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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Valero Energy (VLO) is 7/10.
Valero delivered Q1 net income of $1.3B ($4.22 per share), a dramatic reversal from the year-ago net loss of $595M, as heavy sour crude advantage drove feedstock gains with refining throughput at 2.9 million barrels per day. Proactive risk management limited volatility, and the Iran conflict tightened global refining supply, supporting margins. Ethanol demand surged on global octane economics, and a Port Arthur fire caused temporary disruption but was contained. CapEx guidance remained unchanged while no forward financial guidance was provided.
Scored from Valero Energy’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $30.76B | -13.2% | $0.89 | -74.9% | 2.0% | 1.1% | 0.9% | $767M |
| FY2025 Q1 | $30.26B | -4.7% | $-1.90 | -150.7% | 1.6% | -3.0% | -2.0% | $703M |
| FY2025 Q2 | $29.89B | -13.3% | $2.28 | -15.9% | 4.1% | 3.3% | 2.4% | $1.19B |
| FY2025 Q3 | $32.17B | -2.2% | $3.53 | +209.6% | 5.5% | 4.7% | 3.4% | $1.70B |
| FY2025 Q4 | $31.73B | +3.2% | $3.74 | +320.2% | 10.3% | 5.0% | 3.6% | $1.81B |
| FY2026 Q1 | $32.38B | +7.0% | $4.22 | +322.1% | 8.9% | 5.3% | 3.9% | $1.23B |
| FY2026 Q2 | $44.48B | +48.8% | $12.62 | +453.5% | -6.5% | 11.7% | 8.4% | $5.74B |