Imperial Oil Limited · IMO · Next earnings

Imperial Oil Limited next earnings report

IMO's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Imperial Oil leans on downstream strength and low-carbon growth

Date not yet scheduled Energy

What the street expects

Consensus for the coming report
Consensus EPS — Calendar consensus
Consensus revenue — Calendar consensus
Report date TBD Not yet on the calendar
Session — Session not yet known

Where IMO left off: FY2026 Q3

Full report

Imperial Oil leans on downstream strength and low-carbon growth

EPS surprise — Reported — vs $3.43
Revenue surprise — Reported — vs $12.42B
Stock move +4.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was maintained. The analysis points to continued execution of the existing production, recovery, renewable diesel and shareholder-return plans rather than a new broad guidance change.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Commodity price declines could pressure results and margins.
  • Third-party pipeline outages could affect production and refinery feedstock.
  • The MOU and related regulatory approvals may take longer than expected.
  • Accelerated projects could require higher capital spending.
  • The achievability of Kearl and Cold Lake unit-cost targets remains an analyst concern.

Questions analysts left open

  • Upstream expansion appetite and the role of the MOU.
  • Achievability of Kearl and Cold Lake unit-cost targets.
  • Shareholder-return options after the NCIB is completed.
  • The WCS discount and its effect on margins.
  • Refinery feedstock flexibility in a changing market.

Ask FN2 about IMO next report

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What should I watch for in IMO's next earnings report?How did IMO guide last quarter, and is consensus above or below that?Give me the bull and bear case going into IMO earnings.

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Recent IMO quarters

All IMO earnings
+4.1%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.