Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all bottom-line metrics, with adjusted EPS of $12.54 vs. $10.13 expected. Revenue of $44.5B exceeded expectations by 15.7% YoY, driven by strong operational execution in Refining and a significant turnaround in the Renewable Diesel segment. Cash flow from operations of $5.6B also substantially outperformed the $3.8B consensus, supporting $2.6B in stockholder returns.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Valero Energy Corp New(VLO) the Revenue is 44.48 B (+48.8%), Beat estimate;the EBIT is 5.167 B (+418.3%), Beat estimate;the EPS is 12.62 (+453.5%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
44.48B48.80%
38.43B28.57%
+6.05B20.23%
EBITExceed expectations
5.17B418.25%
4.07B308.46%
+1.09B109.79%
EPSExceed expectations
12.62453.51%
10.1615345.68%
+2.4585107.83%
Upcoming earnings report - Q3 FY2026
Available dateOct 22, 2026
Estimate Revenue$38.96 B
Estimate EBIT$7.019 B
Estimate EPS$18.6602
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