TotalEnergies SE Posts Strong Q4 Earnings Amidst Market Challenges

Published 05/02/2025, 08:22
TotalEnergies SE Posts Strong Q4 Earnings Amidst Market Challenges

PARIS - TotalEnergies (EPA:TTEF) SE (Paris:TTE) (LSE:TTE) (NYSE:TTE) reported a robust financial performance for the fourth quarter of 2024, with adjusted net income rising 8% to $4.4 billion, driven by its diversified multi-energy business model, particularly in Integrated LNG and Integrated Power. Despite a softer market environment in 2024 compared to the exceptional previous year, the energy major delivered an adjusted net income of over $18 billion and a 14.8% return on average capital employed (ROACE), maintaining its position as the best performer among its peers.

The company announced a 7% dividend increase for 2024 and completed $8 billion in share buybacks, reflecting its strong financial health and a gearing ratio of 8.3% at year-end. TotalEnergies’ integrated strategy and disciplined investments, totaling $17.8 billion, with a third in new Oil & Gas projects and $4.8 billion in low-carbon energies, have contributed to its resilient performance.

TotalEnergies’ Oil & Gas production for the fourth quarter stood at 2.43 million barrels of oil equivalent per day (Mboe/d), benefiting from new project ramp-ups. Despite a $5 per barrel drop in oil prices, partially offset by higher gas prices, the Exploration & Production segment reported a solid quarter with an adjusted net operating income of $2.3 billion.

In 2024, the company achieved a 157% reserves replacement ratio and a proved reserves life index over 12 years, underscoring the depth of its Upstream portfolio. TotalEnergies also confirmed its low-cost and low-emission Oil & Gas model, with operating costs below $5/boe and a reduction in greenhouse gas emissions.

The Integrated LNG segment saw a significant sequential increase in adjusted net operating income and cash flow, up 35% and 63% respectively, compared to the third quarter. This was attributed to a 6% production growth and average LNG prices above $10/Mbtu. Integrated Power also continued its strong performance throughout the year, with a 19% year-on-year increase in cash flow, in line with company guidance.

Despite a globally weak margin environment, the Downstream segment reported an adjusted net operating income of $680 million for the fourth quarter, up 12%, following an increase in European refining margins. For the full year, the segment’s adjusted net operating income was $3.5 billion, demonstrating the resilience of TotalEnergies’ integrated model.

The Board of Directors will propose a final 2024 dividend of €0.85/share at the Shareholders’ Meeting on May 23, 2025, resulting in a 7% increase for the year. The company also confirmed a shareholder return policy for 2025, targeting a >40% CFFO payout.

This financial summary is based on a press release statement from TotalEnergies SE.

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