For the quarter ended September 2026, Exxon Mobil Holdings (XOM Quick QuoteXOM - Free Report) reported revenue of $113.16 billion, up 32.7% over the same period last year. EPS came in at $4.23, compared to $1.88 in the year-ago quarter.

The reported revenue represents a surprise of +9.89% over the Zacks Consensus Estimate of $102.98 billion. With the consensus EPS estimate being $3.90, the EPS surprise was +8.46%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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 Exxon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Oil-equivalent production: 4,496.00 KBOE/D versus 4,459.53 KBOE/D estimated by five analysts on average.
• Net natural gas production available for sale - Worldwide: 7,301.00 Mcf/D compared to the 7,100.49 Mcf/D average estimate based on four analysts.
• Net production of crude oil, natural gas liquids, bitumen and synthetic oil - Worldwide: 3279 thousands of barrels of oil versus the four-analyst average estimate of 3276.58 thousands of barrels of oil.
• Net natural gas production available for sale - Asia: 1,689.00 Mcf/D versus 1,598.32 Mcf/D estimated by three analysts on average.
• Revenues and other income- Sales and other operating revenue- Upstream- United States: $7.69 billion versus the two-analyst average estimate of $8.83 billion. The reported number represents a year-over-year change of +7.1%.
• Revenues and other income- Sales and other operating revenue- Upstream- Non-U.S.: $3.49 billion compared to the $3.93 billion average estimate based on two analysts. The reported number represents a change of +7.3% year over year.
• Revenues and other income- Sales and other operating revenue- Energy Products- United States: $37.09 billion versus the two-analyst average estimate of $39.85 billion. The reported number represents a year-over-year change of +44.7%.
• Revenues and other income- Sales and other operating revenue- Specialty Products- Non-U.S.: $4.11 billion compared to the $4.84 billion average estimate based on two analysts. The reported number represents a change of +34.2% year over year.
• Revenues and other income- Sales and other operating revenue: $110.5 billion compared to the $100.41 billion average estimate based on two analysts. The reported number represents a change of +32.6% year over year.
• Revenues and other income- Other income: $1.54 billion versus $431.57 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +120.6% change.
• Revenues and other income- Sales and other operating revenue- Specialty Products: $5.7 billion versus the two-analyst average estimate of $7.55 billion. The reported number represents a year-over-year change of +27.9%.
• Revenues and other income- Sales and other operating revenue- Energy Products: $87.16 billion compared to the $92.14 billion average estimate based on two analysts. The reported number represents a change of +39% year over year.

View all Key Company Metrics for Exxon here>>>

Shares of Exxon have returned -1.9% over the past month versus the Zacks S&P 500 composite's -5.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.