Sign In
Buy RYDAF
Royal Dutch Shell Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $1.07 |
| EPS actual | $1.22 |
| EPS Surprise | 14.02% |
| Revenue estimate | 81.403B |
| Revenue actual | 69.691B |
| Revenue Surprise | -14.39% |
| Release date | Feb 05, 2026 |
| EPS estimate | $0.613 |
| EPS actual | $0.570 |
| EPS Surprise | -7.01% |
| Revenue estimate | 62.805B |
| Revenue actual | 64.093B |
| Revenue Surprise | 2.05% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.84 |
| EPS actual | $0.90 |
| EPS Surprise | 6.41% |
| Revenue estimate | 65.816B |
| Revenue actual | 67.744B |
| Revenue Surprise | 2.93% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.648 |
| EPS actual | $0.600 |
| EPS Surprise | -7.41% |
| Revenue estimate | 84.993B |
| Revenue actual | 65.406B |
| Revenue Surprise | -23.05% |
Last 4 Quarters for Royal Dutch Shell
Below you can see how RYDAF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $36.40 |
| EPS estimate | $0.648 |
| EPS actual | $0.600 |
| EPS surprise | -7.41% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $36.12 |
| Jul 28, 2025 | $35.93 |
| Jul 29, 2025 | $34.85 |
| Jul 30, 2025 | $35.73 |
| Jul 31, 2025 | $36.40 |
| Aug 01, 2025 | $35.65 |
| Aug 04, 2025 | $35.49 |
| Aug 05, 2025 | $35.84 |
| Aug 06, 2025 | $36.17 |
| 4 days before | 0.775% |
| 4 days after | -0.632% |
| On release day | -2.06% |
| Change in period | 0.138% |
| Release date | Oct 30, 2025 |
| Price on release | $37.00 |
| EPS estimate | $0.84 |
| EPS actual | $0.90 |
| EPS surprise | 6.41% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $37.95 |
| Oct 27, 2025 | $37.25 |
| Oct 28, 2025 | $37.15 |
| Oct 29, 2025 | $37.35 |
| Oct 30, 2025 | $37.00 |
| Oct 31, 2025 | $36.71 |
| Nov 03, 2025 | $37.00 |
| Nov 04, 2025 | $35.97 |
| Nov 05, 2025 | $37.00 |
| 4 days before | -2.50% |
| 4 days after | 0% |
| On release day | -0.784% |
| Change in period | -2.50% |
| Release date | Feb 05, 2026 |
| Price on release | $37.69 |
| EPS estimate | $0.613 |
| EPS actual | $0.570 |
| EPS surprise | -7.01% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $37.00 |
| Feb 02, 2026 | $37.90 |
| Feb 03, 2026 | $38.10 |
| Feb 04, 2026 | $39.28 |
| Feb 05, 2026 | $37.69 |
| Feb 06, 2026 | $37.24 |
| Feb 09, 2026 | $38.00 |
| Feb 10, 2026 | $38.45 |
| Feb 11, 2026 | $39.25 |
| 4 days before | 1.87% |
| 4 days after | 4.13% |
| On release day | -1.20% |
| Change in period | 6.08% |
| Release date | May 07, 2026 |
| Price on release | $41.37 |
| EPS estimate | $1.07 |
| EPS actual | $1.22 |
| EPS surprise | 14.02% |
| Date | Price |
|---|---|
| May 01, 2026 | $44.71 |
| May 04, 2026 | $44.71 |
| May 05, 2026 | $45.35 |
| May 06, 2026 | $45.16 |
| May 07, 2026 | $41.37 |
| May 08, 2026 | $41.58 |
| May 11, 2026 | $42.05 |
| May 12, 2026 | $43.01 |
| May 13, 2026 | $41.67 |
| 4 days before | -7.48% |
| 4 days after | 0.730% |
| On release day | 0.508% |
| Change in period | -6.80% |
Royal Dutch Shell Earnings Call Transcript Summary of Q1 2026
Shell reported a strong Q1 2026 driven by operational performance and its integrated portfolio. Key financials: adjusted earnings just under $7 billion and cash flow from operations (ex‑working capital) of over $17 billion; working capital outflow of about $11 billion (largely price-related and expected to reverse over time). The Middle East conflict reduced some volumes (notably damage to Pearl GTL Train 2 — repair expected to take ~1 year with repair costs well below $0.5 billion) and disrupted LNG flows, but Shell says LNG Canada ramp-up and trading/optimization helped offset some impacts. Portfolio and capital allocation moves included the announced acquisition of ARC Resources (expected to lift 2030 CAGR from ~1% to ~4% vs 2025), divestment of Jiffy Lube for $1.3 billion, and continued high-grading of assets. Guidance/financial framework: full‑year 2026 cash CapEx $24–26 billion (including ~$4 billion for ARC), 2027–28 cash CapEx remains $20–22 billion; net debt $52.6 billion (or ~ $22 billion excluding leases). Shareholder returns: a $3 billion share buyback program for the next 3 months and a 5% dividend increase; management reiterates a 40–50% of CFFO through‑the‑cycle distribution policy. Management emphasized cost and capital discipline, ongoing chemicals restructuring/options for U.S. chemicals, and continued focus on LNG growth and portfolio resilience amid volatility.
