SU Earnings

SU reported its earnings on 2026-02-04, showcasing a revenue of against an estimate of 8.31B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.72 by 0%. The stock experienced a -0.02% price change on the earnings day and a 2.77% change over the next five days, reflecting market reactions to the results.

Following SU's earnings announcement on 2026-02-04, the stock price moved by -0.02% on the day of the release. Over the subsequent five days, it saw a 2.77% change. Historically, SU's stock price tends to shift by an average of -0.28% in the 10 days leading up to earnings and 4.94% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate SU's annual revenue to reach 12.09B, while the EPS is projected at 0.96. These estimates reflect recent revisions, with revenue estimates revised downward by -0.01% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between SU's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.01%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SU's stock price typically moves by -0.28% in the 10 days before its earnings and 4.94% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.96 and revenue of 12.09B.

The earnings call presents a strong financial outlook, with increased production, refining, and sales guidance, alongside effective cost management. Shareholder returns are emphasized through consistent buybacks and dividend growth. Despite some management ambiguities in the Q&A, operational improvements and strategic planning indicate a positive trajectory. The stock price is likely to experience a positive movement, driven by robust production metrics, shareholder-focused capital allocation, and a strong refining market outlook.