TotalEnergies


Q2: EBIT miss, LNG weakness, and cautious macro signals offset resilient upstream

25/07/25 -"TotalEnergies’ Q2 results show a growing disconnect between resilient upstream delivery and weakness further down the chain. While adjusted net income held broadly in line with Reuters ..."

Pages
59
Language
English
Published on
25/07/25
You may also be interested by these reports :
25/07/25
Eni delivered a quality Q2 beat, with net profit +22% vs consensus, underpinned by high-margin upstream growth, strong gas trading, and disciplined ...

25/07/25
TotalEnergies’ Q2 results show a growing disconnect between resilient upstream delivery and weakness further down the chain. While adjusted net ...

25/07/25
Neste delivered a strong Q2 2025 with €341m EBITDA (+42% vs cons.), driven by record Renewable and Oil Products volumes. However, margins remained ...

25/07/25
Repsol’s Q2 2025 adjusted income beat by 40% (€702m vs. €500m), led by upstream (+34%) and customer (+20%). CFFO rose 86% YoY to €1.7bn but included ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO