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Chevron Q2'25 Earnings Highlights

$CVX (-1,89ย %)


๐Ÿ”น Adj. EPS: $1.77 (Est. $1.75) ๐ŸŸข

๐Ÿ”น Revenue: $44.82B (Est. $45.6B) ๐Ÿ”ด

๐Ÿ”น Cash Flow from Ops: $8.68B (Est. $7.45B) ๐ŸŸข


Segment Earnings

๐Ÿ”น Upstream: $2.73B (Est. $2.97B) ๐Ÿ”ด

๐Ÿ”น Downstream: $737M (Est. $592.3M) ๐ŸŸข


Production Highlights

๐Ÿ”น Total Production: 3,396 MBOE/d (Est. 3,355) ๐ŸŸข

๐Ÿ”น Permian Basin: Record 1M BOE/d

๐Ÿ”น Liquids Production: 1,218 mb/d

๐Ÿ”น U.S. Upstream Earnings: $1.42B; DOWN -34% YoY

๐Ÿ”น Intl. Upstream Earnings: $1.31B; DOWN -43% YoY


Downstream Details

๐Ÿ”น U.S. Downstream: $404M; UP +44% YoY

๐Ÿ”น Intl. Downstream: $333M; UP +5% YoY

๐Ÿ”น Refined Product Sales: 2.85M b/d (U.S. + Intl. combined)

๐Ÿ”น Higher margins, increased demand for jet fuel and gasoline


Capital Return & Dividends

๐Ÿ”น Shareholder Returns: $5.5B (13th straight quarter >$5B)

โ€ƒโ€ƒโ€” Dividends: $2.9B

โ€ƒโ€ƒโ€” Share Buybacks: $2.6B

๐Ÿ”น Dividend Declared: $1.71/share; payable Sep 10, 2025


Strategic & Operational Highlights

๐Ÿ”ธ Completed Hess acquisition in July

๐Ÿ”ธ U.S. lithium acreage deal (~125K acres in TX/AR)

๐Ÿ”ธ Started renewable diesel production at Geismar (22K bpd)

๐Ÿ”ธ New LNG contracts bring U.S. Gulf Coast capacity to 7M tonnes/year

๐Ÿ”ธ Won offshore blocks: 9 in Brazil, 2 in Egypt

๐Ÿ”ธ Simplified org structure implemented July 1


๐Ÿ”ธ โ€œRecord production, exceptional cash generation, and transformational Hess acquisition position us for long-term growth.โ€ โ€“ CEO Mike Wirth

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