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
You can ask Aime
What is the revenue and EPS growth rate for Valero Energy year over year?What is Valero Energy's gross profit margin?What is the market's earnings forecast for Valero Energy next quarter?What is Valero Energy's latest dividend and current dividend yield?What guidance did Valero Energy's management provide for the next earnings period?What does Valero Energy do and what are its main business segments?What were the key takeaways from Valero Energy’s earnings call?What were the key takeaways from Valero Energy's earnings call?
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