Eni S.p.A. (ENIm)

Eni’s third fiscal quarter of 2026 was mixed versus expectations, with adjusted EPS topping consensus while revenue trailed, as reported October 23, 2026. Revenue rose 26.9% to about EUR 25.6 billion (up from EUR 20.204 billion a year ago), but on the consensus screen it trailed, with revenue of EUR 25.645 billion against a EUR 29.838 billion estimate (-14.1%). Adjusted EPS of EUR 0.95 topped the EUR 0.84 estimate (+13%). Profitability included gross profit of roughly EUR 2.5 billion and operating income of about EUR 2.9 billion, while net income surged 299.1% to around EUR 3.2 billion (up from EUR 803.0 million a year ago). The company generated operating cash flow of about EUR 4.3 billion during the quarter and paid roughly EUR 781.0 million in dividends. For the next period, consensus calls for EPS of EUR 0.86 on revenue of EUR 24.268 billion.