Imperial Oil LtdIMO
Price$124.53Intrinsic value$61.5451% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
9.5%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
1analyst covering
Consensus: NegativeAs of 18 Aug 2026
FY Revenue (est.)
$42.5Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$10.14next fiscal year
As of 18 Aug 2026
Monitoring Framework
Key Performance Indicators
Upstream Gross Production (gross oil equivalent barrels per day) Quarterly433KTarget: 441,000 to 460,000
Downstream Throughput (barrels per day) QuarterlyTarget: 395,000 to 405,000
Downstream Capacity Utilization QuarterlyTarget: 91% to 93%
Watch Items
  • WTI/WCS Crude Oil Pricing SpreadTrigger: Significant widening of the heavy crude differentialAction: Assess impact on upstream bitumen realizations and evaluate offsetting downstream refining margin benefits.
  • Refinery Outages and Utilization RatesTrigger: Capacity utilization dropping below 90%Action: Review maintenance schedules, operational reliability, and downstream segment profitability.
  • ExxonMobil Ownership and Controlled-Company DecisionsTrigger: Changes in capital allocation or transfer pricing policies by ExxonMobil (69.6% owner)Action: Evaluate minority shareholder alignment and potential impacts on independent capital return programs.
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.