| CVX |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$5.85 vs. cons $5.65 |
MEDIUM |
| CVX |
Report |
Free Cash Flow (Q2 2026) |
MISS |
pred ~$13.5B vs. cons $14.8B |
MEDIUM |
| CVX |
Report |
Worldwide Production (Q2 2026) |
IN-LINE |
pred ~4,060 Mboe/d vs. cons 4,030 Mboe/d |
HIGH |
| CVX |
Guide |
FY 2026 Op. EPS (FY 2026) |
BETTER |
guide ~$15.2 vs. cons $14.93 |
MEDIUM |
| CVX |
Guide |
FY 2026 Production (FY 2026) |
UNCHANGED |
reaffirm +7-10% YoY vs. cons 4,025 Mboe/d |
HIGH |
| CVX |
Guide |
FY 2026 Capex (FY 2026) |
UNCHANGED |
reaffirm $18-19B vs. cons $18.1B |
HIGH |
| CVX |
Guide |
Microsoft Power Project (qualitative) |
BETTER |
confirm FID before year-end; more structural detail |
MEDIUM |
| CVX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.8% |
— |
MEDIUM |
| CVX |
Return |
5-day cumulative residual |
-3.0% (FADE) |
FADE — sell-side trims FY FCF estimates post-print; drift lower over 3-5 days before stabilizing once new consensus is set |
MEDIUM |