Valero Energy Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
29.4%projected annual EPS growth
Analyst Coverage
19analysts covering
FY Revenue (est.)
$148.3Bnext fiscal year
FY EPS (est.)
$43.15next fiscal year
Monitoring Framework
Key Performance Indicators
Refining Throughput Volume Quarterly2.9MTarget: Sustain high utilization rates near 95-98% capacity
Renewable Diesel Sales Volume Quarterly3MTarget: Expand low-carbon fuel production and capture Section 45Z tax credits
Refining Segment Operating Income Quarterly1.8BTarget: Maximize capture of elevated crack spreads
Watch Items
- Gasoline and Distillate Crack SpreadsTrigger: Compression below historical mid-cycle averages (e.g., gasoline crack spread dropping below $15/bbl)Action: Optimize refinery throughput, adjust feedstock slate, and prioritize higher-margin export markets.
- Port Arthur Refinery Operational CapacityTrigger: Extended downtime or reduced capacity utilization following the fire incidentAction: Accelerate maintenance turnarounds, manage regional supply commitments, and monitor legal/regulatory liabilities.
- Section 45Z Clean Fuel Production Credit ImplementationTrigger: Delays or unfavorable modifications to carbon intensity scoring rulesAction: Re-evaluate capital allocation for Sustainable Aviation Fuel (SAF) and renewable diesel projects.
Research as of 2 Sep 2026