Shell's Solid Q3 Performance: Strong Revenue, $3.5 Billion Buyback, And Refined Capex Guidance
Shell's Solid Q3 Performance: Strong Revenue, $3.5 Billion Buyback, And Refined Capex Guidance
Meanwhile, sales volumes at Marketing rose 3% Q/Q to 2,945 thousand b/d, and Refinery processing intake at Chemical & Products declined 9% Q/Q to 1,305 kb/d.Shell plc (NYSE:SHEL) shares are trading higher after it reported third-quarter results.
Shell 公司（紐交所：SHEL）股票因第三季度業績報告後交易上漲。
Revenue of $71.09 billion beat the consensus of $61.34 billion.
710.9億美元的營業收入超過了613.4億美元的共識。
Total production at Integrated Gas fell 4% quarter over quarter (Q/Q) to 941 kboe/d, and Upstream rose 2% Q/Q at 1,811 kboe/d.
綜合氣體的總生產量按季度環比下降4%，至941千桶油當量/日，上游產量按季度環比增長2%，至1,811千桶油當量/日。
Meanwhile, sales volumes at Marketing rose 3% Q/Q to 2,945 thousand b/d, and Refinery processing intake at Chemical & Products declined 9% Q/Q to 1,305 kb/d.
同時，營銷部門的銷售量按季度環比增長3%，至294.5萬桶/日，化工與產品部門的煉油加工能力按季度環比下降9%，至1,305千桶/日。
Related: Shell Raises Q3 Upstream Production Outlook, Revises Integrated Gas Guidance
相關：Shell 提升第三季度上游生產預期，修訂綜合氣體指引
Adjusted earnings decreased 4% Q/Q to $6.03 billion and Adj. EBITDA fell 5% Q/Q to $16.01 billion. This decline was due to lower refining margins, the decline in realized oil prices, and higher operating expenses.
調整後的盈利按季度環比下降4%，至60.3億美元，調整後的 EBITDA 按季度環比下降5%，至160.1億美元。這一下降是由於較低的煉油利潤、實現油價下降以及較高的營業費用。
Net income attributable to Shell plc shareholders rose to $4.29 billion from $3.52 billion a quarter ago.
歸屬於 Shell 公司股東的淨利潤從上季度的35.2億美元增長至42.9億美元。
Adjusted earnings per ADS for the quarter was $1.92, above the consensus of $1.66.
本季度每股調整後的盈利爲1.92美元，高於1.66美元的共識。
Cash flow from operating activities stood at $14.68 billion in the quarter. At the end of the second quarter, net debt was $35.23 billion, with a gearing ratio of 15.7%.
營業活動產生的現金流爲146.8億美元。第二季度末，淨債務爲352.3億美元，槓桿比率爲15.7%。
Dividend: Shell disclosed a third-quarter dividend per share of $0.344, payable on December 19, 2024, to shareholders of record as of November 15, 2024.
股息：殼牌公佈了每股股息爲0.344美元的第三季度股息，將於2024年12月19日支付給截至2024年11月15日持股的股東。
Buyback: The company announced the start of a share buyback program worth $3.5 billion for a contract term of around three months.
股票回購：公司宣佈了一項價值35億美元的股票回購計劃，合同期約爲三個月左右開始。
The program is expected to be completed prior to the fourth-quarter 2024 results announcement, scheduled for January 30, 2025.
該計劃預計將於2024年第四季度業績發佈之前完成，計劃於2025年1月30日公佈。
Guidance: The company now expects cash capital expenditure of below $22 billion (from $22 billion – $25 billion earlier).
指引：公司現在預計現金資本支出將低於220億美元（之前爲220億 - 250億美元）。
For the fourth quarter, it expects production at Integrated Gas of approximately 900 – 960 thousand boe/d and Upstream of about 1,750 – 1,950 thousand boe/d.
對於第四季度，預計綜合氣體產量約爲900 - 96萬桶油當量/日，上游大約爲1,750 - 195萬桶油當量/日。
Shell anticipates refinery utilization to be around 75% – 83% and chemical manufacturing plant utilization to be between 72% – 80%.
殼牌預計煉油廠利用率約爲75% - 83%，化工製造廠利用率在72% - 80%之間。
The company projects Marketing sales volumes of approximately 2,550 – 3,050 thousand b/d.
公司預計營銷銷售量約爲2,550 - 305萬桶/日。
Shell expects corporate adjusted earnings to be a net expense of ~$600 million – $800 million.
殼牌公司預計企業調整後盈利將淨支出約60000萬 - 80000萬美元。
Investors can gain exposure to Shell via First Trust Exchange-Traded Fund IV FT Energy Income Partners Strategy ETF (NYSE:EIPX) and VanEck Natural Resources ETF (NYSE:HAP).
投資者可以通過First Trust Exchange-Traded Fund IV Ft Energy Income Partners Strategy ETF（紐交所：EIPX）和VanEck Natural Resources ETF（紐約證券交易所：HAP）獲得對Shell的曝光。
Price Action: SHEL shares are up 1.11% at $66.31 premarket at the last check Thursday.
股價走勢：週四最後一次查看，殼牌股票盤前上漲1.11%，報66.31美元。
Image by siam.pukkato via Shutterstock
影像由shutterstock提供，siampukkato通過shutterstock發佈。
- Shell Fuels The Future: New Deal with Ferrari And Power Plant Acquisition On The Horizon
- 殼牌引領未來：法拉利新協議及未來電廠收購將成爲焦點。
譯文內容由第三人軟體翻譯。
