英国石油(BP)

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3 Integrated Energy Stocks to Gain Despite Ongoing Trade Tensions
ZACKS· 2025-05-05 22:15
Given the trade tensions that could lead to potential economic slowdowns, the future business environment of integrated energy companies remains uncertain. Furthermore, a deceleration in oil production growth is expected to limit earnings from the upstream activities. At the same time, the rising demand for renewable energy is adding uncertainty to the prospects of the Zacks Oil and Gas Integrated International industry, creating a bleak outlook.Among the companies in the industry that will probably survive ...
BP's Leaner, Sharper Strategy Could Drive A Rerating--Here's The Case
Seeking Alpha· 2025-05-03 03:49
Right now, BP (NYSE: NYSE: BP ) is getting squeezed on two fronts: its Q1 earnings stumbled on weaker refining margins, and the market doesn’t quite know what to make of its strategy reset. But if you strip away the noise, what you’re leftWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportuniti ...
Should You Stay Invested in BP Stock or Sell it Post Q1 Earnings?
ZACKS· 2025-05-02 23:20
文章核心观点 - 英国石油公司2025年第一季度财报未达预期,但新上游项目启动和发现带来核心业务前景改善,投资者可持有现有股票,新投资者此时投资非最佳时机 [1][19] 第一季度财报情况 - 调整后每股美国存托凭证收益为53美分,低于Zacks共识预期的56美分,较去年同期的97美分下降 [2] - 季度总收入479亿美元,低于Zacks共识预期的572亿美元,较去年同期的499亿美元下降 [3] 其他能源公司情况 - 雪佛龙和埃克森美孚公布3月季度财报,均超Zacks盈利共识预期 [4] 上游项目进展 - 三个关键项目开始产油产气,可使公司日产能增加10万桶,助力实现2027年日产能增加25万桶目标 [5] - 在墨西哥湾、特立尼达、埃及和纳米比亚有六项油气发现,可增加油气产量 [6] 可再生天然气市场布局 - 2022年12月28日收购美国可再生天然气公司Archaea Energy,体现向低碳能源转型战略 [7] - 将Archaea纳入“天然气和低碳能源”业务板块,预计到2026年该公司实现正自由现金流 [8] 资产剥离与资产负债表 - 年初至今已完成或签署15亿美元剥离协议,今年目标为30 - 40亿美元,多数收益可能在下半年实现 [9] - 有20亿美元的多年剥离计划,剥离收益将助力公司到2027年实现净债务目标范围140 - 180亿美元 [10] 股价表现与估值 - 过去一年股价暴跌23.8%,表现逊于行业11.5%的跌幅,也逊于埃克森美孚和雪佛龙 [11] - 股票估值不高,过去12个月企业价值与息税折旧摊销前利润比率为2.68倍,低于行业平均的3.95倍 [14] 投资建议相关因素 - 炼油收益因美国中西部汽油供应过剩和鹿特丹柴油过剩而疲软,第一季度有效税率升至约50% [16][17] - 公司短期华尔街平均目标价比上一收盘价高33.3%,最高目标价代表潜在涨幅100.9% [18] - 现有投资者可持股,新投资者此时投资非最佳时机,股票获Zacks排名3(持有) [19]
BP(BP) - 2025 Q1 - Quarterly Report
2025-04-29 22:29
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K Report of Foreign Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 for the period ended 29 April, 2025 Exhibit 1.1 1Q25 SEA Part 1 of 1 dated 29 April 2025 Exhibit 1.1 FOR IMMEDIATE RELEASE London 29 April 2025 BP p.l.c. Group results First quarter 2025 1 ST JAMES'S SQUARE, LONDON, SW1Y 4PD, ENGLAND (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual ...
BP's Q1 Earnings & Revenues Miss Estimates on Weak Refining
ZACKS· 2025-04-29 22:05
BP plc (BP) reported first-quarter 2025 adjusted earnings of 53 cents per American Depositary Share on a replacement-cost basis, excluding non-operating items. The figure lagged the Zacks Consensus Estimate of 56 cents. The bottom line also declined from the year-ago reported figure of 97 cents.Total quarterly revenues of $47.9 billion lagged the Zacks Consensus Estimate of $57.2 billion and declined from $49.9 billion reported a year ago.The weak quarterly results can be primarily attributed to lower liqui ...
Unveiling BP (BP) Q1 Outlook: Wall Street Estimates for Key Metrics
ZACKS· 2025-04-28 22:21
According to the collective judgment of analysts, 'Total revenues and other income- Sales and other operating revenues' should come in at $47.84 billion. The estimate indicates a year-over-year change of -2.1%. Based on the collective assessment of analysts, 'Total revenues and other income- Interest and Other Income' should arrive at $391.82 million. The estimate indicates a year-over-year change of +2.8%. In its upcoming report, BP (BP) is predicted by Wall Street analysts to post quarterly earnings of $0 ...
BP Poised to Report Q1 Earnings: Here's What You Need to Know
ZACKS· 2025-04-25 22:35
BP plc (BP) is set to report first-quarter 2025 results on April 29.In the last reported quarter, its adjusted earnings of 44 cents per share missed the Zacks Consensus Estimate of 56 cents, primarily attributed to lower commodity price realizations and weaker refining margins.Earnings missed the Zacks Consensus Estimate in two of the trailing four quarters, and beat twice, delivering an average negative surprise of 3.04%. This is depicted in the graph below:Estimate Trend of BPThe Zacks Consensus Estimate ...