| VLO |
Report |
Adjusted EPS |
BEAT |
pred ~$9.35 vs. cons $9.05 |
MEDIUM |
| VLO |
Report |
Refining adjusted operating income per barrel |
BEAT |
pred ~$17.10/bbl vs. cons $16.55/bbl |
MEDIUM |
| VLO |
Report |
Renewable Diesel operating income |
MISS |
pred ~$155M vs. cons $180M |
MEDIUM |
| VLO |
Guide |
3Q26 total refining throughput |
LOWER |
guide ~2.84 MMBbl/d vs. cons 2.90 MMBbl/d (3Q26) |
MEDIUM |
| VLO |
Guide |
3Q26 refining cash operating expense |
BETTER |
guide ~$4.75/bbl vs. cons $4.82/bbl (3Q26) |
MEDIUM |
| VLO |
Guide |
Port Arthur diesel-hydrotreater recovery / Gulf Coast utilization |
LOWER |
guide ~1.73 MMBbl/d Gulf Coast throughput vs. cons 1.78 MMBbl/d (4Q26) |
LOW |
| VLO |
Guide |
Share repurchases |
BETTER |
guide ~$1.25B of repurchases vs. cons $1.05B (3Q26) |
MEDIUM |
| VLO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| VLO |
Return |
5-day cumulative residual |
-2.5% (FADE) |
The ~$9.35 EPS beat versus $9.05 consensus and ~$17.10/bbl refining capture versus $16.55/bbl should initially validate strong 2Q execution, but the ~2.84 MMBbl/d 3Q throughput guide versus 2.90 MMBbl/d consensus implies out-period refining-volume and capture-estimate cuts as Port Arthur constraints persist. |
MEDIUM |