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

LyondellBasell Industries (NYSE:LYB) announced its earnings results 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 during the quarter, compared to analysts’ expectations of $9.21 billion. LyondellBasell Industries had a negative net margin of 2.68% and a positive return on equity of 5.68%. The firm’s revenue was up 19.8% on a year-over-year basis. During the same quarter in the prior year, the company 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 Performance

Shares of LyondellBasell Industries stock traded up $1.83 during trading on Friday, hitting $62.27. 6,428,510 shares of the stock were exchanged, compared to its average volume of 6,704,828. The company has a current ratio of 1.54, a quick ratio of 1.03 and a debt-to-equity ratio of 1.12. The company has a fifty day moving average price of $60.64 and a 200-day moving average price of $63.78. The stock has a market capitalization of $20.10 billion, a price-to-earnings ratio of -25.01, a price-to-earnings-growth ratio of 0.20 and a beta of 0.32. LyondellBasell Industries has a 1-year low of $41.58 and a 1-year high of $83.94.

LyondellBasell Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 8th. Stockholders of record on Monday, June 1st were paid 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 payout ratio is currently -110.84%.

Analysts Set New Price Targets

Several equities research analysts have commented on LYB shares. Mizuho cut their price target on shares of LyondellBasell Industries from $76.00 to $62.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 1st. UBS Group lowered their target price on LyondellBasell Industries from $82.00 to $73.00 and set a “neutral” rating on the stock in a research report on Friday, June 5th. Evercore upped their target price on LyondellBasell Industries from $70.00 to $73.00 in a report on Thursday, May 14th. Morgan Stanley reduced their price target on LyondellBasell Industries from $77.00 to $72.00 and set an “overweight” rating for the company in a research report on Monday, July 20th. Finally, Jefferies Financial Group raised their price target on LyondellBasell Industries from $70.00 to $75.00 and gave the company a “hold” rating in a research note on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eight have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, LyondellBasell Industries presently has a consensus rating of “Hold” and a consensus price target of $71.94.

Key LyondellBasell Industries News

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.

Hedge Funds Weigh In On LyondellBasell Industries

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

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.