Valero Energy (VLO) reported $30.26 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 4.7%. EPS of $0.89 for the same period compares to $3.82 a year ago.
The reported revenue represents a surprise of +6.36% over the Zacks Consensus Estimate of $28.45 billion. With the consensus EPS estimate being $0.43, the EPS surprise was +106.98%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Valero Energy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- U.S. Mid-Continent region - Refining margin per barrel of throughput: $7.87 compared to the $8.98 average estimate based on five analysts.
- U.S. West Coast region - Refining margin per barrel of throughput: $14.43 compared to the $11.51 average estimate based on five analysts.
- U.S. Gulf Coast region - Refining margin per barrel of throughput: $9.56 versus the five-analyst average estimate of $8.87.
- Refining - Total Throughput volumes per day: 2828 thousands of barrels of oil versus 2824.11 thousands of barrels of oil estimated by five analysts on average.
- U.S. Gulf Coast region - Throughput volumes per day: 1671 thousands of barrels of oil versus the five-analyst average estimate of 1732.09 thousands of barrels of oil.
- U.S. Mid-Continent region - Throughput volumes per day: 453 thousands of barrels of oil versus the five-analyst average estimate of 426.77 thousands of barrels of oil.
- Refining - Refining margin per barrel of throughput: $9.78 versus $9.60 estimated by five analysts on average.
- North Atlantic region - Throughput volumes per day: 492 thousands of barrels of oil versus 465.99 thousands of barrels of oil estimated by five analysts on average.
- Total operating revenues- Renewable diesel: $900 million versus $635.55 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -36.2% change.
- Total operating revenues- Ethanol: $1.23 billion compared to the $997.56 million average estimate based on three analysts. The reported number represents a change of +11% year over year.
- Total operating revenues- Refining: $28.76 billion versus $27.22 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -4.6% change.
- Total operating revenues- Corporate and Eliminations: -$626 million versus the two-analyst average estimate of -$840.47 million. The reported number represents a year-over-year change of -30.5%.
View all Key Company Metrics for Valero Energy here>>>
Shares of Valero Energy have returned -14.9% over the past month versus the Zacks S&P 500 composite's -5.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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