TotalEnergies Reports Significant Increase in Profit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 30 2025
0mins
Should l Buy TTE?
Source: WSJ
Profit Increase: TotalEnergies reported a net profit of $3.68 billion in Q3, up from $2.29 billion in the same quarter last year.
Adjusted Income: The adjusted net income for the company was $3.98 billion, showing an increase from $3.58 billion in Q2 and a slight decrease from $4.07 billion in Q3 of 2024.
Production and Refining Boost: The profit rise was attributed to higher production levels and stronger refining profits.
Quarterly Comparison: The financial results indicate a positive trend in profitability compared to both the previous quarter and the same quarter of the previous year.
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Analyst Views on TTE
Wall Street analysts forecast TTE stock price to fall
16 Analyst Rating
8 Buy
8 Hold
0 Sell
Moderate Buy
Current: 80.340
Low
60.04
Averages
71.67
High
90.93
Current: 80.340
Low
60.04
Averages
71.67
High
90.93
About TTE
TotalEnergies SE is a France-based company. The Company is predominantly engaged in the business as a worldwide oil group. Its segment divisions are divided into refining and chemistry such as refining of petroleum products and manufacture of basic chemistry and of specialty chemistry, petroleum products distribution, electricity generation from combined cycle gas plants and renewable energies, gas production, trading, transport and distribution primarily includes liquefied natural gas, natural gas, biogas, hydrogen, liquefied petroleum gas and hydrocarbon operating and production. The group is also operating in trading and sea transport of crude oil and oil products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Historical Trends: J.P. Morgan analysts highlighted that regime changes in oil-producing countries have historically driven oil prices up by an average of 30% for at least three months, providing crucial market insights for investors.
See More
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- Morgan Stanley Bullish on Nvidia: Morgan Stanley names Nvidia a top pick, viewing the current stock price at 18x CY27 EPS as an attractive entry point, expecting market concerns about growth durability to shift to enthusiasm in the coming months.
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- Piper Sandler Upgrades CrowdStrike: Piper Sandler upgrades CrowdStrike from neutral to overweight, maintaining a $520 price target, arguing that the market's bearish sentiment driven by AI narratives is overdone for a leading security platform with a strong track record.
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- Market Reaction: Following the assassination of Iran's Supreme Leader Khamenei in joint U.S.-Israeli strikes, traders rushed to gain energy exposure, resulting in significant pre-market gains for related ETFs, highlighting the market's sensitivity to energy price fluctuations.
- Strait of Hormuz Risks: The potential closure of the Strait of Hormuz, responsible for over 27% of global crude oil shipments, has raised alarm among retail traders, further exacerbating market uncertainty amid escalating tensions.
- Military Action Outlook: President Trump indicated that the current military operations against Iran could last four to five weeks, intensifying market expectations for future oil price volatility and prompting investors to reassess their energy asset allocations.
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Concerns Over Enrichment: Trump emphasized that there should be no enrichment of uranium by Iran, reiterating a hardline stance on nuclear negotiations.
Frustration with Current Negotiations: He conveyed that the current state of negotiations with Iran is unsatisfactory and does not meet U.S. expectations.
Overall Sentiment: Trump's comments reflect a broader frustration with Iran's actions and the ongoing diplomatic efforts surrounding their nuclear program.
See More
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- Long-Term LNG Supply Agreement: TotalEnergies has entered into a preliminary agreement with Glenfarne to secure a long-term supply of 2 million tons of liquefied natural gas annually from the Alaska LNG project for 20 years, which is expected to enhance its leadership position in the U.S. LNG market.
- Strategic Project Significance: The Alaska LNG project is the only federally authorized LNG export terminal on the U.S. Pacific coast, with a planned capacity of 20 million tons annually, aimed at directly serving Asia's demand, thereby enhancing energy security.
- Market Expansion Plans: In 2025, TotalEnergies was the top U.S. LNG exporter, shipping 19 million tons, accounting for 18% of the country's production, and this agreement will further diversify its supply sources and strengthen its competitive edge in the market.
- Future Growth Expectations: The company aims to increase the share of natural gas in its sales mix to nearly 50% by 2030 and expects a 3% growth in oil and gas production in 2026, which will support a 7% increase in cash flow at $60 per barrel.
See More
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- Long-Term Purchase Agreement: TotalEnergies has signed a preliminary agreement to purchase 2 million metric tons of liquefied natural gas annually from Glenfarne's Alaska LNG project for 20 years, marking a significant step toward commercializing the proposed 20 million tons/year export facility.
- Geographical Advantage: CEO Patrick Pouyanne highlighted that the Alaska LNG project is well-positioned geographically to better serve Asian customers, illustrating TotalEnergies' strategic ambitions in the global LNG market.
- Investment Decision Dependency: The deal is contingent upon the project's final investment decision, with Glenfarne stating that this will occur once contracts for 16 million tons/year are secured; currently, 13 million tons/year are covered under preliminary long-term agreements with various partners.
- Supply Diversification Strategy: This agreement aims to solidify TotalEnergies' position as a leading buyer of U.S. LNG while diversifying its supply sources, thereby enhancing its resilience against fluctuations in the global energy market.
See More
