Valero Energy Corporation · VLO · Next earnings

Valero Energy Corporation reports Thursday, Jan 28, 2027

VLO reports before market open with consensus EPS at $19.66 and revenue at $41.68B. Last quarter: Valero Q3: Record Profitability, Strong Cash Generation and Execution Risks

Reports Before market open84 days awayDate estimated Energy

What the street expects

Consensus for the coming report
Consensus EPS $19.66 Calendar consensus
Consensus revenue $41.68B Calendar consensus
Report date Jan 28, 2027 Thursday, date estimated
Session Before market open 84 days away

Where VLO left off: FY2026 Q3

Full report

Valero Q3: Record Profitability, Strong Cash Generation and Execution Risks

EPS surprise +12.9% Reported $23.90 vs $21.17
Revenue surprise +7.9% Reported $46.10B vs $42.71B
Stock move -2.4% Event window
Subsequent drift 0.0% Up to 20 sessions

Management guidance sentiment was maintained. Capital spending remains disciplined, with sustainment prioritized and selective growth projects continuing.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Margin sensitivity to crude differentials, freight rates and crude prices.
  • Potential demand elasticity if fuel prices rise further.
  • Repair, turnaround and unexpected outage risk.
  • Regulatory compliance costs and renewable-fuels execution risk.

Questions analysts left open

  • Crude differentials and freight costs could pressure refining margins.
  • The Port Arthur DHT repair may carry timing and cost risk.
  • Higher fuel prices could eventually test demand resilience.
  • Deferred industry turnarounds may affect reliability into 2027.

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Recent VLO quarters

All VLO earnings
-2.4%FY2026 Q3+3.4%FY2026 Q2+0.5%FY2026 Q1-0.8%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.