• TotalEnergies (TTE) Q2: net income $5.438B ($2.41/share), adjusted net income $6.027B ($2.68/share); gain driven by higher oil prices and stronger sales revenue.
  • TotalEnergies deconsolidated its Russian LNG assets post‑2022 invasion; sanctions have restricted fund transfers from Russia, and dividends from Novatek reported in 2024 remained largely held abroad.
  • TotalEnergies (TTE) had facility outages: Satorp refinery (Saudi Arabia) in April, Donges refinery (France) for ~two months, and Port Arthur plant (Texas) in June — asset-level disruptions.
  • Analyst EPS outlook for TotalEnergies (TTE) fell about 2.2% over three months; four analysts cut estimates in the past 30 days ahead of the earnings release.