Consensus EPS · Q2 2026
$10.13
Consensus revenue · Q2 2026
$38.4B
Analysts
10
Expected report
Jul 30, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 10 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $26.3B | $38.4B | $47.1B |
| EPS | $9.40 | $10.13 | $11.51 |
| EBITDA | $2.2B | $2.8B | $3.1B |
| EBIT | $1.6B | $2B | $2.2B |
| Net income | $2.9B | $3B | $3.2B |
- Revenue$38.4B
- EPS$10.13
- EBITDA$2.8B
- EBIT$2B
- Net income$3B
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $32.4B | $31.4B | +3.2% | $4.22 | $3.16 | +33.5% |
| Q4 2025 | $30.4B | $28.5B | +6.5% | $3.82 | $3.27 | +17.0% |
- Q1 2026+3.2%+33.5%
- Q4 2025+6.5%+17.0%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
Be the first to predict
No community consensus for Valero Energy (VLO) Q2 2026 yet. Make a prediction to start the crowd forecast.
Analyst price target
Based on price targets from 4 analysts.
- Low
- $203.00
- Consensus
- $286.44
- Median
- $280.00
- High
- $357.00
- Current
- $310.92
- Upside
- -7.9%
Upside calculated vs most recent trading price of $310.92.
Analyst ratings
Consensus: Buy — based on 37 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 14, 2026 | Citigroup | maintain | Neutral | Neutral |
| Jul 13, 2026 | Raymond James | maintain | Strong Buy | Strong Buy |
| Jul 13, 2026 | Evercore ISI Group | maintain | In Line | In Line |
| Jul 1, 2026 | Barclays | maintain | Overweight | Overweight |
| Jun 29, 2026 | TD Cowen | maintain | Hold | Hold |
| Jun 12, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| May 27, 2026 | Mizuho | maintain | Neutral | Neutral |
| May 1, 2026 | Citigroup | maintain | Neutral | Neutral |
| Apr 27, 2026 | TD Cowen | maintain | Hold | Hold |
| Apr 24, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
- Jul 14, 2026CitigroupNeutral
- Jul 13, 2026Raymond JamesStrong Buy
- Jul 13, 2026Evercore ISI GroupIn Line
- Jul 1, 2026BarclaysOverweight
- Jun 29, 2026TD CowenHold
- Jun 12, 2026Morgan StanleyEqual Weight
- May 27, 2026MizuhoNeutral
- May 1, 2026CitigroupNeutral
- Apr 27, 2026TD CowenHold
- Apr 24, 2026Morgan StanleyEqual Weight
Frequently asked questions
Valero Energy (VLO) Key Financials
Charts, filings, and peer comparison for every metric
Explore more
Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks3.97% TTM
- Dividend Profile1.50% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History3 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.