| VLO |
Report |
EBIT/bbl — Refining (Q2 2026) |
BEAT |
pred ~$15.50 vs. cons $14.73 |
MEDIUM |
| VLO |
Report |
EPS — Diluted Operating (Q2 2026) |
BEAT |
pred ~$10.80 vs. cons $10.08 |
MEDIUM |
| VLO |
Report |
Throughput — Total Mbpd (Q2 2026) |
IN-LINE |
pred ~2.83M vs. cons 2.811M |
MEDIUM |
| VLO |
Guide |
Throughput — Total Mbpd (Q3 2026) |
LOWER |
guide ~2.94M midpoint vs. cons ~2.98M |
MEDIUM |
| VLO |
Guide |
Refining Opex/bbl (Q3 2026) |
LOWER |
guide ~$4.95 vs. cons ~$4.86 |
MEDIUM |
| VLO |
Guide |
Margin outlook commentary (Q3 2026) |
BETTER |
guide constructive/restocking thesis intact vs. market fear of cliff-edge |
MEDIUM |
| VLO |
Guide |
Port Arthur diesel hydrotreater timeline |
BETTER |
guide preliminary timeline/cost provided vs. current no-timeline uncertainty |
LOW |
| VLO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| VLO |
Return |
5-day cumulative residual |
-4.0% (FADE) |
FADE — sell-side trims Q3 EPS on throughput guide; Iran-conflict premium questioned; buyback provides floor but does not reverse |
MEDIUM |