LyondellBasell Industries N.V. (LYB)
LyondellBasell: 11% Yield In Danger?
LyondellBasell Industries N.V. reported Q4 net losses but maintained positive operating cash flow amid ongoing chemical sector weakness. LYB's 11% dividend yield is attractive but not fully covered by free cash flow, introducing risk of a potential cut if markets worsen. Management targets $500M in additional cost reductions and a $700M capex cut in 2026 to bolster free cash generation.
LyondellBasell (LYB) Reports Q4 Loss, Tops Revenue Estimates
LyondellBasell (LYB) came out with a quarterly loss of $0.26 per share versus the Zacks Consensus Estimate of $0.18. This compares to earnings of $0.75 per share a year ago.
LyondellBasell to Post Q4 Earnings: What's in the Cards for the Stock?
LYB heads into Q4 with lower operating rates, seasonality and higher feedstock costs pressuring results.
Analysts Estimate LyondellBasell (LYB) to Report a Decline in Earnings: What to Look Out for
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 FQ4: How I Diagnose Dividend Cuts
LyondellBasell Industries' EPS revisions for FQ4 and also full FY2025 suggest dividend coverage ratios far exceeding 100%, inviting questions towards its payout sustainability. I do see coverage pressure due to challenging dynamics in the petrochemical markets. However, I also believe simply EPS coverage ratios severely overstate the coverage pressure for LYB.
LyondellBasell (LYB) Surges 6.8%: Is This an Indication of Further Gains?
LyondellBasell (LYB) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
LyondellBasell: 12% Divvy Yield But It Is At Risk Of Getting Cut (Rating Upgrade)
LyondellBasell faces a more structural than cyclical downturn as Chinese capacity additions and below-cost operations for non-economic reasons prolong oversupply in key petrochemical markets, pressuring revenues for several years. A declining oil-to-gas price ratio is eroding LyondellBasell's feedstock cost advantage, and the outlook for oil and gas prices suggests further gross margin pressure ahead. LyondellBasell's free cash flow has turned insufficient to fully cover dividends, and limited liquidity runway raises the likelihood of a dividend reduction to protect its credit profile.
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.
