---
schema_version: "secwatch.filing_event.v1"
accession: "0000049938-26-000036"
form_type: "8-K"
ticker: "IMO"
cik: "0000049938"
company_name: "IMPERIAL OIL LTD"
filed_at: "2026-07-31T12:09:08+00:00"
generated_at: "2026-07-31T12:10:10.461727+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Imperial Oil Q2 net income surges to $2.19B from $949M; plans to accelerate share buybacks

## Summary
- Net income of $2,190M ($4.52 diluted EPS) vs $949M ($1.86) in Q2 2025; cash from ops $2,704M.
- Upstream production 414,000 boe/d; Kearl gross 257,000 bbl/d (Imperial share 182,000), Cold Lake 149,000.
- Downstream throughput 331,000 bbl/d, capacity utilization 76%; guidance cut to 370-380 mbbl/d and 85-88%.
- Renewed NCIB to repurchase up to 5% of shares (max 24.2M shares); plans to complete before year-end.
- Signed non-binding MOU with Canada, Alberta, and Oil Sands Alliance for regulatory reforms and fiscal measures.

## SEC filing metadata
- accession: 0000049938-26-000036
- form_type: 8-K
- ticker: IMO
- cik: 0000049938
- company_name: IMPERIAL OIL LTD
- filed_at: 2026-07-31T12:09:08+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/49938/000004993826000036/0000049938-26-000036-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/49938/000004993826000036/imo-20260731.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000049938-26-000036
- JSON: https://secwatch.observer/filing/0000049938-26-000036.json
- Plain text: https://secwatch.observer/filing/0000049938-26-000036.txt

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