21companies in Energy
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Compare companies, side by side

The same facts from the filings for each company in a group, where each stands among the others, and what each wrote about a topic in its latest 10-K.

Group median · 21 companies
Sales growth
-0.3%
Gross margin
34%
Operating margin
26%
Net margin
13%
Where each stands

The 3 largest, ranked among the group

Each corner is the share of Energy companies the company is above on that ratio. The dashed line is the middle of the group. A rank, not a score.

XOM ExxonMobil
Revenue $334.2B, last twelve months
Year by year
Revenue growth: -5.0%, above 20% of 20 peers (their median 1.8%) REVENUE GROWTH -5.0% · above 20% Net margin: 7.6%, above 5% of 20 peers (their median 14.8%) NET MARGIN 7.6% · above 5% FCF margin: 5.6%, above 15% of 13 peers (their median 12.4%) FCF MARGIN 5.6% · above 15%
Sales growth
-5.0%
Operating margin
-
FCF margin
5.6%

4 paragraphs of its Risk Factors mention Supply chain, against 3 the year before.

CVX Chevron Corporation
Revenue $233.3B, last twelve months
Year by year
Revenue growth: -6.8%, above 10% of 20 peers (their median 1.8%) REVENUE GROWTH -6.8% · above 10% Gross margin: 42.4%, above 71% of 7 peers (their median 25.2%) GROSS MARGIN 42.4% · above 71% Net margin: 11.6%, above 45% of 20 peers (their median 14.8%) NET MARGIN 11.6% · above 45% FCF margin: 14.6%, above 62% of 13 peers (their median 11.9%) FCF MARGIN 14.6% · above 62%
Sales growth
-6.8%
Operating margin
-
FCF margin
15%

5 paragraphs of its Risk Factors mention Supply chain, against 4 the year before.

MPC Marathon Petroleum
Revenue $174.8B, last twelve months
Year by year
Revenue growth: -4.4%, above 30% of 20 peers (their median 1.8%) REVENUE GROWTH -4.4% · above 30% Gross margin: 15.9%, above 29% of 7 peers (their median 41.8%) GROSS MARGIN 15.9% · above 29% Operating margin: 12.5%, above 8% of 12 peers (their median 27.3%) OPERATING MARGIN 12.5% · above 8% Net margin: 8.4%, above 10% of 20 peers (their median 14.8%) NET MARGIN 8.4% · above 10% FCF margin: 11.9%, above 46% of 13 peers (their median 12.4%) FCF MARGIN 11.9% · above 46% Return on capital: 12.4%, above 83% of 12 peers (their median 8.4%) RETURN ON CAPITAL 12.4% · above 83%
Sales growth
-4.4%
Operating margin
13%
FCF margin
12%

4 paragraphs of its Risk Factors mention Supply chain, against 4 the year before.

From the filings

Energy: the same facts for each company

Showing 12 of 21, largest revenue first
Company Revenue, 12 months Sales growth Gross / operating margin Net margin Debt / equity Accounting items Insider buys Investors Open
XOM ExxonMobil
$334.2B
-5.0%
GM -OM -
7.6% 0.19 0 of 5to read 0 0 10-K
CVX Chevron Corporation
$233.3B
-6.8%
GM 42%OM -
12% 0.17 2 of 6to read 0 0 10-K
MPC Marathon Petroleum
$174.8B
-4.4%
GM 16%OM 13%
8.4% 1.42 2 of 6to read 0 0 10-K
PSX Phillips 66
$168.2B
-7.5%
GM 15%OM -
7.5% 0.54 2 of 6to read 0 0 10-K
VLO Valero Energy
$153.3B
-5.5%
GM 12%OM 11%
8.4% 0.39 1 of 6to read 0 0 10-K
COP ConocoPhillips
$67.7B
+7.7%
GM 51%OM -
17% 0.35 0 of 6to read 0 0 10-K
OKE Oneok
$43.2B
+55%
GM 25%OM 14%
9.4% 1.22 1 of 6to read 0 0 10-K
SLB Schlumberger
$36.9B
-1.6%
GM -OM -
8.4% 0.43 2 of 6to read 0 0 10-K
EOG EOG Resources
$29.7B
-4.5%
GM -OM 36%
28% 0.24 1 of 6to read 0 0 10-K
BKR Baker Hughes
$28.7B
-0.3%
GM -OM -
10% 0.91 0 of 6to read 1 0 10-K
OXY Occidental Petroleum
$25.0B
-1.9%
GM -OM -
30% 0.25 0 of 6to read 0 0 10-K
HAL Halliburton
$22.5B
-3.3%
GM -OM 13%
8.9% 0.64 1 of 6to read 0 0 10-K
Sales growth is the last fiscal year against the one before; margins are over the last twelve months. Where each comes from

How to read this page

  • A radar shows where a company ranks among its group on six ratios. A corner at the edge means it is above every other company on that ratio.
  • A table row lists the facts as the filings give them: revenue, growth, margins, debt to equity, the accounting checks, insider buying and followed investors holding.
  • A bubble to the right grew faster, and one higher up kept more of its sales as free cash flow.
  • A bar is paragraphs that mention the topic this year, and the mark on it is last year.

Risk Factors and XBRL figures from each company's latest 10-K, read nightly from SEC EDGAR. Nothing here is a rating.

By topic · 10-K Item 1A

Supply chain: paragraphs that mention it

BKR 10 vs 11 PSX 8 vs 7 VLO 8 vs 5 EXE 7 vs 7 APA 6 vs 3 OXY 6 vs 5 COP 5 vs 5 CVX 5 vs 4 HAL 4 vs 3 MPC 4 vs 4 XOM 4 vs 3 DVN 3 vs 2 EQT 3 vs 3 SLB 3 vs 3 EOG 2 vs 3
All 26 companies
FANG 2 vs 3 KMI 2 vs 2 WMB 2 vs 2 TPL 1 vs 3 AM 0 vs 0 AR 0 vs 0 ARLP 0 vs 0 AROC 0 vs 0 BSM 0 vs 0 OKE 0 vs 0 TRGP 0 vs 1

Risk Factors paragraphs in each company's latest 10-K, most mentions first. The bar is this year and the mark is last year. 32 companies have no 10-K downloaded yet.

In their words

What the companies wrote

The paragraphs as filed, each linked to its filing on sec.gov

BKR Baker Hughes Co

10 paragraphs

Disruptions in our supply chain, the high cost or unavailability of raw materials, equipment, and supplies essential to our business could adversely affect our ability to execute our operations on a timely basis.

Item 1A, Risk Factors, 10-K Feb 5, 2026

We also expect to see continued growth in new energy solutions specifically focused on reducing carbon emissions for the energy and broader industrial sectors. These include hydrogen; geothermal; CCUS; energy storage; clean power; and emissions abatement solutions. Continued signs of tightness in the aeroderivative supply chain, including extended lead times, will remain a factor to monitor and manage operationally.

Item 7, MD&A, 10-K Feb 5, 2026

PSX Phillips 66

8 paragraphs

… Annual Report, such as risks associated with industry capacity utilization, volatility in the price and availability of raw materials, supply chain interruptions, material adverse changes in customer relationships including any failure of a customer to perform its obligations under agreements …

Item 1A, Risk Factors, 10-K Feb 20, 2026

… The commodities are used to supply our refineries and fractionators and optimize our supply chain. At December 31, 2025, commodity purchase commitments with third parties and related parties were $43.0 billion and $19.8 billion, respectively. The remaining purchase …

Item 7, MD&A, 10-K Feb 20, 2026

VLO VALERO ENERGY CORP/TX

8 paragraphs

• changing economic, regulatory, and political environments and related events in the various countries in which we operate or otherwise do business, including tariffs, duties, and other trade restrictions, de-globalized supply chains or the diversification of historic trade patterns, expropriation …

Item 7, MD&A, 10-K Feb 25, 2026

… fuel” and concerns regarding international supply chains perceived as vulnerable to fraud); (ii) any of our low-carbon fuels products, or the feedstocks used in their production, do not comply therewith, or would result in reduced benefits or incentives thereunder …

Item 1A, Risk Factors, 10-K Feb 25, 2026

EXE EXPAND ENERGY Corp

7 paragraphs

• Regional epidemics or pandemics and related economic turmoil, including supply chain constraints, have affected, and could in the future adversely affect our business, financial condition, results of operations and cash flows.

Item 1A, Risk Factors, 10-K Feb 18, 2026

Regional epidemics or pandemics and related economic turmoil, including supply chain constraints, have affected, and could in the future adversely affect our business, financial condition, results of operations and cash flows.

Item 1A, Risk Factors, 10-K Feb 18, 2026

APA APA Corp

6 paragraphs

Public health events, including related workforce availability constraints, travel restrictions, supply chain disruptions, or government-mandated operational limitations, have previously adversely impacted and may from time to time in the future adversely impact the global economy, cause significant volatility in …

Item 1A, Risk Factors, 10-K Feb 26, 2026

… Operations in new countries or areas where the Company has limited recent operating history may also require the establishment or reestablishment of local relationships, workforce and supply chains, regulatory familiarity, and infrastructure, and may expose the Company to unfamiliar legal …

Item 1A, Risk Factors, 10-K Feb 26, 2026

OXY OCCIDENTAL PETROLEUM CORP /DE/

6 paragraphs

• Escalating costs for, competition for, shortages of or delays in services, materials, supplies, equipment or labor or other supply chain constraints;

Item 1A, Risk Factors, 10-K Feb 18, 2026

OLCV is affected by elements of supply chain and economy-wide cost increases that could increase the cost of sequestration. In addition, there is still uncertainty around recent legislation, such as the IRA and OBBBA, for certain tax credits related to low carbon businesses. For more information refer to the heading Income T axes below.

Item 7, MD&A, 10-K Feb 18, 2026
Show all 26 companies' quotes

COP CONOCOPHILLIPS

5 paragraphs

• Potential disruption or interruption of our operations and any resulting consequences due to accidents; extraordinary weather events; supply chain disruptions; civil unrest; political events; war; terrorism; cybersecurity threats or information technology failures, constraints or disruptions.

Item 7, MD&A, 10-K Feb 17, 2026

In addition, although we design and operate our business operations to accommodate expected climatic conditions, to the extent there are significant changes in the earth's climate, such as more severe or frequent weather conditions in the markets where we operate or the areas where our assets reside, we could incur increased expenses, our operations and supply chain could be adversely impacted and demand for our products could fall.

Item 1A, Risk Factors, 10-K Feb 17, 2026

CVX CHEVRON CORP

5 paragraphs

Supply Chain and Inflation Impacts The company is actively managing its contracting, procurement and supply chain activities to effectively manage costs and facilitate supply chain resiliency and continuity in support of the company’s operational goals. Third party costs for …

Item 7, MD&A, 10-K Feb 24, 2026

… In first quarter 2026, the company continued to work with partners across its supply chain to identify alternative sourcing options and mitigate the impact of the tariffs. Although the U.S. Supreme Court struck down some global tariffs in February …

Item 7, MD&A, 10-K Feb 24, 2026

MPC Marathon Petroleum Corp

4 paragraphs

… We rely on such systems to process, transmit and store electronic information, including financial records and personal data, and to manage or support a variety of business processes, including our supply chain, pipeline operations, gathering and processing operations, credit card …

Item 1A, Risk Factors, 10-K Feb 26, 2026

… Our business, financial condition, results of operations and cash flows could be negatively impacted by disruptions in any of these markets, including economic instability, restrictions on the transfer of funds, supply chain disruptions, duties and tariffs, transportation delays, difficulty in …

Item 1A, Risk Factors, 10-K Feb 26, 2026

XOM EXXON MOBIL CORP

4 paragraphs

… The businesses are supported by centralized service-delivery groups, including Global Projects, Technology and Engineering, Global Operations, Sustainability, Global Trading, Supply Chain, and Global Business Solutions.

Item 7, MD&A, 10-K Feb 18, 2026

… decoupling of economies, disruption, realignment, or breaking of current or historical trade or military alliances or global trade or supply chain networks, changes in international trade patterns or shipping routes, or a broader breakdown in global trade, security or public …

Item 1A, Risk Factors, 10-K Feb 18, 2026

DVN DEVON ENERGY CORP/DE

3 paragraphs

Additionally, the economic uncertainty in global trade arising from geopolitical events and shifting trade policies, such as the imposition of tariffs by the U.S., may contribute to higher inflation rates and disrupt supply chains, negatively impacting our cash flow …

Item 7, MD&A, 10-K Feb 18, 2026

… The rising costs and scarcity caused by this competitive pressure will generally increase during periods of higher commodity prices and can be further exacerbated by higher inflation rates and supply chain disruptions in the broader economy, including as a result …

Item 1A, Risk Factors, 10-K Feb 18, 2026

EQT EQT Corp

3 paragraphs

… Global economic conditions, geopolitical issues and inflation have constrained global and domestic supply chains, which has impacted and could in the future continue to impact our ability to develop our reserves in accordance with our drilling and completions schedule and …

Item 1A, Risk Factors, 10-K Feb 18, 2026

… Substantial limitations or taxes or fees on methane or other GHG emissions, as well as other regulatory incentives or requirements to conserve energy, use alternative sources or reduce GHG emissions in product supply chains, could also adversely affect demand for …

Item 1A, Risk Factors, 10-K Feb 18, 2026

SLB SLB LIMITED/NV

3 paragraphs

… the conflict on regional and global economic and geopolitical conditions; the effect of further laws, sanctions and trade control restrictions on our business, the global economy and global supply chains; and the impact of fluctuations in the exchange rate of

Item 1A, Risk Factors, 10-K Jan 23, 2026

… Extreme weather conditions such as hurricanes, flooding, landslides, and heat waves have in the past resulted in, and may in the future result in, the evacuation of personnel, stoppage of services and activity disruptions at our facilities, in our supply …

Item 1A, Risk Factors, 10-K Jan 23, 2026

EOG EOG RESOURCES INC

2 paragraphs

• a cyber attack on a vendor or service provider, which could result in supply chain disruptions and could delay or halt our operations;

Item 1A, Risk Factors, 10-K Feb 24, 2026

… These facilities and equipment may be temporarily unavailable to us due to market conditions, supply chain disruptions, regulatory reasons, mechanical reasons or other factors or conditions, and may not be available to us in the future on terms we consider …

Item 1A, Risk Factors, 10-K Feb 24, 2026

FANG Diamondback Energy, Inc.

2 paragraphs

… over other companies; failure to reach the intended target or a drilling incident; loss of production or accidental discharges; supply chain disruptions resulting from attacks on third party providers, vendors or business partners that delay or halt our operations, result …

Item 1A, Risk Factors, 10-K Feb 25, 2026

… For instance, geopolitical conflicts, higher interest rates, effects of tariffs, actions taken by OPEC and its non-OPEC allies, global supply chain disruptions, measures to combat persistent inflation and instability in the financial sector have contributed to recent economic and …

Item 8, Financial Statements, 10-K Feb 25, 2026

KMI KINDER MORGAN, INC.

2 paragraphs

• extraordinary events such as pandemics, acts of war, or terrorist acts, including cybersecurity breaches, and the collateral impacts of such events, including disruptions of supply chains and economic activity;

10-K, 10-K Feb 13, 2026

Our management team has engaged third-party experts to provide guidance related to management of supply chain cybersecurity risks. Our strategy includes both short- and long-term initiatives to increase the security surrounding our assets and is supplemented using third …

10-K, 10-K Feb 13, 2026

WMB WILLIAMS COMPANIES, INC.

2 paragraphs

• Unexpected significant increases in capital expenditures or delays in capital project execution, including increases from inflation or delays caused by supply chain disruptions;

Item 7, MD&A, 10-K Feb 24, 2026

… It also includes project execution, information technology, finance and accounting, real estate and aviation, central engineering services, safety and operational discipline, supply chain and digital transformation, corporate strategic development, human resources, legal and government affairs, and executive and audit support …

Item 8, Financial Statements, 10-K Feb 24, 2026

TPL Texas Pacific Land Corp

1 paragraph

… Development of a produced water treatment facility requires substantial capital and may result in total project costs exceeding initial estimates due to inflation, supply chain constraints, labor and equipment availability, design changes, regulatory requirements or technical challenges. Delays in permitting …

Item 1A, Risk Factors, 10-K Feb 18, 2026

AM Antero Midstream Corp

0 paragraphs

Not mentioned in the latest 10-K.

AR ANTERO RESOURCES Corp

0 paragraphs

Not mentioned in the latest 10-K.

ARLP ALLIANCE RESOURCE PARTNERS LP

0 paragraphs

Not mentioned in the latest 10-K.

AROC Archrock, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

BSM Black Stone Minerals, L.P.

0 paragraphs

Not mentioned in the latest 10-K.

OKE ONEOK INC /NEW/

0 paragraphs

Not mentioned in the latest 10-K.

TRGP Targa Resources Corp.

0 paragraphs

Not mentioned in the latest 10-K.