $1.75B | $1.41B | $1.31B | $1.38B | $1.81B | $2.59B | |
| Operating income | $1.56B | $1.22B | $656.1M | $449.6M | $886.2M | $2.06B | |
| Net income | $926.5M | $682.7M | $541.5M | $353.9M | $676.2M | $1.58B | |
| Diluted EPS | $1.81 | $1.34 | $1.07 | $0.72 | $1.40 | $3.25 | |
| Gross margin | 19.5% | 17.5% | 11.2% | 17.0% | 20.2% | 22.4% | |
| Operating margin | 17.4% | 15.2% | 5.6% | 5.5% | 9.9% | 17.8% |
Fiscal years (4-quarter sums)FY24 $37.06B · FY25 $36.80B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $2.04B · Total debt $2.97B · Total assets $34.43B · Shareholders' equity $17.65B
Dividends
Raised for 10 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 4, 2026 | Jun 4 | Jul 1 | $0.6263 | cut from $0.6359 |
| Mar 5, 2026 | Mar 5 | Apr 1 | $0.6359 | raised from $0.5161 |
| Dec 3, 2025 | Dec 3 | Jan 1 | $0.5161 | cut from $0.5206 |
| Sep 4, 2025 | Sep 4 | Oct 1 | $0.5206 | cut from $0.5267 |
| Jun 4, 2025 | Jun 4 | Jul 1 | $0.5267 | raised from $0.5002 |
| Mar 5, 2025 | Mar 5 | Apr 1 | $0.5002 | raised from $0.4266 |
| Dec 3, 2024 | Dec 3 | Jan 1 | $0.4266 | cut from $0.4438 |
| Sep 4, 2024 | Sep 4 | Oct 1 | $0.4438 | raised from $0.44 |
Ownership
Shares outstanding 489.90M · Float 148.02M · 30.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 52.76M | 10.77% | 13F | Aug 13, 2026 |
| First Eagle Investment Management, LLC | 13.59M | 2.77% | 13F | Aug 24, 2026 |
| Goldman Sachs Group Inc | 10.65M | 2.17% | 13F | Aug 14, 2026 |
| FIL Ltd | 5.11M | 1.04% | 13F | Aug 13, 2026 |
| Royal Bank of Canada | 3.97M | 0.81% | 13F | Aug 14, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Suncor Energy
Integrated Canadian oil-sands, refining, and retail rival.
- Cenovus Energy
Integrated heavy-oil and refining rival in Canada.
- Shell (ADR)
Canadian fuels, lubricants, refining, and chemicals rival.
- Canadian Natural Resources
Large Canadian oil-sands mining, upgrading, and thermal rival.
- ConocoPhillips
Canadian oil-sands development rival, focused on Surmont.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Imperial Oil | $130.83 | +0.34% | $63.94B | 20.3 | 13.4 | 1.6 | +88.9% |
| Suncor Energy | $65.72 | +0.44% | $77.26B | 12.1 | 11.5 | 1.8 | +31.9% |
| Cenovus Energy | $31.66 | +0.25% | $58.24B | 12.3 | 11.8 | 1.5 | +61.4% |
| Shell (ADR) | $91.47 | +0.63% | $253.47B | 10.0 | 9.2 | 0.8 | +44.7% |
| Canadian Natural Resources | $49.00 | −0.02% | $102.18B | 12.1 | 17.8 | 3.0 | +46.3% |
| ConocoPhillips | $129.95 | −0.32% | $158.80B | 17.3 | 13.4 | 2.5 | +39.7% |
| Median | 12.1 | 11.8 | 1.8 | +44.7% |