Energy sector

ENERGY · SECTOR · MARKET VIEW

Market view · as of Jul 25, 2026

XOM
$640.19B
+2.6% rev YoY
CVX
$387.21B
+2.3% rev YoY
COP
$146.44B
-5.3% rev YoY
SLB
$70.60B
+2.7% rev YoY

The energy sector displays mixed performance, with Schlumberger (SLB) facing downward price pressure despite 2.7% year-over-year revenue growth and a 12.3% margin. Profitability metrics vary significantly across the group, ranging from ConocoPhillips’ (COP) 22.1% margin to Exxon Mobil’s (XOM) 6.36% margin, even as ConocoPhillips reports a 5.3% decline in year-over-year revenue. Recent market activity reflects this volatility, with headlines highlighting both operational growth plans and ongoing supply chain concerns.

Constituents

CompanyMarket capP/ERev growth (YoY)Op margin
XOM$640.19B26.372.6%6.4%
CVX$387.21B33.72.3%7.3%
COP$146.44B20.13-5.3%22.1%
SLB$70.60B20.82.7%12.3%

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Sources this view read

  • fundamentals Energy constituent fundamentals (Alpha Vantage)

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