Reuters·23h ago
BP says Whiting, Indiana refinery offered to meet union, awaits responseBP says Whiting, Indiana refinery offered to meet union, awaits response
BP's revenue rebound from $45.8B in 2024Q4 to $68.4B in 2026Q3 and operating margin expansion from 3.3% to 17.9% suggest a commodity-driven recovery, though net margin of 6.9% and net income of $4.7B indicate that much of the operating gain has not yet reached shareholders.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue climbed to $68.4B in 2026Q3 and gross margin peaked at 27.6% in 2026Q2 before easing to 25.5%, a trajectory that appears driven by commodity and refining spreads rather than a demonstrated shift in volume growth.
BP offers a 5.6% dividend yield, providing attractive income for investors.
There is potential for 25% capital appreciation, making BP an attractive growth investment.
BP's diversified operations across oil, gas, and energy products provide resilience and multiple revenue streams.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 30, 2026 | $3.26+22.6% vs $2.66 | $68.4B+8.3% vs $63.1B |
Q3 2026 Aug 4, 2026 | $2.22+12.1% vs $1.98 | $69.1B+11.0% vs $62.2B |
Q2 2026 Apr 28, 2026 | $1.24+36.3% vs $0.91 | $52.3B+7.7% vs $48.5B |
Q1 2026 Feb 10, 2026 | $0.60+5.3% vs $0.57 | $47.4B+10.5% vs $42.9B |
BP says Whiting, Indiana refinery offered to meet union, awaits response
Energy investment could rise over the next decade, Baker Hughes CEO Lorenzo Simonelli said. Geopolitical risks, rising costs and uncertain oil prices complicate investment decisions, RWE and BP executives said.
BP stock has surged 40.6% in a year, driven by strong earnings. Portfolio restructuring, cost reductions and exploration investments strengthen its growth outlook.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Benchmark BP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for BP p.l.c. (BP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $44.53 | $116.6B | 2182.84 | 0.08% | 0.03% | 0.07% | 4.29% | |
| $165.87 | $687.53B | 24.76 | -4.52% | 10.46% | 15.24% | 2.41% | |
| $212.61 | $423.43B | 32.07 | -4.64% | 11.95% | 13.89% | 3.23% | |
| $99.09 | $276.27B | 16.52 | -6.13% | 10.18% | 17.89% | 2.87% | |
| $87.82 | $195.58B | 15.19 | -6.78% | 10.46% | 17.56% | 4.35% | |
| $55.45 | $80.33B | 31.81 | -7.48% | 8.72% | 14.2% | 4.02% |
BP p.l.c. (BP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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BP p.l.c. (BP) stock FAQ — growth, dividends, profitability & financials explained
BP p.l.c. (BP) reported $238.12B in revenue over the trailing twelve months. Revenue was $189.34B in fiscal year 2025. That is 323% more than the $44.73B of fiscal year 1996.
BP p.l.c. (BP) grew revenue by 0.1% in fiscal year 2025, compared with the prior fiscal year.
Yes. BP p.l.c. (BP) earned $9.02B in net income over the trailing twelve months (a 3.8% net margin).
Yes. BP p.l.c. (BP) pays a dividend that yields 4.29% at the current price, a high yield.
BP p.l.c. (BP) had a return on equity (ROE) of 0.1% in fiscal year 2025. That is below the market's typical 10-15%.
BP p.l.c. (BP) generated $23.39B in free cash flow over the trailing twelve months.
