Stock AnalizValero Energy (VLO) earnings for the quarter ended September 2026: EPS beats estimates
Valero Energy reported results for the quarter ended September 2026 on October 22, 2026. Adjusted earnings per share came in at $23.90 against the analysts’ average forecast of $21.23, a beat of 12.6%.
Revenue for the quarter was $46.10 billion, up 43.3% from $32.17 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 2.4% on the first trading day after the report.
The last four quarters
Valero Energy has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $23.90 | $21.23 | +12.6% | +43% | −2.4% |
| Jun 2026 | $12.54 | $10.13 | +23.8% | +49% | +3.8% |
| Mar 2026 | $4.22 | $3.16 | +33.5% | +7% | −1.8% |
| Dec 2025 | $3.82 | $3.27 | +16.9% | −1% | −1.4% |
What comes next
Analysts expect EPS of $20.01 for the next quarter on average and $59.81 for the fiscal year ending December 31, 2026.
The average analyst price target is $423.05, 11% above the current price of $379.83.
Valuation and score
Valero Energy scores 3.2 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 8.6, and its intrinsic value under moderate assumptions is about 18% below the current market value. Full Valero Energy analysis with 10 years of financials
Frequently asked questions
What was Valero Energy’s EPS for the quarter ended September 2026?
$23.90 adjusted per share, against an analyst consensus of $21.23.
How much revenue did Valero Energy report?
$46.10 billion, up 43.3% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.