No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full results8 funds hold a position, insiders have been net selling, and 1 fin-fluencer is discussing it.
Buys/Adds (3)
AQR
$355.9M
added
Two Sigma
$163.5M
added
Bridgewater
$41.1M
added
Top-trader positions in VLO could not be loaded.
Hyperliquid positioning - not every stock is covered
Last report
Oct 22, 2026
Financial period
Third Quarter 2026
Earnings per share
$21.23 expected
Revenue
$40.29B expected
Estimates as of Oct 23, 2026
EPS expected
$3.90 to $25.49
Revenue expected
10 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Sep 30, 2026 | Oct 22, 2026 | $23.90 / $21.23Yahoo Finance | +12.56% beat | $46.10B $40.29B expected | +14.40% beat |
| Jun 30, 2026 | Jul 30, 2026 | $12.54 / $10.13Yahoo Finance | +23.84% beat | $44.48B No estimate | Unavailable |
| Mar 31, 2026 | Apr 30, 2026 | $4.22 / $3.16Yahoo Finance | +33.47% beat | $32.38B No estimateSEC filing | Unavailable |
| Dec 31, 2025 | Jan 29, 2026 | $3.82 / $3.27Yahoo Finance | +16.95% beat | $31.73B No estimate | Unavailable |
| Sep 30, 2025 | Oct 23, 2025 | $3.66 / $3.05Alpha Vantage | +20.00% beat | $32.17B No estimateSEC filing | Unavailable |
| Jun 30, 2025 | Jul 24, 2025 | $2.28 / $1.77Alpha Vantage | +28.81% beat | $29.89B No estimateSEC filing | Unavailable |
| Mar 31, 2025 | Apr 24, 2025 | $0.89 / $0.41Alpha Vantage | +117.07% beat | $30.26B No estimateSEC filing | Unavailable |
| Dec 31, 2024 | Jan 30, 2025 | $0.64 / $0.06Alpha Vantage | +$0.58 beat | $30.76B No estimate | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $32.17B | $31.73B | $32.38B | $36.65B |
| Cost of what it sold | $30.41B | $28.47B | $29.50B | $29.50B |
| Gross profit | $1.77B | $3.26B | $2.88B | $7.15B |
| What it spent | ||||
| Sales and admin | $246.0M | $315.0M | $285.0M | $233.0M |
| Other operating costs | $16.0M | $1.37B | $864.0M | $1.72B |
| Total operating expenses | $262.0M | $1.69B | $1.15B | $1.95B |
| What was left | ||||
| Operating profit | $1.51B | $1.57B | $1.73B | $5.20B |
| Interest on debt | $139.0M | $139.0M | $140.0M | $140.0M |
| Profit before tax | $1.46B | $1.52B | $1.72B | $5.17B |
| Tax | $390.0M | $355.0M | $401.0M | $1.09B |
| Net profit | $1.09B | $1.13B | $1.26B | $3.72B |
| EBITDA | $2.43B | $2.34B | $2.44B | $6.05B |
This stock is in a strong uptrend.
Trend
Strong uptrend
80 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace