Latest Earnings Results: Q3 '26
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.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
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 |