Valero(US:VLO) ZACKS·2026-01-26 15:15Core Viewpoint - Analysts expect Valero Energy to report quarterly earnings of $3.19 per share, reflecting a year-over-year increase of 398.4%, while revenues are projected to be $28.9 billion, down 6% from the previous year [1]. Earnings Estimates - Over the last 30 days, there has been a downward revision of 26.1% in the consensus EPS estimate for the quarter, indicating a significant reconsideration by analysts of their initial forecasts [2]. - Changes in earnings estimates are crucial for predicting potential investor reactions, as empirical studies show a strong relationship between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Total operating revenues from Refining are expected to be $28.35 billion, indicating a decrease of 3.4% year-over-year [5]. - Total operating revenues from Ethanol are projected at $1.12 billion, suggesting a slight increase of 0.6% year-over-year [5]. - Total operating revenues from Renewable diesel are estimated to reach $1.13 billion, reflecting a decrease of 9.3% from the previous year [5]. Throughput Volumes - U.S. Gulf Coast region throughput volumes per day are estimated at 1,809.17 thousand barrels, down from 1,829.00 thousand barrels in the same quarter last year [6]. - U.S. Mid-Continent region throughput volumes per day are projected at 430.91 thousand barrels, compared to 473.00 thousand barrels a year ago [7]. - North Atlantic region throughput volumes per day are expected to be 493.44 thousand barrels, up from 434.00 thousand barrels in the same quarter last year [8]. - Refining throughput volumes per day are forecasted to reach 2,968.15 thousand barrels, slightly down from 2,995.00 thousand barrels in the same quarter last year [9]. - U.S. West Coast region throughput volumes per day are estimated at 251.90 thousand barrels, compared to 259.00 thousand barrels a year ago [10]. Refining Margins - U.S. Mid-Continent region refining margin per barrel of throughput is expected to be $10.34, up from $6.97 in the same quarter last year [7]. - North Atlantic region refining margin per barrel of throughput is projected at $15.85, compared to $11.85 in the same quarter last year [8]. - U.S. West Coast region refining margin per barrel of throughput is expected to reach $11.82, significantly up from $5.80 in the same quarter last year [9]. - U.S. Gulf Coast region refining margin per barrel of throughput is estimated at $12.38, compared to $8.39 in the same quarter last year [11]. Stock Performance - Over the past month, shares of Valero Energy have returned +14.1%, outperforming the Zacks S&P 500 composite's +0.2% change [11].