| Stage | VLO | % of rev | XOM | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $46.1B | 100.00% | $113B | 100.00% | XOM ×2.45 |
| Gross profit | $9.4B | 20.41% | $36.2B | 32.01% | XOM +11.6pp |
| Operating income | $9.1B | 19.68% | $21.4B | 18.93% | VLO +0.8pp |
| Pre-tax income | $9.1B | 19.65% | $21.2B | 18.77% | VLO +0.9pp |
| Net income | $7.0B | 15.16% | $16.0B | 14.16% | VLO +1.0pp |
| Stage | VLO | XOM | Gap · A − B |
|---|---|---|---|
| Revenue | $46.1B100.00% | $113B100.00% | XOM ×2.45 |
| Gross profit | 20.41%$9.4B | 32.01%$36.2B | XOM +11.6pp |
| Operating income | 19.68%$9.1B | 18.93%$21.4B | VLO +0.8pp |
| Pre-tax income | 19.65%$9.1B | 18.77%$21.2B | VLO +0.9pp |
| Net income |
| 15.16%$7.0B |
| 14.16%$16.0B |
| VLO +1.0pp |
VLO · TALO 10-KFeb 27 '25
“Valero Energy Corporation ** 21 % 23 %”
XOM · TALO 10-KFeb 27 '25
“Exxon Mobil Corporation 17 % ** **”
VLO · PRIM 10-KFeb 24 '26
“Our customers include many of the leading energy and utility companies in the United States, such as; Xcel Energy, Pacific Gas & Electric, Southern California Gas, Oncor Electric, Duke Energy, Sempra Energy, Williams, Hecate Energy, Consumers Energy, Dominion, Valero, D.E. Shaw Renewable Investments, Entergy, Florida Power and Light, Intersect Power, Avantus, ExxonMobil, and Enterprise Pipeline as well as the Texas Department of Transportation and the Louisiana Department of Transportation and Development.”
XOM · PRIM 10-KFeb 24 '26
“Our customers include many of the leading energy and utility companies in the United States, such as; Xcel Energy, Pacific Gas & Electric, Southern California Gas, Oncor Electric, Duke Energy, Sempra Energy, Williams, Hecate Energy, Consumers Energy, Dominion, Valero, D.E. Shaw Renewable Investments, Entergy, Florida Power and Light, Intersect Power, Avantus, ExxonMobil, and Enterprise Pipeline as well as the Texas Department of Transportation and the Louisiana Department of Transportation and Development.”
VLO · APC 10-KMar 30 '26
“We are also able to leverage our scale to enhance efficiencies, including capturing competitive pricing terms and offering multiple fuel branding options for our customers through our strong relationships with our major fuel supply partners such as: BP, ExxonMobil, Marathon, Motiva, Shell, and Valero.”
XOM · APC 10-KMar 30 '26
“We are also able to leverage our scale to enhance efficiencies, including capturing competitive pricing terms and offering multiple fuel branding options for our customers through our strong relationships with our major fuel supply partners such as: BP, ExxonMobil, Marathon, Motiva, Shell, and Valero.”