SHEL Earnings Date: Feb 4, 2027 (Estimated) — Shell plc
NYSE · Energy · Oil & Gas Integrated
Updated
When is SHEL's next earnings date?
Shell plc (SHEL) is expected to report Q4 2026 earnings on Thursday, February 4, 2027 at 3:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $2.82 on revenue of $89.01B.
How did SHEL do in its last earnings report?
In its most recent report on Oct 29, 2026 (Q3 2026), Shell plc posted EPS of $3.86 versus the $3.60 estimate, a beat of 7.2%. Revenue was $92.85B against a $93.25B estimate. The stock's 1-day post-earnings move was +2.4%.
How much does SHEL stock move after earnings?
SHEL beat EPS estimates in 6 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 2.6% (up or down) in the day after earnings.
About Shell plc
Shell plc, a distinguished energy and petrochemical corporation, is headquartered in London, United Kingdom, and was originally founded in 1907. Known as Royal Dutch Shell plc until its name change in January 2022, the company maintains a formidable global presence, conducting operations across Europe, Asia, Oceania, Africa, and both North and South America. Its comprehensive business activities are categorized into several key divisions: Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions. Shell's core operations involve the exploration for and extraction of crude oil, natural gas, and natural gas liquids. Beyond production, the company is deeply involved in the marketing, transportation, and strategic infrastructure development required to deliver these energy resources to consumers. This includes the manufacturing of gas-to-liquids fuels and a variety of other refined products. Shell also operates a substantial trading arm, dealing in commodities such as natural gas, liquefied natural gas (LNG), crude oil, electricity, and carbon emission rights. Its refining capabilities convert crude oil and various feedstocks into a wide range of essential products, including gasoline, diesel, aviation and marine fuels, lubricants, bitumen, and sulfur, while also developing low-carbon fuel alternatives. In the chemical sector, Shell is a significant producer of petrochemicals for industrial use, manufacturing base chemicals like ethylene, propylene, and aromatics, alongside intermediate chemicals such as styrene monomer, propylene oxide, and various solvents. The company also manages oil sands assets. Looking to the future of energy, Shell is actively investing in and developing renewable solutions. This includes generating electricity from wind and solar power, pioneering hydrogen production and sales, and establishing a network of electric vehicle charging services. Furthermore, Shell promotes LNG as a viable fuel source for heavy-duty transportation.
🤖 AI Earnings Analysis
Shell’s refining-margin surge nearly doubled profit, prompting a $5 billion buyback; Q3 EPS of $3.86 beat by $0.26 despite a revenue miss. Strong cash generation is encouraging, though earnings remain cyclical.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-29 | Q3 2026 | 3.60 | 3.86 | +7.22% | $92.85B | ✅ Beat | +2.36% | — | — |
| 2026-07-30 | Q2 2026 | 2.83 | 3.52 | +24.38% | $94.66B | ✅ Beat | +2.46% | -0.65% | +3.57% |
| 2026-05-07 | Q1 2026 | 2.13 | 2.44 | +14.55% | $69.69B | ✅ Beat | -3.40% | -2.60% | -1.18% |
| 2026-02-05 | Q4 2025 | 1.26 | 1.14 | -9.52% | $64.09B | ❌ Miss | -5.28% | +1.83% | +8.50% |
| 2025-10-30 | Q3 2025 | 1.71 | 1.86 | +8.77% | $68.15B | ✅ Beat | -1.08% | -1.25% | -1.43% |
| 2025-07-31 | Q2 2025 | 1.21 | 1.44 | +19.01% | $65.41B | ✅ Beat | +0.67% | +0.72% | +4.10% |
| 2025-05-02 | Q1 2025 | 1.65 | 1.84 | +11.52% | $69.23B | ✅ Beat | +2.84% | +0.44% | +5.21% |
| 2025-01-30 | Q4 2024 | 1.49 | 1.20 | -19.46% | $66.28B | ❌ Miss | +2.89% | +2.71% | +5.25% |
Showing last 8 quarters.
Revenue by segment & region
By segment
FY2025 · $266.89B total · annual
| Segment | Share | Revenue | YoY | FY2025 |
|---|---|---|---|---|
| Oil products | 43.0% | $114.66B | -11.5% | $114.66B |
| Crude oil | 13.4% | $35.71B | -12.1% | $35.71B |
| LNG | 12.5% | $33.47B | +8.2% | $33.47B |
| Natural gas and NGL | 8.6% | $22.82B | +18.2% | $22.82B |
| Other | 7.5% | $19.96B | -10.6% | $19.96B |
| Power | 4.6% | $12.26B | +6.0% | $12.26B |
| Lubricants | 4.3% | $11.54B | +0.3% | $11.54B |
By region
FY2025 · $295.63B total · annual
| Segment | Share | Revenue | YoY | FY2019 | FY2020 | FY2021 | FY2022 |
|---|---|---|---|---|---|---|---|
| Europe | 31.1% | $91.81B | -0.7% | $98.45B | $50.14B | $78.55B | $135.97B |
| Asia Oceania And Africa | 30.7% | $90.84B | -7.6% | $139.92B | $65.14B | $87.07B | $126.64B |
| UNITED STATES | 19.5% | $57.73B | -11.3% | $83.21B | $50.86B | $73.65B | $87.08B |
| UNITED KINGDOM | 9.7% | $28.75B | +2.6% | — | $12.96B | $21.85B | $50.24B |
| Other Americas | 9.0% | $26.51B | -6.6% | $23.29B | $14.41B | $22.24B | $31.61B |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.