Stock Analysis on Net

ConocoPhillips (NYSE:COP)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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ConocoPhillips, common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

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Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
Accounts payable
Short-term debt
Accrued income and other taxes
Employee benefit obligations
Other accruals
Current liabilities
Long-term debt
Asset retirement obligations and accrued environmental costs
Deferred income taxes
Employee benefit obligations
Other liabilities and deferred credits
Noncurrent liabilities
Total liabilities
Common stock, $0.01 par value
Capital in excess of par
Treasury stock, at cost
Accumulated other comprehensive loss
Retained earnings
Common stockholders’ equity
Noncontrolling interests
Total equity
Total liabilities and equity

Based on: 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31).


The analysis of the financial ratios over the presented periods reveals several noteworthy trends and patterns in the company's liabilities and equity structure.

Current Liabilities
Accounts payable as a percentage of total liabilities and equity increased gradually from around 4.49% in early 2020 to peak levels above 6% in late 2022 before stabilizing around 5% in later periods. Short-term debt fluctuated between 0.19% and 1.44%, showing moderate variability without a clear long-term trend. Accrued income and other taxes exhibited an increase from 1.31% up to over 3% by late 2021, followed by a general decline and stabilization near 1.5% to 2.5% in the most recent quarters. Employee benefit obligations and other accruals displayed moderate fluctuations with no drastic changes, generally maintaining below 1% and around 1-3%, respectively. Overall, current liabilities as a whole showed an increasing trend from 9.34% to roughly 14.76% in 2022 with a decline back to near 9.8% towards 2025, indicating some volatility but a tendency to revert to prior levels.
Long-term Liabilities
Long-term debt as a share of total liabilities and equity consistently decreased from approximately 23% in early 2020 toward levels near 18%-19% by late 2025, suggesting debt reduction or capital restructuring efforts. Asset retirement obligations and accrued environmental costs showed a slight decline from above 8% to near 6% by early 2022 and then a recovery towards 6.5%-7.5%, remaining relatively stable thereafter. Deferred income taxes steadily increased from about 6.37% up to near 9.9%, reflecting growing deferred tax liabilities over time. Employee benefit obligations in noncurrent liabilities declined from 2.4% to under 1% through the years, indicating reduced long-term employee benefit liabilities. Other liabilities and deferred credits remained fairly stable around 1.5% to 2.5%. Collectively, noncurrent liabilities decreased in proportion from over 42% to approximately 37%, indicating a shift in the capital structure favoring equity.
Total Liabilities
The total liabilities ratio showed a downward trend overall, falling from approximately 52% in 2020 to around 47% in 2025. This decline is consistent with reductions in both long-term debt and noncurrent liabilities percentages, signaling a possible deleveraging process over the examined periods.
Equity Components
Common stock par value remained constant and minimal throughout the period. Capital in excess of par value initially declined from about 72% to near 63%, with fluctuations thereafter. Treasury stock at cost, consistently negative, increased in magnitude especially after 2021, indicating more treasury shares held or higher costs associated. Accumulated other comprehensive loss steadily improved slightly, moving from a loss near -9.45% to around -4.96%, which suggests a decrease in unrealized losses or other comprehensive loss items. Retained earnings showed a strong upward trend, rising from 57.73% to peaks near 65% before leveling off around 55%, indicating robust profits retained within the company over time. The overall common stockholders’ equity percentage ranged from about 48% to 53%, showing a gradual increase which corresponds with the observed decline in liabilities.
Total Equity
Total equity as a percentage of liabilities and equity increased from around 48% in early 2020 to above 52% by the mid-2020s, confirming strengthening equity positions relative to liabilities. This movement suggests an improving balance sheet composition and potentially greater financial stability or reduced financial risk through enhanced equity buffers.
Summary
The company's financial structure over the observed quarters exhibits a trend towards reduced leverage, with declining long-term debt and total liabilities as a percent of total capital. The increase in deferred income taxes and retained earnings points to accumulating internal resources and deferred obligations. Current liabilities show variable behavior but tend to revert to a historical average. Treasury stock increases reflect strategic share repurchases or accounting impacts on equity. Overall, the transition indicates a moderately more equity-strengthened balance sheet with cautious management of liabilities.