---
schema_version: "secwatch.filing_event.v1"
accession: "0000049938-26-000007"
form_type: "8-K"
ticker: "IMO"
cik: "0000049938"
company_name: "IMPERIAL OIL LTD"
filed_at: "2026-01-30T23:59:59+00:00"
generated_at: "2026-05-16T06:10:43.382616+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Imperial Q4 net income $492M; dividend raised 20% to $0.87; record annual production

## Summary
- Q4 GAAP net income $492M ($1.00 diluted EPS) vs $1,225M ($2.37) YoY; adjusted net income $968M ($1.97 EPS).
- Dividend increased 20% to $0.87 per share; returned $2,072M to shareholders in Q4 via dividends and buybacks.
- Annual gross production of 438,000 boe/d, highest in over 30 years; Kearl total gross 274,000 bbl/d in Q4.
- Identified items include $320M after-tax charge for Norman Wells end-of-life and $156M after-tax inventory optimization.
- Cash from operations $1,918M in Q4; full-year net income $3,268M, adjusted $4,299M.

## SEC filing metadata
- accession: 0000049938-26-000007
- form_type: 8-K
- ticker: IMO
- cik: 0000049938
- company_name: IMPERIAL OIL LTD
- filed_at: 2026-01-30T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- 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/49938/000004993826000007/0000049938-26-000007-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/49938/000004993826000007/imo-20260130.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000049938-26-000007
- JSON: https://secwatch.observer/filing/0000049938-26-000007.json
- Plain text: https://secwatch.observer/filing/0000049938-26-000007.txt

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