VLO · Valero Energy Corp/Tx · Earnings Call Transcripts & Audio
$387.61
-0.11 (-0.03%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$111.48B
Shares
287.93M
Volume · Sep 30
2.54M
Avg daily vol (3M)
3.02M
Valero Energy Corp Earnings Call Transcripts
Quarterly earnings calls for Valero Energy Corp (VLO), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲50.6%
$44.45B
$2.82B
'22 Q3
22-10-25
▲16.3%
$41.75B
$3.11B
'22 Q4
23-01-26
▼5.5%
$36.44B
$3.07B
'23 Q1
23-04-27
▼33.2%
$34.51B
$1.94B
'23 Q2
23-07-27
▼13.6%
$38.40B
$2.62B
'23 Q3
23-10-26
▼15.2%
$35.41B
$1.20B
'23 Q4
24-01-25
▼12.8%
$31.76B
$1.25B
'24 Q1
24-04-25
▼0.1%
$34.49B
$880.00M
'24 Q2
24-07-25
▼14.4%
$32.88B
$364.00M
'24 Q3
24-10-24
▼13.2%
$30.76B
$281.00M
'24 Q4
25-01-30
▼4.7%
$30.26B
−$595.00M
'25 Q1
25-04-16
▼13.3%
$29.89B
$714.00M
'25 Q2
25-07-24
▼2.2%
$32.17B
$1.09B
'25 Q3
25-10-23
▼1.2%
$30.37B
$1.13B
'25 Q4
26-01-29
▲7%
$32.38B
$1.26B
'26 Q1
26-04-30
LATEST
▲48.8%
$44.48B
$3.72B
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Valero Energy Corp (VLO) Q2 2026 Earnings Call Transcript
Confident tone
Capital allocation and balance sheet
Renewable diesel segment
Refining segment performance
Revenue
$44.48B
▲ 48.8% YoY Diluted EPS
$12.62
▲ 453.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Valero Energy Corp (VLO) Q1 2026 Earnings Call Transcript
Confident tone
Global supply disruptions and trade flows
Capital allocation and shareholder returns
Market positioning and competitive advantages
Revenue
$32.38B
▲ 7% YoY Diluted EPS
$4.22
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-29
Valero Energy Corp (VLO) Q4 2025 Earnings Call Transcript
Positive tone
Renewable diesel and ethanol segments
Benicia refinery closure
Refining margins and crude differentials
Revenue
$30.37B*
▼ 1.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-23
Valero Energy Corp (VLO) Q3 2025 Earnings Call Transcript
Confident tone
Renewable Diesel segment
Benicia refinery shutdown
Capital projects and growth investments
Revenue
$32.17B
▼ 2.2% YoY Diluted EPS
$3.53
▲ 209.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
Valero Energy Corp (VLO) Q2 2025 Earnings Call Transcript
Confident tone
Regulatory and Policy Environment (RFS/RVO)
Benicia Refinery Wind-Down
Refining Fundamentals and Product Demand
Revenue
$29.89B
▼ 13.3% YoY Diluted EPS
$2.28
▼ 15.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-16
Valero Energy Corp (VLO) Q1 2025 Earnings Call Transcript
Positive tone
Ethanol segment outlook
Refining margins and throughput
Natural gas costs and Pembroke
Revenue
$30.26B
▼ 4.7% YoY Diluted EPS
$-1.90
▼ 150.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-30
Valero Energy Corp (VLO) Q4 2024 Earnings Call Transcript
Positive tone
45Z clean fuel production credit
Renewable Diesel and SAF
Refining operations and margins
Revenue
$30.76B*
▼ 13.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-24
Valero Energy Corp (VLO) Q3 2024 Earnings Call Transcript
Positive tone
Tariffs and trade policy
Refining margin environment
Shareholder returns and capital allocation
Revenue
$32.88B
▼ 14.4% YoY Diluted EPS
$1.14
▼ 84.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
Valero Energy Corp (VLO) Q2 2024 Earnings Call Transcript
Positive tone
Renewable diesel and SAF
Capital returns and shareholder distributions
Global supply and demand
Revenue
$34.49B
▼ 0.1% YoY Diluted EPS
$2.71
▼ 49.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Valero Energy Corp (VLO) Q1 2024 Earnings Call Transcript
Positive tone
Renewable diesel and SAF
Capital investments and projects
Global crude slate and capacity
Revenue
$31.76B
▼ 12.8% YoY Diluted EPS
$3.75
▼ 54.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-25
Valero Energy Corp (VLO) Q4 2023 Earnings Call Transcript
Confident tone
Capital investments and growth projects
Balance sheet and liquidity
Capital returns and shareholder distributions
Revenue
$35.41B*
▼ 15.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Valero Energy Corp (VLO) Q3 2023 Earnings Call Transcript
Revenue
$38.40B
▼ 13.6% YoY Diluted EPS
$7.49
▲ 4.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Valero Energy Corp (VLO) Q2 2023 Earnings Call Transcript
Revenue
$34.51B
▼ 33.2% YoY Diluted EPS
$5.40
▼ 53.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Valero Energy Corp (VLO) Q1 2023 Earnings Call Transcript
Revenue
$36.44B
▼ 5.5% YoY Diluted EPS
$8.29
▲ 275.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-26
Valero Energy Corp (VLO) Q4 2022 Earnings Call Transcript
Revenue
$41.75B*
▲ 16.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-25
Valero Energy Corp (VLO) Q3 2022 Earnings Call Transcript
Revenue
$44.45B
▲ 50.6% YoY Diluted EPS
$7.19
▲ 536.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
Valero Energy Corp (VLO) Q2 2022 Earnings Call Transcript
Revenue
$51.64B
▲ 86.1% YoY Diluted EPS
$11.57
▲ 2866.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-26
Valero Energy Corp (VLO) Q1 2022 Earnings Call Transcript
Revenue
$38.54B
▲ 85.2% YoY Diluted EPS
$2.21
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-27
Valero Energy Corp (VLO) Q4 2021 Earnings Call Transcript
Revenue
$35.90B*
▲ 116.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-21
Valero Energy Corp (VLO) Q3 2021 Earnings Call Transcript
Revenue
$29.52B
▲ 86.7% YoY Diluted EPS
$1.13
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Valero Energy Corp (VLO) Q2 2021 Earnings Call Transcript
Revenue
$27.75B
▲ 166.9% YoY Diluted EPS
$0.39
▼ 87.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-08
Valero Energy Corp (VLO) Q1 2021 Earnings Call Transcript
Revenue
$20.81B
▼ 5.9% YoY Diluted EPS
$-1.73
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-28
Valero Energy Corp (VLO) Q4 2020 Earnings Call Transcript
Revenue
$16.60B
▼ 40.4% YoY Diluted EPS
$-0.88
▼ 134.1% YoY Gross margin
-1.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-22
Valero Energy Corp (VLO) Q3 2020 Earnings Call Transcript
Revenue
$15.81B
▼ 42% YoY Diluted EPS
$-1.14
▼ 177% YoY Gross margin
-2.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
Valero Energy Corp (VLO) Q2 2020 Earnings Call Transcript
Revenue
$10.40B
▼ 64.1% YoY Diluted EPS
$3.07
▲ 108.8% YoY Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-13
Valero Energy Corp (VLO) Q1 2020 Earnings Call Transcript
Revenue
$22.10B
▼ 8.9% YoY Diluted EPS
$-4.54
▼ 1435.3% YoY Gross margin
-9.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-30
Valero Energy Corp (VLO) Q4 2019 Earnings Call
Revenue
$27.88B
▼ 3% YoY Diluted EPS
$2.58
▲ 15.2% YoY Gross margin
7.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls