LyondellBasell
Produces polyolefins, intermediate chemicals and engineered compounds while licensing process technologies.
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Profile
Produces olefins, polyethylene, polypropylene, intermediate chemicals, oxyfuels and engineered polymer compounds, while licensing process technologies and selling catalysts. An integrated global footprint feeds much of its chemical output into downstream products, leaving results tied to petrochemical cycles, feedstock costs and plant reliability.
Produces olefins, polyethylene and polypropylene through Olefins and Polyolefins-Americas and Olefins and Polyolefins-Europe, Asia, International. Intermediates and Derivatives adds propylene oxide, oxyfuels and acetyls, while Advanced Polymer Solutions supplies compounds, engineered plastics, masterbatches, composites and colors. Technology licenses chemical and polyolefin processes and sells catalysts.
Runs an integrated global network in which much of its olefin output feeds internal polymer and derivatives production. Feedstock flexibility, process and catalyst know-how, compounding expertise, and safe, reliable plant operation support execution across commodity and specialty markets.
Shut its Houston refinery and completed the sale of select European olefins and polyolefins sites while retaining Advanced Polymer Solutions in Tarragona. Results remain structurally exposed to petrochemical supply-demand cycles, feedstock and energy costs, global capacity additions, and plant reliability.
Company facts
Key statistics
Year to date +43.4% · Average volume (30d) 4.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | RBC Capital | Reiterate | Outperform | $80 | $72 | |
| Aug 4, 2026 | UBS | Reiterate | Neutral | $73 | $64 | |
| Aug 3, 2026 | BMO Capital | Reiterate | Market Perform | $64 | $68 | |
| Aug 3, 2026 | Mizuho Securities | Target | $62 | $66 | ||
| Aug 3, 2026 | RBC Capital | Target | $91 | $80 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026Q2 FY26 | $3.44 | $4.30 | +25.0% | $9.21B | $9.18B | −0.3% | +2.71% |
| May 1, 2026Q1 FY26 | $0.28 | $0.49 | +74.6% | $7.53B | $7.20B | −4.4% | +1.40% |
| Jan 30, 2026Q4 FY25 | $0.11 | −$0.26 | −333.6% | $6.80B | $7.09B | +4.3% | +2.55% |
| Oct 31, 2025Q3 FY25 | $0.81 | $1.01 | +24.5% | $7.41B | $7.73B | +4.3% | −0.32% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $7.68B | $7.66B | $7.73B | $7.09B | $7.20B | $9.18B | |
| Gross profit | $549.0M | $800.0M | $906.0M | $460.0M | $701.0M | $2.04B | |
| Operating income | $114.0M | $330.0M | −$731.0M | −$40.0M | $239.0M | $1.54B | |
| Net income | $175.0M | $114.0M | −$892.0M | −$140.0M | $125.0M | $559.0M | |
| Diluted EPS | $0.53 | $0.34 | −$2.77 | −$0.45 | $0.39 | $1.72 | |
| Gross margin | 7.2% | 10.4% | 11.7% | 6.5% | 9.7% | 22.2% | |
| Operating margin | 1.5% | 4.3% | -9.5% | -0.6% | 3.3% | 16.8% |
Fiscal years (4-quarter sums)FY21 $46.17B · FY22 $50.45B · FY23 $41.11B · FY24 $35.08B · FY25 $30.15B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $2.63B · Total debt $14.22B · Total assets $34.48B · Shareholders' equity $10.67B
Dividends
Raised for 13 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 24, 2026 | Aug 24 | Aug 31 | $0.69 | |
| Jun 1, 2026 | Jun 1 | Jun 8 | $0.69 | |
| Mar 2, 2026 | Mar 2 | Mar 9 | $0.69 | cut from $1.37 |
| Dec 1, 2025 | Dec 1 | Dec 8 | $1.37 | |
| Aug 25, 2025 | Aug 25 | Sep 2 | $1.37 | |
| Jun 2, 2025 | Jun 2 | Jun 9 | $1.37 | raised from $1.34 |
| Mar 10, 2025 | Mar 10 | Mar 17 | $1.34 | |
| Dec 2, 2024 | Dec 2 | Dec 9 | $1.34 |
Ownership
Shares outstanding 322.79M · Float 257.29M · 79.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 29.30M | 9.08% | 13F | Aug 7, 2026 |
| Dodge & Cox | 16.97M | 5.20% | 13G | Feb 13, 2025 |
| Vanguard Capital Management LLC | 16.88M | 5.23% | 13F | Aug 13, 2026 |
| State Street Corp | 14.73M | 4.56% | 13F | Aug 7, 2026 |
| Capital World Investors | 13.77M | 4.27% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 13, 2026 | Jeffrey A. Kaplan | officer: EVP, Chief PC, Leg & Corp Ofc | −10,000 | $74.16 |
| Mar 9, 2026 | AI Investments Holdings LLC | 10 percent owner | −385,390 | $68.13 |
| Nov 12, 2025 | Kimberly A. Foley | officer: EVP, Global O&P and Refining | +5,661 | $43.56 |
Peers
- Dow
Largest listed PE, olefins and licensing overlap
- ExxonMobil
Scale PP, performance-polymer and recycling challenger
- Braskem (ADR)
Americas PE/PP and bio-based polymer rival
- Westlake
North American PE, styrene and epoxy overlap
- Celanese
Acetyls and engineered-materials specialist
- Avient
APS-style colorants, additives and engineered materials
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| LyondellBasell | $63.72 | +0.07% | $20.55B | — | 7.8 | 0.7 | +19.8% |
| Dow | $30.50 | −0.02% | $22.04B | — | 12.2 | 0.5 | +19.7% |
| ExxonMobil | $156.80 | +0.08% | $649.44B | 20.2 | 13.2 | 1.8 | +46.0% |
| Braskem (ADR) | $1.64 | −1.80% | $669.5M | — | — | — | +29.6% |
| Westlake | $75.71 | −0.07% | $9.70B | — | 19.9 | 0.9 | +10.8% |
| Celanese | $45.00 | +0.04% | $4.93B | — | 7.7 | 0.5 | +8.7% |
| Avient | $44.67 | −0.02% | $4.10B | 24.1 | 13.7 | 1.2 | +5.8% |
| Median | 22.2 | 13.2 | 0.9 | +15.2% |