净利润及营业收入 - Valero Energy Corporation2024年第二季度净利润为8.8亿美元，每股2.71美元[2][3] - 炼油业务2024年第二季度营业收入为12亿美元，较2023年同期的24亿美元有所下降[4] - 可再生柴油业务2024年第二季度营业收入为1.12亿美元，较2023年同期的4.4亿美元有所下降[6] - 乙醇业务2024年第二季度营业收入为1.05亿美元，较2023年同期的1.27亿美元有所下降[7] - 2024年上半年，Valero Energy Corporation的总营收为66249百万美元，较2023年同期增长了0.1%[32] - 2024年上半年，Valero Energy Corporation的精炼业务营收为63187百万美元，较2023年同期增长了11.1%[32] - 2024年上半年，Valero Energy Corporation的可再生柴油业务营收为1806百万美元，较2023年同期增长了18.9%[32] - 2024年上半年，Valero Energy Corporation的精炼业务运营收入为2969百万美元，较2023年同期增长了0.7%[32] - 2024年上半年，Valero Energy Corporation的可再生柴油业务运营收入为645百万美元，较2023年同期减少了31.1%[32] 现金流及股息 - 公司2024年第二季度净现金流为25亿美元，其中调整后的净现金流为16亿美元[9] - Valero在2024年第二季度向股东返还14亿美元，其中3.47亿美元为股息，10亿美元用于回购约660万股普通股[11] - Valero承诺年度最低股息比率为40%至50%[12] - Valero于2024年7月18日宣布每股1.07美元的季度现金股息[13] - Valero于2024年第二季度结束时总债务为84亿美元，现金及现金等价物为52亿美元[14] 业务计划及投资 - Valero计划在2024年第四季度启动可持续航空燃料项目，预计总成本为3.15亿美元[15] 经营绩效 - Ethanol operating income分别为105, 127, 115, 166百万美元[43] - Ethanol margin分别为247, 275, 442, 464百万美元[43] - Refining operating income分别为686, 1529, 1693, 4196百万美元[46] - Refining margin分别为1722, 2562, 3769, 6274百万美元[46] - Renewable Diesel margin分别为254, 603, 599, 952百万美元[63] - Renewable Diesel operating income分别为112, 440, 302, 645百万美元[63] 价格及成本 - 可再生柴油每加仑销售利润从0.80美元增长至1.51美元[64] - 可再生柴油每加仑销售的运营费用从0.25美元增长至0.26美元[64] - 可再生柴油每加仑销售的折旧和摊销费用从0.20美元降至0.15美元[64] - 可再生柴油每加仑销售的运营收入从0.35美元增长至1.10美元[64] - 乙醇每加仑生产的运营收入从0.25美元增长至0.31美元[67] - 美国墨西哥湾地区的炼油每桶吞吐量的运营收入从4.14美元增长至9.34美元[70] - 北大西洋地区的炼油每桶吞吐量的运营收入从7.64美元增长至7.39美元[76] - 美国西海岸地区的炼油每桶吞吐量的运营收入从4.08美元增长至10.81美元[79] - 布伦特原油与西德克萨斯中质原油的价差从4.22美元保持不变[81] - 可再生体积义务(RVO)每桶的价格从3.39美元增长至7.69美元[82] - CBOB汽油与Brent原油的价格差在7.95至12.98美元之间[83] - 美国中部CBOB汽油与WTI原油的价格差在11.20至23.60美元之间[83] - 可再生柴油的价格在2.44至2.61美元之间[85] - 玉米期货价格在4.39至6.44美元之间[86] 资产及股东权益 - Valero能源公司2024年6月30日的流动资产为271.15亿美元[87] - Valero能源公司2024年6月30日的股东权益为254.43亿美元[87] - Valero能源公司2024年6月30日的总债务为107.41亿美元[87] 股息及现金流 - Valero能源公司2024年6月30日的资本支出为1.19亿美元[90] - Valero能源公司每股普通股的股息为1.07美元[91] 财务绩效指标 - 调整后的经营活动产生的净现金流为重要的财务绩效指标，用于评估公司的现金生成能力[104] - DGD的经营现金流仅有50%应归属于公司的经营现金流，因为另一联营方也有权益[106] - 资本投资归属于Valero的定义为所有资本支出和延期的转换和催化剂成本支出，不包括DGD的资本投资的部分[108]

文章核心观点 - 瓦勒罗能源公司(VLO)预计将于2024年7月25日在盘前公布第二季度业绩 [1] - 公司上一个季度的调整后每股收益超出市场预期,连续4个季度业绩超预期 [2] - 分析师预计公司本季度每股收益将同比下降29.63%,收入将下降0.40% [3][4] 行业和公司分析 - 公司预计将保持稳定表现,受益于运输燃料需求回升,提高了产能利用率和盈利能力 [5] - 但原油价格上涨超过成品油价格,挤压了炼油利润空间,可能对公司业绩产生负面影响 [6][7] 业绩预测 - 根据公司当前的排名和收益预期差,分析师预计公司本季度业绩可能无法超预期 [8][9] - 同时推荐了3家有望在本季度业绩超预期的公司,包括Sunoco LP、Viper Energy Inc.和Baker Hughes [10][11][12][13]

Valero Energy (VLO) ended the recent trading session at $147.78, demonstrating a -1.51% swing from the preceding day's closing price. This change lagged the S&P 500's 0.78% loss on the day. On the other hand, the Dow registered a loss of 1.29%, and the technology-centric Nasdaq decreased by 0.7%.Heading into today, shares of the oil refiner had gained 0.07% over the past month, outpacing the Oils-Energy sector's loss of 7.83% and lagging the S&P 500's gain of 2.14% in that time.Analysts and investors alike ...

文章核心观点 - 公司股价在最新交易中上涨0.87%,表现优于标普500指数的0.55%涨幅[1] - 公司股价在过去一个月内下跌2.12%,表现优于油气能源板块的11.53%下跌,但低于标普500指数4.28%的涨幅[2] - 公司预计将于2024年7月25日公布财报,预计每股收益为4.25美元,同比下降21.3%;预计营收为348.2亿美元,同比增长0.9%[3] - 全年来看,公司预计每股收益为15.34美元,同比下降38.39%;预计营收为1353亿美元,同比下降6.54%[4] - 分析师对公司的预测已经下调13.91%,公司目前评级为持有评级[7] 公司相关 - 公司当前市盈率为9.56倍,低于行业平均水平13.08倍[8] - 公司当前市盈率增长比率(PEG)为1.59,低于行业平均水平1.71[9] 行业相关 - 公司所属的油气炼化行业目前在250多个行业中排名第198位,处于下游22%的位置[10] - 研究显示,排名前50%的行业其平均表现是排名后50%的2倍[11]

Valero Energy (VLO) closed the most recent trading day at $150.73, moving +0.35% from the previous trading session. The stock outperformed the S&P 500, which registered a daily loss of 0.31%. Meanwhile, the Dow gained 0.67%, and the Nasdaq, a tech-heavy index, lost 1.09%. Coming into today, shares of the oil refiner had lost 7.52% in the past month. In that same time, the Oils-Energy sector lost 4.31%, while the S&P 500 gained 2.73%. Analysts and investors alike will be keeping a close eye on the performanc ...

In the latest trading session, Valero Energy (VLO) closed at $151.11, marking a +0.69% move from the previous day. This change lagged the S&P 500's 0.77% gain on the day. Elsewhere, the Dow saw an upswing of 0.49%, while the tech-heavy Nasdaq appreciated by 0.95%. The oil refiner's stock has dropped by 9.63% in the past month, falling short of the Oils-Energy sector's loss of 7.24% and the S&P 500's gain of 3.71%. The upcoming earnings release of Valero Energy will be of great interest to investors. The com ...

Sandra Milena Valero Orjuela/iStock via Getty Images Overview I previously covered Valero (NYSE:VLO) back in August of last year. Since then, it has stayed on par with the S&P 500 (SPY) and provided a total return slightly over 21%. Now that a few quarters has gone by, I wanted to revisit and provide some updated insights around the valuation, benefits as a dividend compounder, and the company's outlook. When it came to valuation, I previously conducted a discounted cash flow analysis to get a price target ...

The most recent trading session ended with Valero Energy (VLO) standing at $154.59, reflecting a +0.1% shift from the previouse trading day's closing. The stock trailed the S&P 500, which registered a daily gain of 0.26%. Meanwhile, the Dow gained 0.18%, and the Nasdaq, a tech-heavy index, added 0.35%. Shares of the oil refiner witnessed a loss of 1.09% over the previous month, beating the performance of the Oils-Energy sector with its loss of 3.91% and underperforming the S&P 500's gain of 3.25%. The inves ...

Valero Energy (VLO) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this oil refiner have returned -1.3% over the past month versus the Zacks S&P 500 composite's +7.1% change. The Zacks Oil and Gas - Refining and Marketing industry, to which Valero Energy belongs, has lost 1.7% over this period. Now the key question is: Where could the stock be headed in the near term? Altho ...

ValeroEnergy Corporation (VLO) recently reported better-than-expected first-quarter 2024 earnings. The leading oil refiner’s earnings per share were $3.82, while revenues came in at $31.8 billion. Price Performance Solid Since the earnings announcement on Apr 25, the stock declined almost 5%, unrelated to the company’s fundamentals. However, Valero has proven to be incredibly rewarding since the beginning of 2024, gaining 23.1% year to date, surpassing the 8.1% rise of the composite stocks belonging to the ...