Shell's Solid Q3 Performance: Strong Revenue, $3.5 Billion Buyback, And Refined Capex Guidance
Shell's Solid Q3 Performance: Strong Revenue, $3.5 Billion Buyback, And Refined Capex Guidance
Meanwhile, sales volumes at Marketing rose 3% Q/Q to 2,945 thousand b/d, and Refinery processing intake at Chemical & Products declined 9% Q/Q to 1,305 kb/d.Shell plc (NYSE:SHEL) shares are trading higher after it reported third-quarter results.
Shell 公司（纽交所：SHEL）股票因第三季度业绩报告后交易上涨。
Revenue of $71.09 billion beat the consensus of $61.34 billion.
710.9亿美元的营业收入超过了613.4亿美元的共识。
Total production at Integrated Gas fell 4% quarter over quarter (Q/Q) to 941 kboe/d, and Upstream rose 2% Q/Q at 1,811 kboe/d.
综合气体的总生产量按季度环比下降4%，至941千桶油当量/日，上游产量按季度环比增长2%，至1,811千桶油当量/日。
Meanwhile, sales volumes at Marketing rose 3% Q/Q to 2,945 thousand b/d, and Refinery processing intake at Chemical & Products declined 9% Q/Q to 1,305 kb/d.
同时，营销部门的销售量按季度环比增长3%，至294.5万桶/日，化工与产品部门的炼油加工能力按季度环比下降9%，至1,305千桶/日。
Related: Shell Raises Q3 Upstream Production Outlook, Revises Integrated Gas Guidance
相关：Shell 提升第三季度上游生产预期，修订综合气体指引
Adjusted earnings decreased 4% Q/Q to $6.03 billion and Adj. EBITDA fell 5% Q/Q to $16.01 billion. This decline was due to lower refining margins, the decline in realized oil prices, and higher operating expenses.
调整后的盈利按季度环比下降4%，至60.3亿美元，调整后的 EBITDA 按季度环比下降5%，至160.1亿美元。这一下降是由于较低的炼油利润、实现油价下降以及较高的营业费用。
Net income attributable to Shell plc shareholders rose to $4.29 billion from $3.52 billion a quarter ago.
归属于 Shell 公司股东的净利润从上季度的35.2亿美元增长至42.9亿美元。
Adjusted earnings per ADS for the quarter was $1.92, above the consensus of $1.66.
本季度每股调整后的盈利为1.92美元，高于1.66美元的共识。
Cash flow from operating activities stood at $14.68 billion in the quarter. At the end of the second quarter, net debt was $35.23 billion, with a gearing ratio of 15.7%.
营业活动产生的现金流为146.8亿美元。第二季度末，净债务为352.3亿美元，杠杆比率为15.7%。
Dividend: Shell disclosed a third-quarter dividend per share of $0.344, payable on December 19, 2024, to shareholders of record as of November 15, 2024.
股息：壳牌公布了每股股息为0.344美元的第三季度股息，将于2024年12月19日支付给截至2024年11月15日持股的股东。
Buyback: The company announced the start of a share buyback program worth $3.5 billion for a contract term of around three months.
股票回购：公司宣布了一项价值35亿美元的股票回购计划，合同期约为三个月左右开始。
The program is expected to be completed prior to the fourth-quarter 2024 results announcement, scheduled for January 30, 2025.
该计划预计将于2024年第四季度财报发布之前完成，计划于2025年1月30日公布。
Guidance: The company now expects cash capital expenditure of below $22 billion (from $22 billion – $25 billion earlier).
指引：公司现在预计现金资本支出将低于220亿美元（之前为220亿 - 250亿美元）。
For the fourth quarter, it expects production at Integrated Gas of approximately 900 – 960 thousand boe/d and Upstream of about 1,750 – 1,950 thousand boe/d.
对于第四季度，预计综合气体产量约为900 - 96万桶油当量/日，上游大约为1,750 - 195万桶油当量/日。
Shell anticipates refinery utilization to be around 75% – 83% and chemical manufacturing plant utilization to be between 72% – 80%.
壳牌预计炼油厂利用率约为75% - 83%，化工制造厂利用率在72% - 80%之间。
The company projects Marketing sales volumes of approximately 2,550 – 3,050 thousand b/d.
公司预计营销销售量约为2,550 - 305万桶/日。
Shell expects corporate adjusted earnings to be a net expense of ~$600 million – $800 million.
壳牌公司预计企业调整后盈利将净支出约60000万 - 80000万美元。
Investors can gain exposure to Shell via First Trust Exchange-Traded Fund IV FT Energy Income Partners Strategy ETF (NYSE:EIPX) and VanEck Natural Resources ETF (NYSE:HAP).
投资者可以通过First Trust Exchange-Traded Fund IV Ft Energy Income Partners Strategy ETF（纽交所：EIPX）和VanEck Natural Resources ETF（纽约证券交易所：HAP）获得对Shell的曝光。
Price Action: SHEL shares are up 1.11% at $66.31 premarket at the last check Thursday.
股价走势：周四最后一次查看，壳牌股票盘前上涨1.11%，报66.31美元。
Image by siam.pukkato via Shutterstock
影像由shutterstock提供，siampukkato通过shutterstock发布。
- Shell Fuels The Future: New Deal with Ferrari And Power Plant Acquisition On The Horizon
- 壳牌引领未来：法拉利新协议及未来电厂收购将成为焦点。
