LYB · LyondellBasell Industries N.V.
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AI Brief
Q2 FY26 earnings call · Jul 31, 2026TL;DR. LYB reported Q2 EBITDA of $2.1 billion excluding identified items on a 23% margin, more than tripling sequentially as Middle East supply disruptions drove sharp polyolefin margin expansion. The company completed four European asset divestitures, is on track for $500 million of cash improvement by year-end, but guided to lower Q3 operating rates (85% O&P Americas, 70% O&P EAI, 85% I&D) due to planned turnarounds and seasonal softness.
- + Q2 EBITDA excluding identified items tripled sequentially to $2.1 billion with a 23% margin
- + Completed four European asset divestitures and advanced portfolio toward advantaged feedstock (80% of global ethylene)
- + O&P Americas EBITDA of $1.3B on 30-cent April PE price increase (largest on record) and cracker utilization of 95%
- + Robust liquidity of $7.1 billion and $2.6 billion cash balance supports investment-grade balance sheet
- − Bayport PO/TBA unplanned outage reduced Q2 EBITDA by approximately $250 million
- − Q3 operating rates will decline to 85% at O&P Americas due to 70-day Clinton turnaround and 70% at O&P EAI on summer seasonality
- − Acetyls business continues to face syngas reliability issues limiting acid and VAM production at LaPorte
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LYB
this stock
LyondellBasell Industries N.V.
|
$18.78B | +32.7% | -9.7% | — | 4.1% |
|
LIN
Linde PLC
|
$216.61B | +11.3% | +3.0% | 30.3 | 1.3% |
|
AIQUF
L Air Liquide SA /Fi
|
$121.25B | +2.7% | — | — | 0.0% |
|
SHW
Sherwin Williams Co
|
$79.89B | -0.2% | +2.1% | 30.4 | 2.6% |
|
ECL
Ecolab Inc.
|
$78.35B | +4.6% | +2.2% | 37.5 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LYB | -4.2% | -11.8% | -20.5% | -11.7% | +32.7% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.5% | -11.9% | -32.7% | -11.1% | +20.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.