LyondellBasell Industries (NYSE:LYB – Get Free Report) announced its quarterly earnings data on Friday. The specialty chemicals company reported $4.30 EPS for the quarter, topping the consensus estimate of $3.44 by $0.86, Briefing.com reports. The business had revenue of $9.18 billion for the quarter, compared to analyst estimates of $9.21 billion. LyondellBasell Industries had a negative net margin of 2.68% and a positive return on equity of 5.68%. The company’s revenue for the quarter was up 19.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.62 earnings per share.
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 Stock Up 3.0%
Shares of NYSE LYB opened at $62.27 on Friday. The company has a debt-to-equity ratio of 1.12, a current ratio of 1.54 and a quick ratio of 1.03. LyondellBasell Industries has a one year low of $41.58 and a one year high of $83.94. The firm’s 50 day simple moving average is $60.49 and its two-hundred day simple moving average is $63.77. The stock has a market capitalization of $20.10 billion, a P/E ratio of -55.11, a PEG ratio of 0.20 and a beta of 0.32.
LyondellBasell Industries Dividend Announcement
Analyst Upgrades and Downgrades
Several brokerages have recently issued reports on LYB. UBS Group decreased their price target on shares of LyondellBasell Industries from $82.00 to $73.00 and set a “neutral” rating for the company in a research note on Friday, June 5th. Citigroup dropped their price objective on LyondellBasell Industries from $80.00 to $67.00 and set a “buy” rating on the stock in a research note on Wednesday, June 24th. Wolfe Research increased their price objective on LyondellBasell Industries from $38.00 to $62.00 and gave the company an “underperform” rating in a report on Tuesday, April 14th. Zacks Research downgraded LyondellBasell Industries from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, July 1st. Finally, BMO Capital Markets lowered their target price on LyondellBasell Industries from $88.00 to $64.00 and set a “market perform” rating on the stock in a research note on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eight have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $71.94.
Check Out Our Latest Analysis on LYB
LyondellBasell Industries News Roundup
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.
Institutional Investors Weigh In On LyondellBasell Industries
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in LYB. Woodline Partners LP raised its stake in shares of LyondellBasell Industries by 40.4% during the first quarter. Woodline Partners LP now owns 21,899 shares of the specialty chemicals company’s stock valued at $1,542,000 after acquiring an additional 6,297 shares during the last quarter. Focus Partners Wealth increased its holdings in LyondellBasell Industries by 35.4% during the 1st quarter. Focus Partners Wealth now owns 6,866 shares of the specialty chemicals company’s stock valued at $483,000 after purchasing an additional 1,796 shares during the period. Baird Financial Group Inc. raised its position in LyondellBasell Industries by 69.5% during the 2nd quarter. Baird Financial Group Inc. now owns 29,488 shares of the specialty chemicals company’s stock valued at $1,706,000 after purchasing an additional 12,087 shares during the last quarter. Cerity Partners LLC grew its position in shares of LyondellBasell Industries by 13.9% in the 2nd quarter. Cerity Partners LLC now owns 49,348 shares of the specialty chemicals company’s stock worth $2,855,000 after buying an additional 6,032 shares during the last quarter. Finally, Daiwa Securities Group Inc. increased its position in LyondellBasell Industries by 9.9% during the 2nd quarter. Daiwa Securities Group Inc. now owns 41,416 shares of the specialty chemicals company’s stock valued at $2,397,000 after purchasing an additional 3,715 shares during the period. 71.20% of the stock is currently owned by institutional investors.
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.
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