Exxon Mobil's Strong Q2 Results And Production Gains Offset By Economic Concerns: Analysts Cautiously Optimistic
Exxon Mobil's Strong Q2 Results And Production Gains Offset By Economic Concerns: Analysts Cautiously Optimistic
Exxon Mobil Corporation (NYSE:XOM) shares are trading lower today. The sector might be moving amid overall market weakness due to economic slowdown concerns following recent U.S. data, which could negatively impact demand.
雪佛龙公司（NYSE：XOM）股票今日下跌。由于最近美国的数据引发了经济放缓的担忧，可能对需求产生负面影响，板块可能在整体市场疲软的情况下出现波动。
Last week, the company reported second-quarter revenue of $93.060 billion, beating the consensus of $90.987 billion, and adjusted EPS of $2.14, surpassing the $2.01 estimate.
上周，该公司报告了第二季度营业收入为930.6亿美元，超过了909.87亿美元的共识，并调整后每股收益为2.14美元，超过了2.01美元的预期。
Truist Securities analyst Neal Dingmann writes that Exxon is already benefiting from the Pioneer acquisition, with Permian production nearly doubling to 1.2 mmboepd and potential operational efficiencies from the combined assets. Additionally, Guyana production reached a record over 630 mbpd, surpassing the current FPSO capacity.
Truist Securities的分析师Neal Dingmann写道，埃克森已经从先锋收购中受益，Permian地区产量几乎翻了一倍，达到1.2 mmboepd，并可能从合并资产中实现潜在的运营效率。此外，圭亚那的产量达到了超过630 mbpd的历史记录，超过了当前FPSO能力。
The analyst adds that despite potential efficiencies, the company's free cash flow yield might only be in the high single digits next quarter, trailing larger E&Ps.
该分析师补充道，虽然可能存在潜在的效率，但公司的自由现金流收益率在下个季度可能仅为高个位数，低于较大的勘探生产商。
However, the analyst expects it to sustain over $4 billion in dividends and a similar amount in stock buybacks (having paid $5.2 billion last quarter), though its yields are lower compared to some major operators.
然而，该分析师预计其将维持每年超过40亿美元的分红派息，并购回类似金额的股票（上个季度支付了520亿美元），尽管其收益率较一些主要运营商较低。
The analyst revised estimates for EBITDAX to $76.3 billion (from $78.9 billion) vs. consensus of $76.8 billion in FY24 and $92.9 billion (from $94.3 billion) vs. cons. of $82.3 billion in FY25.
该分析师将EBITDAX的预测值修订为FY24的763亿美元（从789亿美元），高于共识的768亿美元，以及FY25的929亿美元（从943亿美元），高于共识的823亿美元。
Dingmann reiterated the Hold rating with a price target of $121.
Dingmann重申该股票的持有评级，目标价为121美元。
Goldman Sachs analyst Neil Mehta (Neutral-rated with a $119 price target) says that worldwide production was 4,358 MBOE/d, exceeding GS's estimate of 4,212 MBOE/d and FactSet's consensus of 4,234 MBOE/d, driven by higher U.S. and international liquids and increased international gas production.
高盛的分析师Neil Mehta（中立评级，目标价为119美元）表示，全球产量为4,358 MBOE/d，超过了高盛预估的4,212 MBOE/d和FactSet的共识4,234 MBOE/d，这是由于美国和国际液体增加以及国际天然气产量增加所推动的。
The analyst forecasts EBITDA of $77.1 billion in FY24, $83.4 billion in FY25 and, $87.8 billion in FY26.
该分析师预测在FY24将达到771亿美元的EBITDA，在FY25将达到834亿美元，在FY26将达到878亿美元。
Investors can gain exposure to the XOM via Energy Select Sector SPDR Fund (NYSE:XLE) and IShares U.S. Energy ETF (NYSE:IYE).
投资者可以通过能源选择板块SPDR基金（纽交所：XLE）和ishares安硕美国能源etf（纽交所：IYE）获得对埃克森美孚的投资。
Also Read: Exxon Mobil Arbitration Throws Wrench in Chevron-Hess Merger Timeline: Report
另请阅读：埃克森美孚仲裁案对雪佛龙-赫斯特能源合并计划构成阻力：报道
Price Action: XOM shares are down 1.29% at $115.37 at the last check Monday.
股票代码XOM的股票在上周一最后交易时段下跌1.29％，至115.37美元。
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Photo: Del Henderson Jr. via Shutterstock
图片： Del Henderson Jr.通过shutterstock