secwatch.observer — SEC 8-K summary
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Issuer:     CONOCOPHILLIPS (COP)
CIK:        0001163165
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0001163165-26-000005
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1163165/000116316526000005/0001163165-26-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1163165/000116316526000005/cop-20260205.htm
  HTML page:      https://secwatch.observer/filing/0001163165-26-000005

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