Valero earnings for the third quarter of 2026 are scheduled for release before the market opens on October 22, with analysts forecasting earnings per share of $21.18 and revenue of $41.74 billion. As of October 21, those figures remain estimates rather than reported results.
Key Takeaways
- Analysts forecast third-quarter revenue growth of 29.7% from a year earlier.
- EPS estimates received 15 upward revisions over the preceding three months.
- Valero has scheduled its results conference call for October 22 at 10 a.m. Eastern Time.
Table of Contents
- Valero earnings schedule sets up a morning release
- Analyst expectations have moved higher
- Refining anchors a broader transportation-fuels business
- Conclusion
Valero earnings schedule sets up a morning release
Valero’s third-quarter earnings announcement schedule, published September 8, confirms that the company plans to issue its results early on October 22, 2026, before a 10 a.m. Eastern Time conference call. Management will discuss financial and operational performance for the quarter.
The release will provide the actual earnings and revenue figures needed to assess performance against analyst expectations. The scheduling announcement itself contains no quarterly results or earnings guidance.
| Item | Details |
|---|---|
| Petroleum refineries | 14 facilities |
| Refining throughput capacity | Approximately 3.0 million barrels per day |
| Diamond Green Diesel production capacity | Approximately 1.2 billion gallons per year |
| Ethanol operations | 12 plants with combined production capacity of approximately 1.7 billion gallons per year |
Analyst expectations have moved higher
The $41.74 billion revenue forecast implies a 29.7% increase from the third quarter of 2025. Analysts have made six upward revenue-estimate revisions over the past three months, alongside the 15 upward EPS revisions.
Those revisions indicate that expectations increased ahead of the release; they do not establish that Valero achieved the projected growth. The $21.18 EPS forecast is an analyst estimate, not a target issued by management.
Refining anchors a broader transportation-fuels business
Valero manages its operations through Refining, Renewable Diesel and Ethanol segments. Its petroleum refineries are located in the United States, Canada and the United Kingdom, while its ethanol plants are in the U.S. Mid-Continent region.
The company also participates in Diamond Green Diesel, a joint venture producing renewable diesel and sustainable aviation fuel. The operating footprint below reflects the capacities disclosed in Valero’s September announcement, not actual third-quarter production.
Conclusion
The next confirmed events are Valero’s October 22 results release and the management call later that morning. Those disclosures will show whether quarterly performance met the higher analyst expectations.
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