Energy sector

ENERGY · SECTOR · MARKET VIEW

Market view · as of Aug 4, 2026

XOM
$634.34B
+44.1% rev YoY
CVX
$392.01B
+52.6% rev YoY
COP
$146.78B
-5.3% rev YoY
SLB
$73.60B
+5.0% rev YoY

Energy sector performance shows significant divergence, with year-over-year revenue growth ranging from -5.3% at ConocoPhillips to 52.6% at Chevron. Profit margins across major constituents vary between 12.7% at Schlumberger and 22.1% at ConocoPhillips, while market capitalizations for the group span from $73.6 billion to $634.3 billion. Recent sector activity is characterized by neutral analyst ratings and WTI’s stated focus on offshore growth initiatives.

Constituents

CompanyMarket capP/ERev growth (YoY)Op margin
XOM$634.34B26.1744.1%15.9%
CVX$392.01B18.9452.6%22.0%
COP$146.78B20.42-5.3%22.1%
SLB$73.60B24.195.0%12.7%

Recent news

Sources this view read

  • fundamentals Energy constituent fundamentals (Alpha Vantage)

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