-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：埃克森美孚(XOM)第一季度调整后每股收益为1.16美元，超出市场预期0.15美元。尽管上游业务收益从上年同期的68亿美元降至57亿美元，主要原因是资产剥离和运营中断导致产量下降。0.93美元的一次性项目主要反映了按市值计价的会计处理，预计将在未来几个季度逐步消除。公司持续推进结构性成本节约，预计到2030年将实现156亿美元的成本节约，达到其200亿美元目标的78%。与此同时，圭亚那天然气产量创下历史新高，日产量超过90万桶，金山口液化天然气1号生产线也已投产。管理层维持全年资本支出预期为270亿至290亿美元，并维持2026年200亿美元的股票回购预期。埃克森美孚第一季度将92亿美元用于股东回报，而资本支出为62亿美元，这意味着如果这一速度持续下去，再投资率仅为43%。每股1.03美元的季度股息年化收益率为2.7%，鉴于公司在圭亚那和二叠纪盆地的优势资产，我们预计现金回报将持续强劲。
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