---
schema_version: "secwatch.filing_event.v1"
accession: "0000049938-25-000068"
form_type: "8-K"
ticker: "IMO"
cik: "0000049938"
company_name: "IMPERIAL OIL LTD"
filed_at: "2025-10-31T23:59:59+00:00"
generated_at: "2026-05-17T01:10:33.978323+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Imperial Q3 GAAP net $539M (-56% YoY); adjusted net $1,094M; record upstream production 462k boe/d

## Summary
- Net income $539M ($1.07/diluted share) vs $1,237M in Q3 2024; adjusted net $1,094M ($2.17/diluted share).
- Kearl record gross production 316k bpd (+7% YoY); total upstream output 462k boe/d, highest in over 30 years.
- Refinery utilization 98%; throughput 425k bpd, up from 389k in Q3 2024 on lower turnaround impacts.
- Restructuring charge $330M pretax ($249M after-tax); non-cash impairment of Calgary campus $406M pretax ($306M after-tax).
- Returned $1,835M to shareholders: $366M dividends, $1,469M buybacks; accelerated NCIB expected to complete before year-end.

## SEC filing metadata
- accession: 0000049938-25-000068
- form_type: 8-K
- ticker: IMO
- cik: 0000049938
- company_name: IMPERIAL OIL LTD
- filed_at: 2025-10-31T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/49938/000004993825000068/0000049938-25-000068-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/49938/000004993825000068/imo-20251031.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000049938-25-000068
- JSON: https://secwatch.observer/filing/0000049938-25-000068.json
- Plain text: https://secwatch.observer/filing/0000049938-25-000068.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.