LyondellBasell Industries N.V. (LYB)
LyondellBasell: The Market Ignores A Massive Earnings Recovery
LyondellBasell remains a Buy at ~$63, with Q2 results far exceeding expectations due to favorable market conditions and operational leverage. O&P Americas drove Q2 strength, with adjusted EBITDA surging to $1.27B, but these margins are not expected to persist as Middle East supply normalizes. LYB's cost-cutting, asset sales, and improved balance sheet (net debt/EBITDA down to 2.6x) enhance structural profitability even at normalized margins.
LyondellBasell: Less Generous And Smaller, But In A Better State Now (Rating Upgrade)
LyondellBasell Industries is upgraded to a buy, reflecting a more competitive infrastructure base and favorable market positioning. LYB's EBITDA margins surged from 9% to 23% due to cost optimization and Middle East supply disruptions, with further upside on the cards as Bayport resumes. At a forward 6.25x EBITDA multiple and projected 111% YoY EBITDA growth, LYB offers superior value and growth versus DOW.
LYB Q2 Earnings Call Points to a Prolonged Supply Reset
LyondellBasell says Middle East polyethylene outages may support margins beyond the near term as cost cuts and North American assets sharpen operating leverage.
LyondellBasell Industries N.V. (LYB) Q2 2026 Earnings Call Transcript
LyondellBasell Industries N.V. (LYB) Q2 2026 Earnings Call Transcript
LyondellBasell Industries Q2 Earnings Call Highlights
LyondellBasell Industries NYSE: LYB said second-quarter earnings and margins improved sharply as disruptions tied to the Middle East conflict tightened petrochemical supply, altered trade flows and supported pricing across several of its businesses.
LYB Q2 Earnings & Sales Beat as Market Recovery Boosts Margins
LyondellBasell topped Q2 earnings and sales estimates as solid margins, higher operating rates and supply disruptions lifted results despite market volatility.
LyondellBasell (LYB) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for LyondellBasell (LYB) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
LyondellBasell (LYB) Q2 Earnings and Revenues Surpass Estimates
LyondellBasell (LYB) came out with quarterly earnings of $4.3 per share, beating the Zacks Consensus Estimate of $3.56 per share. This compares to earnings of $0.62 per share a year ago.
LYB Set to Report Q2 Earnings: Here's What Investors Should Expect
LyondellBasell heads into Q2 earnings with tighter petrochemical supply, stronger pricing and a Bayport restart expected to support margins and profitability.
LyondellBasell (LYB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
LyondellBasell (LYB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
LYB Partners Mondelez & Others for Flexible Packaging Solution
LYB partners with Mondelez, Amcor and Taghleef to launch 75% recycled-content packaging for Marabou chocolate bars using CirculenRevive polymers.
Is LyondellBasell Industries (LYB) Stock Outpacing Its Basic Materials Peers This Year?
Here is how LyondellBasell (LYB) and Usinas Siderurgicas de Minas Gerais SA (USNZY) have performed compared to their sector so far this year.
