Exchange: NYSE·Updated 07:58 PM EDT

VLO Earnings

Latest Earnings Results: Q3 '26

Reported: Oct 22

Estimated EPS

$21.17

Reported EPS

$23.90

Surprise

+12.92%

Estimated Rev

$42.71B

Reported Rev

$46.1B

Surprise

+7.94%

Valero reported revenues of $46.1B and net income attributable to stockholders of $6.83B, or $23.89 per diluted share, in the third quarter of 2026.

Bullish Takeaway

Valero reported Refining operating income of $8.8B versus $1.6B, completed St. Charles optimization on schedule and within budget, and reported $353M renewable diesel income and record ethanol production.

Bearish Takeaway

Valero completed full processing-unit idling at Benicia, reported a $526M unfavorable working-capital impact in the third quarter of 2026, and cited market disruptions affecting margins and costs as risks.

Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.

8-K

Historical Earnings

Quarterly

Annual

EPS

Revenue

Fiscal PeriodEstimatedReportedSurpriseResult
Q4 '26
$19.41
--
--
N/A
Q3 '26
$21.17
$23.90
12.92%
BEAT
Q2 '26
$10.13
$12.54
23.82%
BEAT
Q1 '26
$3.16
$4.22
33.51%
BEAT
Q4 '25
$3.27
$3.82
16.97%
BEAT

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