SHEL
Shell·NYSE
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SHEL fundamentals
Shell (SHEL) released its earnings on Feb 5, 2026: revenue was 64.09B (YoY -3.31%), beat estimates; EPS was 1.14 (YoY -5.00%), missed estimates.
Revenue / YoY
64.09B
-3.31%
EPS / YoY
1.14
-5.00%
Report date
Feb 5, 2026
SHEL Earnings Call Summary for Q4,2025
- Cost Efficiency Record: Achieved $5.1 billion in structural cost savings, 3 years ahead of target, driving 15%+ ROACE in Mobility and Lubricants.
- LNG Growth Momentum: 11% YoY LNG sales growth, with 4-5% annual target to 2030, supported by LNG Canada ramp-up and Pavilion Energy.
- Shareholder Returns: 4% dividend increase and $3.5 billion buyback, maintaining 40-50% CFFO payout ratio despite share price rerating.
- AI-Driven Transformation: Investing in agnostic AI to optimize workflows, with potential cost reductions in Chemicals and Upstream.
- ESG Leadership: Reduced Scope 1/2 emissions by 70% of 2030 target, customer emissions by 18%, and eliminated routine flaring in Upstream.
EPS
Revenue
Revenue & Expenses
SHEL has released its 2025 Q4 earnings report, with revenue of 66.73B, reflecting a YoY change of -0.12%, and net profit of 4.18B, showing a YoY change of 301.54%. The Sankey diagram below clearly presents SHEL's revenue sources and cost distribution.
Key Indicators
Shell (SHEL) key financial stats and ratios, covering profitability, financial health, and leverage.
Shell (SHEL)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Shell (SHEL)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Shell (SHEL)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Shell (SHEL) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Shell (SHEL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What were the key takeaways from Shell's earnings call?What is Shell's gross profit margin?What does Shell do and what are its main business segments?What factors drove the changes in Shell's revenue and profit?What is Shell's latest dividend and current dividend yield?Did Shell beat or miss consensus estimates last quarter?What were the key takeaways from Shell’s earnings call?What is the revenue and EPS growth rate for Shell year over year?
