两大石油巨头——埃克森美孚和雪佛龙第一季度收益预计将较去年下滑

慧正资讯：据外媒最新报道，预计埃克森美孚和雪佛龙公布的最新季度每股收益与去年第一季度相比将有所下降，这两家巨头企业的股票在页岩油积极扩张计划中表现优于其它小型公司。

行业分析师在上周五公布业绩前表示，受油价下跌、液化天然气（LNG）投资组合疲软以及炼油厂利润率低迷的影响，可能会对综合性石油公司造成损害。

尽管如此，近几个月来，两家巨头企业的股价都表现良好，因为它们都在大力推动对西德克萨斯和新墨西哥州二叠纪地区的投资。该项投资，已推动美国原油产量达到每天超过1200万桶的历史记录。

自今年年初以来，埃克森美孚股价上涨了约20%，而雪佛龙股价上涨了约10%。

全球最大的上市石油生产商埃克森美孚预计每股盈利69美分，这将低于一年前同期的1.09美元。根据Refinitiv Eikon的估计，埃克森美孚收入预计将达到648亿美元，比一年前下降5%。

根据Refinitiv数据显示，尽管雪佛龙收入预计将增长1.7%，至384亿美元，但预计最新季度每股盈利1.30美元，将低于一年前同期的1.90美元。

摩根大通（J.P.Morgan）本月在埃克森美孚的一份报告中说，航运和化工业务的疲软可能会影响未来几个季度的业绩，因为这些业务“可能在2019年变得更具挑战性”。该银行对埃克森的评级为中性（neutral）。

埃克森美孚去年第四季度的二叠纪石油和天然气产量为30万桶/天; 该公司上个月表示，它计划在2024年将其提高到100多万桶/天。

雪佛龙已出价330亿美元收购阿纳达科石油公司（Anadarko）以扩大其业务范围。周三，竞争对手Occidental出价380亿美元收购阿纳达科石油公司，这是多年来Occidental首次为一家石油公司发起收购战。

席梦思能源公司的费南德斯表示，自去年年底以来，美国石油价格上涨超过40％，炼油厂利润率有所改善，这可能有助于确保大型企业获得更好的业绩。

费尔南德斯说:“如果业绩不佳，股市当天可能会走弱，但我认为投资者基本上能够对此置之不理。”

原  文

NEW YORK, April 25 (Reuters) - Exxon Mobil and Chevron are expected to report lower quarterly earnings per share when compared with last year's first quarter, though their stocks have outperformed smaller companies with both in the midst of aggressive expansion plans in shale oil.

A combination of lower oil prices, weakness in liquefied natural gas (LNG) portfolios and lackluster refinery margins could hurt integrated oil companies across the board, analysts said ahead of results announcements on Friday.

Still, shares of both companies have performed well in recent months amid extensive efforts to boost investment in the Permian region of west Texas and New Mexico, where heavy production has driven U.S. crude output to an all-time record of more than 12 million barrels per day.

Shares of Exxon Mobil Corp have rallied about 20 percent since the start of the year, while Chevron Corp stock has risen roughly 10 percent.

Exxon, the world's largest publicly traded oil producer, is expected to earn 69 cents a share, down from $1.09 a year ago. Revenues are expected to come in at $64.8 billion, down 5 percent from a year ago, according to Refinitiv Eikon estimates.

Chevron is forecast to earn $1.30 a share, down from $1.90 a year ago, even as revenue is expected to rise by 1.7 percent to $38.4 billion, Refinitiv data shows.

Weakness in the sector's shipping and chemical businesses could weigh on results in coming quarters, as those units "could become more challenging in 2019," J.P. Morgan said in a note on Exxon this month. The bank has a neutral rating on Exxon.

Exxon's fourth-quarter Permian oil and gas output was 300,000 bpd; it plans to boost that to more than 1 million bpd by 2024, it said last month.

Chevron has bid $33 billion to take over Anadarko Petroleum to expand its reach. On Wednesday, rival Occidental bid $38 billion on Anadarko, kicking off the first takeover battle for an oil company in years.

U.S. oil prices are up more than 40 percent since late last year and refinery margins have improved, which could help position the majors for better results ahead, said Fernandez of Piper Jaffray & Co's Simmons Energy.

"If you get some weak results, shares might trade weaker on that day, but I think investors are largely going to be able to brush that off," Fernandez said.