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Jun 30, 2025
Valero Q2 2025 Earnings Report
Valero reported solid Q2 2025 results with strong refining throughput but weaker performance in renewable diesel.
Key Takeaways
Valero delivered $714M in net income and $2.28 EPS for Q2 2025, driven by record refining throughput in the U.S. Gulf Coast region, although renewable diesel posted a loss.
Net income of $714M with EPS of $2.28
Revenue of $29.9B, down from $34.5B last year
Record refining throughput of 2.9M barrels per day in the U.S. Gulf Coast region
Renewable diesel segment posted a $79M operating loss
Revenue by Segment
Forward Guidance
Valero expects continued strong refining performance, with ongoing investments in optimization projects, while renewable diesel may face near-term challenges.
Positive Outlook
- Record refining throughput in U.S. Gulf Coast region expected to continue
- FCC Unit optimization project at St. Charles to increase high-value product yields
- Strong balance sheet with $4.5B cash and cash equivalents
- Continued share buybacks and dividends planned
- Stable operations supported by past growth and optimization investments
Challenges Ahead
- Renewable diesel segment facing operating losses
- Benicia refinery impairment impacts future operations
- Higher depreciation due to shortened refinery asset life
- Lower revenue compared to Q2 2024 due to market conditions
Historical Earnings Impact
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Avg. Return Before/After Earnings
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