---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-050822"
form_type: "8-K"
ticker: "VLO"
cik: "0001035002"
company_name: "VALERO ENERGY CORP/TX"
filed_at: "2026-07-30T12:15:29+00:00"
generated_at: "2026-07-30T12:20:18.263191+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Valero Q2 net income $3.7B ($12.62/sh) vs $714M a year ago; all segments strong

## Summary
- Refining operating income $4.5B vs $1.3B YoY; throughput 3.0M bpd.
- Renewable Diesel operating income $717M vs loss of $79M YoY; sales 3.8M gal/day.
- Ethanol operating income $318M vs $54M YoY; production 4.7M gal/day.
- Stockholder cash returns $2.6B; quarterly dividend raised to $1.20/sh.
- St. Charles FCC optimization ($230M) on track for Q3 2026 completion.

## SEC filing metadata
- accession: 0001628280-26-050822
- form_type: 8-K
- ticker: VLO
- cik: 0001035002
- company_name: VALERO ENERGY CORP/TX
- filed_at: 2026-07-30T12:15:29+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1035002/000162828026050822/0001628280-26-050822-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1035002/000162828026050822/vlo-20260730.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-050822
- JSON: https://secwatch.observer/filing/0001628280-26-050822.json
- Plain text: https://secwatch.observer/filing/0001628280-26-050822.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.