康菲石油第三季度盈利40亿美元：每股收益3.34美元，季度股息上调11%至0.93美元
休斯顿——总部位于德克萨斯州 Houston 的康菲石油（ConocoPhillips）11月5日公布2026年第三季度业绩：当季盈利40亿美元、每股收益3.34美元，上年同期为盈利17亿美元、每股收益1.38美元；剔除特殊项目后的调整后盈利为39亿美元、每股3.27美元，上年同期为20亿美元、每股1.61美元。公司称，本季特殊项目主要是一笔税务准备金的转回。
产量方面，公司第三季度总产量为每日230.2万桶油当量，其中 Lower 48 地区产量为每日151.7万桶油当量，较上年同期减少9.7万桶油当量。公司当季平均实现价格为每桶油当量61.40美元，较上年同期的46.44美元高出32%；业绩增长主要来自价格上涨，部分被产量下降抵消。
现金流方面，公司当季经营活动现金流为72亿美元，另有出售非核心资产所得16亿美元；当季资本开支与投资31亿美元，向股东返还34亿美元，其中股票回购24亿美元、普通股息10亿美元。季末公司持有现金及短期投资104亿美元。
股息方面，康菲石油将季度普通股息上调11%至每股0.93美元，自第四季度股息起生效，2026年12月1日派付，登记日为11月16日营业结束时。公司表示，全年返还经营现金流45%的目标保持在轨。
项目进展方面，位于阿拉斯加的 Willow 项目关键路径模块建造已完成逾75%，仍按计划于2029年初投产；公司商业液化天然气承购组合扩大至13 MTPA（每年1,300万吨）。公司预计第四季度产量为每日232万至236万桶油当量，全年资本开支与调整后运营成本指引维持不变。
康菲石油总裁兼首席执行官 Andy O'Brien 表示，公司正继续执行其差异化战略，组合在运营与财务上均表现强劲，公司在 Lower 48 的一流资产上持续捕获效率、扩大液化天然气承购组合，并推进 Willow 项目关键节点；公司同时强化了资产负债表，并继续朝2026年返还经营现金流45%的目标推进。（来源：康菲石油）
ConocoPhillips Third-Quarter Earnings Rise to $4.0 Billion: EPS of $3.34, Quarterly Dividend Raised 11% to $0.93
Houston — ConocoPhillips, headquartered in Houston, Texas, on November 5 reported third-quarter 2026 earnings of $4.0 billion, or $3.34 per share, compared with third-quarter 2025 earnings of $1.7 billion, or $1.38 per share. Excluding special items, adjusted earnings were $3.9 billion, or $3.27 per share, compared with $2.0 billion, or $1.61 per share, a year earlier. The company said special items for the quarter primarily reflect the reversal of a tax reserve.
Total company production for the quarter was 2,302 thousand barrels of oil equivalent per day (MBOED), including 1,517 MBOED from the Lower 48, a decrease of 97 MBOED from the same period a year ago. The company's average realized price was $61.40 per BOE, 32% higher than the $46.44 per BOE realized in the third quarter of 2025; earnings increased primarily due to higher prices, partially offset by lower volumes.
Cash provided by operating activities and cash from operations (CFO) were $7.2 billion, and the company also received $1.6 billion of disposition proceeds from the sale of noncore assets. ConocoPhillips funded $3.1 billion of capital expenditures and investments and returned $3.4 billion to shareholders, consisting of $2.4 billion in share repurchases and $1.0 billion in ordinary dividends. The company ended the quarter with cash and short-term investments of $10.4 billion.
The company raised its quarterly ordinary dividend by 11% to $0.93 per share, effective with the fourth-quarter dividend, payable December 1, 2026, to stockholders of record at the close of business on November 16, 2026. It said it remains on track for its target of returning 45% of CFO in 2026.
On projects, module fabrication for the Willow development in Alaska is more than 75% complete, on track for first oil in early 2029, and the company's commercial LNG offtake portfolio has expanded to 13 MTPA. Fourth-quarter 2026 production is expected to be 2.32 to 2.36 million barrels of oil equivalent per day, and full-year capital expenditures and adjusted operating cost guidance remain unchanged.
Andy O'Brien, president and chief executive officer, said the company is continuing to execute its differential strategy with strong operational and financial performance across the portfolio, capturing efficiencies across its Lower 48 assets, growing its LNG offtake portfolio and advancing Willow critical path items, while strengthening the balance sheet and progressing toward the 45% return-of-CFO target. (Source: ConocoPhillips)
来源：康菲石油
发布：GSM·美国（发布链接）
图片来源：图：康菲石油位于 Houston 的公司总部大楼。Scotthydril 摄，CC BY 4.0，经 Wikimedia Commons。 / Photo: ConocoPhillips company headquarters in Houston. By Scotthydril, CC BY 4.0, via Wikimedia Commons.
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