金吾财讯 | 壳牌（SHEL）公布二季度业绩，非GAAP每股收益1.76美元，低于市场预期；营收946.6亿美元，同比下滑44.7%，规模高于预期。公司经营性现金流达214亿美元，持续推进成本优化，自2022年以来累计削减结构性成本58亿美元，资产负债表保持稳健。公司同步落地总额42.32亿美元回购计划，包含新增30亿美元回购以及此前搁置的12.32亿美元额度，7月30日启动，预计10月23日前完成。公司延续周期分配策略，长期将40%-50%营运现金流用于回购，这也是连续第19个季度推出最低30亿美元回购计划。公司维持2026年资本支出指引240亿至260亿美元，并披露三季度运营展望，上游产量、LNG产能、炼化装置利用率给出区间预测，同时提示本季度全产品线维护成本上行，调整后收益净支出预计维持较高水平。
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