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Imperial Oil

IMO · Energy

Last earnings Oct 30, 2026

Key results

Net incomequarter

$1,288 million

net income of $1,288 million in the first quarter of 2025, primarily driven by lower upstream realizations and downstream margin capture .

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

com ImperialOilLimited IMPERIAL OIL LIMITED Second quarter highlights Net income of $949 million or $1.86 per share on a diluted basis, compared to $1,133 million or $2.11 per share in the second quarter of 2024.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Chemical net incomequarter

$21 million

Chemical net income of $21 million in the quarter, compared to $65 million in the second quarter of 2024, primarily driven by lower polyethylene margins.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

The net income (loss) impact of an identified item for an individual segment may be less than $100 million when the item impacts several segments or several periods.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

AI analysis

Q2 2025 · reported Aug 1, 2025

Based on: Earnings release + parent 8-K — transcript not held

Net income · Q2 2025
$1,288M
+1881.5% +$1.22B vs year ago computed from stated figures
EX-99 · Aug 1, 2025
Chemical net income · Q2 2025
$21M
-67.7% vs year ago computed from stated figures
EX-99 · Aug 1, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Net income$1,288 million—$65 million
Chemical net income$21 million—$65 million

EX-99 · Aug 1, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$367M

During the quarter, Imperial returned $367 million to shareholders through dividend payments and has declared a third quarter dividend of 72 cents per share.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Imperial Oil Q2 2025 — net income of $1,288 million in the first quarter of 2025, primarily driven by lower upstream realizations and downstream margin capture .

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

During the quarter, Imperial returned $367 million to shareholders through dividend payments and has declared a third quarter dividend of 72 cents per share.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

In June, Imperial renewed its annual normal course issuer bid program (NCIB) allowing the repurchase of up to five percent of its outstanding shares over a 12-month period.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Imperial remains committed to its long-established history of returning surplus cash to shareholders, and I am pleased to announce our plan to accelerate our NCIB share repurchases with a target of completing the program prior to year end, said Whelan.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

The company returned $367 million to shareholders in the second quarter of 2025 through dividends paid and declared a quarterly dividend of 72 cents per share.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Renewed share repurchase program, enabling the purchase of up to five percent of common shares outstanding, a maximum of 25,452,248 shares, during the 12-month period commencing June 29, 2025.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Consistent with the company's commitment to return surplus cash to shareholders, Imperial plans to accelerate its share purchases under the NCIB program and anticipates repurchasing all remaining allowable shares prior to year end.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Strategy & priorities

Petroleum product sales were 480,000 barrels per day, up from 470,000 barrels per day in the second quarter of 2024, enabled by the Trans Mountain pipeline expansion.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Higher petroleum product sales were enabled by the Trans Mountain pipeline expansion.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Risks & headwinds

During 2025, the United States announced a variety of trade-related actions, including the imposition of tariffs on imports from Canada and several other countries.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

In response, Canada announced its own retaliatory tariffs.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Certain tariffs were paused for a period of time but have not been withdrawn, while others have been revised.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

The likelihood of the United States, Canada or their trading partners resuming tariffs, imposing new or revised reciprocal tariffs, export restrictions, or other forms of trade-related sanctions is highly uncertain.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Additionally, significant uncertainty exists as to what effects these actions will ultimately have on Imperial, its suppliers and its customers.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Forward-looking statements are not guarantees of future performance and involve a number of risks and uncertainties, some that are similar to other oil and gas companies and some that are unique to Imperial.

SEC original ↗Imperial Oil — Earnings release (8-K exhibit)EX-99Aug 1, 2025

Documents

Earnings deck slides

0 decks with slide view

Imperial Oil — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Imperial Oil — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Imperial Oil — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Imperial Oil — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Imperial Oil — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Imperial Oil — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

TotalEnergies (TTE) EnergyYPF (YPF) EnergyCenovus Energy (CVE) EnergySuncor Energy (SU) EnergyCanadian Natural Resources (CNQ) EnergyWoodside Energy (WDS) EnergyCameco (CCJ) EnergyVista Energy, S.A.B. De C.V. (VIST) Energy

Filings

78 documents

Earnings releases

23 documents

Presentations

6 documents

Transcripts

0 documents

No transcripts for Imperial Oil are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Imperial Oil by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.