Valero Energy (VLO) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $12.54
- Estimate
- $10.13
- Surprise
- +23.8%
- Revenue (period 2026-06-30)
- $44.48B
- Score at report (before → after)
- 5.5 → 5.5/10
Revenue source: xbrl.
How the report landed
Valero Energy (VLO) beat the $10.13 estimate with adjusted EPS of $12.54 — a large 23.8% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.5/10) to Hold at 5.5/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates VLO Hold at 6.4/10.
4 of the last 4 quarters beat the estimate; this quarter's +23.8% surprise compares with a +23.5% four-quarter average. Next scheduled report: 2026-10-22.
What supports the rating
- Sector modifier (Energy): +1.2
- Strong earnings beat streak (4/4)
What argues against it
- Analyst target reached - limited upside remaining
- Negative news sentiment (-0.60)
- Negative momentum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $382.86
- Price target
- $410.66
- Stop
- $356.06
- Upside to target
- +7.3%
The stock trades at 15.7× trailing but 9.9× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-24 — shown for context, not personalized investment advice.
VLO at TrendMatrix's latest read
Energy results are commodity-price arithmetic first; the operational beat or miss is read net of what the strip already told the market.
- Industry
- Oil & Gas Refining & Marketing
- Market cap
- $108.21B
- P/E (fwd)
- 9.9
- P/E (ttm)
- 15.7
- 52-week range
- $155.29–$419.04
- Off 52-week high
- 8.6%
- RSI (14)
- 56
- Volume vs avg
- 0.97×
- Score today
- 6.4/10