VLO Earnings Date: Feb 4, 2027 (Estimated) — Valero Energy Corporation
NYSE · Energy · Oil & Gas Refining & Marketing
Updated
When is VLO's next earnings date?
Valero Energy Corporation (VLO) is expected to report Q4 2026 earnings on Thursday, February 4, 2027 at 6:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $12.28 on revenue of $33.44B.
How did VLO do in its last earnings report?
In its most recent report on Oct 22, 2026 (Q3 2026), Valero Energy Corporation posted EPS of $23.90 versus the $18.88 estimate, a beat of 26.6%. Revenue was $46.10B against a $40.43B estimate. The stock's 1-day post-earnings move was -2.4%.
How much does VLO stock move after earnings?
VLO beat EPS estimates in 8 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 2.8% (up or down) in the day after earnings.
About Valero Energy Corporation
Valero Energy Corporation functions as a global producer and marketer of transportation fuels and petrochemicals, with operations spanning the United States, Canada, the United Kingdom, Ireland, and other international territories. The company organizes its business across three primary divisions: Refining, Renewable Diesel, and Ethanol. Its Refining segment generates a wide array of products, including various types of gasoline (conventional, premium, reformulated, and California Air Resources Board-compliant), diverse diesel fuels (low-sulfur, ultra-low-sulfur, and CARB diesel), jet fuels, blendstocks, asphalts, petrochemicals, and lubricants. This division also handles the sale of lube oils and natural gas liquids. As of the end of 2021, Valero managed 15 petroleum refineries, boasting a combined daily processing capacity of approximately 3.2 million barrels of crude oil. The Ethanol division comprises 12 plants, capable of producing around 1.6 billion gallons of ethanol annually. These facilities also yield co-products such as dry distiller grains, syrup, and inedible corn oil, which are largely supplied to animal feed markets. Valero distributes its refined goods through wholesale rack and bulk channels, in addition to approximately 7,000 branded retail stations operating under names like Valero, Beacon, Diamond Shamrock, Shamrock, Ultramar, and Texaco. Furthermore, Valero contributes to renewable energy production by owning and operating a facility dedicated to converting animal fats, used cooking oils, and inedible distillers corn oils into renewable diesel. Supporting its extensive operations, the company maintains a comprehensive logistics network that includes crude oil and refined product pipelines, storage terminals, tanks, marine docks, and truck rack bays. Originally established in 1980 as Valero Refining and Marketing Company, the firm adopted its current name, Valero Energy Corporation, in August 1997. Its corporate headquarters are situated in San Antonio, Texas.
🤖 AI Earnings Analysis
Valero delivered a strong quarter, with EPS of $23.90 beating estimates by $5.02 and revenue of $46.1B topping expectations by $5.7B. However, extreme reported year-over-year growth reflects a depressed comparison, limiting evidence of durable refining momentum.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-22 | Q3 2026 | 18.88 | 23.90 | +26.59% | $46.10B | ✅ Beat | -2.40% | -11.05% | — |
| 2026-07-30 | Q2 2026 | 9.77 | 12.54 | +28.35% | $44.48B | ✅ Beat | +3.45% | +0.74% | +15.47% |
| 2026-04-30 | Q1 2026 | 3.12 | 4.22 | +35.26% | $32.38B | ✅ Beat | +0.51% | -5.82% | -2.12% |
| 2026-01-29 | Q4 2025 | 3.21 | 3.82 | +19.00% | $30.37B | ✅ Beat | -0.83% | +7.27% | +11.88% |
| 2025-10-23 | Q3 2025 | 2.99 | 3.66 | +22.41% | $32.17B | ✅ Beat | +6.96% | +5.43% | +6.20% |
| 2025-07-24 | Q2 2025 | 1.76 | 2.28 | +29.55% | $29.89B | ✅ Beat | -4.88% | -5.54% | -4.14% |
| 2025-04-24 | Q1 2025 | 0.42 | 0.89 | +111.90% | $30.26B | ✅ Beat | -1.00% | +1.39% | +13.38% |
| 2025-01-30 | Q4 2024 | 0.06 | 0.64 | +966.67% | $30.76B | ✅ Beat | -2.12% | +1.58% | -5.51% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $48.18B total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Refining | 92.1% | $44.37B | — | $59.48B | $28.76B | $28.33B | $59.08B |
| Renewable Diesel | 5.0% | $2.39B | — | $2.66B | $1.04B | $1.18B | $2.54B |
| Ethanol | 2.9% | $1.42B | — | $2.22B | $1.23B | $1.21B | $2.55B |
By region
FY2025 · $117.52B total · annual
| Segment | Share | Revenue | YoY | FY2019 | FY2020 | FY2021 | FY2022 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 74.7% | $87.82B | -5.9% | $77.17B | $45.17B | $82.94B | $126.72B |
| United Kingdom And Ireland | 13.5% | $15.83B | +3.9% | — | — | — | — |
| CANADA | 6.9% | $8.14B | -5.1% | $7.92B | $4.29B | $6.60B | $11.74B |
| Other Countries | 4.9% | $5.73B | -22.0% | $9.65B | $6.18B | $11.13B | $20.10B |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.