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Occidental Petroleum
OXYEnergyGenerated Aug 19, 2026, 10:33 PM UTC
OXY (Occidental Petroleum) analytical snapshot. Revenue declined +19.2% YoY to $21.59B. 5-year revenue CAGR -3.6%; 10y CAGR +8.8%. Net margin at 10.97% (contracting ▼). Market cap $60.07B at $60.09 per share. Trailing P/E 37.32, P/S 2.78, P/B 1.44. EV/Operating income ≈ 16.63 (EV $68.72B). Risk: Moderate. Macro: Risk-on · Supportive. Composite analytical score -1 (data confidence 82%). Descriptive analytics from public filings — not investment advice.
Market cap
$60.07B
999.64M shares
Price
$60.09
NYQ
P/E (ttm)
37.32
Revenue (FY)
$21.59B
YoY -19.2%
Net margin
10.97%
▼ 25.34pp
Free cash flow
$4.11B
19.01% margin
Risk level
Moderate
Free SEC analysis
— computed from SEC filings, free to readFree previewRegulatory Analyst
Filings & Ownership
Regulatory Analyst
score 30Improving
80% conf
Latest annual report (10-K) filed Feb 18, 2026. Latest quarterly report (10-Q) filed Aug 5, 2026. 24 recent 8-K material-event filings in the index.
- Latest annual report (10-K) filed Feb 18, 2026.
- Latest quarterly report (10-Q) filed Aug 5, 2026.
- 24 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference Occidental Petroleum; broad institutional reporting.
- Recent filers include VitalStone Financial, LLC, Westchester Capital Management, LLC, Westchester Capital Management, LLC.
- 12 recent 13D activist/beneficial-ownership filings — potential catalyst.
- 8 recent 13G passive institutional ownership notices.
Latest 10-K
Feb 18, 2026
Annual report
Latest 10-Q
Aug 5, 2026
8-K (recent)
24
Insider net
—
0B/0S
13F filers
10k+
Activist 13D
12
Recent 13F institutional filers (SEC EDGAR full-text)
| Filer | Form | Filed |
|---|---|---|
| VitalStone Financial, LLC | 13F-HR | Jan 30, 2023 |
| Westchester Capital Management, LLC | 13F-HR | Aug 14, 2014 |
| Westchester Capital Management, LLC | 13F-HR | Feb 17, 2015 |
| Westchester Capital Management, LLC | 13F-HR | May 15, 2014 |
| VitalStone Financial, LLC | 13F-HR | Aug 21, 2023 |
Recent 8-K material events
| Date | Form | Description |
|---|---|---|
| Aug 5, 2026 | 8-K | 8-K |
| Jul 10, 2026 | 8-K | 8-K |
| May 5, 2026 | 8-K | 8-K |
| May 4, 2026 | 8-K | CURRENT REPORT |
| Apr 10, 2026 | 8-K | 8-K |
| Mar 9, 2026 | 8-K | CURRENT REPORT |
| Feb 19, 2026 | 8-K | CURRENT REPORT |
| Feb 18, 2026 | 8-K | 8-K |
Free previewSEC Filing Analyst
SEC Filing Deep-Analysis
SEC Filing Analyst
score -27Deteriorating
64% conf
2 risk signal(s), 1 positive signal(s) detected from XBRL filing diff analysis. 2 risk signal(s) detected versus 1 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- NEW: Going concern doubt in latest filing: The term "going concern" "substantial doubt" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 1 filing(s).
- NEW: Substantial doubt about ability to continue in latest filing: The term "substantial doubt" "ability to continue" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 1 filing(s).
- Operating cash flow exceeds net income: OCF is 4.45x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
- Endogenous analysis: 2 risk signal(s) detected versus 1 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- 5 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 2 new risk-language term(s) detected in filing text: Going concern doubt, Substantial doubt about ability to continue.
Revenue
$21.59B
-19.2% YoY
Operating income
$4.13B
+215.1% YoY
Net income
$2.37B
-23.0% YoY
Operating cash flow
$10.53B
-7.9% YoY
Capex
$6.43B
-8.4% YoY
Total assets
$84.19B
-1.5% YoY
Long-term debt
$21.40B
-15.5% YoY
Cash & equivalents
$1.97B
-7.7% YoY
Filing quality score
80/100
5 new disclosures
SEC XBRL metric changes (latest annual vs prior)
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | $26.73B | $21.59B | $-5.13B | -19.2% |
| Operating income | $1.31B | $4.13B | $2.82B | +215.1% |
| Net income | $3.08B | $2.37B | $-709.0M | -23.0% |
| Operating cash flow | $11.44B | $10.53B | $-907.0M | -7.9% |
| Capex | $7.02B | $6.43B | $-591.0M | -8.4% |
| Total assets | $85.44B | $84.19B | $-1.26B | -1.5% |
| Long-term debt | $25.32B | $21.40B | $-3.93B | -15.5% |
| Cash & equivalents | $2.13B | $1.97B | $-164.0M | -7.7% |
| Stockholders equity | $34.16B | $36.03B | $1.88B | +5.5% |
| Inventory | $2.10B | $1.82B | $-272.0M | -13.0% |
| Accounts receivable | $3.53B | $2.58B | $-951.0M | -27.0% |
| SG&A expense | $1.06B | $986.0M | $-76.0M | -7.2% |
XBRL disclosure changes (new vs dropped concepts)
| Type | Concepts |
|---|---|
| Added | AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment, GainsLossesOnExtinguishmentOfDebt, PropertyPlantAndEquipmentGross, PropertyPlantAndEquipmentNet, TreasuryStockSharesAcquired |
| Removed | AdjustmentsToAdditionalPaidInCapitalWarrantIssued, AllocatedShareBasedCompensationExpense, AllowanceForDoubtfulAccountsReceivableCurrent, AssetRetirementObligation, AssetRetirementObligationAccretionExpense, AssetRetirementObligationLiabilitiesIncurred, AssetRetirementObligationLiabilitiesSettled, AssetRetirementObligationRevisionOfEstimate, CapitalizedCostsMineralInterestsInUnprovedProperties, CapitalizedExploratoryWellCostAdditionsPendingDeterminationOfProvedReserves |
Risk language in filing text (EDGAR full-text search)
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Going concern doubt | high | 1 | 0 | NEW |
| Substantial doubt about ability to continue | high | 1 | 0 | NEW |
| Impairment charge | medium | 5 | 5 | Ongoing |
| Restructuring | medium | 5 | 9 | Ongoing |
| Off-balance sheet arrangements | medium | 5 | 3 | Ongoing |
| Related party transactions | low | 5 | 4 | Ongoing |
Filing signal breakdown
Red flags: 2
Positive: 1
Watch: 0
Red flags
Positive
Watch
Free previewFundamentals Analyst
Fundamentals
Fundamentals Analyst
score -45Deteriorating
80% conf
Revenue declined +19.2% YoY to $21.59B. 5-year revenue CAGR -3.6%; 10y CAGR +8.8%. Net margin at 10.97% (contracting ▼).
- Revenue declined +19.2% YoY to $21.59B.
- 5-year revenue CAGR -3.6%; 10y CAGR +8.8%.
- Net margin at 10.97% (contracting ▼).
- Return on equity 6.57%, ROA 2.81%, ROIC 0.00%.
- Gross margin 0.00%, operating margin 0.00%.
- Free cash flow margin 19.01% ($4.11B).
- Net income down ▼ +23.0% YoY.
- Debt/equity 0.31, current ratio 1.41, net debt $8.65B.
- Asset turnover 0.27 — capital efficiency.
Revenue (FY)
$21.59B
YoY -19.2%
Net margin
10.97%
▼ 25.34pp
ROE
6.57%
ROA 2.81%
ROIC
0.00%
EPS (diluted)
$1.61
FY2025
Free cash flow
$4.11B
19.01% margin
Debt / equity
0.31
Cash $4.15B
Current ratio
1.41
Equity $41.75B
Annual fundamentals — up to 10 years (SEC 10-K, US-GAAP)
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2024 | $26.73B | -5.4% | 0.00 | 0.00 | 11.52 | $4.42B | 9.01 |
| 2025 | $21.59B | -19.2% | 0.00 | 0.00 | 10.97 | $4.11B | 6.57 |
Quarterly revenue trend (last 6 quarters, SEC 10-Q)
| Quarter end | Revenue | YoY | QoQ | Net margin |
|---|---|---|---|---|
| Sep 30, 2024 | $7.17B | +0.2% | — | — |
| Mar 31, 2025 | $5.70B | -4.5% | -20.5% | — |
| Jun 30, 2025 | $5.26B | -22.9% | -7.8% | — |
| Sep 30, 2025 | $6.62B | -7.7% | +26.0% | — |
| Mar 31, 2026 | $5.23B | -8.3% | -21.0% | — |
| Jun 30, 2026 | $8.06B | +53.4% | +54.2% | — |
Sources:SEC EDGAR — Company Facts (XBRL)
+8 more years of history, charts & full breakdown Pro
Pro analysis — preview
— score, signals & key metrics shown; full reasoning lockedValuation
Valuation Analyst
score 20Improving
95% conf
Market cap $60.07B at $60.09 per share. Trailing P/E 37.32, P/S 2.78, P/B 1.44. EV/Operating income ≈ 16.63 (EV $68.72B).
- Market cap $60.07B at $60.09 per share.
Market cap
$60.07B
999.64M shares
P/E (ttm)
37.32
P/S
2.78
P/B
1.44
EV
$68.72B
Intrinsic (DCF)
$70.64
+17.6% vs price
ProFull breakdown & reasoning locked
Price & Technicals
Technical Analyst
score 65Improving
85% conf
Price $60.09 — uptrend (above 200-DMA); 1-month momentum positive. RSI(14) 65.18.
- Price $60.09 — uptrend (above 200-DMA); 1-month momentum positive.
Price
$60.09
NYQ
RSI(14)
65.18
50-DMA
$54.60
200-DMA
$51.28
Volatility (ann.)
35.47%
52w range
$38.80–$67.45
-10.9% from high
ProFull breakdown & reasoning locked
Macro & Rates
Macro Analyst
score 30Improving
80% conf
Risk-on · Supportive. Real GDP growth 1.50% (quarterly, as of Apr 1, 2026). CPI inflation +3.3% YoY. Fed funds rate 3.63%, 10Y Treasury 4.71%.
- Market regime: Risk-on · Supportive.
GDP growth
1.50%
CPI (YoY)
+3.3%
Fed funds
3.63%
10Y yield
4.71%
10Y−2Y
0.46pp
Unemployment
4.10%
ProFull breakdown & reasoning locked
Risk Scorecard
Risk Analyst
score -6Stable
83% conf
Composite risk Moderate. Leverage debt/equity 0.31 (low). Liquidity current ratio 1.41 (adequate).
- Composite risk: Moderate.
Risk level
Moderate
Debt / equity
0.31
Current ratio
1.41
Margin stdev
30.69pp
Cash / assets
5.16%
Liab / assets
—
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Macro exposure
Cyclical / growth · High sensitivityMacro regime: Risk-on · Supportive. Occidental Petroleum is a cyclical / growth name (high macro sensitivity) — risk appetite favors cyclical/growth names.
Macro regime
Risk-on · Supportive
Yield curve
Normal
VIX
15.84
Fed funds
3.63%
CPI YoY
+3.3%
Analytical read
deterministic previewMarket cap $60.07B at $60.09 per share..
Risk
Moderate
Macro regime
Risk-on · Supportive
Macro exposure
Supportive
Descriptive analytics from public filings and macro data — not investment advice.
Peer comparison
Cyclical / growth groupHow OXY stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.
| Company | Score | Macro |
|---|---|---|
| CF Industries CF | 33 | Supportive |
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