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QuarterlyIQ Insights · COP

Factors

The full factor breakdown (the numbers behind each rank). The overview page shows the same reads in short form; this is the depth.

Factor signals

Each factor is a parallel diagnostic with a plain-language read of what it shows and how names like it have historically fared. Never aggregated into a single score.

Recent financial performance
neutral

Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Energy names rated neutral grew net income 53% of the time over the next year (vs 60% for the rest of the cohort, n=1255).

67th pctl · Energy
The numbers
bonus
0
dir share
1
slope norm
0.0123
Earnings quality
robust

Over the trailing year it converted 2.46x of net income into operating cash flow. Historically, Energy names rated robust grew net income 58% of the time over the next year (vs 35% for the rest of the cohort, n=602).

71th pctl · Energy
The numbers
ttm ni
7322
ttm cfo
17976
Macro sensitivity

Most sensitive to the broad stock market and long-term interest rates.

  • the broad stock market: This stock moves with the broad market (high beta).β 0.68 · R² 0.13
  • long-term interest rates: This stock tends to rise when long-term rates rise.β 0.11 · R² 0.06

Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).

Management & capital allocation
stable

2 material management or governance events in the past 24 months, led by executive changes. Historically, Energy names rated stable grew net income 53% of the time over the next year (vs 45% for the rest of the cohort, n=249).

97th pctl · Energy
The numbers
n events
2
raw activity
0.1584
directional rank
0.49
directional status
neutral

Not investment advice. As of 2026-06-09.

Earnings setup & market context

The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.

Earnings setup · pre-print positioning
forward-looking
bullish strongEPS revised +11.8% / 30d, n=17for period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $2.57 → $2.88 (+11.8% / 30d). 6 raised, 6 cut, 17 covering analysts.

Rating actions

0 upgrades, 0 downgrades / 30d, 3 maintained. 67% of analysts rate Buy.

Price target activity

3 PT revisions / 30d. Avg target 28.1% above current price.

Market and fundamentals agree. Analysts are positioned bullishly on a fundamentally strong name.

Sector context
Intermediate · Weekly
Sector phase: energy is in mature, with may be transitioning (~0.5 years in phase).
Sector regime (90d momentum): headwind.
headwind-9.3%sector vs S&P 500, 60d

via XLE

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.

Full energy context →All sectors →

AI cycle regime · market-wide
2-axis classifierLong-term · 1–3 yr
HeatingManiaSquallCrisisEarnings →Mood ↑
HeatingE +1.33 · M +0.20
Single-axisneutralz -0.10

Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-06-09.