-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。XOMは第1四半期の調整後EPSが1.16ドルとなり、市場予想を0.15ドル上回りました。ただし、上流部門の収益は前年同期の68億ドルから57億ドルに減少しました。これは主に、事業売却と操業停止による販売量減少が原因です。0.93ドルの特別項目は、主に時価評価会計によるもので、今後数ヶ月で解消される見込みです。同社は構造的なコスト削減を着実に進めており、2030年までに目標とする200億ドルのうち、156億ドル（78%）を達成しました。また、ガイアナでは日量90万バレルを超える過去最高の生産量を記録し、ゴールデンパスLNG第1トレインが初生産を開始しました。経営陣は、2026年の通期設備投資額を270億ドル～290億ドル、自社株買い額を200億ドルと引き続き見込んでいます。エクソンモービルは第1四半期に設備投資額62億ドルに対し、株主還元に92億ドルを投じており、このペースが続けば再投資率はわずか43%となります。1株当たり1.03ドルの四半期配当は年率2.7%の利回りとなり、ガイアナとパーミアン盆地における同社の優位な資産を考慮すると、今後も力強いキャッシュリターンが期待されます。
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GSK's Linerixibat Gets UK Nod for Itch Linked to Biliary Disease
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ISM US Manufacturing Index Indicates Steady Expansion in April
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