View ValuationTotalEnergies 향후 성장Future 기준 점검 0/6TotalEnergies 의 수익은 연간 3.1% 감소할 것으로 예상되는 반면, 연간 수익은 0.2% 로 증가할 것으로 예상됩니다. EPS는 연간 3.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.1% 로 예상됩니다.핵심 정보-3.1%이익 성장률3.87%EPS 성장률Oil and Gas 이익 성장10.0%매출 성장률0.2%향후 자기자본이익률14.13%애널리스트 커버리지Good마지막 업데이트23 Jul 2026최근 향후 성장 업데이트공고 • Jul 16TotalEnergies SE Provides Production Guidance for the Second Quarter of 2026TotalEnergies SE provided production guidance for the second quarter of 2026. For the quarter, the company expected hydrocarbon production to be at nearly 2.4 Mboe/d. The impact of the Middle East conflict for the second quarter is around 210 kboe/d, which is below the guidance communicated last quarter of 360 kboe/d. This is notably driven by the ramp-up of the Company’s production in offshore United Arab Emirates over the course of the quarter and the restart of production in the other countries in the region during June. However, a significant portion of this production could not be lifted during the quarter and is recognized in Exploration & Production results based on the crude price from end-June (less than $70/b).공고 • Apr 17TotalEnergies SE Provides Production Guidance for the First Quarter of 2026TotalEnergies SE provided production guidance for the first quarter of 2026. For the quarter, the company expects Oil and gas production to be in line with fourth quarter 2025.공고 • Feb 03Mozambique LNG Announces the Full Restart of All Its Activities Onshore and Offshore in MozambiquePatrick Pouyanné, Chairman and CEO of TotalEnergies, met on January 29, 2026 in Afungi with His Excellency Daniel Chapo, President of the Republic of Mozambique, and have announced together the full restart of Mozambique LNG project activities. This restart of project activities onshore and offshore follows the decision made on 7 November 2025, by Mozambique LNG consortium to lift the Force Majeure that was declared in 2021 and resume project activities. During the meeting, the government of Mozambique confirmed its commitment to work together with Mozambique LNG to support the restart of project activities and address the consequences of the Force Majeure period. In particular, the Government confirmed all measures taken to address the security and the continued cooperation with Rwanda. Construction activities have now restarted both offshore and onshore at Afungi site, with over 4,000 workers currently mobilized of which over 3,000 are Mozambican nationals. First LNG is expected in 2029 as the project progress is currently at 40% – almost all engineering and procurement of main equipments have been executed during the force majeure period. The Mozambique LNG project will bring significant economic benefits to Mozambique during its development phase, notably through an ambitious local content plan. The project will provide up to 7,000 direct jobs for Mozambicans during construction, and contracts awarded to Mozambican companies are expected to amount to more than USD 4 billion. In addition, Mozambique LNG has launched a large-scale socio-economic development program to support local communities in Cabo Delgado province. The Mozambique LNG Foundation, established in 2023 and endowed with a budget of USD 200 million, has already delivered tangible results, with over 8,000 jobs created and 7,000 farmers and fishermen supported by the Foundation in Cabo Delgado province.모든 업데이트 보기Recent updates공고 • Jul 16TotalEnergies SE Provides Production Guidance for the Second Quarter of 2026TotalEnergies SE provided production guidance for the second quarter of 2026. For the quarter, the company expected hydrocarbon production to be at nearly 2.4 Mboe/d. The impact of the Middle East conflict for the second quarter is around 210 kboe/d, which is below the guidance communicated last quarter of 360 kboe/d. This is notably driven by the ramp-up of the Company’s production in offshore United Arab Emirates over the course of the quarter and the restart of production in the other countries in the region during June. However, a significant portion of this production could not be lifted during the quarter and is recognized in Exploration & Production results based on the crude price from end-June (less than $70/b).공고 • Jul 10Amarenco Solar Limited and AMPYR Global Energy Holdings Pte. Ltd. acquired TotalEnergies Distributed Solar Generation Portfolio (Europe) from TotalEnergies SE (ENXTPA:TTE).Amarenco Solar Limited and AMPYR Global Energy Holdings Pte. Ltd. acquired TotalEnergies Distributed Solar Generation Portfolio (Europe) from TotalEnergies SE (ENXTPA:TTE) on July 9, 2026.The portfolio consists of approximately 170 MW of distributed solar assets, primarily rooftop installations, located across France, Belgium, the Netherlands, Spain, Portugal, the United Kingdom, and Luxembourg.Amarenco and AMPYR Distributed Energy will continue to operate the assets. Amarenco Solar Limited and AMPYR Global Energy Holdings Pte. Ltd. completed the acquisition of TotalEnergies Distributed Solar Generation Portfolio (Europe) from TotalEnergies SE (ENXTPA:TTE) on July 9, 2026.공고 • Jul 07BluEnergies And TotalEnergies Progress Operations On Blocks LB-26, LB-30, And LB-31 In Harper Basin Offshore LiberiaBluEnergies Ltd. provided an operations update on the work program currently being conducted on the blocks LB-26, LB-30 and LB-31 jointly with TotalEnergies in the Harper Basin, offshore Liberia. The work program, designed to confirm and enhance drillable prospects within the Blocks, is on schedule and comprises the following operations: Reprocessing the 6,167 sq kms of 3-D seismic data. On behalf of BluEnergies Ltd. and TotalEnergies, TGS ASA is reprocessing the entire 3D seismic data set. This important process is on schedule, over 50% complete, with preliminary results to date. The primary goal of the data reprocessing is to enhance the seismic character/definition and the AVO content (Direct Hydrocarbon Indicator) of the original 3-D seismic survey completed by TGS in 2013. On behalf of BluEnergies Ltd. and TotalEnergies, GeoPartners Limited is conducting within the Blocks a Multi-Beam Eco Sounder survey comprising an area of 4,045 km² in water depths ranging from 500 meters to 3,500 meters. GeoPartners is utilizing the R/V GYRE vessel owned and operated by TDI-Brooks. This data acquisition commenced on June 19, 2026, with expected completion in Third Quarter 2026 allowing for early integration into a refined 3-D seismic data interpretation. The MBES is designed to map underwater terrain, aiding in identifying sea bottom anomalies, supporting the safe selection of future drilling locations. More specifically, the MBES identifies seabed geomorphologies (pockmarks, mud volcanoes, faults, etc.) and the presence of anomalous features (carbonates, outcrops, bacterial mats, etc.); it also performs water column imaging for the detection of anomalies related to seepage of hydrocarbons through the sea bottom. Seabed Geochemical Sampling is conducted through piston coring to collect evidence of migrated mature hydrocarbons (detection of fluorescent/natural oil compounds, hydrocarbon chromatography, thermogenic origin, etc.). Heat Flow Measurements are being performed to collect information about the relative sediment temperature and the thermal history of the undrilled Harper basin. This project completion is expected by Fourth Quarter 2026, allowing for the integration of the data into a refined 3-D data re-interpretation of the numerous leads (basin floor fans) within the Blocks. All of these program initiatives are focused on identifying drillable prospects and assisting in the selection of optimal drilling locations.공고 • May 30TotalEnergies SE Approves Dividend for the Fiscal Year 2025TotalEnergies SE at Ordinary and Extraordinary Shareholders’ Meeting held on May 29, 2026, approved payment of a dividend of €3.40 per share for that fiscal year 2025.공고 • May 29TotalEnergies SE Appoints Slavomir Krupa as DirectorTotalEnergies SE at Ordinary and Extraordinary Shareholders’ Meeting held on May 29, 2026, approved appointment of a three-year term for Mr. Slavomir Krupa as Director.공고 • Apr 29+ 2 more updatesTotalEnergies SE (ENXTPA:TTE) acquired 50% stake in Portfolio of Flexible Power Generation Assets from Energetický a prumyslový holding, a.s.TotalEnergies SE (ENXTPA:TTE) signed an agreement to acquire 50% stake in Portfolio of Flexible Power Generation Assets from Energetický a prumyslový holding, a.s. for €5.4 billion on November 16, 2025. Under the agreement, 95.4 million TotalEnergies shares will be issued in an all-stock transaction, representing about 4.1% of TotalEnergies’ share capital and making EPH one of the Company’s largest shareholders upon completion of the transaction. The acquisition covers 50% of EPH flexible power generation platform (gas fired and biomass power plants, batteries) in Western Europe (Italy, United Kingdom and Ireland, Netherlands, France), valued at €10.6 billion (enterprise value). The transaction covers a portfolio of more than 14 GW gross capacity of flexible generation assets in operation or under construction. The acquisition scope includes about 5 GW of projects under development. The agreement provides that the joint venture will become the preferred vehicle for TotalEnergies and EPH to drive flexible power generation growth in the targeted countries. The transaction will result in the creation of a joint venture owned 50/50 by TotalEnergies and EPH, which will be responsible for the industrial management of the assets and the business development, while each company will market its share of production under a tolling arrangement with the joint venture. The transaction is subject to the legal information and consultation process of the relevant employee representatives and to the approval of the competent authorities. Completion is expected in mid-2026. The acquisition is immediately accretive to free cash flow per share for all TotalEnergies shareholders. On March 26, 2026, the transaction has been approved by The European Commission. The transaction is still subject to remaining conditions and is expected to close in mid-2026. John Cunningham, Richard Jones, Nick Matthew, Jessica Kemp, Catherine Hill, Nicholas Greenacre, Victoria Landsbert, Karla Hughes, and Annabel Hodge from the London office, Vit Stehlik from Prague, Saam Golshani, Franck De Vita, and Alexandre Jaurett from France office, Sabrina Borocci and Sara Scapin from Milan, Sabrina Borocci from Brussels of White & Case LLP acted as legal advisor for Energetický a prumyslový holding, a.s. Graham Watson, Richard Thexton, Douglas Bryden, Peter Clements, Alastair Mordaunt of Freshfields LLP and Gwen Senlanne of Freshfields LLP (France) acted as legal advisor for TotalEnergies SE. TotalEnergies SE (ENXTPA:TTE) completed the acquisition of 50% stake in Portfolio of Flexible Power Generation Assets from Energetický a prumyslový holding, a.s. on April 29, 2026. TotalEnergies SE Board of Directors has approved the issuance of around 95.4 million shares to EPH, representing approximately 4.2% of TotalEnergies’ share capital, making EPH one of the Company’s main shareholders. The deal is been approved by TotalEnergies and Energetický's board.공고 • Apr 17TotalEnergies SE Provides Production Guidance for the First Quarter of 2026TotalEnergies SE provided production guidance for the first quarter of 2026. For the quarter, the company expects Oil and gas production to be in line with fourth quarter 2025.공고 • Apr 04TotalEnergies SE to Report Q3, 2026 Results on Oct 29, 2026TotalEnergies SE announced that they will report Q3, 2026 results on Oct 29, 2026공고 • Mar 31NEO NEXT Energy Limited completed the acquisition of Upstream business from TotalEnergies SE (ENXTPA:TTE).NEO NEXT Energy Limited signed an agreement to acquire Upstream business from TotalEnergies SE (ENXTPA:TTE) on December 8, 2025. TotalEnergies will merge its Upstream business with NEO NEXT and become the leading shareholder in the expanded NEO NEXT, which will be renamed NEO NEXT+, with a 47.5% ownership. After completion of the transaction, NEO NEXT+ will be jointly owned by TotalEnergies 47.5%, HitecVision 28.875% and Repsol UK 23.625% and encompass a large and diverse asset portfolio including notably NEO Energy’s and Repsol UK’s interests in the Elgin/Franklin complex and the Penguins, Mariner, Shearwater and Culzean fields, enriched by TotalEnergies’ UK Upstream assets, notably including its interests in the Elgin/Franklin complex and the Alwyn North, Dunbar and Culzean fields. Completion of the transaction is subject to customary conditions, including regulatory and Anti trust approvals. As on February 20, 2026, The European Commission approved the transaction. The transaction is expected to be completed during the first half of 2026. Jefferies LLC acted as financial advisor to NEO NEXT Energy Limited. NEO NEXT Energy Limited completed the acquisition of Upstream business from TotalEnergies SE (ENXTPA:TTE) on March 30, 2026.공고 • Mar 20TotalEnergies SE, Annual General Meeting, May 29, 2026TotalEnergies SE, Annual General Meeting, May 29, 2026.공고 • Mar 19+ 1 more updateTotalEnergies Starts Production At France’s First Advanced Plastics Recycling PlantTotalEnergies has launched France’s first advanced plastics recycling plant, with an annual capacity of 15,000 tons, at its Grandpuits site southeast of Paris. The new plant uses innovative recycling technology supplied by the partner Plastic Energy. It transforms hard-to-recycle plastic waste from French households, which is currently sent to landfill or incineration, into a synthetic oil through a pyrolysis process, involving heating the waste to high temperatures in an oxygen-free environment and under pressure. This advanced recycling process makes it possible to recycle waste that cannot be recycled mechanically. The synthetic oil is then treated as petrochemical feedstock, as a substitute for fossil fuels. It contributes to producing recycled plastics of the same quality as virgin plastics, compatible with the strictest requirements for food contact and medical applications. TotalEnergies signed an agreement with two French partners in 2023: Citeo and Paprec, to secure the plant’s long-term supply of plastic waste.공고 • Mar 17TotalEnergies Announces Start Of Production From Quiluma Offshore Gas FieldTotalEnergies announced the start of production from the Quiluma field, in which the Company holds an 11.8% interest alongside its partners Azule Energy (37.4%, operator), Cabinda Gulf Oil Company (31%) and Sonangol E&P (19.8%). This is the first development of a non-associated gas field in Angola and the gas produced will be a stable and important source of gas supply for the Angola LNG plant that is delivering LNG to both the European and Asian markets. At plateau, the project will produce around 330 million cubic feet per day of gas, equivalent to approximately 2 million tons of LNG per year.공고 • Mar 12+ 1 more updateTotalEnergies Announces the Restart of Production at the Mabruk FieldTotalEnergies announced the restart of production at the Mabruk oil field in Libya, in which the Company holds an interest of 37.5%. The Mabruk field is located onshore, in concession C17, around 130 km south of Sirte. Production from the field was stopped in 2015. The construction of a new production unit with a capacity of 25,000 barrels per day was launched in May 2024. Start-up of this new facility occurred on February 28, 2026, less than two years after the project was launched.공고 • Feb 11+ 1 more updateTotalEnergies SE Proposes Final Dividend for the Full-Year 2025TotalEnergies SE announced that given the Company’s strong cash-flow generation and solid balance sheet despite uncertain environment, the Board of Directors will propose to the Annual Shareholders’ Meeting on May 29, 2026, the distribution of a final 2025 dividend of €0.85/share, bringing the full-year 2025 dividend to €3.40/share, up 5.6% from the 2024 dividend, reflecting the share buybacks executed in 2025 ($7.5 billion for a 55% payout). The Board also confirmed the 2026 share-buyback guidance of $3 billion to $6 billion for an oil price between $60 and $70/b and an exchange rate around $1.20/€. Considering the uncertain price environment, it authorized $750 million of buybacks in the first quarter 2026, consistent with the budget assumption ($60/b), thereby preserving the flexibility to adjust the level of buybacks during 2026 depending on price developments.공고 • Feb 03Mozambique LNG Announces the Full Restart of All Its Activities Onshore and Offshore in MozambiquePatrick Pouyanné, Chairman and CEO of TotalEnergies, met on January 29, 2026 in Afungi with His Excellency Daniel Chapo, President of the Republic of Mozambique, and have announced together the full restart of Mozambique LNG project activities. This restart of project activities onshore and offshore follows the decision made on 7 November 2025, by Mozambique LNG consortium to lift the Force Majeure that was declared in 2021 and resume project activities. During the meeting, the government of Mozambique confirmed its commitment to work together with Mozambique LNG to support the restart of project activities and address the consequences of the Force Majeure period. In particular, the Government confirmed all measures taken to address the security and the continued cooperation with Rwanda. Construction activities have now restarted both offshore and onshore at Afungi site, with over 4,000 workers currently mobilized of which over 3,000 are Mozambican nationals. First LNG is expected in 2029 as the project progress is currently at 40% – almost all engineering and procurement of main equipments have been executed during the force majeure period. The Mozambique LNG project will bring significant economic benefits to Mozambique during its development phase, notably through an ambitious local content plan. The project will provide up to 7,000 direct jobs for Mozambicans during construction, and contracts awarded to Mozambican companies are expected to amount to more than USD 4 billion. In addition, Mozambique LNG has launched a large-scale socio-economic development program to support local communities in Cabo Delgado province. The Mozambique LNG Foundation, established in 2023 and endowed with a budget of USD 200 million, has already delivered tangible results, with over 8,000 jobs created and 7,000 farmers and fishermen supported by the Foundation in Cabo Delgado province.공고 • Jan 15+ 1 more updateTotalEnergies SE to Report Q2, 2026 Results on Jul 23, 2026TotalEnergies SE announced that they will report Q2, 2026 results on Jul 23, 2026공고 • Dec 18+ 2 more updatesAsterion Industrial Partners SGEIC SA acquired 50% stake in 424 MW wind and solar portfolio in Greece from TotalEnergies SE (ENXTPA:TTE) for approximately €510 million.Asterion Industrial Partners SGEIC SA acquired 50% stake in 424 MW wind and solar portfolio in Greece from TotalEnergies SE (ENXTPA:TTE) for approximately €510 million on December 17, 2025. Clifford Chance S.L.P. acted as legal advisor to Asterion Industrial Partners SGEIC SA. EY Spain acted as financial advisor to Asterion Industrial Partners SGEIC SA. EY Abogados acted as accountant to Asterion Industrial Partners SGEIC SA. Asterion Industrial Partners SGEIC SA completed the acquisition 50% stake in 424 MW wind and solar portfolio in Greece from TotalEnergies SE (ENXTPA:TTE) on December 17, 2025.공고 • Dec 10+ 1 more updateTotalEnergies SE (ENXTPA:TTE) agreed to acquire 40% stake in PEL83 license in Namibia from Galp Energia, SGPS, S.A. (ENXTLS:GALP).TotalEnergies SE (ENXTPA:TTE) agreed to acquire 40% stake in PEL83 license in Namibia from Galp Energia, SGPS, S.A. (ENXTLS:GALP) on December 9, 2025. Before completion, Galp Energia, SGPS, S.A. owns 80% stake in PEL83 license. Upon completion, Galp Energia, SGPS, S.A. will own 40% stake in PEL83 license. Completion of the transaction is subject to customary third party approvals from the Nambian authorities and joint ventures parties, with completion expected to occur in 2026.공고 • Dec 09NEO NEXT Energy Limited signed an agreement to acquire Upstream business from TotalEnergies SE (ENXTPA:TTE).NEO NEXT Energy Limited signed an agreement to acquire Upstream business from TotalEnergies SE (ENXTPA:TTE) on December 8, 2025. TotalEnergies will merge its Upstream business with NEO NEXT and become the leading shareholder in the expanded NEO NEXT, which will be renamed NEO NEXT+, with a 47.5% ownership. After completion of the transaction, NEO NEXT+ will be jointly owned by TotalEnergies 47.5%, HitecVision 28.875% and Repsol UK 23.625% and encompass a large and diverse asset portfolio including notably NEO Energy’s and Repsol UK’s interests in the Elgin/Franklin complex and the Penguins, Mariner, Shearwater and Culzean fields, enriched by TotalEnergies’ UK Upstream assets, notably including its interests in the Elgin/Franklin complex and the Alwyn North, Dunbar and Culzean fields. Completion of the transaction is subject to customary conditions, including regulatory approvals and is expected during the first half of 2026.이익 및 매출 성장 예측TSX:TTES - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2026183,96115,08610,78928,141N/A12/31/2025182,34413,12710,39027,343N/A9/30/2025183,53414,17712,89929,379N/A6/30/2025187,11912,78811,42328,201N/A3/31/2025191,62613,88815,53731,248N/A12/31/2024195,61015,75815,94530,854N/A9/30/2024203,26016,86518,19234,497N/A6/30/2024210,24421,24720,81936,822N/A3/31/2024212,59521,54821,54137,715N/A12/31/2023218,94521,38422,95740,679N/A9/30/2023228,13319,58513,40430,147N/A6/30/2023238,68219,53522,57838,499N/A3/31/2023257,59321,13927,68244,883N/A12/31/2022263,31020,52631,67747,367N/A9/30/2022254,65523,09937,23753,370N/A6/30/2022238,76321,11825,29741,162N/A3/31/2022209,95117,63219,03932,429N/A12/31/2021184,63416,03218,06730,410N/A9/30/2021161,68411,08612,82624,463N/A6/30/2021139,8316,64312,09823,174N/A3/31/2021119,760-3,9328,29219,102N/A12/31/2020119,704-7,2424,03914,803N/A9/30/2020130,741-5,5334,78315,728N/A6/30/2020146,062-2,9358,58519,583N/A3/31/2020169,7028,190N/A22,355N/A12/31/2019176,24911,267N/A24,685N/A9/30/2019179,1769,799N/A28,726N/A6/30/2019185,03810,956N/A26,256N/A3/31/2019185,93811,921N/A26,251N/A12/31/2018184,10611,446N/A24,703N/A9/30/2018179,23611,335N/A22,678N/A6/30/2018167,91810,102N/A21,305N/A3/31/2018156,2988,418N/A19,699N/A12/31/2017149,0998,631N/A22,319N/A9/30/2017144,5248,158N/A20,722N/A6/30/2017139,2677,388N/A21,099N/A3/31/2017136,4967,439N/A19,341N/A12/31/2016127,9256,196N/A16,521N/A9/30/2016123,3504,022N/A14,341N/A6/30/2016126,4223,147N/A15,590N/A3/31/2016133,9804,030N/A17,440N/A12/31/2015143,4215,087N/A19,946N/A9/30/2015157,8631,055N/A22,462N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TTES 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -3.1%).수익 vs 시장: TTES 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -3.1%).고성장 수익: TTES 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: TTES 의 수익(연간 0.2%)이 Canadian 시장(연간 4.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TTES 의 수익(연간 0.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TTES의 자본 수익률은 3년 후 14.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 22:05종가2026/07/23 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스TotalEnergies SE는 48명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alvaro del Pozo MarotoBanco de Sabadell. S.A.Alejandro VigilBanco SantanderLydia RainforthBarclays45명의 분석가 더 보기
공고 • Jul 16TotalEnergies SE Provides Production Guidance for the Second Quarter of 2026TotalEnergies SE provided production guidance for the second quarter of 2026. For the quarter, the company expected hydrocarbon production to be at nearly 2.4 Mboe/d. The impact of the Middle East conflict for the second quarter is around 210 kboe/d, which is below the guidance communicated last quarter of 360 kboe/d. This is notably driven by the ramp-up of the Company’s production in offshore United Arab Emirates over the course of the quarter and the restart of production in the other countries in the region during June. However, a significant portion of this production could not be lifted during the quarter and is recognized in Exploration & Production results based on the crude price from end-June (less than $70/b).
공고 • Apr 17TotalEnergies SE Provides Production Guidance for the First Quarter of 2026TotalEnergies SE provided production guidance for the first quarter of 2026. For the quarter, the company expects Oil and gas production to be in line with fourth quarter 2025.
공고 • Feb 03Mozambique LNG Announces the Full Restart of All Its Activities Onshore and Offshore in MozambiquePatrick Pouyanné, Chairman and CEO of TotalEnergies, met on January 29, 2026 in Afungi with His Excellency Daniel Chapo, President of the Republic of Mozambique, and have announced together the full restart of Mozambique LNG project activities. This restart of project activities onshore and offshore follows the decision made on 7 November 2025, by Mozambique LNG consortium to lift the Force Majeure that was declared in 2021 and resume project activities. During the meeting, the government of Mozambique confirmed its commitment to work together with Mozambique LNG to support the restart of project activities and address the consequences of the Force Majeure period. In particular, the Government confirmed all measures taken to address the security and the continued cooperation with Rwanda. Construction activities have now restarted both offshore and onshore at Afungi site, with over 4,000 workers currently mobilized of which over 3,000 are Mozambican nationals. First LNG is expected in 2029 as the project progress is currently at 40% – almost all engineering and procurement of main equipments have been executed during the force majeure period. The Mozambique LNG project will bring significant economic benefits to Mozambique during its development phase, notably through an ambitious local content plan. The project will provide up to 7,000 direct jobs for Mozambicans during construction, and contracts awarded to Mozambican companies are expected to amount to more than USD 4 billion. In addition, Mozambique LNG has launched a large-scale socio-economic development program to support local communities in Cabo Delgado province. The Mozambique LNG Foundation, established in 2023 and endowed with a budget of USD 200 million, has already delivered tangible results, with over 8,000 jobs created and 7,000 farmers and fishermen supported by the Foundation in Cabo Delgado province.
공고 • Jul 16TotalEnergies SE Provides Production Guidance for the Second Quarter of 2026TotalEnergies SE provided production guidance for the second quarter of 2026. For the quarter, the company expected hydrocarbon production to be at nearly 2.4 Mboe/d. The impact of the Middle East conflict for the second quarter is around 210 kboe/d, which is below the guidance communicated last quarter of 360 kboe/d. This is notably driven by the ramp-up of the Company’s production in offshore United Arab Emirates over the course of the quarter and the restart of production in the other countries in the region during June. However, a significant portion of this production could not be lifted during the quarter and is recognized in Exploration & Production results based on the crude price from end-June (less than $70/b).
공고 • Jul 10Amarenco Solar Limited and AMPYR Global Energy Holdings Pte. Ltd. acquired TotalEnergies Distributed Solar Generation Portfolio (Europe) from TotalEnergies SE (ENXTPA:TTE).Amarenco Solar Limited and AMPYR Global Energy Holdings Pte. Ltd. acquired TotalEnergies Distributed Solar Generation Portfolio (Europe) from TotalEnergies SE (ENXTPA:TTE) on July 9, 2026.The portfolio consists of approximately 170 MW of distributed solar assets, primarily rooftop installations, located across France, Belgium, the Netherlands, Spain, Portugal, the United Kingdom, and Luxembourg.Amarenco and AMPYR Distributed Energy will continue to operate the assets. Amarenco Solar Limited and AMPYR Global Energy Holdings Pte. Ltd. completed the acquisition of TotalEnergies Distributed Solar Generation Portfolio (Europe) from TotalEnergies SE (ENXTPA:TTE) on July 9, 2026.
공고 • Jul 07BluEnergies And TotalEnergies Progress Operations On Blocks LB-26, LB-30, And LB-31 In Harper Basin Offshore LiberiaBluEnergies Ltd. provided an operations update on the work program currently being conducted on the blocks LB-26, LB-30 and LB-31 jointly with TotalEnergies in the Harper Basin, offshore Liberia. The work program, designed to confirm and enhance drillable prospects within the Blocks, is on schedule and comprises the following operations: Reprocessing the 6,167 sq kms of 3-D seismic data. On behalf of BluEnergies Ltd. and TotalEnergies, TGS ASA is reprocessing the entire 3D seismic data set. This important process is on schedule, over 50% complete, with preliminary results to date. The primary goal of the data reprocessing is to enhance the seismic character/definition and the AVO content (Direct Hydrocarbon Indicator) of the original 3-D seismic survey completed by TGS in 2013. On behalf of BluEnergies Ltd. and TotalEnergies, GeoPartners Limited is conducting within the Blocks a Multi-Beam Eco Sounder survey comprising an area of 4,045 km² in water depths ranging from 500 meters to 3,500 meters. GeoPartners is utilizing the R/V GYRE vessel owned and operated by TDI-Brooks. This data acquisition commenced on June 19, 2026, with expected completion in Third Quarter 2026 allowing for early integration into a refined 3-D seismic data interpretation. The MBES is designed to map underwater terrain, aiding in identifying sea bottom anomalies, supporting the safe selection of future drilling locations. More specifically, the MBES identifies seabed geomorphologies (pockmarks, mud volcanoes, faults, etc.) and the presence of anomalous features (carbonates, outcrops, bacterial mats, etc.); it also performs water column imaging for the detection of anomalies related to seepage of hydrocarbons through the sea bottom. Seabed Geochemical Sampling is conducted through piston coring to collect evidence of migrated mature hydrocarbons (detection of fluorescent/natural oil compounds, hydrocarbon chromatography, thermogenic origin, etc.). Heat Flow Measurements are being performed to collect information about the relative sediment temperature and the thermal history of the undrilled Harper basin. This project completion is expected by Fourth Quarter 2026, allowing for the integration of the data into a refined 3-D data re-interpretation of the numerous leads (basin floor fans) within the Blocks. All of these program initiatives are focused on identifying drillable prospects and assisting in the selection of optimal drilling locations.
공고 • May 30TotalEnergies SE Approves Dividend for the Fiscal Year 2025TotalEnergies SE at Ordinary and Extraordinary Shareholders’ Meeting held on May 29, 2026, approved payment of a dividend of €3.40 per share for that fiscal year 2025.
공고 • May 29TotalEnergies SE Appoints Slavomir Krupa as DirectorTotalEnergies SE at Ordinary and Extraordinary Shareholders’ Meeting held on May 29, 2026, approved appointment of a three-year term for Mr. Slavomir Krupa as Director.
공고 • Apr 29+ 2 more updatesTotalEnergies SE (ENXTPA:TTE) acquired 50% stake in Portfolio of Flexible Power Generation Assets from Energetický a prumyslový holding, a.s.TotalEnergies SE (ENXTPA:TTE) signed an agreement to acquire 50% stake in Portfolio of Flexible Power Generation Assets from Energetický a prumyslový holding, a.s. for €5.4 billion on November 16, 2025. Under the agreement, 95.4 million TotalEnergies shares will be issued in an all-stock transaction, representing about 4.1% of TotalEnergies’ share capital and making EPH one of the Company’s largest shareholders upon completion of the transaction. The acquisition covers 50% of EPH flexible power generation platform (gas fired and biomass power plants, batteries) in Western Europe (Italy, United Kingdom and Ireland, Netherlands, France), valued at €10.6 billion (enterprise value). The transaction covers a portfolio of more than 14 GW gross capacity of flexible generation assets in operation or under construction. The acquisition scope includes about 5 GW of projects under development. The agreement provides that the joint venture will become the preferred vehicle for TotalEnergies and EPH to drive flexible power generation growth in the targeted countries. The transaction will result in the creation of a joint venture owned 50/50 by TotalEnergies and EPH, which will be responsible for the industrial management of the assets and the business development, while each company will market its share of production under a tolling arrangement with the joint venture. The transaction is subject to the legal information and consultation process of the relevant employee representatives and to the approval of the competent authorities. Completion is expected in mid-2026. The acquisition is immediately accretive to free cash flow per share for all TotalEnergies shareholders. On March 26, 2026, the transaction has been approved by The European Commission. The transaction is still subject to remaining conditions and is expected to close in mid-2026. John Cunningham, Richard Jones, Nick Matthew, Jessica Kemp, Catherine Hill, Nicholas Greenacre, Victoria Landsbert, Karla Hughes, and Annabel Hodge from the London office, Vit Stehlik from Prague, Saam Golshani, Franck De Vita, and Alexandre Jaurett from France office, Sabrina Borocci and Sara Scapin from Milan, Sabrina Borocci from Brussels of White & Case LLP acted as legal advisor for Energetický a prumyslový holding, a.s. Graham Watson, Richard Thexton, Douglas Bryden, Peter Clements, Alastair Mordaunt of Freshfields LLP and Gwen Senlanne of Freshfields LLP (France) acted as legal advisor for TotalEnergies SE. TotalEnergies SE (ENXTPA:TTE) completed the acquisition of 50% stake in Portfolio of Flexible Power Generation Assets from Energetický a prumyslový holding, a.s. on April 29, 2026. TotalEnergies SE Board of Directors has approved the issuance of around 95.4 million shares to EPH, representing approximately 4.2% of TotalEnergies’ share capital, making EPH one of the Company’s main shareholders. The deal is been approved by TotalEnergies and Energetický's board.
공고 • Apr 17TotalEnergies SE Provides Production Guidance for the First Quarter of 2026TotalEnergies SE provided production guidance for the first quarter of 2026. For the quarter, the company expects Oil and gas production to be in line with fourth quarter 2025.
공고 • Apr 04TotalEnergies SE to Report Q3, 2026 Results on Oct 29, 2026TotalEnergies SE announced that they will report Q3, 2026 results on Oct 29, 2026
공고 • Mar 31NEO NEXT Energy Limited completed the acquisition of Upstream business from TotalEnergies SE (ENXTPA:TTE).NEO NEXT Energy Limited signed an agreement to acquire Upstream business from TotalEnergies SE (ENXTPA:TTE) on December 8, 2025. TotalEnergies will merge its Upstream business with NEO NEXT and become the leading shareholder in the expanded NEO NEXT, which will be renamed NEO NEXT+, with a 47.5% ownership. After completion of the transaction, NEO NEXT+ will be jointly owned by TotalEnergies 47.5%, HitecVision 28.875% and Repsol UK 23.625% and encompass a large and diverse asset portfolio including notably NEO Energy’s and Repsol UK’s interests in the Elgin/Franklin complex and the Penguins, Mariner, Shearwater and Culzean fields, enriched by TotalEnergies’ UK Upstream assets, notably including its interests in the Elgin/Franklin complex and the Alwyn North, Dunbar and Culzean fields. Completion of the transaction is subject to customary conditions, including regulatory and Anti trust approvals. As on February 20, 2026, The European Commission approved the transaction. The transaction is expected to be completed during the first half of 2026. Jefferies LLC acted as financial advisor to NEO NEXT Energy Limited. NEO NEXT Energy Limited completed the acquisition of Upstream business from TotalEnergies SE (ENXTPA:TTE) on March 30, 2026.
공고 • Mar 20TotalEnergies SE, Annual General Meeting, May 29, 2026TotalEnergies SE, Annual General Meeting, May 29, 2026.
공고 • Mar 19+ 1 more updateTotalEnergies Starts Production At France’s First Advanced Plastics Recycling PlantTotalEnergies has launched France’s first advanced plastics recycling plant, with an annual capacity of 15,000 tons, at its Grandpuits site southeast of Paris. The new plant uses innovative recycling technology supplied by the partner Plastic Energy. It transforms hard-to-recycle plastic waste from French households, which is currently sent to landfill or incineration, into a synthetic oil through a pyrolysis process, involving heating the waste to high temperatures in an oxygen-free environment and under pressure. This advanced recycling process makes it possible to recycle waste that cannot be recycled mechanically. The synthetic oil is then treated as petrochemical feedstock, as a substitute for fossil fuels. It contributes to producing recycled plastics of the same quality as virgin plastics, compatible with the strictest requirements for food contact and medical applications. TotalEnergies signed an agreement with two French partners in 2023: Citeo and Paprec, to secure the plant’s long-term supply of plastic waste.
공고 • Mar 17TotalEnergies Announces Start Of Production From Quiluma Offshore Gas FieldTotalEnergies announced the start of production from the Quiluma field, in which the Company holds an 11.8% interest alongside its partners Azule Energy (37.4%, operator), Cabinda Gulf Oil Company (31%) and Sonangol E&P (19.8%). This is the first development of a non-associated gas field in Angola and the gas produced will be a stable and important source of gas supply for the Angola LNG plant that is delivering LNG to both the European and Asian markets. At plateau, the project will produce around 330 million cubic feet per day of gas, equivalent to approximately 2 million tons of LNG per year.
공고 • Mar 12+ 1 more updateTotalEnergies Announces the Restart of Production at the Mabruk FieldTotalEnergies announced the restart of production at the Mabruk oil field in Libya, in which the Company holds an interest of 37.5%. The Mabruk field is located onshore, in concession C17, around 130 km south of Sirte. Production from the field was stopped in 2015. The construction of a new production unit with a capacity of 25,000 barrels per day was launched in May 2024. Start-up of this new facility occurred on February 28, 2026, less than two years after the project was launched.
공고 • Feb 11+ 1 more updateTotalEnergies SE Proposes Final Dividend for the Full-Year 2025TotalEnergies SE announced that given the Company’s strong cash-flow generation and solid balance sheet despite uncertain environment, the Board of Directors will propose to the Annual Shareholders’ Meeting on May 29, 2026, the distribution of a final 2025 dividend of €0.85/share, bringing the full-year 2025 dividend to €3.40/share, up 5.6% from the 2024 dividend, reflecting the share buybacks executed in 2025 ($7.5 billion for a 55% payout). The Board also confirmed the 2026 share-buyback guidance of $3 billion to $6 billion for an oil price between $60 and $70/b and an exchange rate around $1.20/€. Considering the uncertain price environment, it authorized $750 million of buybacks in the first quarter 2026, consistent with the budget assumption ($60/b), thereby preserving the flexibility to adjust the level of buybacks during 2026 depending on price developments.
공고 • Feb 03Mozambique LNG Announces the Full Restart of All Its Activities Onshore and Offshore in MozambiquePatrick Pouyanné, Chairman and CEO of TotalEnergies, met on January 29, 2026 in Afungi with His Excellency Daniel Chapo, President of the Republic of Mozambique, and have announced together the full restart of Mozambique LNG project activities. This restart of project activities onshore and offshore follows the decision made on 7 November 2025, by Mozambique LNG consortium to lift the Force Majeure that was declared in 2021 and resume project activities. During the meeting, the government of Mozambique confirmed its commitment to work together with Mozambique LNG to support the restart of project activities and address the consequences of the Force Majeure period. In particular, the Government confirmed all measures taken to address the security and the continued cooperation with Rwanda. Construction activities have now restarted both offshore and onshore at Afungi site, with over 4,000 workers currently mobilized of which over 3,000 are Mozambican nationals. First LNG is expected in 2029 as the project progress is currently at 40% – almost all engineering and procurement of main equipments have been executed during the force majeure period. The Mozambique LNG project will bring significant economic benefits to Mozambique during its development phase, notably through an ambitious local content plan. The project will provide up to 7,000 direct jobs for Mozambicans during construction, and contracts awarded to Mozambican companies are expected to amount to more than USD 4 billion. In addition, Mozambique LNG has launched a large-scale socio-economic development program to support local communities in Cabo Delgado province. The Mozambique LNG Foundation, established in 2023 and endowed with a budget of USD 200 million, has already delivered tangible results, with over 8,000 jobs created and 7,000 farmers and fishermen supported by the Foundation in Cabo Delgado province.
공고 • Jan 15+ 1 more updateTotalEnergies SE to Report Q2, 2026 Results on Jul 23, 2026TotalEnergies SE announced that they will report Q2, 2026 results on Jul 23, 2026
공고 • Dec 18+ 2 more updatesAsterion Industrial Partners SGEIC SA acquired 50% stake in 424 MW wind and solar portfolio in Greece from TotalEnergies SE (ENXTPA:TTE) for approximately €510 million.Asterion Industrial Partners SGEIC SA acquired 50% stake in 424 MW wind and solar portfolio in Greece from TotalEnergies SE (ENXTPA:TTE) for approximately €510 million on December 17, 2025. Clifford Chance S.L.P. acted as legal advisor to Asterion Industrial Partners SGEIC SA. EY Spain acted as financial advisor to Asterion Industrial Partners SGEIC SA. EY Abogados acted as accountant to Asterion Industrial Partners SGEIC SA. Asterion Industrial Partners SGEIC SA completed the acquisition 50% stake in 424 MW wind and solar portfolio in Greece from TotalEnergies SE (ENXTPA:TTE) on December 17, 2025.
공고 • Dec 10+ 1 more updateTotalEnergies SE (ENXTPA:TTE) agreed to acquire 40% stake in PEL83 license in Namibia from Galp Energia, SGPS, S.A. (ENXTLS:GALP).TotalEnergies SE (ENXTPA:TTE) agreed to acquire 40% stake in PEL83 license in Namibia from Galp Energia, SGPS, S.A. (ENXTLS:GALP) on December 9, 2025. Before completion, Galp Energia, SGPS, S.A. owns 80% stake in PEL83 license. Upon completion, Galp Energia, SGPS, S.A. will own 40% stake in PEL83 license. Completion of the transaction is subject to customary third party approvals from the Nambian authorities and joint ventures parties, with completion expected to occur in 2026.
공고 • Dec 09NEO NEXT Energy Limited signed an agreement to acquire Upstream business from TotalEnergies SE (ENXTPA:TTE).NEO NEXT Energy Limited signed an agreement to acquire Upstream business from TotalEnergies SE (ENXTPA:TTE) on December 8, 2025. TotalEnergies will merge its Upstream business with NEO NEXT and become the leading shareholder in the expanded NEO NEXT, which will be renamed NEO NEXT+, with a 47.5% ownership. After completion of the transaction, NEO NEXT+ will be jointly owned by TotalEnergies 47.5%, HitecVision 28.875% and Repsol UK 23.625% and encompass a large and diverse asset portfolio including notably NEO Energy’s and Repsol UK’s interests in the Elgin/Franklin complex and the Penguins, Mariner, Shearwater and Culzean fields, enriched by TotalEnergies’ UK Upstream assets, notably including its interests in the Elgin/Franklin complex and the Alwyn North, Dunbar and Culzean fields. Completion of the transaction is subject to customary conditions, including regulatory approvals and is expected during the first half of 2026.