Stock AnalizShell (SHEL) earnings for the quarter ended September 2026: EPS beats estimates
Shell reported results for the quarter ended September 2026 on October 29, 2026. Adjusted earnings per share came in at $3.86 against the analysts’ average forecast of $3.67, a beat of 5.0%.
Revenue for the quarter was $92.85 billion, up 36.2% from $68.15 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 2.4% on the first trading day after the report.
The last four quarters
Shell has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $3.86 | $3.67 | +5.0% | +36% | +2.4% |
| Jun 2026 | $3.52 | $3.18 | +10.6% | — | +4.1% |
| Mar 2026 | $2.44 | $2.21 | +10.2% | — | −3.7% |
| Dec 2025 | $1.14 | $1.29 | −11.8% | — | −4.4% |
What comes next
Analysts expect EPS of $3.51 for the next quarter on average and $13.42 for the fiscal year ending December 31, 2026.
The average analyst price target is $110.87, 12% above the current price of $99.08.
Valuation and score
Shell scores 2.8 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 8.6, and its intrinsic value under moderate assumptions is about 8% above the current market value. Full Shell analysis with 10 years of financials
Frequently asked questions
What was Shell’s EPS for the quarter ended September 2026?
$3.86 adjusted per share, against an analyst consensus of $3.67.
How much revenue did Shell report?
$92.85 billion, up 36.2% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.