LyondellBasell faces significant industry headwinds, with declining revenues, margins, and cash flow, but retains a cost advantage from U.S.-based production. LYB's dividend yield is exceptionally high at 9.82%, but current payout exceeds cash flow, raising concerns about sustainability amid rising debt and new credit restrictions. Despite the risk of a dividend cut, LYB remains better positioned than peers to rebound, especially if it reallocates capital to strengthen its balance sheet and margins.
LyondellBasell partners with Shiseido, Futamura and Iwatani to launch bio-based film packaging using its CirculenRenew polymer.
Capital allocation at LyondellBasell differs materially from that of its major peer. The current dividend yield is now above 10%, a signal the market doesn't believe that it can be sustained. Even given the challenges, I believe LYB should be able to sustain its dividend in 2025 and beyond.
Fine wine gets better with aging. So does an income portfolio with steady contributions and reinvestments. We discuss two picks that are stewards of capital return despite challenging market conditions. Focus on building your passive income to retire on your terms.
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.