| CVX |
Report |
Operating diluted EPS |
BEAT |
pred ~$5.80 vs. cons $5.65 |
MEDIUM |
| CVX |
Report |
Worldwide upstream production |
IN-LINE |
pred ~4.060 MMboe/d vs. cons 4.030 MMboe/d |
MEDIUM |
| CVX |
Report |
Free cash flow |
BEAT |
pred ~$16.0B vs. cons $14.78B |
MEDIUM |
| CVX |
Guide |
FY2026 production (YoY) |
UNCHANGED |
guide ~7%-10% vs. cons implied ~8.0% |
MEDIUM |
| CVX |
Guide |
FY2026 capital spending |
UNCHANGED |
guide ~$18B-$19B vs. cons $18.09B |
MEDIUM |
| CVX |
Guide |
FY2026 structural cost reduction |
UNCHANGED |
guide ~$3B-$4B vs. cons UNVERIFIED |
LOW |
| CVX |
Guide |
Quarterly repurchases |
UNCHANGED |
guide ~$2.5B-$3.0B vs. cons UNVERIFIED |
LOW |
| CVX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
LOW |
| CVX |
Return |
5-day cumulative residual |
-2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained forward framework likely drives modest estimate/multiple pressure |
LOW |