TotalEnergies

TTE

Market cap $172B

For 2025, we underperformed the Benchmark, while to a lesser extent also trailing our all-cap international growth Proxy Benchmark. The underperformance was in our view attributable to an abrupt but material correction in several holdings over the potential exposure of quality growth franchises to AI disruption. Lundin Mining Corporation shares rose meaningfully during the fourth quarter after the company raised its 2025 copper production outlook and lowered its cash cost guidance.

WASHINGTON--(BUSINESS WIRE)--Glenfarne, majority owner and developer of the Alaska LNG project, and TotalEnergies announce an offtake agreement for 2 MTPA of LNG from Alaska LNG.

The company has signed contract with TotalEnergies EP Norge AS for the PSV Havila HerøyThe contract is for an operation planned to be 136 days.

TotalEnergies remains a Buy, supported by robust financials, resilient free cash flow, and a ramped-up cost savings plan. TTE sustains a solid dividend yield (~5.15%) with potential for increases soon, and a total shareholder yield projected at or even above 7% in 2026. Strategic CAPEX flexibility, LNG project restarts, and major power contracts with AI giants position TTE to benefit from long-term energy demand trends.

TotalEnergies SE (TTES:CA) Q4 2025 Earnings Call Transcript

TotalEnergies posts Q4 earnings miss as lower prices weigh, but production growth and refining surge lift revenues past estimates.

TotalEnergies is asking the French government and EU Commission to clarify an EU ban on Russian liquefied natural gas (LNG) imports, CEO Patrick Pouyanne said on Wednesday.

Although the revenue and EPS for TotalEnergies (TTE) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

PARIS--(BUSINESS WIRE)--Regulatory News: TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE): 4Q25   Change vs 3Q25   2025   Change vs 2024 Cash flow from operations excluding working capital (CFFO)(1) (B$) 7.2   +2%   27.8   -7% Adjusted net income (TotalEnergies share)(1)               - in billions of dollars (B$) 3.84   -4%   15.59   -15% - in dollars per share (fully-diluted) 1.7   -3%   6.9   -11% Net income (TotalEnergies share) (B$) 2.9   -21%   13.1   -17% Adjusted EBITDA(1) (B$) 10.1  .

The comments come after Trump called on Big Oil to quickly reenter Venezuela to help rebuild the South American country's energy industry. TotalEnergies completely exited its oil and gas operations in Venezuela in 2022, citing a shift away from the country's heavy crude.