-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：埃克森美孚(XOM)第一季調整後每股盈餘為1.16美元，超出市場預期0.15美元。儘管上游業務收益從去年同期的68億美元降至57億美元，主要原因是資產剝離和營運中斷導致產量下降。 0.93美元的一次性項目主要反映了按市值計價的會計處理，預計將在未來幾季逐步消除。公司持續推動結構性成本節約，預計2030年將達到156億美元的成本節約，達到200億美元目標的78%。同時，圭亞那天然氣產量創下歷史新高，日產量超過90萬桶，金山口液化天然氣1號生產線也已投產。管理階層維持全年資本支出預期為270億至290億美元，維持2026年200億美元的股票回購預期。埃克森美孚第一季將92億美元用於股東回報，而資本支出為62億美元，這意味著如果這一速度持續下去，再投資率僅為43%。每股1.03美元的季度股息年化收益率為2.7%，鑑於公司在圭亞那和二疊紀盆地的優勢資產，我們預計現金回報將持續強勁。
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