| VLO |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$10.50 vs. cons $10.08 |
MEDIUM |
| VLO |
Report |
Refining EBITDA |
BEAT |
pred ~$4.60B vs. cons $4.38B |
MEDIUM |
| VLO |
Report |
Refining throughput |
IN-LINE |
pred ~2.800MMbpd vs. cons 2.811MMbpd |
MEDIUM |
| VLO |
Guide |
Q3 throughput |
UNCHANGED |
guide midpoint ~2.88MMbpd vs. cons 2.866MMbpd |
LOW |
| VLO |
Guide |
Q3 refining-margin commentary |
BETTER |
guide: tight product balances / healthy margins vs. consensus UNVERIFIED |
LOW |
| VLO |
Guide |
FY26 base CapEx |
UNCHANGED |
guide ~$1.7B, excluding Port Arthur, vs. consensus UNVERIFIED |
LOW |
| VLO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| VLO |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — confirmation is insufficient versus an elevated forward bar |
LOW |