Brazilian energy giant Petróleo Brasileiro S.A. (Petrobras) is deeply involved in the global oil and gas industry, conducting exploration, production, and sales ...
예상 EPS $1.14 · 매출 $31.32B · 3 명의 애널리스트
$3.67 주당
예상 EPS $1.06 · 매출 $30.47B · 3 명의 애널리스트
예상 EPS $4.42 · 매출 $114.15B · 2 명의 애널리스트
$3.67 주당
EPS $1.62 · 매출 $33.61B
EPS $0.96 · 매출 $23.53B
EPS $3.06 · 매출 $88.10B
EPS $0.94 · 매출 $23.48B
EPS $0.72 · 매출 $21.04B
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $88.1B | -3.6% | +42.8% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $19.7B | +161.9% | +67.8% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +43.1% | -14.2% | +28.8% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +31.4% | +11.6% | +33.8% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +22.4% | +171.7% | +17.5% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $16.7B | -28.4% | +122.5% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +19.0% | -25.7% | +55.8% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 92.4% | -9.5% | -8.7% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 0.71x | +1.7% | +15.0% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $223.3B | +22.9% | +3.5% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 3.06 vs 3.09 | -0.9% | 1.62 vs 1.40 | +15.4% |
| 매출 서프라이즈 | $88.1B vs $89.5B | -1.6% | $33.6B vs $31.5B | +6.8% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| May 1, 2029 | Schlosser Claudio Romeo | officer: Chief Commercial Officer | Phantom Shares | — | 3,371 | — |
| May 1, 2029 | Chambriard Magda Maria de Regina | officer: CEO | Phantom Shares | — | 2,295 | — |
| May 1, 2029 | Melgarejo Fernando Sabbi | officer: Chief Financial Officer | Phantom Shares | — | 1,711 | — |
| May 1, 2029 | Dos Anjos Sylvia Maria Couto | officer: Chief Upstream Officer | Phantom Shares | — | 1,687 | — |
| May 1, 2029 | Coppetti Clarice | officer: Chief Corp. Affairs Officer | Phantom Shares | — | 3,371 | — |
Eduardo De Nardi Ros: Good afternoon, and welcome to Petrobras' webcast with analysts and investors about our second quarter 2026 results. It's a pleasure to have you with us today. This event will be presented in Portuguese with simultaneous interpretation into English. Links for both languages are available on our Investor Relations website.[Operator Instructions] Joining us today are Magda de Chambriard, the President of Petrobras; Angelica Laureano, Executive Officer for Logistics, Commercialization and Market; Clarice Coppetti, Executive Officer for Corporate Affairs; Fernando Melgarejo, Chief Financial and Investor Relations Officer; Renata Baruzzi, Executive Officer for Engineering, Technology and Innovation; Ricardo Wagner, Chief Governance and Compliance Officer; Sylvia Anjos, Chief Exploration and Production Officer; William Franca, Chief Industrial Processes and Products Officer; and William Nozaki, Acting Executive Officer for Energy Transition and Sustainability. To begin with, I will hand it over to our President, Magda de Chambriard, for her remarks. President, please go ahead. Magda de Regina Chambriard: Good morning, everyone. It's a pleasure to be with you today to demonstrate once again Petrobras' capacity to surpass its goals and deliver impressive results to our investors, be they from the public or private sectors. We have the full Board of Petrobras with us, and I'd like to take the opportunity to greet all investors, all of the representatives of our investors, all of the executives that are in this session with us and our partners and everybody that joined us remotely for the disclosure of our second quarter 2026 results. Also, I'd like to greet everybody from the press joining us. We become increasingly prouder of our results. It's a pleasure to be here once again joined by you to once again present another result that surpassed the previous ones, a result of our intensive work with our diverse teams working in a partnership to deliver an increasing amount of oil, gas and byproducts with security, quality, efficiency and capital discipline. In the first quarter of 2026, we reached several records. And in the second quarter, we surpassed them with important milestones once again. We reached -- and I must highlight this, we reached the highest net profit on a recurring basis for the quarter in dollars in the history of Petrobras. This recurring profit excludes exclusive events. And it's also the highest gross profit in the history of Petrobras. And we're proud to say that we achieved those results with no sales of assets. Of course, Brent above USD 100 per barrel strengthened our results, but the highest results achieved are the ones that we will go over now. The recurring only events was not with history's highest Brent. We had over 10 quarters with oil prices above that one in the past. And nonetheless, we achieved the highest recurring results in terms of net profits in the history of Petrobras. Our key differentiator, …
| 이름 | 직함 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|
Ricardo Wagner de Araujo | Chief Governance & Compliance Officer and Member of Executive Board | Male | — | Active |
Clarice Coppetti | Chief Corporate Affairs Officer & Member of Executive Board | Female | 1963 | Active |
Carlos Henrique Vieira Candido da Silva | Chief Accounting Officer | Male | — | Active |
Fernando Melgarejo | Executive Director-Finance & IR, CFO, Chief Investor Relations Officer & Member of Executive Board | Male | 1972 | Active |
Magda Maria de Regina Chambriard | President, CEO, Member of Executive Board & Non-Independent Director | Female | 1957 | Active |
Renata Faria Rodrigues Baruzzi Lopes | Chief Engineering, Technology, & Innovation Officer and Member of Executive Board | Female | 1967 | Active |
Sylvia Maria Couto dos Anjos | Chief Exploration & Production Officer and Member of Executive Board | Female | 1957 | Active |
Bruno Motta | Executive Manager of Communication & Brands | Male | — | Active |
William Franca da Silva | Chief Industrial Processes & Products Officer and Member of Executive Board | Male | 1960 | Active |
Angelica Garcia Cobas Laureano | Chief Logistics, Commercialization & Markets Officer and Member of Executive Board | Female | — | Active |
PBR advances its Amapa Deepwater campaign with a request to drill three additional wells, strengthening exploration in Brazil's promising Equatorial Margin.
PBR confirms hydrocarbons at the ultra-deepwater Morpho well, adding geological insight into Brazil's Amazon River Mouth basin.
Brazil's Petrobras beat Q2 estimates as record production, stronger exports and higher Brent pricing lifted earnings, revenues and cash flow.
Petróleo Brasileiro S.A. - Petrobras delivered robust Q2 results, with revenues up 60% and net earnings soaring 120% year-over-year, supported by higher oil prices and record production. PBR's production hit a record 3.34 million boe/day, driven by low-cost pre-salt offshore assets, and production growth is expected to continue into H2. Free cash flow reached nearly $8 billion for the quarter, enabling significant debt reduction and a more than doubling of the December dividend versus last year.
Petroleo Brasileiro S.A.- Petrobras NYSE: PBR reported record operating and financial performance for the second quarter of 2026, supported by higher oil production, refinery utilization, exports and Brent crude prices, executives said during the company's webcast with analysts and investors.
