earnings
confidence high
sentiment positive
materiality 0.85
Valero Q4 net income $1.1B vs $281M YoY; dividend raised 6% to $1.20/share
VALERO ENERGY CORP/TX
2025-FY EPS reported
$7.57
revenue$122,687,000,000
- Adjusted EPS $3.82 for Q4 2025 vs $0.64 in Q4 2024; full-year adjusted EPS $10.61 vs $8.48.
- Refining operating income surged to $1.7B from $437M; record refinery throughput of 3.1M bpd.
- Quarterly dividend increased to $1.20/share from $1.13 (6% hike) announced Jan 22, 2026.
- Stockholder cash returns totaled $1.4B in Q4 and $4.0B for full year 2025.
- St. Charles FCC optimization ($230M) on track for H2 2026; debt-to-cap net cash 18%.