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Imperial Oil (IMO) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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Imperial Oil (IMO - Free Report) reported $11.58 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 32.4%. EPS of $3.65 for the same period compares to $1.57 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $15.44 billion, representing a surprise of -24.98%. The company delivered an EPS surprise of +6.41%, with the consensus EPS estimate being $3.43.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Imperial Oil performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Refinery throughput: 381 thousands of barrels of oil versus the two-analyst average estimate of 374.99 thousands of barrels of oil.
  • Net natural gas production: 33.00 Mcf/D compared to the 34.13 Mcf/D average estimate based on two analysts.
  • Gross crude oil production - Cold Lake: 139 thousands of barrels of oil compared to the 142.85 thousands of barrels of oil average estimate based on two analysts.
  • Gross crude oil production - Syncrude: 70 thousands of barrels of oil versus the two-analyst average estimate of 71.76 thousands of barrels of oil.
  • Gross crude oil production - Conventional: 3 thousands of barrels of oil compared to the 3 thousands of barrels of oil average estimate based on two analysts.
  • Gross crude oil production - Total: 412 thousands of barrels of oil versus the two-analyst average estimate of 437.67 thousands of barrels of oil.
  • Net crude oil production - Kearl: 184 thousands of barrels of oil versus the two-analyst average estimate of 200.27 thousands of barrels of oil.
  • Net crude oil production - Cold Lake: 96 thousands of barrels of oil compared to the 95.48 thousands of barrels of oil average estimate based on two analysts.
  • Net crude oil production - Conventional: 2 thousands of barrels of oil versus 2.56 thousands of barrels of oil estimated by two analysts on average.
  • Petrochemical sales: 155.00 KTon versus 175.18 KTon estimated by two analysts on average.
  • Gross natural gas production: 33.00 Mcf/D compared to the 34.13 Mcf/D average estimate based on two analysts.
  • Gross oil-equivalent production: 418.00 KBBL compared to the 443.36 KBBL average estimate based on two analysts.

View all Key Company Metrics for Imperial Oil here>>>

Shares of Imperial Oil have returned +5.1% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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