---
schema_version: "secwatch.filing_event.v1"
accession: "0001163165-26-000005"
form_type: "8-K"
ticker: "COP"
cik: "0001163165"
company_name: "CONOCOPHILLIPS"
filed_at: "2026-02-05T23:59:59+00:00"
generated_at: "2026-05-16T04:18:01.767594+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# ConocoPhillips Q4 EPS $1.17 vs $1.90 YoY; guides 2026 capex ~$12B, production 2.33-2.36 MMBOED

## Summary
- Q4 GAAP EPS $1.17, adjusted EPS $1.02; full-year 2025 GAAP EPS $6.35, adjusted $6.16 (down >25% YoY).
- Q4 revenue $13.4B, full-year $58.9B; realized price $42.46/BOE, 19% lower YoY.
- 2026 guidance: capex ~$12B, adj. op. costs $10.2B, production 2.33-2.36 MMBOED; targeting 45% CFO return.
- Q1 dividend $0.84/share, payable March 2; FY25 returned $9.0B ($5B buybacks, $4B dividends).
- Marathon integration synergy doubled to >$1B run-rate; $3.2B dispositions closed; NFE startup H2 2026.

## SEC filing metadata
- accession: 0001163165-26-000005
- form_type: 8-K
- ticker: COP
- cik: 0001163165
- company_name: CONOCOPHILLIPS
- filed_at: 2026-02-05T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- 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/1163165/000116316526000005/0001163165-26-000005-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1163165/000116316526000005/cop-20260205.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001163165-26-000005
- JSON: https://secwatch.observer/filing/0001163165-26-000005.json
- Plain text: https://secwatch.observer/filing/0001163165-26-000005.txt

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