Shell plc (NYSE:SHEL) Q1 2025 Earnings Conference Call May 2, 2025 10:00 AM ET Company Participants Sinead Gorman - CFO Wael Sawan - CEO Conference Call Participants Josh Stone - UBS Peter Lowe - Redmond Atlantic Lydia Rainforth - Barclays Paul Cheng - Scotiabank Biraj Borkhataria - RBC Giacomo Romeo - Jefferies Henry Tarr - Berenberg Matt Lofting - JP Morgan Martijn Rats - Morgan Stanley Roger Read - Wells Fargo Christopher Kuplent - Bank of America Lucas Herrmann - BNP Doug Leggate - Wolfe Research Sinead ...

The Shell gas station logo is displayed on February 13, 2025 in Austin, Texas.British oil giant Shell on Friday reported a sharp fall in first-quarter profit, following a period of weaker crude prices.Shell reported adjusted earnings of $5.58 billion for the first three months of the year, beating analyst expectations of $5.09 billion, according to an LSEG-compiled consensus. A separate forecast from analysts polled by Vara Research had expected Shell's first-quarter profit to come in at $4.96 billion.Shell ...

London, May 2, 2025 "Shell delivered another solid set of results in the first quarter of 2025. We further strengthened our leading LNG business by completing the acquisition of Pavilion Energy, and high-graded our portfolio with the completion of the Nigeria onshore and the Singapore Energy and Chemicals Park divestments. Our strong performance and resilient balance sheet give us the confidence to commence another $3.5 billion of buybacks for the next three months, consistent with the strategic direction w ...

               SHELL PLC1st QUARTER 2025 UNAUDITED RESULTS                             SUMMARY OF UNAUDITED RESULTSQuarters$ million  Q1 2025Q4 2024Q1 2024%¹ Reference   4,780  928  7,358  +415Income/(loss) attributable to Shell plc shareholders    5,577  3,661  7,734  +52Adjusted EarningsA   15,250  14,281  18,711  +7Adjusted EBITDAA   9,281  13,162  13,330  -29Cash flow from operating activities    (3,959) (4,431) (3,528)  Cash flow from investing activities    ...

Shell plc (SHEL) is set to release first-quarter results on May 2. The current Zacks Consensus Estimate for the to-be-reported quarter is earnings of $1.59 per share on revenues of $79.9 billion.Let’s delve into the factors that might have influenced the integrated energy behemoth’s results in the March quarter. But it’s worth taking a look at SHEL’s previous-quarter performance first.Highlights of Q4 Earnings & Surprise HistoryIn the last reported quarter, Europe’s largest oil company missed the consensus ...

Exxon Mobil Corporation (XOM) , the U.S. supermajor, is poised to surpass European rivals Shell plc (SHEL) and BP plc (BP) in low-carbon energy investments, marking a shift in the clean energy race among Big Oil players. This pivot highlights ExxonMobil’s growing focus on reducing third-party emissions and diversifying into new energy technologies, particularly carbon capture, hydrogen and lithium.XOM Targets $30 Billion in Low-Emission ProjectsExxonMobil's December 2024 announcement to pursue up to $30 bil ...

Shell plc (SHEL) has planned to complete a marine survey at the Dragon offshore gas field ahead of its May deadline to wind down energy projects in Venezuela.The survey will be conducted by the Colombia-flagged vessel Dona Jose II, which will gather some essential data for Shell and Trinidad National Gas Company (NGC). The survey will help Shell pinpoint future drilling sites and finalize the design of the pipeline that will be used to transport the gas to Trinidad. The company is going ahead with this surv ...

文章核心观点 Chestnut Market在其位于康涅狄格州贝瑟尔的门店部署Mashgin的人工智能收银系统，这是首个采用该技术的壳牌品牌门店，此次合作结合壳牌的燃料业务与前沿人工智能技术，为便利店行业带来更快速、友好的购物体验，Chestnut Market计划今年在更多门店部署该系统 [1][4] 合作情况 - Chestnut Market在康涅狄格州贝瑟尔的门店部署Mashgin的人工智能收银系统，这是首个采用该技术的壳牌品牌门店，系统通过Invenco EDGEPro设备与壳牌支付网络无缝集成 [1] - Chestnut Market计划今年在更多门店部署Mashgin的人工智能收银系统 [4] 各方观点 - Chestnut Market零售总监Faheem Jamal表示，此前Hutchinson Parkway门店采用Mashgin技术后消除了结账队伍，此次扩展体现公司通过创新实用技术提升客户体验的承诺 [3] - 壳牌美洲移动运营总经理Elaine Mohr称，Mashgin是壳牌品牌门店最快、最直观的人工智能销售点选项之一，EDGEPro技术在全国推广体现了其为门店带来的价值 [4] - Mashgin合作伙伴高级副总裁Jack Hogan表示，Chestnut团队在打造受欢迎的门店方面表现出色，与壳牌的合作有助于为Chestnut Market带来更高水平的客户体验，期待未来与更多品牌批发商合作 [5] 公司介绍 - Chestnut Market是一家家族企业便利店连锁，在纽约、新泽西和康涅狄格州拥有75家门店，注重价值观、友好服务、清洁和安全，与多方建立战略伙伴关系，提供多种商品 [5] - Mashgin是世界上最快的收银系统，由人工智能和计算机视觉驱动，无需条形码扫描，结账速度比传统系统快四倍，能提升客户满意度和零售商收入，成立于2014年，总部位于加州帕洛阿尔托，是一家获得多家机构支持的私人控股公司 [7]

文章核心观点 - 壳牌旗下子公司与保加利亚能源部签订黑海油气勘探合同，该合同经竞标获得，壳牌将开展勘探工作并助力保加利亚能源独立，同时还推荐了能源行业部分排名靠前股票 [1][2][9] 壳牌与保加利亚合同情况 - 壳牌子公司与保加利亚能源部签订汗特尔韦尔油田1 - 26号区块海上油气勘探合同，该区块面积4032平方公里，有油气勘探潜力 [1] - 6月18日保加利亚能源部长启动招标程序，勘探许可证为期五年，可两次延期两年 [2] - 招标要求申请人满足营收标准且有地震数据解读软件，四家公司感兴趣，两家提交完整提案，壳牌凭借勘探计划、环保措施和本地能力建设承诺获合同 [3] 壳牌工作安排 - 勘探计划包括地质和地球物理工作、3D地震勘测和数据解读，以评估黑海海底潜力 [4] - 壳牌承诺资助教育项目培训保加利亚油气专业人员，支持当地就业和能源技术能力建设，且按严格安全和环保标准开展活动 [5] 对保加利亚能源影响 - 此前保加利亚能源依赖俄罗斯，现寻求能源独立，实现天然气供应多元化和寻找廉价能源 [6] - 能源部长称合同有助于保加利亚能源独立，若发现资源，30%收益通过特许权费归国家，壳牌还将支付年费和奖金 [7] - 3月保加利亚与OMV Offshore和NewMed Energy签订协议推进黑海1 - 21号汗阿斯帕鲁赫区块勘探活动 [8] 能源行业相关股票 - 壳牌是石油巨头，当前Zacks排名3（持有），推荐关注Archrock、Delek Logistics Partners和Diversified Energy [9] - Archrock提供天然气合同压缩和售后市场服务，主要在美国油气产区运营，2025年盈利预计同比增长56.19% [11] - Delek Logistics Partners拥有、运营和建设原油及精炼产品物流和营销资产，2025年盈利预计同比增长34.45% [12] - Diversified Energy专注天然气和液体生产等业务，2025年盈利预计同比增长70.77% [13]

文章核心观点 文章围绕壳牌公司展开，介绍其股价表现、财务预期、估值指标等情况，还提及行业排名，为投资者提供参考 [1][2][6] 股价表现 - 最新交易时段壳牌收于62.78美元，较前一交易日收盘价上涨0.38%，跑赢当日标普500指数（下跌0.17%）、道指（下跌0.39%）和纳斯达克指数（下跌0.05%） [1] - 过去一个月公司股价下跌10.79%，未跟上石油能源板块10.33%的跌幅和标普500指数3.94%的跌幅 [1] 财务预期 - 公司即将公布财报，预计每股收益1.57美元，较去年同期下降34.03%；预计营收797.2亿美元，较去年同期增长6.72% [2] - 全年扎克斯共识预测每股收益7.20美元，营收3052.6亿美元，较上一年分别变化-4.26%和+5.62% [3] - 过去30天扎克斯共识每股收益预期下降4.44%，公司目前扎克斯排名为3（持有） [5] 估值指标 - 公司远期市盈率为8.68，高于行业平均的7.63 [6] - 公司PEG比率为1.37，而国际综合石油天然气行业平均PEG比率为1.11 [6] 行业排名 - 国际综合石油天然气行业属于石油能源板块，目前扎克斯行业排名为142，处于250多个行业的后43% [7] - 扎克斯行业排名通过确定组成行业的个股平均扎克斯排名来评估行业实力，研究显示排名前50%的行业表现是后50%的两倍 [7]