LyondellBasell Industries (NYSE:LYB) Issues Quarterly Earnings Results, Beats Estimates By $0.86 EPS

LyondellBasell Industries (NYSE:LYB) released its earnings results on Friday. The specialty chemicals company reported $4.30 earnings per share for the quarter, beating analysts’ consensus estimates of $3.44 by $0.86, Briefing.com reports. LyondellBasell Industries had a negative net margin of 2.68% and a positive return on equity of 5.68%. The business had revenue of $9.18 billion during the quarter, compared to the consensus estimate of $9.21 billion. During the same quarter last year, the firm earned $0.62 earnings per share. The firm’s revenue for the quarter was up 19.8% compared to the same quarter last year.

Here are the key takeaways from LyondellBasell Industries’ conference call:

• Second-quarter results improved sharply, with EBITDA of $2.1 billion, diluted EPS of $4.30, and a 23% EBITDA margin—more than triple the prior quarter—supported by stronger margins and operational execution.
• Management expects the Middle East-related supply disruption to persist for several quarters, including an estimated 6 million tons of damaged polyethylene capacity that may not restart until at least 2027; lean inventories and resilient packaging, healthcare, and infrastructure demand could keep prices and margins above pre-conflict levels.
• North American polyethylene domestic sales rose approximately 3.5%, while the company benefited from cost-advantaged assets, flexible feedstock sourcing, and strong co-product values. LyondellBasell announced a further $0.10-per-pound polyethylene price increase for August.
• Third-quarter operating rates are expected to decline due to planned turnarounds, seasonality, and logistics risks, including approximately 85% utilization in O&P Americas and 70% in O&P Europe, Asia, and International; APS also anticipates softer seasonal automotive demand and higher raw-material costs.
• The Bayport PO/TBA facility, which reduced second-quarter EBITDA by an estimated $250 million, restarted and reached full rates in June, but ongoing reliability issues at the LaPorte syngas unit continue to affect acetyls production. Management is prioritizing balance-sheet repair and its $500 million cash-improvement target over near-term M&A.

LyondellBasell Industries Trading Up 3.0%

Shares of LYB stock opened at $62.27 on Friday. The company has a market cap of $20.10 billion, a P/E ratio of -25.01, a PEG ratio of 0.20 and a beta of 0.32. LyondellBasell Industries has a fifty-two week low of $41.58 and a fifty-two week high of $83.94. The stock has a 50 day simple moving average of $60.49 and a two-hundred day simple moving average of $63.77. The company has a debt-to-equity ratio of 1.12, a quick ratio of 1.03 and a current ratio of 1.54.

LyondellBasell Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 8th. Stockholders of record on Monday, June 1st were given a dividend of $0.69 per share. The ex-dividend date was Monday, June 1st. This represents a $2.76 annualized dividend and a dividend yield of 4.4%. LyondellBasell Industries’s dividend payout ratio is -110.84%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Quarry LP acquired a new position in shares of LyondellBasell Industries during the third quarter valued at about $31,000. CYBER HORNET ETFs LLC acquired a new stake in shares of LyondellBasell Industries in the 2nd quarter valued at about $39,000. MUFG Securities EMEA plc bought a new stake in LyondellBasell Industries in the 2nd quarter valued at about $44,000. Los Angeles Capital Management LLC acquired a new position in LyondellBasell Industries during the 4th quarter worth approximately $51,000. Finally, Triumph Capital Management acquired a new position in LyondellBasell Industries during the 3rd quarter worth approximately $85,000. 71.20% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on LYB. Mizuho lowered their target price on LyondellBasell Industries from $76.00 to $62.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 1st. Citigroup dropped their price objective on shares of LyondellBasell Industries from $80.00 to $67.00 and set a “buy” rating on the stock in a research report on Wednesday, June 24th. Alembic Global Advisors reduced their target price on shares of LyondellBasell Industries from $95.00 to $83.00 and set an “overweight” rating for the company in a report on Thursday, July 2nd. The Goldman Sachs Group increased their price target on shares of LyondellBasell Industries from $51.00 to $75.00 and gave the company a “sell” rating in a report on Monday, May 4th. Finally, Royal Bank Of Canada reduced their price objective on LyondellBasell Industries from $94.00 to $65.00 and set an “outperform” rating for the company in a report on Wednesday, July 1st. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eight have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, LyondellBasell Industries has an average rating of “Hold” and an average target price of $71.94.

LyondellBasell Industries News Summary

Here are the key news stories impacting LyondellBasell Industries this week:

• Positive Sentiment: LYB reported adjusted earnings of $4.30 per share, well above analyst expectations ranging from $3.44 to $3.56 and up sharply from $0.62 a year earlier. The earnings beat is the clearest catalyst behind the stock’s advance. LYB Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management benefited from stronger margins, higher operating rates and tighter industry supply. Market recovery and supply disruptions supported pricing and profitability despite ongoing volatility. LYB Q2 Earnings and Sales Beat as Market Recovery Boosts Margins
• Positive Sentiment: Revenue reached $9.18 billion, up 19.8% year over year, while the company’s earnings release and conference call provided investors with updated insight into the recovery, operating performance and market outlook. LyondellBasell Reports Second Quarter 2026 Earnings LYB Q2 2026 Earnings Call Transcript
• Neutral Sentiment: The strong quarter was partly anticipated: analysts expected tighter petrochemical supply, firmer pricing and the Bayport restart to support margins. This may limit the surprise element of the report. LYB Set to Report Q2 Earnings
• Negative Sentiment: Although revenue growth was robust, the $9.18 billion result was slightly below one published consensus estimate of $9.21 billion. LYB also reported a negative net margin, underscoring that profitability remains sensitive to volatile chemical markets.

About LyondellBasell Industries

LyondellBasell Industries N.V. (NYSE: LYB) is a global chemical company headquartered in Houston, Texas, that specializes in the production of polyolefins and advanced polymers. Through its extensive portfolio, the company supplies raw materials for a wide range of end markets, including packaging, automotive, construction, electronics and consumer goods. By combining proprietary process technologies with expertise in catalysts, LyondellBasell aims to deliver value-added solutions that enhance product performance and sustainability.

The company’s integrated operations encompass the manufacture of olefins and polyolefins, advanced polymer products, chemical intermediates and refining activities.