LyondellBasell Industries N.V. (NYSE:LYB ) Q2 2025 Earnings Call August 1, 2025 11:00 AM ET Company Participants Aaron Ledet - Executive Vice President of Intermediates & Derivatives and Supply Chain Agustin Izquierdo - Executive VP & CFO David Kinney - Head of Investor Relations Kimberly A.
LYB's Q2 profit sinks 87.5% on lower sales across all segments, with adjusted earnings missing estimates.
Although the revenue and EPS for LyondellBasell (LYB) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
LyondellBasell (LYB) came out with quarterly earnings of $0.62 per share, missing the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $2.24 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for LyondellBasell (LYB), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
LyondellBasell Industries (NYSE:LYB) is scheduled to announce its earnings on Friday, August 1, 2025. The company's current market capitalization stands at $21 Bil.
LyondellBasell's high dividend yield looks increasingly tenuous given the company's slumping earnings estimates. Management is making needed restructuring moves, but it will have to reinvest meaningful cash into new business lines. I see reinvesting in the business and paying down debt as potentially better uses of capital right now than maintaining the current dividend level.
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.
LyondellBasell's profit margins have been in decline for nearly a decade if the impacts of COVID stimulus are removed. The competitive advantage LYB's North American operations once held has deteriorated through ever increasing ethane and LPG exports. The market is focused on capacity rationalizations in Europe, but there is plenty of new capacity coming online in the rest of the world.
LYB teams up with Polynt to launch low-carbon marine resins, blending high performance with sustainability goals.
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LyondellBasell offers a compelling near double-digit dividend yield and potential price upside, rewarding patient, income-focused investors despite a recent macro-driven selloff. Strategic divestitures, asset repurposing, and vertical integration are improving efficiency, shoring up the balance sheet, and reducing feedstock costs. LYB is largely insulated from tariff headwinds and is executing a $500M cash improvement program, positioning itself for margin expansion and earlier-than-expected recovery.