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BPBP

BP p.l.c.

$BP·$103B·Oil & Gas Integrated·Energy
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Mentions · last 7 days
2026-06-13: 89 posts2026-06-14: 1,431 posts2026-06-15: 1,289 posts2026-06-16: 893 posts2026-06-17: 3,978 posts2026-06-18: 3,383 posts2026-06-19: 1,486 posts14,379
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BPBP
BP p.l.c.$BP
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AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

BP p.l.c. operates as a global energy company, offering a wide array of carbon-based and sustainable products and services. Its operations are structured across three primary segments: Gas & Low Carbon Energy, Oil Production & Operations, and Customers & Products. The Gas & Low Carbon Energy division is responsible for the extraction and integrated generation of natural gas and power. It actively trades gas and both renewable and non-renewable electricity. This segment also manages onshore and offshore wind farms and develops innovative solutions like hydrogen production and carbon capture and storage facilities. Meanwhile, the Oil Production & Operations segment focuses on crude oil extraction. The Customers & Products arm encompasses a diverse portfolio, including convenience stores and retail fuel sales, electric vehicle charging infrastructure, and the Castrol lubricants brand. It extends its reach to aviation and business-to-business (B2B) services, alongside midstream operations (like transportation and storage), refining activities, oil trading, and the expanding bioenergy sector. Established in 1908, BP maintains its headquarters in London, United Kingdom.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Integrated sits in its cycle right now — and what that implies for $BP.

Oil & Gas Integrated · Energy

A US-Iran peace deal bringing Brent below $90 is the week's key risk-off event for integrated oil — US-Iran sanctions easing would increase global supply and pressure oil prices that XOM and CVX benefit from. Near-term downside risk from deal progress is real, though integrated companies' LNG and downstream operations provide partial hedging against spot crude weakness.

Industry benchmark

4-name peer basket
+23.7%YTD
+25.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$52.3B+11.4%24.2%15.2%$1.50$-381.4M
Q4 FY25$47.4B+3.6%16.2%6.3%$-1.32$4.1B
Q3 FY25$48.4B+2.5%18.3%9.0%$0.45$4.6B
Q2 FY25$46.6B-1.4%18.3%8.9%$0.62$3.0B

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$218.9B$185.0B – $241.2B$5.25$3.35 – $6.677
FY27$203.8B$180.6B – $226.1B$4.06$3.38 – $5.168
FY28$209.6B$175.3B – $250.6B$3.96$3.12 – $4.976
FY29$204.7B$171.1B – $244.7B$3.69$2.90 – $4.627
FY30$206.9B$173.0B – $247.3B$3.81$3.00 – $4.797

More in Oil & Gas Integrated

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · top 6 · last 7 days

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