Company Report
Shell corporate - reported results analysis
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Shell reported solid Q1 results on Friday, with adjusted earnings coming in ahead of analyst consensus estimates, up quarter-on-quarter across all segments. Messaging was focussed on resilience in the face of a potential downturn – specifically, the resilience of shareholder distributions. Growth in free cash flow per share is Shell’s “North star”, and share buybacks are a key driver. Shell will repurchase another US$3.5 billion of shares over the next three months and intends to keep going even as oil prices slide. Shell is set to update strategy and guidance at its March Capital Markets Day, and leadership wasn’t giving much away at the Q4 results call. The broad message was that, while progress over the past two years affords the company “more range to do other things”, leadership remains focussed on discipline, consistency and delivery. The market seemed to like it, with Shell shares up 2.6% on the day (vs BP +1.2%).
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Table of contents
- Headline financials
- Shareholder distributions
- Messaging and guidance
- Financials
- Investment and costs
- Shareholder distributions
- What next?
- Headline financials
- Shareholder distributions
- Underlying financial performance
- Shareholder distributions exceeding the guidance range
- Delivering on the strategy
- 159 more item(s)...
Tables and charts
This report includes the following images and tables:
- Key quarterly data
- 1) Shell annual shareholder distributions as % of CFFO; 2) Shell quarterly dividend
- Key quarterly data
- Key quarterly data
- Key Quarterly Data
- Key quarterly data
- 1) Shell annual shareholder distributions as % of CFFO; 2) Shell quarterly dividend evolution
- Key quarterly data
- Key quarterly data
- Key quarterly data
- Key quarterly data
- 34 more item(s)...
What's included
This report contains:
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