ExxonMobil expects Q1 EPS higher ex-timing; Middle East disruptions cut production ~6%

EXXON MOBIL CORP

Middle East disruptions to lower Q1 global production ~6% vs Q4 2025; Qatar LNG trains damaged (3% of 2025 upstream output).
Timing effects expected ($4.9B)-($3.5B) negative due to rising oil prices; midpoint ~$0.93/share.
Identified items include ($0.8B)-($0.6B) loss from Middle East-related hedge settlements.
Golden Pass LNG Train 1 at Sabine Pass achieved first LNG production on March 30, 2026.
Q1 EPS expected higher than Q4 2025 excluding unfavorable timing effects.

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