Exxon Mobil Corporation (NYSE: XOM) beats Q2-2026 adjusted EPS consensus of approx. $2.35 per share (July 31, 2026, before market open)
Miss
✦ AI-generated prediction
Published on 21. July 2026
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Predicted for 31. July 2026
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Based on: Historical Cycle
ExxonMobil reports Q2 on July 31 before market open. Brent at ~$89/barrel on July 21; Q2 quarterly average (April–June 2026) estimated at $84–88/barrel — clearly above Q2 2025 (~$81/barrel). Pioneer Energy integration delivering cost savings; Permian output >1.6M bbl/day. Historical Exxon EPS beat rate: >78% in last 8 quarters (Trading Economics). Consensus approx. $2.35 (estimated). No Polymarket market. Counter-risks: refining margins slightly compressed, chemicals segment gradually recovering.
Data basis for this prediction
- Exxon Q2-2026-Ergebnisdatum: 31. Juli 2026 (SEC 8-K / Exxon Investor Relations, Juli 2026)
- Brent Spot: ~$89,23/Barrel am 21. Juli 2026 (Trading Economics / Forbes Advisor, 21.07.2026)
- Permian-Produktion >1,6 Mio. bbl/Tag (ExxonMobil Q1 2026 Investor Relations)
- Exxon historische EPS-Beat-Rate >78 % (Trading Economics EPS-Daten, Juli 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
ExxonMobil meldete am 31. Juli 2026 (vor Marktöffnung) ein bereinigtes Q2-EPS von 3,52 USD (bereinigte Gewinne: 14,7 Mrd. USD). Die Vorhersage basierte auf einem vollständig falschen Konsens-EPS von ~2,35 USD — der tatsächliche Analystenkonsens lag bei ~3,68 USD (Zacks/Alphastreet). Gegenüber diesem realen Konsens verfehlte ExxonMobil das bereinigte EPS um ca. 4,3 % (3,52 USD vs. 3,68 USD). Ursachen für das Miss: höhere Wartungskosten (scheduled maintenance), gestiegene Abschreibungen aus Neuinvestitionen sowie Produktionsunterbrechungen im Nahen Osten. Umsatzseitig wurde der Konsens mit ~116 Mrd. USD deutlich übertroffen. Die Vorhersage war damit in ihrem Kern falsch: ExxonMobil hat den tatsächlichen EPS-Konsens nicht übertroffen, sondern verfehlt. Quellen: [FMP](https://site.financialmodelingprep.com/market-news/exxon-mobil-xom-q2-2026-profit-surges-eps-misses-estimates), [Yahoo Finance / Zacks](https://finance.yahoo.com/energy/articles/xom-q2-earnings-miss-estimates-145200939.html), [Alphastreet Preview](https://news.alphastreet.com/exxon-mobil-xom-q2-2026-preview-eps-est-3-68-reports-july-31/), [ExxonMobil IR](https://investor.exxonmobil.com/company-information/press-releases/detail/1208/exxonmobil-announces-second-quarter-2026-results)
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.