Shell (SHEL) Q4 Revenue Beat Estimates, Delivers $43 Billion Operating Cash Flow in 2025

Sheryar Siddiq

Sun, February 15, 2026 at 11:10 PM GMT+9 2 min read

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Shell plc (NYSE:SHEL) ranks among the best undervalued European stocks to buy now. On February 5, Shell plc (NYSE:SHEL) announced an EPS of $1.12, which was 8.94% lower than the expected $1.23. However, the company exceeded revenue forecasts, posting $64.09 billion vs the prediction of $62.87 billion, marking a 1.94% surprise.

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In terms of operational performance, Shell plc (NYSE:SHEL) produced 1.9 million barrels of oil equivalent per day (mmboe/d) in Q4 2025, which was in line with projections, with an outlook of 1.7 to 1.9 mmboe/d in the first quarter of 2026.

The company’s overall performance in 2025 was strong, with adjusted earnings of $18.5 billion and cash flow from operations approaching $43 billion. The company maintained a solid return on capital employed (ROACE) of 9.4% while making significant shareholder dividends.

The same day, Shell plc (NYSE:SHEL) announced a $3.5 billion share buyback program that will span around three months. The program is meant to lower the oil and gas company’s issued share capital by cancelling all repurchased shares.

Shell plc (NYSE:SHEL) is an integrated energy company with operations spanning exploration, production, refining, marketing, and chemical manufacturing, alongside growing investments in biofuels and hydrogen.

While we acknowledge the potential of SHEL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

**READ NEXT: 10 Best Magic Formula Stocks for 2025 and **10 Best Retirement Stocks to Buy According to Hedge Funds.

Disclosure: None. This article is originally published at Insider Monkey.

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