Visibility to Growth and Disciplined Capital Management slide image

Visibility to Growth and Disciplined Capital Management

Non-GAAP Disclosures: Adjusted Earnings Per Share and Free Cash Flow RECONCILIATION OF EARNINGS PER COMMON SHARE - ASSUMING DILUTION, TO ADJUSTED EARNINGS PER COMMON SHARE - ASSUMING DILUTION Earnings per common share - assuming dilution Exclude adjustments: Lower of cost or market inventory valuation adjustment, net of taxes Asset impairment loss Income tax benefit on Aruba Disposition Total adjustments Adjusted earnings per common share – assuming dilution (Unaudited) Year Ended December 31, 2016 $ 4.94 1.25 (0.12) 0.09 1.22 3.72 RECONCILIATION OF NET CASH PROVIDED BY OPERATING ACTIVITIES UNDER GAAP TO FREE CASH FLOW (Unaudited, in Millions) Less: Capital expenditures Net cash provided by operating activities Less: Deferred turnaround and catalyst cost expenditures 2012 $ 5,270 2,931 2013 $ 5,564 2,121 Year Ended December 31, 2014 2015 $ 4,241 $ 5,611 2016 2017 2018 $ 479 634 2,153 649 1,618 4,820 1,278 $ 5,482 $ 4,371 1,353 1,628 673 718 523 915 Less: Investments in joint ventures 57 76 14 141 4 406 181 Less: Changes in current assets and current liabilities Free cash flow (302) 922 (1,810) (1,306) 976 1,289 (1,297) $ 2,105 $ 1,811 $ 3,235 $ 4,485 $ 1,844 $ 1,911 $ 2,944 Total free cash flow, 2012 - 2018 $18,335 Number of years Average free cash flow, 2012 - 2018 41 $ 2,619 Valero
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