Imperial Oil Limited IMO

Here is how Marathon Petroleum (MPC) and Imperial Oil (IMO) have performed compared to their sector so far this year.

In July 2026, a trilateral Memorandum of Understanding (MOU) between the Government of Canada, the Government of Alberta and five major oil sands producers established a framework linking expanded production capacity to historic investment in carbon capture technology and new export infrastructure.

Imperial Oil has been on a powerful multi year run. The real puzzle now is whether the cash the business generates is enough to support where the share price has landed. Over the past 5 years, the stock has returned about 396.0%. This puts a lot of weight on whether that climb is backed by sustainable cash flows rather than just market mood. Recent reports that Imperial Oil more than doubled net income while still dealing with refinery turnaround work suggest its integrated model can...

IMO's 49% year to date rally is backed by strong cash flow and Kearl growth plans, but costs, commodity swings and refinery cuts temper upside.

CVE's low-cost oil sands assets and integrated upstream-downstream platform support production growth and resilience through price volatility.

Cenovus Energy's 13.7% monthly gain is backed by production growth, a refining rebound and rising earnings estimates.

TRGP beats Q2 earnings estimates as higher midstream fees and margins lift results, while lower commodity sales weigh on revenues.

CNQ's Q2 earnings and revenues beat estimates as higher production and oil and NGL prices lift results and 2026 guidance.

MGY beats Q2 estimates as higher oil and NGL prices and rising production lift profit and revenues, while 2026 output guidance increases.

USAC's Q2 earnings and revenues beat estimates as higher capacity and contract operations drive strong year-over-year growth.

Suncor Energy boosts monthly buybacks to C$500 million after record cash flow, but commodity swings and operating risks could test the pace.

SU's Q2 earnings and revenues beat estimates as stronger downstream margins, higher price realizations and sales volumes boost results.

Net income jumped $1.24 billion on higher commodity prices.

Imperial Oil (TSX:IMO) has attracted fresh attention after reporting second quarter 2026 earnings that exceeded expectations, while keeping its quarterly dividend unchanged despite lowered refinery throughput guidance and recent operational headwinds. See our latest analysis for Imperial Oil. Imperial Oil's recent second quarter earnings beat and steady dividend have come alongside a strong 44.75% year to date share price return to CA$177.04. The 1 year total shareholder return of 54.95% and...

Imperial Oil's stronger Q2 earnings contrast with lower 2026 refinery targets, putting the focus on a second-half volume recovery.

Imperial Oil recently reported second‑quarter 2026 results showing sales of CA$16,062 million and net income of CA$2,190 million, alongside a maintained quarterly dividend of CA$0.87 per share and a board change bringing in ExxonMobil executive Steven Abrahams as director. The combination of stronger earnings compared with last year and closer governance alignment with majority owner ExxonMobil gives fresh context to Imperial Oil’s focus on capital discipline, refinery performance and...

Imperial Oil (TSX:IMO) announced a board change following the resignation of an existing director. A senior executive from ExxonMobil, Imperial Oil’s majority owner, has been appointed to the board as a new director. The move further links Imperial Oil’s governance to ExxonMobil through direct board representation. Consider reviewing other Canadian energy stocks with solid fundamentals alongside this board update in Imperial Oil as you explore 10 high quality undervalued stocks TSX:IMO...

IMO tops Q2 earnings estimates as higher price realizations lift profit; revenues grow year over year despite missing estimates and a lower refinery outlook.

Suncor more than tripled profits to $3.7 billion, which allowed it to boost shareholder rewards and more than double royalty payments to governments

IMO combines production growth, cost-efficient operations, high-quality oil sands assets and positive earnings estimate revisions to support long-term value creation