| VLO |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$10.35 vs. cons $10.00 |
MEDIUM |
| VLO |
Report |
Refining segment operating income (Q2 2026) |
BEAT |
pred ~$4.25B vs. cons $4.05B |
MEDIUM |
| VLO |
Report |
Refining throughput (Q2 2026) |
IN-LINE |
pred ~2.80M bpd vs. cons 2.79M bpd |
HIGH |
| VLO |
Guide |
Refining throughput guidance |
BETTER |
guide ~2.90M bpd vs. cons 2.88M bpd (Q3 2026) |
MEDIUM |
| VLO |
Guide |
Refining cash operating expense guidance |
BETTER |
guide ~$4.75/bbl vs. cons $4.78/bbl (Q3 2026) |
MEDIUM |
| VLO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| VLO |
Return |
5-day cumulative residual |
+2.3% (FOLLOW-THROUGH) |
Constructive Q3 throughput and margin-capture commentary should lift out-period estimates: modeled Q3 throughput of ~2.90M bpd versus consensus 2.88M bpd supports positive revisions after the Q2 beat, although the stock's pre-earnings rally limits upside. |
MEDIUM |