IMPERIAL OIL LTD
Imperial Oil Limited operates as an integrated oil company in Canada, engaged in the exploration, production, and sale of crude oil, natural gas, bitumen, and synthetic crude oil through its Upstream segment, as well as the refining, transportation, and marketing of petroleum products through its Downstream segment and the manufacturing of petrochemicals through its Chemical segment.
IMPERIAL OIL LTD is a Energy company operating in Oil & Gas Integrated with a $56.69B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 30, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Spoken Alpha tracks IMO's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for IMO.
$ curl https://api.spokenalpha.com/v1/companies/IMOFAQ
Spoken Alpha indexes IMO's earnings call transcripts at https://spokenalpha.com/companies/IMO. Each call links to attributed speakers and parsed analyst Q&A. IMPERIAL OIL LTD's own investor relations page is at https://www.imperialoil.ca/investors/investor-relations.
IMPERIAL OIL LTD (IMO) held its most recent earnings call on 2026-05-01, covering fiscal Q1 2026.
IMPERIAL OIL LTD (IMO) operates in the Energy sector (Oil & Gas Integrated industry).
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-30 | — | $4.13 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-29 | $1.94 | $1.45 | +33.8% | $12.45B | — | — | EODHD |
| Q4 FY2025 | 2026-01-28 | $1.97 | $1.91 | +3.1% | $11.28B | — | — | EODHD |
| Q3 FY2025 | 2025-10-29 | $1.07 | $1.84 | -41.9% | $11.61B | — | — | EODHD |
| Q2 FY2025 | 2025-07-30 | $1.86 | $1.53 | +21.6% | $11.21B | — | — | EODHD |
| Q1 FY2025 | 2025-05-01 | $2.52 | $2.19 | +15.1% | $12.47B | — | — | EODHD |
| Q4 FY2024 | 2025-01-30 | $2.37 | $2.15 | +10.2% | $12.70B | — | — | EODHD |
| Q3 FY2024 | 2024-10-31 | $2.33 | $2.09 | +11.5% | $13.21B | — | — | EODHD |
| Q2 FY2024 | 2024-08-01 | $2.11 | $1.89 | +11.6% | $13.35B | — | — | EODHD |
| Q1 FY2024 | 2024-04-25 | $2.23 | $2.07 | +7.7% | $12.25B | — | — | EODHD |
| Q4 FY2023 | 2024-02-01 | $2.47 | $2.17 | +13.8% | $13.20B | — | — | EODHD |
| Q3 FY2023 | 2023-10-26 | $2.76 | $2.66 | +3.8% | $13.87B | — | — | EODHD |
| Q2 FY2023 | 2023-07-27 | $1.15 | $1.16 | -0.9% | $11.76B | — | — | EODHD |
| Q1 FY2023 | 2023-04-27 | $2.13 | $2.01 | +6.0% | $12.06B | — | — | EODHD |
| Q4 FY2022 | 2023-01-30 | $2.86 | $2.58 | +10.8% | $14.40B | — | — | EODHD |
| Q3 FY2022 | 2022-10-27 | $3.24 | $2.83 | +14.5% | $15.07B | — | — | EODHD |
| Q2 FY2022 | 2022-07-28 | $3.63 | $1.81 | +100.0% | $17.29B | — | — | EODHD |
| Q1 FY2022 | 2022-04-28 | $1.75 | $1.91 | -8.4% | $12.66B | — | — | EODHD |
| Q4 FY2021 | 2022-01-31 | $1.35 | $1.35 | 0.0% | $12.29B | — | — | EODHD |
| Q3 FY2021 | 2021-10-28 | $1.29 | $1.22 | +5.7% | $10.21B | — | — | EODHD |
Source: EODHD. IMO reported actuals as published; sparse fields render as —.
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.43 | $2.42 | +41.8% | -0.7% | +2.1% |
| Q4 FY2026 | $3.47 | $2.48 | +40.1% | +2.7% | +2.0% |
| Q3 FY2026 | $3.81 | $2.73 | +39.5% | -4.3% | -2.5% |
| Q2 FY2026 | $3.31 | $2.46 | +34.5% | +2.0% | +2.9% |
| Q1 FY2025 | $3.64 | $2.72 | +33.7% | -0.5% | +2.0% |
| Q4 FY2025 |
| $3.49 |
| $2.53 |
| +37.9% |
| +5.9% |
| +5.1% |
| Q3 FY2025 | $3.67 | $2.68 | +36.8% | +5.1% | +3.0% |
| Q2 FY2025 | $3.65 | $2.63 | +38.7% | +6.1% | +7.6% |
| Q1 FY2024 | $3.68 | $2.64 | +39.3% | +6.3% | +7.8% |
| Q4 FY2024 | $4.15 | $2.85 | +45.6% | +4.0% | +2.5% |