Apr. 30 at 1:28 AM
$F Q1'26 came in hot — Revenue
$43.3B beat, EPS
$0.66 crushed the
$0.19 estimate by a mile. That's not a small beat, that's a demolition.
FY guide still wide at
$8.5B-
$10.5B EBIT, FCF and capex maintained. Not raising guide after a blowout quarter tells you mgmt is hedging on tariff/macro risk. Keep an eye on
$DVN and
$CLF for similar cautious tone this cycle.