Earnings Preview: What To Expect From Valero Energy's Report

Core Insights - Valero Energy Corporation (VLO) has a market capitalization of $50.3 billion and operates in the energy sector, focusing on petroleum-based and low-carbon fuels, with segments in Refining, Renewable Diesel, and Ethanol [1] Financial Performance - Valero is expected to report an adjusted EPS of $3.10 for fiscal Q4 2025, representing a significant increase of 384.4% from $0.64 in the same quarter last year [2] - For fiscal 2025, analysts predict an adjusted EPS of $9.97, a 17.6% increase from $8.48 in fiscal 2024, with further growth anticipated to $12.49 in fiscal 2026, marking a 25.3% year-over-year increase [3] Stock Performance - VLO stock has increased by 37.9% over the past 52 weeks, outperforming the S&P 500 Index's gain of 16.8% and the State Street Energy Select Sector SPDR ETF's rise of 6.4% during the same period [4] - On October 23, VLO shares rose nearly 7% following the announcement of a stronger-than-expected Q3 2025 adjusted EPS of $3.66, alongside revenue of $32.17 billion and a 44% increase in refining margin per barrel to $13.14, with throughput utilization at 97% [5] Analyst Ratings - The consensus rating for VLO stock is "Moderate Buy," with 12 out of 20 analysts recommending "Strong Buys," one "Moderate Buy," and seven "Holds." The average price target is $186.72, indicating a potential upside of 13.3% from current levels [6]