Every 8-K that Valero Energy (VLO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow VLO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full VLO filings page.
Valero Energy Corporation reported very strong second-quarter 2026 results. Net income attributable to stockholders was $3.7 billion, or $12.62 per diluted share, for the quarter ended June 30, 2026, compared with $714 million, or $2.28 per share, a year earlier. Excluding specified items, adjusted net income was $3.697 billion, or $12.54 per share. Revenues were $44.476 billion versus $29.889 billion in the prior-year quarter, and the effective tax rate was 21 percent.
The Refining segment generated operating income of $4.47 billion versus $1.266 billion in 2025, with refining margin of $6.342 billion and margin per barrel of $23.62 on 2.95 million barrels per day of throughput. Renewable Diesel delivered $717 million of operating income, reversing a $79 million loss, while Ethanol operating income increased to $318 million from $54 million; both segments reported higher per-unit margins.
Net cash provided by operating activities was $5.58 billion, including a $706 million working-capital benefit and $389 million attributable to the other Diamond Green Diesel joint-venture member; adjusted operating cash flow was $4.485 billion. Capital investments were $350 million, and stockholder cash returns totaled $2.6 billion, a 59 percent payout of adjusted operating cash flow. Valero ended the quarter with $9.101 billion of debt, $2.248 billion of finance lease obligations, and $7.874 billion of cash, for a debt-to-capitalization ratio net of cash of 11 percent. The $230 million St. Charles FCC optimization project remains on track for completion and start-up in the third quarter of 2026.
Valero Energy Corporation reported that its board of directors has expanded the company’s share repurchase capacity. On February 25, 2026, the board authorized a common stock repurchase program of up to $2.5 billion with no expiration date, under which $1.4 billion remained available as of June 30, 2026.
On July 16, 2026, the board approved an additional authorization to purchase common stock for a total cost of up to $5.0 billion, also with no expiration date and in addition to the remaining capacity under the February 2026 program. The disclosure is furnished under Regulation FD rather than filed under the Exchange Act.
Valero Energy Corporation reported several governance updates. Senior Vice President Eric A. Fisher informed the company on May 7, 2026 that he intends to retire on or about July 1, 2026 and will help transition his responsibilities as part of Valero’s succession plan.
At the 2026 annual meeting, stockholders re-elected all director nominees, with support ranging from 94.59% for Deborah P. Majoras to 99.55% for Robert L. Reymond. Stockholders also approved the 2025 executive compensation advisory vote with 92.23% of votes cast in favor and ratified KPMG LLP as independent auditor for 2026 with 96.54% support.
Effective May 7, 2026, each re-elected non-employee director received a stock unit award valued at $200,000 under Valero’s director compensation program. Each stock unit represents one share of Valero common stock, is scheduled to vest at the 2027 annual meeting, and is subject to an additional one-year holding period.
Valero Energy Corporation reported strong first quarter 2026 results, with net income attributable to stockholders of $1.3 billion, or $4.22 per share, versus a net loss of $595 million, or $1.90 per share, a year earlier.
The Refining segment generated operating income of $1.8 billion on throughput of 2.9 million barrels per day, while Renewable Diesel and Ethanol delivered operating income of $139 million and $90 million, respectively. Net cash provided by operating activities was $1.4 billion, or $1.6 billion on an adjusted basis.
Capital investments totaled $448 million, and stockholder cash returns were $938 million, a 59 percent payout of adjusted operating cash flow. The quarterly dividend was raised 6 percent to $1.20 per share, and Valero issued $850 million of 5.150% Senior Notes due 2036. A $230 million FCC optimization project at the St. Charles refinery is expected to start up in the third quarter of 2026.
Valero Energy Corporation entered into an underwriting agreement to issue and sell $850,000,000 aggregate principal amount of its 5.150% Senior Notes due 2036. The notes will be issued under an existing indenture with U.S. Bank Trust Company, National Association, as trustee.
The offering is registered under Valero’s shelf registration statement on Form S-3 and is being made using a base prospectus dated January 30, 2025, and a prospectus supplement dated March 5, 2026. The issuance and sale of the notes are expected to close on March 10, 2026.
Valero Energy Corporation filed a Form 8-K to furnish a press release announcing its financial and operating results for the fourth quarter ended December 31, 2025. The press release, dated January 29, 2026, is attached as Exhibit 99.01 and incorporated by reference into this report.
The company specifies that this information is being furnished under Item 2.02 of Form 8-K, rather than filed, which affects how it may be incorporated into future Securities Act registration statements unless specifically identified there.
Valero Energy (VLO) announced a planned CFO transition. The Board appointed Homer Bhullar as Senior Vice President and Chief Financial Officer, effective January 1, 2026. He will serve as Valero’s Principal Financial Officer and Principal Accounting Officer upon assuming the role. Jason Fraser submitted notice of his retirement as Executive Vice President and CFO effective at the close of business on December 31, 2025, and as an employee in the first quarter of 2026.
Bhullar has led investor relations and finance since April 29, 2021, and previously held business development and corporate development roles after joining Valero in 2014, following investment banking roles at J.P. Morgan and Citigroup. Effective January 1, 2026, his compensation will include base salary of $770,000 (from $500,000), a bonus target of 85% of base salary (from 75%), and a long‑term incentive target of 350% of base salary (from 220%).
Valero Energy Corporation filed an 8-K to announce it furnished a press release with its financial and operating results for the third quarter ended September 30, 2025. The press release, dated October 23, 2025, is included as Exhibit 99.01.
The information was furnished under Item 2.02 and is not filed, which means it is not incorporated by reference into Securities Act registration statements unless specifically identified. The filing also includes the Inline XBRL cover page as Exhibit 104.
Valero Energy Corporation amended and restated its revolving credit agreement, extending the maturity from November 22, 2027 to October 16, 2030. The Credit Facility provides a revolving commitment of up to $4,000,000,000, including a letter of credit subfacility of up to $2,400,000,000, and allows increases of up to $1,500,000,000 for a total commitment of $5,500,000,000.
Borrowings accrue interest at either the Term SOFR Rate plus a margin of 0.9%–1.5% per annum or the Alternate Base Rate plus 0.0%–0.5%, in each case based on the company’s credit ratings. A commitment fee of 0.1%–0.25% per annum applies to used and unused commitments. Interest and fees are payable quarterly in arrears. JPMorgan Chase Bank, N.A. is Administrative Agent. Proceeds are for general corporate purposes, with customary covenants and events of default.
Valero Energy Corporation disclosed the election of Mr. Reymond to its Board of Directors effective September 18, 2025. He received a pro‑rata equity grant of 924 stock units that are scheduled to vest in full on the first anniversary of the grant and is entitled to a pro‑rata annual cash retainer of $97,500. The filing states Mr. Reymond is expected to stand for re‑election at the anticipated 2026 Annual Meeting.
The 8‑K includes customary forward‑looking cautionary language noting actual results may differ due to legislative, market, geopolitical, weather, cyber, and other risks. The company emphasizes that the Form 8‑K disclosure is not an admission of materiality and refers readers to its public filings for additional risk factors and details.
Valero Energy Corporation (VLO) filed an 8-K dated 24 Jul 2025 to furnish, not file, a press release disclosing its Q2-25 financial and operating results. The release is attached as Exhibit 99.01; however, specific revenue, earnings or margin figures are not included in this filing. The disclosure falls under Item 2.02 – Results of Operations and Financial Condition, indicating that the information will not be incorporated by reference into Securities Act registration statements unless expressly stated. No other material events, transactions, or changes in control are reported. Exhibit 104 provides the Cover Page Inline XBRL.