VLO
Valero Energy·NYSE
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VLO fundamentals
Valero Energy (VLO) released its earnings on Jan 29, 2026: revenue was 30.37B (YoY -1.26%), beat estimates; EPS was 3.82 (YoY +496.88%), beat estimates.
Revenue / YoY
30.37B
-1.26%
EPS / YoY
3.82
+496.88%
Report date
Jan 29, 2026
VLO Earnings Call Summary for Q4,2025
- Record Performance: Q4 2025 net income $1.1 billion, 2025 full-year adjusted net income $3.3 billion.
- Strategic Growth: $230M SEC unit project at St. Charles; 2026 capex $1.7B (14% growth).
- Cash Flow Strength: 2025 shareholder returns $4B (67% payout ratio); 42% share count reduction since 2014.
- Renewable Diesel Outlook: 2026 D4 RINs likely rise with 5.2-5.6B RVO; PTC capture to drive margins.
- Heavy Crude Advantage: Venezuelan crude processing capacity >240k b/d; sour differentials widening ($11-11.50 under Brent).
- Balance Sheet: 18% net debt-to-cap ratio; $4.7B cash.
- West Coast Transition: Benicia idling in Q1 2026; Wilmington continues to supply California.
EPS
Actual | 0.34 | -1.25 | -1.16 | -1.06 | -1.73 | 0.48 | 1.22 | 2.47 | 2.31 | 11.36 | 7.14 | 8.45 | 8.27 | 5.4 | 7.49 | 3.55 | 3.82 | 2.71 | 1.14 | 0.64 | 0.89 | 2.28 | 3.66 | 3.82 | |||||||||||||||
Forecast | -0.1536 | -1.4032 | -1.4917 | -1.4214 | -1.8843 | 0.1416 | 0.9216 | 1.8374 | 1.6891 | 9.2597 | 6.8025 | 7.3178 | 7.2332 | 5.0431 | 7.4726 | 2.9546 | 3.2023 | 2.5964 | 0.9824 | 0.0689 | 0.4103 | 1.7525 | 3.0496 | 3.2658 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +321.35% | +10.92% | +22.24% | +25.43% | +8.19% | +238.98% | +32.38% | +34.43% | +36.76% | +22.68% | +4.96% | +15.47% | +14.33% | +7.08% | +0.23% | +20.15% | +19.29% | +4.38% | +16.04% | +828.88% | +116.91% | +30.10% | +20.02% | +16.97% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 22.10B | 10.40B | 15.81B | 16.60B | 20.81B | 27.75B | 29.52B | 35.90B | 38.54B | 51.64B | 42.29B | 41.75B | 36.44B | 34.51B | 38.40B | 35.41B | 31.76B | 34.49B | 32.88B | 30.76B | 30.26B | 29.89B | 32.17B | 30.37B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 20.43B | 13.12B | 15.60B | 15.31B | 19.13B | 21.75B | 24.97B | 27.77B | 31.64B | 41.25B | 38.78B | 39.52B | 34.28B | 34.37B | 38.46B | 34.76B | 32.24B | 32.97B | 31.04B | 30.02B | 28.76B | 27.51B | 29.96B | 28.51B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +8.18% | -20.76% | +1.34% | +8.48% | +8.76% | +27.59% | +18.21% | +29.28% | +21.82% | +25.19% | +9.05% | +5.64% | +6.29% | +0.41% | -0.14% | +1.88% | -1.48% | +4.62% | +5.92% | +2.44% | +5.21% | +8.66% | +7.35% | +6.51% |
Earnings Call
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