{"schema_version":"secwatch.filing_event.v1","accession":"0000049938-26-000015","form_type":"8-K","ticker":"IMO","cik":"0000049938","company_name":"IMPERIAL OIL LTD","filed_at":"2026-05-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.609618+00:00","generated_at":"2026-05-15T00:26:01.721435+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Imperial Oil Q1 net income $940M, EPS $1.94; Downstream capacity utilization 88%","bullets":["Net income $940M ($1.94 diluted EPS) vs $1,288M ($2.52) in Q1 2025, down 27%.","Cash from ops $756M; cash from ops excl working capital $1,239M, down from $1,760M YoY.","Upstream production 419,000 boe/d (flat YoY); Kearl gross 259,000 b/d, Cold Lake 155,000.","Downstream throughput 384,000 b/d, capacity utilization 88% (91% Q1 2025); impacted by unplanned downtime.","Returned $350M to shareholders via dividends; declared Q2 dividend $0.87/share; NCIB renewal planned June 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0000049938-26-000015","json":"https://secwatch.observer/filing/0000049938-26-000015.json","markdown":"https://secwatch.observer/filing/0000049938-26-000015.md","text":"https://secwatch.observer/filing/0000049938-26-000015.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/49938/000004993826000015/0000049938-26-000015-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/49938/000004993826000015/imo-20260501.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:26:01.721435+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e9e97054b493b25cec40a9f82ecb34b2ea3b0585","claim":"IMPERIAL OIL LTD reported the fiscal quarter ended March 31, 2026 results: net income $940 million, EPS $1.94.","evidence_excerpt":"Imperial reported estimated net income in the first quarter of $940 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/49938/000004993826000015/0000049938-26-000015-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended March 31, 2026"},{"label":"Net income","value":"$940 million"},{"label":"EPS","value":"$1.94"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}