VLO · Full Picture

VALERO ENERGY CORP/TX — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 45
    1 forward row(s); quote_verified
    Analysts project a 27.7% year-over-year decline in Valero earnings for 2027.
  2. Capital Return Program · Buybacks & dividendsPriority 36
    2 forward row(s); quote_verified
    Valero announced a quarterly dividend of $1.20 per share, equivalent to a 1.6% annual yield.
  3. Middle East conflict impact · Geopolitics & conflictPriority 36
    quote_verified
    Ukraine's drone strikes on Russia and Iran's attacks in the Persian Gulf have knocked out millions of barrels per day of capacity, keeping gasoline prices elevated.
  4. Renewable Fuels Segment Performance · ESG & sustainabilityPriority 29
    quote_verified
    Valero ethanol segment operating income in Q2: $100 million.
  5. Renewable Fuels Volume Growth · Demand, orders & backlogPriority 29
    quote_verified
    Diamond Green Diesel record sales volumes: 1.3 billion gallons per year.

Threads by pillar

Revenue & Demand Priority 47 · 2 threads

Capital & Balance Sheet Priority 36 · 1 thread

Macro & Market Conditions Priority 36 · 1 thread

Management & Governance Priority 29 · 1 thread