Shell plc

Informe acción LSE:SHEL

Capitalización de mercado: UK£184.4b

Shell Resultados de beneficios anteriores

Pasado controles de criterios 4/6

Shell ha aumentado sus beneficios a una tasa media anual de 12.7%, mientras que los beneficios de la industria de Oil and Gas han experimentado un crecimiento de 10.5% anual. Los ingresos han ido creciendo a una tasa media de 4.2% al año. La rentabilidad financiera de Shell es de 10.3%, y sus márgenes netos son de 6.7%.

Información clave

12.67%

Tasa de crecimiento de los beneficios

15.84%

Tasa de crecimiento del BPA

Crecimiento de la industria Oil and Gas 21.81%
Tasa de crecimiento de los ingresos4.24%
Rentabilidad financiera10.33%
Margen neto6.68%
Próxima actualización de resultados07 May 2026

Actualizaciones de resultados anteriores recientes

Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture

Aug 07
Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture

Recent updates

SHEL: Future Returns Will Reflect Middle East Risk Driven Cash Flows

Shell's analyst price target has been adjusted slightly lower to £37.02 from £37.17, as analysts weigh mixed rating actions and price target changes against updated assumptions for margins and future P/E levels. Analyst Commentary Recent research on Shell shows a split tape, with several firms lifting price targets while others turn more cautious or trim estimates.

SHEL: Future Returns Will Reflect Middle East Supply Risk Premiums

Shell’s analyst fair value estimate has been revised higher from £34.65 to £37.17, as analysts factor in updated commodity price assumptions, refined revenue growth expectations, and slightly higher margin and P/E inputs following a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent research on Shell has been active, with several firms revising price targets and a mix of upgrades and downgrades.

Deepwater And LNG Expansion Will Reshape Earnings Power Over The Next Decade

Catalysts About Shell Shell is a large integrated energy company involved in oil and gas production, liquefied natural gas, refining, chemicals, power and low carbon energy solutions. What are the underlying business or industry changes driving this perspective?

SHEL: Future Returns Will Reflect LNG Disruptions And Middle East Supply Risks

Shell's updated analyst price target has moved higher to £34.65 from £32.62, as analysts factor in revised oil and gas price assumptions, tighter projected crude balances linked to Middle East supply risks, and a slightly higher future P/E multiple, offset in part by more modest profit margin expectations. Analyst Commentary Recent research on Shell shows a mix of optimism and caution, with several firms adjusting price targets in response to commodity assumptions, geopolitical risks and company specific execution.

LNG Expansion And Aggressive Buybacks Will Increase Risk To Future Earnings Quality

Catalysts About Shell Shell is a large integrated energy company engaged in exploration, production, LNG, refining, chemicals, marketing and low carbon energy solutions. What are the underlying business or industry changes driving this perspective?

SHEL: Future Returns Will Reflect LNG Exposure And Geopolitical Supply Risks

Shell's analyst price target has risen in the model as fair value moved from £31.76 to £32.62, with analysts pointing to higher oil and gas price forecasts, tighter expected crude balances, and LNG growth assumptions as key drivers behind recent upward target revisions across the stock. Analyst Commentary Recent research paints a mixed picture for Shell, with several price target increases alongside a few trims and a downgrade.

Shell plc (SHEL): Powering Through the 2026 Energy Security Scenarios

Shell plc is demonstrating remarkable resilience and strategic agility as of March 18, 2026. The stock closed today at 3,461.00p (GBP) on the London Stock Exchange, maintaining its position near a multi-year high despite a minor 0.37% daily dip.

SHEL: Future Returns Will Balance LNG Expansion With Cost Discipline And Asset Sales

Our analyst fair value estimate for Shell edges up from £30.96 to £31.76. This reflects a series of higher Street price targets in the £2,950 to £3,600 range, as analysts point to valuation support for integrated energy names and company specific drivers such as cost discipline, higher shareholder returns and LNG growth expectations.

SHEL: Future Returns Will Balance LNG Ambitions With Refining And Asset Sales

Analysts have trimmed their average price target for Shell by about £0.07. This reflects slightly higher discount rate assumptions, a modestly lower fair value estimate, and updated views on growth, margins and future P/E after a mix of recent target cuts, raises and rating changes across the Street.

SHEL: Future Returns Will Reflect LNG Strength And Refining Cash Generation

Our Shell fair value estimate edges up to €31.04 from €31.03 as analysts lift price targets across US dollar and GBp lines, pointing to expectations for resilient refining conditions, disciplined capital allocation and LNG driven growth targets, even as views on crude and valuation remain mixed. Analyst Commentary Bullish Takeaways Bullish analysts lifting US dollar and GBp targets point to confidence in Shell's ability to keep capital allocation disciplined, with a focus on cost control and shareholder returns that they view as supportive for equity value.

SHEL: Future Returns Will Reflect Resilient Cash Flow And Shareholder Distributions

Our updated view on Shell reflects a small trim in fair value to €31.03 from €31.31, as analysts balance slightly softer growth and margin assumptions with higher price targets associated with resilient cash generation, tighter refining conditions, and a more disciplined focus on costs and shareholder returns. Analyst Commentary Street research on Shell is mixed, with several price target increases reflecting confidence in execution and cash generation, while a few more cautious voices highlight valuation and medium term growth constraints.

Shell (LON:SHEL) Has A Pretty Healthy Balance Sheet

Jan 06
Shell (LON:SHEL) Has A Pretty Healthy Balance Sheet

SHEL: Future Returns Will Reflect Free Cash Flow Amid Buyback Funding Debate

Shell's analyst price target has edged lower by approximately $0.12, as analysts weigh still resilient free cash flow and recent target hikes against valuation concerns following the year-to-date rally, as well as medium-term growth and resource replenishment challenges. Analyst Commentary Recent Street research reflects a nuanced view on Shell, with a mix of target price increases and rating downgrades as the stock reprices higher and investors reassess medium term growth and capital return risks.

SHEL: Future Returns Will Reflect Resilient Free Cash Flow Amid Capital Allocation Debate

Shell's analyst price target is nudged lower, with fair value edging down from about $31.78 to $31.43 per share. Analysts are balancing recent target hikes, which cite resilient free cash flow and strong positioning, against fresh downgrades that flag a less compelling valuation, slower medium term growth, and concerns over capital allocation.

SHEL: Future Returns Will Reflect Resilient Cash Flow Amid Energy Sector Volatility

Shell's analyst price target has been raised, with new targets ranging as high as $91. Analysts point to resilient free cash flow, steady growth, and ongoing cost reductions as supporting factors for the upward revision of Shell’s valuation.

SHEL: Future Performance Will Reflect Capital Returns and Energy Sector Uncertainties

Shell's analyst price target has increased from $80 to $82. Analysts cite stronger-than-expected operational and trading performance, improved profit margins, and a lower discount rate, which are supporting upward revisions in fair value estimates.

Shell plc Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Nov 02
Shell plc Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Analysts Weigh In on Shell Amid Mixed Outlook and Updated Valuation Targets

Shell's analyst price target saw a modest increase to $91 from $80, as analysts cite stronger-than-expected recent results and a continued focus on capital returns. This comes despite softer demand indicators and cash flow considerations.

LNG Investments And Cost Cuts Will Support Future Energy Resilience

Shell's analyst price target has increased modestly to $87 from $82, as analysts cite stronger-than-expected Q3 performance and robust underlying operations as key drivers for the upward revision. Analyst Commentary Recent Street research reveals a mix of optimism and caution regarding Shell’s outlook, as analysts assess the company’s operational momentum, balance sheet decisions, and capital allocation strategies following the latest quarterly updates.

LNG Investments And Cost Cuts Will Support Future Energy Resilience

Shell’s price target has edged up to £30.50 as analysts remain broadly supportive, citing strong growth prospects and a favorable refining outlook despite some concerns about near-term momentum. Analyst Commentary Bullish analysts cited Shell's distinctive mix of growth, resource depth, and sustainable shareholder returns, with medium-term refining outlook becoming increasingly favorable.

LNG Investments And Cost Cuts Will Support Future Energy Resilience

Shell’s consensus price target was slightly reduced to £30.10 as bullish sentiment on strong Q2 results and sector tailwinds was tempered by concerns over near-term momentum, resulting in minor downward revisions rather than a fundamental change in outlook. Analyst Commentary Bullish analysts highlight Shell’s robust second quarter results, emphasizing the company’s distinctive growth prospects, deep resource base, and commitment to sustainable shareholder returns.

Is Shell (LON:SHEL) A Risky Investment?

Sep 09
Is Shell (LON:SHEL) A Risky Investment?

Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture

Aug 07
Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture
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AI And Robotics Adoption Will Improve Long-Term Operational Performance

New technologies enhancing safety and efficiency may lead to improved long-term performance and higher net margins.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Shell. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

LSE:SHEL Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 25266,88617,83713,3661,170
30 Sep 25269,07514,63113,0791,203
30 Jun 25272,01113,60112,9881,088
31 Mar 25281,06913,51613,0791,072
31 Dec 24284,31216,09413,2281,099
30 Sep 24296,76215,63813,6331,238
30 Jun 24302,02518,39014,0351,212
31 Mar 24302,13918,00814,2671,246
31 Dec 23316,62019,35914,3151,287
30 Sep 23339,19129,29714,2131,220
30 Jun 23358,58928,99613,9521,173
31 Mar 23384,06943,90213,5041,139
31 Dec 22381,31442,30913,7141,075
30 Sep 22365,29143,36013,044976
30 Jun 22329,58536,17012,704901
31 Mar 22290,04321,55712,930838
31 Dec 21261,50420,10112,112815
30 Sep 21220,2124,62612,096710
30 Jun 21204,1915,56211,575798
31 Mar 21176,179-15,99610,820830
31 Dec 20180,543-21,68010,813907
30 Sep 20220,561-16,70211,0541,014
30 Jun 20263,132-11,31211,1521,000
31 Mar 20321,1719,81711,575993
31 Dec 19344,87715,84211,629962
30 Sep 19363,09920,46811,891970
30 Jun 19376,65720,42812,221978
31 Mar 19382,87923,45412,200990
31 Dec 18388,37923,35212,251986
30 Sep 18371,57321,56912,022932
30 Jun 18347,25219,81712,049935
31 Mar 18322,61815,33811,695918
31 Dec 17305,17912,97711,557922
30 Sep 17284,52410,71110,870942
30 Jun 17270,5497,99911,245960
31 Mar 17256,8337,62912,383983
31 Dec 16233,5914,57513,3751,014
30 Sep 16226,9703,97311,5971,031
30 Jun 16233,821-4,81814,4951,074
31 Mar 16247,808-2,00714,7731,083
31 Dec 15264,9601,93914,9041,093
30 Sep 15299,1881,59518,7851,159
30 Jun 15338,33313,47416,6791,170

Ingresos de calidad: SHEL tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (6.7%) de SHEL son superiores a los del año pasado (5.7%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: SHEL ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 12.7% al año.

Acelerando crecimiento: El crecimiento de los beneficios de SHEL en el último año (10.8%) está por debajo de su media de 5 años (12.7% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de SHEL en el último año (10.8%) superó al de la industria Oil and Gas 0.7%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de SHEL (10.3%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/03 15:57
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Shell plc está cubierta por 53 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
Alejandro VigilBanco Santander
Lucy HaskinsBarclays