LyondellBasell: Dividend Cut On The Horizon, U.S. Economic Risks Remain
LyondellBasell is rated Hold due to elevated recession risk, unsustainable dividend, and uncertain cycle timing. Q3 results showed stabilization with adjusted EBITDA of $835M, but significant impairments and weak segments persist. Dividend yield stands at 12.5%, but negative FCF and management commentary signal a likely cut within two quarters.
LyondellBasell: The Market Seems Skeptical Of The Near 13% Yield
LyondellBasell Industries (LYB) faces deteriorating financials and segment declines, raising concerns about dividend sustainability despite management's commitment. Q3 saw double-digit sales and EPS declines year-over-year, with all five segments posting weaker results and significant impairment charges. LYB's current near-13% dividend yield signals elevated risk; rising leverage (net debt/EBITDA up to 3.6x) further heightens caution.
LyondellBasell Industries N.V. (LYB) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
LyondellBasell Industries N.V. (LYB) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
LyondellBasell: Post Buy Call Analysis - Lessons In Cyclical Timing And Dividend Sustainability
LyondellBasell (LYB) is downgraded from Buy to Hold after a failed contrarian call and a 22% share price decline since May 2025. LYB's margin and cash flow trajectory is improving, with disciplined capex and a $1.1B cash improvement plan supporting dividend sustainability, but risks remain. Despite operational improvements, LYB trades at a higher EV/EBITDA multiple (~9.2x) due to lower forward estimates and uncertain structural demand recovery.
LYB & Nippon Team Up for Recycling Coating Packaging Barrels
LYB and Nippon Paint launch a recycling loop for coating barrels in China, turning used plastics into new packaging.
LyondellBasell: A 12% Dividend Yield Is A Sign That Someone Is Being Irrational
LyondellBasell stock is down by nearly 50% in the past 12 months, and the dividend yield is now above 12%. It is clear that the market does not believe that the dividend could be sustained, but some recent examples suggest otherwise. I take a closer look at Dow as an alternative to LYB and why there are no major benefits to sticking with the main peer.
LyondellBasell Industries: Outlook Improving And 12% Yield Looks Sustainable
LyondellBasell offers a compelling investment case, with a 12% dividend yield and attractive valuations, despite recent stock underperformance. Industry dynamics are improving, with management's tone turning optimistic as demand rebounds and capacity rationalization accelerates, particularly in North America and Europe. LYB's low-cost US production base provides resilience against Chinese capacity expansion and positions LYB to weather ongoing industry headwinds.
LyondellBasell Industries N.V. (LYB) Q3 2025 Earnings Call Transcript
LyondellBasell Industries N.V. ( LYB ) Q3 2025 Earnings Call October 31, 2025 11:00 AM EDT Company Participants David Kinney - Head of Investor Relations Peter Z.
LyondellBasell: Huge Earnings Beat, 12% Dividend Yield
LyondellBasell Industries N.V. delivered a strong Q3 earnings beat, signaling early signs of market recovery and improved profitability versus previous quarters. LYB stock maintains an attractive 12% dividend yield, with recent results suggesting the payout is safer than previously feared despite ongoing industry headwinds. Management's cost-cutting initiatives and anticipated capacity reductions support a positive outlook for cash flow and earnings growth into 2025 and 2026.
LyondellBasell (LYB) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for LyondellBasell (LYB) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
LyondellBasell's Earnings and Revenues Beat Estimates in Q3
LYB tops earnings and revenue estimates in Q3 as stronger olefins margins lift the Americas segment's performance.
LyondellBasell (LYB) Q3 Earnings and Revenues Surpass Estimates
LyondellBasell (LYB) came out with quarterly earnings of $1.01 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to earnings of $1.88 per share a year ago.
