Imperial Oil's 2026Q2 results mark a clear profitability inflection, with operating margin expanding to 17.8% and EPS of $4.52 beating consensus by 24%, driven by a 43.4% revenue surge. The company maintains a fortress balance sheet with a debt-to-equity ratio...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 43.4% YoY to $16.1B in 2026Q2, with gross margin expanding to 22.4% and operating margin nearly doubling to 17.8%, reflecting strong operating leverage and cost discipline.
Imperial Oil Limited (IMO) has soared to a 52-week high, indicating strong market momentum and potential for further gains.
A bullish thesis on IMO highlights positive investor sentiment and potential upside in the stock.
Deep dive analysis reveals Imperial Oil's strong financial health, making it an attractive investment.
Trailing total returns as of 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest Jul 31, 2026 | $3.27+9.4% vs $2.99 | $11.3B+3.5% vs $10.9B |
Q2 2026 May 1, 2026 | $1.41-18.5% vs $1.73 | $8.9B+3.9% vs $8.6B |
Q1 2026 Jan 30, 2026 | $1.41+3.7% vs $1.36 | $8.2B-6.5% vs $8.8B |
Q4 2025 Oct 31, 2025 | $1.57+9.0% vs $1.44 | $8.7B-8.4% vs $9.4B |
On September 16, 2026, Imperial Oil Ltd (IMO) shares fell 3.7%, bringing the current price to $130.30. The stock has experienced a 52-week range of $83.27 to $1
IMO's 49% year to date rally is backed by strong cash flow and Kearl growth plans, but costs, commodity swings and refinery cuts temper upside.
Nykredit A S acquired a new position in shares of Imperial Oil Limited (NYSEAMERICAN:IMO) (TSE: IMO) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 9,263 shares of the energy company's stock, valued at approximately $1,040,000. Several other
Furuno Unveils New SOLION-100 Terminal for Iridium GMDSS PR Newswire HAMBURG, Germany, Sept. 1, 2026
Benchmark IMO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Imperial Oil Limited (IMO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $124.75 | $61.93B | 27.16 | -8.61% | 6.94% | 14.29% | 1.58% | |
| $31.08 | $57.32B | 20.40 | -13.98% | 12.37% | 21.02% | — | |
| $67.98 | $80.27B | 19.78 | -3.51% | 15.12% | 19.39% | — | |
| $47.64 | $99.36B | 13.03 | 23.87% | 24.35% | 28.73% | — | |
| $15.64 | $565.7M | -111.71 | 19.26% | -1.44% | -2.51% | — | |
| $388.38 | $113.38B | 29.27 | -4.44% | 5.56% | 35.23% | — |
Imperial Oil Limited (IMO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Imperial Oil Limited (IMO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 31, 2026·SEC
Jul 31, 2026·SEC
Jul 31, 2026·SEC
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Imperial Oil Limited (IMO) stock FAQ — growth, dividends, profitability & financials explained
Imperial Oil Limited (IMO) reported $55.99B in revenue for fiscal year 2025. This represents a 439% increase from $10.38B in 1996.
Imperial Oil Limited (IMO) saw revenue decline by 8.6% over the past year.
Yes, Imperial Oil Limited (IMO) is profitable, generating $4.38B in net income for fiscal year 2025 (6.9% net margin).
Yes, Imperial Oil Limited (IMO) pays a dividend with a yield of 1.58%. This makes it attractive for income-focused investors.
Imperial Oil Limited (IMO) has a return on equity (ROE) of 14.3%. This is reasonable for most industries.
Imperial Oil Limited (IMO) generated $5.04B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
