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Bank of New York Mellon Corp reduced its position in shares of LyondellBasell Industries N.V. (NYSE:LYB – Free Report) by 11.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,636,746 shares of the specialty chemicals company’s stock after selling 211,875 shares during the period. Bank of New York Mellon Corp owned about 0.51% of LyondellBasell Industries worth $86,175,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of LYB. Oxbow Advisors LLC acquired a new stake in LyondellBasell Industries in the 4th quarter valued at about $4,616,000. Swedbank AB lifted its position in shares of LyondellBasell Industries by 16.0% during the fourth quarter. Swedbank AB now owns 242,726 shares of the specialty chemicals company’s stock worth $10,510,000 after purchasing an additional 33,399 shares in the last quarter. Tejara Capital Ltd bought a new stake in shares of LyondellBasell Industries during the fourth quarter valued at approximately $1,425,000. Marco Investment Management LLC increased its holdings in shares of LyondellBasell Industries by 10.9% in the second quarter. Marco Investment Management LLC now owns 190,709 shares of the specialty chemicals company’s stock valued at $10,041,000 after purchasing an additional 18,700 shares in the last quarter. Finally, Russell Investments Group Ltd. increased its holdings in shares of LyondellBasell Industries by 130.1% in the second quarter. Russell Investments Group Ltd. now owns 420,894 shares of the specialty chemicals company’s stock valued at $22,187,000 after purchasing an additional 237,950 shares in the last quarter. 71.20% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes Several research analysts have issued reports on LYB shares. Mizuho upped their price objective on LyondellBasell Industries from $62.00 to $66.00 and gave the stock a “neutral” rating in a report on Monday, August 3rd. Zacks Research cut LyondellBasell Industries from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, July 1st. Morgan Stanley dropped their target price on LyondellBasell Industries from $77.00 to $72.00 and set an “overweight” rating for the company in a research report on Monday, July 20th. Evercore raised their price target on LyondellBasell Industries from $70.00 to $73.00 in a report on Thursday, May 14th. Finally, JPMorgan Chase & Co. upgraded LyondellBasell Industries from a “neutral” rating to an “overweight” rating and lifted their price objective for the stock from $75.00 to $80.00 in a research report on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eight have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $72.56.

Read Our Latest Stock Report on LyondellBasell Industries LyondellBasell Industries Price Performance LYB opened at $62.64 on Wednesday. The company has a fifty day moving average price of $59.64 and a two-hundred day moving average price of $65.35. The firm has a market capitalization of $20.23 billion, a PE ratio of -55.43, a P/E/G ratio of 0.18 and a beta of 0.31. LyondellBasell Industries N.V. has a 52 week low of $41.58 and a 52 week high of $83.94. The company has a debt-to-equity ratio of 1.05, a quick ratio of 1.07 and a current ratio of 1.64.

LyondellBasell Industries (NYSE:LYB – Get Free Report) last posted its quarterly earnings results on Friday, July 31st. The specialty chemicals company reported $4.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.44 by $0.86. LyondellBasell Industries had a positive return on equity of 17.44% and a negative net margin of 1.13%.The business had revenue of $9.18 billion for the quarter, compared to analyst estimates of $9.21 billion. During the same period last year, the company earned $0.62 EPS. The firm’s revenue was up 19.8% on a year-over-year basis. As a group, analysts anticipate that LyondellBasell Industries N.V. will post 9.24 earnings per share for the current year.

LyondellBasell Industries Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Monday, August 24th will be given a dividend of $0.69 per share. This represents a $2.76 annualized dividend and a dividend yield of 4.4%. The ex-dividend date is Monday, August 24th. LyondellBasell Industries’s payout ratio is presently -244.25%.

LyondellBasell Industries Company Profile (Free Report)

LyondellBasell Industries N.V. (NYSE: LYB) is a global chemical company headquartered in Houston, Texas, that specializes in the production of polyolefins and advanced polymers. Through its extensive portfolio, the company supplies raw materials for a wide range of end markets, including packaging, automotive, construction, electronics and consumer goods. By combining proprietary process technologies with expertise in catalysts, LyondellBasell aims to deliver value-added solutions that enhance product performance and sustainability.

The company’s integrated operations encompass the manufacture of olefins and polyolefins, advanced polymer products, chemical intermediates and refining activities.

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On August 24, 2026, LyondellBasell Industries NV
LYB -3.45% 67

shares fell 3.5%, closing at $65.20. The stock has experienced a 52-week range between $41.58 and $83.94, indicating significant volatility over the past year.

GF Value™ verdict: Current price of $65.20 is 10.8% below GF Value of $73.10. GF Score™ is 67/100, indicating an above-average rating. Most notable signal: Net insider selling of $26.8M over the past 12 months. Is LYB Overvalued or Undervalued? Currently trading at $65.20, LyondellBasell Industries NV
LYB -3.45% 67

is approximately 10.8% undervalued according to the GF Value™ estimate of $73.10. This suggests a potential margin of safety for investors considering entry points. However, it's important to note that this GF Value™ assessment may be less reliable for a company like LYB, which has been unprofitable and cash-flow-negative. Hence, while the stock appears undervalued based on this metric, it should be interpreted with caution as it may not reflect the true intrinsic value of the company.

GF Value™ is GuruFocus' proprietary estimate of intrinsic value based on historical trading multiples, company growth history, and future performance predictions. For LYB, the GF Value label of "Modestly Undervalued" indicates that while the stock price might suggest a bargain, the underlying business profile requires further scrutiny to confirm the attractiveness of this valuation.

How Does LYB's Valuation Compare to Its History? Metric Current Historical P/E (TTM) Not available 13.1x (5-Year Median) Forward P/E 7.0x N/A Since the P/E (TTM) ratio is not available, the analysis relies on the forward P/E of 7.0x, which is significantly lower than the historical median P/E of 13.1x. This suggests that LYB is trading below its historical valuation levels, aligning with the notion of being undervalued according to the GF Value™ verdict. However, caution is warranted because the lack of profitability makes traditional earnings-based valuation metrics less applicable in this case.

What Does LYB's GF Score™ Tell Us? GF Score™ assesses a company's financial health and growth potential, incorporating various metrics to provide a holistic view of its investment merit. With a GF Score™ of 67/100, LYB is rated above average, indicating that it possesses several strengths despite certain weaknesses.

Metric Rating GF Score™ 67 Financial Strength 5/10 Profitability 7/10 Growth 1/10 Valuation 10/10 Momentum 5/10 The GF Score™ highlights LYB's strongest area in profitability, where it holds a 7/10 rating, suggesting that it maintains solid profit margins despite challenges. Conversely, its growth rank of 1/10 is concerning and indicates that the company has struggled to expand its revenues effectively. The valuation rank of 10/10 reinforces the notion that the stock is trading at an attractive value relative to its historical metrics.

What Are Gurus and Insiders Doing with LYB? Currently, 10 gurus hold shares of LyondellBasell Industries NV, with 7 increasing their positions and 5 reducing them in recent quarters. This activity suggests a mixed sentiment among professional investors regarding the stock.

Regarding insider transactions, the past 12 months have seen insiders purchase $0.2M of shares while selling $27.0M, resulting in a net selling of $26.8M. This trend of net selling may signal a lack of confidence from insiders about the company's future performance, which could be a red flag for potential investors.

What This Means for Investors Based on the analysis above, LyondellBasell Industries NV
LYB -3.45% 67

appears to be undervalued according to GF Value™, indicating an opportunity for potential investors. However, the company's unprofitability and the context of recent insider selling warrant a cautious approach. Those interested in LYB may need to consider these factors carefully before making investment decisions.

For further details, you can explore the LyondellBasell Industries NV
LYB -3.45% 67

stock page, as well as the GF Value™ page for a deeper understanding of its valuation metrics.

Frequently Asked Questions What is LYB's GF Score™?

LYB's GF Score™ is 67/100, indicating that the company is rated above average in terms of financial health and growth potential.

Is LYB overvalued or undervalued?

LYB is considered undervalued, with a current price of $65.20 being 10.8% below the GF Value™ estimate of $73.10.

What is LYB's P/E ratio?

LYB does not have a P/E (TTM) ratio available, but the forward P/E is 7.0x, which is below its historical 5-year median of 13.1x.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Focus Partners Advisor Solutions LLC increased its position in shares of LyondellBasell Industries N.V. (NYSE: LYB) by 244.4% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,525 shares of the specialty chemicals company's stock after acquiring an

On August 07, 2026, LyondellBasell Industries NV (LYB) shares fell 3.0% to a current price of $59.59. The stock has experienced a 52-week range of $41.58 to $83

On August 05, 2026, LyondellBasell Industries NV (LYB) shares fell 3.4% today to a current price of $59.03, within a 52-week range of $41.58 to $83.94. This rec

LyondellBasell Industries N.V. (NYSE:LYB) reported better-than-expected second-quarter results on Friday.

The chemical company reported adjusted earnings of $4.30 per share, beating the analyst consensus estimate of $3.41. Revenue rose to $9.18 billion, exceeding analysts’ expectations of $9.15 billion.

Looking ahead, LyondellBasell said ongoing geopolitical tensions in the Middle East continue to create volatility across energy and petrochemical markets.

LyondellBasell shares fell 6.4% to $240.00 in pre-market trading.

These analysts made changes to their price targets on LyondellBasell following earnings announcement.

JP Morgan analyst Jeffrey Zekauskas upgraded the stock from Neutral to Overweight and raised the price target from $75 to $80. Mizuho analyst John Roberts maintained the stock with a Neutral and raised the price target from $62 to $66. Considering buying LYB stock? Here’s what analysts think:

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LyondellBasell Industries N.V. (LYB) Q2 2026 Earnings Call Transcript

Key Takeaways LYB beat Q2 earnings and sales estimates as stronger margins and operating rates boosted results. LyondellBasell saw improved polymer spreads and stronger margins across key business segments. LYB expects Bayport restart to lift volumes, while Clinton maintenance may weigh on second-half output. LyondellBasell Industries N.V. (LYB - Free Report)  reported second-quarter 2026 net income of $559 million, or $1.71 per share, up sharply from $115 million or 34 cents per share reported in the year-ago quarter.  

Barring one-time items, LyondellBasell posted adjusted earnings of $4.30 per share, up from the year-ago quarter’s earnings of 62 cents. The figure beat the Zacks Consensus Estimate of $3.56.  

The company’s net sales in the reported quarter were $9.18 billion, up from $7.66 billion in the year-ago quarter. The figure also surpassed the Zacks Consensus Estimate of $8.9 billion by 3.1%.  

LyondellBasell benefited from improved market conditions during the quarter, as global supply disruptions supported margin expansion across its businesses. Higher operating rates, disciplined commercial execution and stronger polymer spreads drove results, while portfolio optimization through the divestiture of select European assets and continued progress under the Cash Improvement Plan strengthened its cost position.  

LyondellBasell Industries N.V. Price, Consensus and EPS SurpriseSegment HighlightsThe Olefins & Polyolefins — Americas segment generated revenues of $3.52 billion, up around 18.7% year over year. The figure beat the consensus estimate of $3.46 billion. Results improved on expanding polymer margins, favorable co-product pricing from tighter global supply and approximately 90% operating rates at the company's North American assets.  

Olefins & Polyolefins — Europe, Asia and International revenues increased around 17.4% year over year to $2.96 billion. The figure missed the consensus estimate of $3.24 billion. The segment benefited from improved polymer spreads driven by supply-chain disruptions and stronger joint venture contributions.  

In the Intermediates and Derivatives (I&D) segment, sales were $2.75 billion, up roughly 14.8% year over year, exceeding the consensus estimate of $2.61 billion. Earnings improved on stronger oxyfuels, methanol and PO derivatives margins, partly offset by the unplanned Bayport PO/TBA outage. The Bayport facility was restarted in June and exited the quarter at full operating rates.  

The Advanced Polymer Solutions segment’s revenues were $1.01 billion, increasing around 8.6% year over year and topping the consensus estimate of $973 million.  

The Technology segment’s revenues were $167 million, surging around 40.3% year over year and beating the consensus estimate of $163 million.  

FinancialsLyondellBasell ended the quarter with $2.63 billion in cash and cash equivalents and total available liquidity of $7.1 billion. During the quarter, it generated $752 million in cash from operating activities, spent $270 million on capital expenditures and returned $224 million to shareholders through dividends.  

OutlookLyondellBasell expects geopolitical tensions in the Middle East to keep energy and petrochemical markets volatile, with uncertainty surrounding the timing of supply normalization potentially extending into 2027. The company anticipates volume gains from the restart of the Bayport PO/TBA facility, although planned maintenance at the Clinton facility will weigh on polyolefins volumes in the second half. Management remains focused on commercial agility, disciplined capital allocation and executing its Cash Improvement Plan while strengthening the balance sheet through continued deleveraging.

LYB’s Price Performance LYB's shares are up 13.1% in the past year compared with the Zacks Chemicals Diversified industry’s 8.1% rise. 

Image Source: Zacks Investment Research

LYB’s Zacks Rank & Key PicksLYB currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the Basic Materials space are The Chemours Company (CC - Free Report) , Neo Performance Materials Inc. (NOPMF - Free Report)  and Lundin Mining Corporation (LUNMF - Free Report) .

Chemours is scheduled to report second-quarter results on Aug. 4. The Zacks Consensus Estimate for CC’s second-quarter earnings is pegged at 43 cents per share. It carries a Zacks Rank #2 (Buy) at present. 

NOPMF is slated to report second-quarter results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at 5 cents per share. NOPMF has a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Lundin Mining is scheduled to report second-quarter results on Aug. 5. The Zacks Consensus Estimate for LUNMF’s second-quarter earnings is pegged at 34 cents per share. It currently carries a Zacks Rank #2. 

Net income: $0.6 billion, $1.4 billion excluding identified items1Diluted earnings per share: $1.71 per share; $4.30 per share excluding identified itemsEBITDA: $1.3 billion, $2.1 billion excluding identified itemsStrengthened the portfolio through the divestiture of select European assets, structurally improving the cost position and aligning the company's European footprint to its strategyContinued to deliver meaningful fixed-cost reductions and lower capital expenditures through the Cash Improvement PlanCapitalized on improved market conditions through disciplined commercial execution HOUSTON and LONDON, July 31, 2026 (GLOBE NEWSWIRE) -- LyondellBasell Industries (NYSE: LYB) (the "company") today announced results for the second quarter 2026. Comparisons with the prior quarter and second quarter 2025 are available in the following table:

Table 1 - Earnings Summary

Millions of U.S. dollars (except share data) Three Months Ended Six Months Ended  June 30,
2026 March 31,
2026 June 30,
2025 June 30,
2026 June 30,
2025 Sales and other operating revenues $9,177 $7,197 $7,658 $16,374 $15,335 Net income  559  125  115  684  292 Diluted earnings per share  1.71  0.38  0.34  2.10  0.88 Weighted average diluted share count  323  323  322  323  323 EBITDA1  1,252  568  606  1,820  1,261 
Excluding Identified Items1

Net income excluding identified items $1,401 $163 $202 $1,564 $312 Diluted earnings per share excluding identified items  4.30  0.49  0.62  4.80  0.95 Loss on sale of business, pre-tax  734  —  —  734  — Asset write-downs, pre-tax  74  15  32  89  32 Cash Improvement Plan costs, pre-tax  31  —  20  31  20 Site closure costs, pre-tax  30  4  —  34  117 European transaction costs, net of transition service agreement income, pre-tax  (11) 10  10  (1) 10 (Income) loss from discontinued operations, pre-tax  17  18  47  35  (149)EBITDA excluding identified items  2,127  615  715  2,742  1,291 
(1) See “Information Related to Financial Measures” for a discussion of the company’s use of non-GAAP financial measures and Tables 2-4 for reconciliations or calculations of these financial measures. “Identified items” include adjustments for lower of cost or market ("LCM"), gain or loss on sale of business, asset write-downs in excess of $10 million in aggregate for the period, Cash Improvement Plan costs, site closure costs, European transaction costs, net of transition service agreement income, and discontinued operations.

“In a dynamic macroeconomic environment, we delivered exceptional results through deliberate commercial actions, the strength of our advantaged portfolio and improved market conditions supporting margin expansion,” said Peter Vanacker, LYB chief executive officer. “We responded quickly to the global supply disruption by increasing operating rates to serve our customers, demonstrating the flexibility and resilience of our global asset base and supply chain. We also took decisive actions with the divestment of select European assets and continued progress on our Cash Improvement Plan. These actions are repositioning LYB with a structurally lower cost base providing improved margins and enhanced cash generation. We continue to prioritize safety, reliability, cost discipline and capital allocation to deliver sustainable value for our shareholders.”

SECOND QUARTER 2026 RESULTS
The company reported net income for the second quarter 2026 of $559 million, or $1.71 per diluted share. During the quarter, the company recognized $842 million of identified items, net of tax. These items, which impacted second quarter earnings by $2.59 per diluted share, included the loss on sale from the divestiture of select European assets and a write down related to an Olefins & Polyolefins (O&P) – Americas joint venture. Second quarter 2026 EBITDA was $1.3 billion, or $2.1 billion excluding identified items.

In the second quarter, geopolitical instability resulted in dynamic and supply-constrained market conditions across all business segments. In the O&P – Americas segment, results substantially improved relative to the prior quarter on expanding polymer margins and favorable co-product pricing due to tighter global market supply. The company operated its advantaged North American assets at approximately 90% utilization capitalizing on favorable market conditions. O&P – Europe, Asia and International also benefited from improved polymer spreads driven by supply chain disruptions and stronger joint venture contributions.

Intermediates and Derivatives (I&D) delivered higher earnings driven by improving oxyfuels, methanol and PO derivatives margins partially offset by the Bayport PO/TBA unplanned outage during the quarter. Bayport was successfully restarted in June, exiting the quarter at full operating rates and positioning the business for improved volume performance in the second half of the year.

LYB generated $752 million in cash from operating activities during the second quarter. Working capital was a use of cash during the quarter given higher prices and increased operating rates to capture favorable market opportunities caused by global supply disruptions. The second quarter included a $310 million cash contribution in connection with the completion of the European asset divestiture, as expected. Capital allocation was balanced between capital expenditures of $270 million and $224 million of shareholder returns through dividends. At the end of the quarter, LYB held $2.6 billion in cash and cash equivalents and $7.1 billion in available liquidity.

STRATEGY HIGHLIGHTS
LYB reached an important milestone in its portfolio transformation with the completion of the divestiture of four European assets during the second quarter. This demonstrates the company's continued progress to Grow and Upgrade the Core as part of its three-pillar strategy. The company is now better positioned with increased resilience and greater flexibility to navigate the cycle and capture market upside by increasing the proportion of its assets connected to advantaged feedstocks.

LYB remains focused on strengthening its balance sheet through disciplined and balanced capital allocation and strong cash generation. The company is on target to deliver $500 million incremental cash through its Cash Improvement Plan by the end of 2026, driven primarily by fixed-cost reductions and lower capital expenditures.

OUTLOOK
As shown in recent weeks, conditions in the Middle East remain fluid, and we expect this to continue to be a source of volatility for energy and petrochemical value chains. The pace, timing and magnitude at which conflict-impacted supply will return to the market remains uncertain with the recovery period likely extending into 2027. While we do not anticipate material demand deterioration in our key end markets, uncertainty on the near-term price outlook could temporarily impact normal buying patterns.

The restart of Bayport PO/TBA should provide volume uplift in the I&D segment, while planned downtime at the Clinton facility will impact polyolefins volumes in the second half of the year. To align with global demand and the company's planned maintenance, LYB expects third quarter operating rates of 85% for North American O&P assets, 70% for European O&P assets and 85% for I&D assets.

LYB remains focused on commercial and operational agility in this dynamic market while continuing to execute the Cash Improvement Plan. The company's capital allocation priorities remain unchanged: safely operate and maintain assets, strengthen the balance sheet though disciplined deleveraging including the scheduled note maturity repayment in September, maintain an attractive dividend and invest selectively in opportunities that enhance long-term shareholder value.

CONFERENCE CALL
LYB will host a conference call July 31 at 11 a.m. ET. Participants on the call will include Chief Executive Officer Peter Vanacker, Executive Vice President and Chief Financial Officer Agustin Izquierdo, Executive Vice President of Global Olefins and Polyolefins Kim Foley, Executive Vice President of Intermediates and Derivatives Aaron Ledet, Executive Vice President of Advanced Polymer Solutions Torkel Rhenman and Head of Investor Relations David Dennison. For event access, the toll-free dial-in number is 1-877-407-8029, international dial-in number is 201-689-8029 or click the CallMe link. The slides and webcast that accompany the call will be available at investors.lyondellbasell.com/earnings. A replay of the call will be available from 1:00 p.m. ET July 31 until August 31, 2026. The replay toll-free dial-in numbers are 1-877-407-8029 and 201-689-8029. The access ID for each is 13746218.

ABOUT LYONDELLBASELL
We are LyondellBasell (NYSE: LYB) – a leader in the global chemical industry creating solutions for everyday sustainable living. Through advanced technology and focused investments, we are enabling a circular and low carbon economy. Across all we do, we aim to unlock value for our customers, investors and society. As one of the world's largest producers of polymers and a leader in polyolefin technologies, we develop, manufacture and market high-quality and innovative products for applications ranging from sustainable transportation and food safety to clean water and quality healthcare. For more information, please visit www.LyondellBasell.com or follow @LyondellBasell on LinkedIn.

FORWARD-LOOKING STATEMENTS
The statements in this release relating to matters that are not historical facts are forward-looking statements. These forward-looking statements are based upon assumptions of management of LyondellBasell which are believed to be reasonable at the time made and are subject to significant risks and uncertainties. When used in this release, the words “estimate,” “believe,” “continue,” “could,” “intend,” “may,” “plan,” “potential,” “predict,” “should,” “will,” “expect,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. Actual results could differ materially based on factors including, but not limited to, market conditions, including the prolonged industry downturn, the business cyclicality of the chemical and polymers industries; the availability, cost and price volatility of raw materials and utilities, particularly the cost of oil, natural gas, and associated natural gas liquids; our ability to successfully implement initiatives identified pursuant to our Value Enhancement Program and generate anticipated earnings; competitive product and pricing pressures; labor conditions; our ability to attract and retain key personnel; operating interruptions (including leaks, explosions, fires, weather-related incidents, mechanical failure, unscheduled downtime, supplier disruptions, labor shortages, strikes, work stoppages or other labor difficulties, transportation interruptions, spills and releases and other environmental risks); the supply/demand balances for our and our joint ventures’ products; industry production capacities, operating rates, and the pace of global capacity rationalizations; the impacts and scope of the global supply disruption resulting from the conflict in Ukraine and the Middle East; our ability to manage costs; future financial and operating results; our ability to complete capital projects on time and on budget and successfully operate the asset; our ability to align our assets and grow and upgrade our core; our ability to reduce our fixed costs and increase cash flow; legal and environmental proceedings; tax rulings and related consequences or proceedings; the impacts of tariffs and trade disruptions; technological developments, and our ability to develop new products and process technologies; our ability to meet our sustainability goals, including the ability to operate safely, increase production of recycled and renewable-based polymers to meet our targets and forecasts, and reduce our emissions and achieve net zero emissions by the time set in our goals; our ability to procure energy from renewable sources; our ability to build a profitable Circular & Low Carbon Solutions business; our ability to improve the business performance of our Advanced Polymers Solutions segment and its ability to secure new customers; potential governmental regulatory actions; political unrest and terrorist acts; risks and uncertainties posed by international operations, including foreign currency fluctuations; our ability to maintain our investment-grade credit rating and execute our capital allocation strategy, including our ability to pay dividends; and our ability to comply with debt covenants and to repay our debt. Additional factors that could cause results to differ materially from those described in the forward-looking statements can be found in the “Risk Factors” section of our Form 10-K for the year ended December 31, 2025, which can be found at www.LyondellBasell.com on the Investors page and on the Securities and Exchange Commission’s website at www.sec.gov. There is no assurance that any of the actions, events or results of the forward-looking statements will occur, or if any of them do, what impact they will have on our results of operations or financial condition. Forward-looking statements speak only as of the date they were made and are based on the estimates and opinions of management of LyondellBasell at the time the statements are made. LyondellBasell does not assume any obligation to update forward-looking statements should circumstances or management’s estimates or opinions change, except as required by law.

INFORMATION RELATED TO FINANCIAL MEASURES
This release makes reference to certain non-GAAP financial measures as defined in Regulation G of the U.S. Securities Exchange Act of 1934, as amended.

We report our financial results in accordance with U.S. generally accepted accounting principles ("GAAP"), but believe that certain non-GAAP financial measures, such as EBITDA, and EBITDA, net income and diluted EPS exclusive of identified items provide useful supplemental information to investors regarding the underlying business trends and performance of the company's ongoing operations and are useful for period-over-period comparisons of such operations. Non-GAAP financial measures should be considered as a supplement to, and not as a substitute for, or superior to, the financial measures prepared in accordance with GAAP.

We calculate EBITDA as net income (loss) plus interest expense, net, provision for (benefit from) income taxes, and depreciation and amortization. EBITDA should not be considered an alternative to profit or operating profit for any period as an indicator of our performance, or as an alternative to operating cash flows as a measure of our liquidity. We also present EBITDA, net income and diluted EPS exclusive of identified items. Identified items include adjustments for lower of cost or market (“LCM”), gain or loss on sale of business, asset write-downs in excess of $10 million in aggregate for the period, Cash Improvement Plan costs, site closure costs, European transaction costs, net of transition service agreement income, and discontinued operations. Asset write-downs include impairments of goodwill and impairments of long-lived assets. Our inventories are stated at the lower of cost or market. Cost is determined using the last-in, first-out (“LIFO”) inventory valuation methodology, which means that the most recently incurred costs are charged to cost of sales and inventories are valued at the earliest acquisition costs. Fluctuation in the prices of crude oil, natural gas and correlated products from period to period may result in the recognition of charges to adjust the value of inventory to the lower of cost or market in periods of falling prices and the reversal of those charges in subsequent interim periods, within the same fiscal year as the charge, as market prices recover. A gain or loss on sale of a business is calculated as the consideration received from the sale less its carrying value. We evaluate property, plant and equipment and definite-lived intangible assets whenever impairment indicators are present. If it is determined that an asset or asset group’s undiscounted future cash flows will not be sufficient to recover the carrying amount, an impairment charge is recognized to write the asset down to its estimated fair value. Goodwill is tested for impairment annually in the fourth quarter or whenever events or changes in circumstances indicate that the fair value of a reporting unit with goodwill is below its carrying amount. If it is determined that the carrying value of the reporting unit including goodwill exceeds its fair value, an impairment charge is recognized. We assess our equity investments for impairment whenever events or changes in circumstances indicate that the carrying amount of the investment may not be recoverable. If the decline in value is considered to be other than temporary the investment is written down to its estimated fair value. Valuation allowances are provided against deferred tax assets when it is more likely than not that some portion or all of the deferred tax asset will not be realized. In June 2025, we announced the divestiture of select olefins and polyolefins assets and the associated businesses in Europe, in May 2026 we completed the divestiture. In connection with the divestiture we recognized selling expenses, separation costs and employee-related charges (collectively referred to as "European transaction costs"), income from the transition service agreement and loss on sale of business. In April 2025, the company announced the Cash Improvement Plan, focused on strengthening financial performance, which resulted in employee-related charges across all segments. In March 2025, we announced the permanent closure of our Dutch PO joint venture asset, resulting in the recognition of shutdown-related charges in our Intermediates & Derivatives ("I&D") segment. Additionally, we recognized shutdown and employee-related charges related to sites in our Advanced Polymer Solutions ("APS") and Olefins & Polyolefins – Europe, Asia, International ("O&P-EAI") segments. In February 2025, we ceased business operations at our Houston refinery. Accordingly, our refining business, previously disclosed as the Refining segment, is reported as a discontinued operation.

These non-GAAP financial measures as presented herein, may not be comparable to similarly titled measures reported by other companies due to differences in the way the measures are calculated. In addition, we include calculations for certain other financial measures to facilitate understanding. This release contains time sensitive information that is accurate only as of the time hereof. Information contained in this release is unaudited and subject to change.

LyondellBasell undertakes no obligation to update the information presented herein except to the extent required by law.

Additional operating and financial information may be found on our website at investors.lyondellbasell.com.

Source: LyondellBasell Industries

Investor Contact: David Dennison +1 713-309-4987
Media Contact: Barrie Lee +1 713-309-7575

Table 2 - Reconciliations of Net Income to Net Income Excluding Identified Items and to EBITDA Including and Excluding Identified Items  Three Months Ended Six Months EndedMillions of U.S. dollars June 30,
2026 March 31,
2026 June 30,
2025 June 30,
2026 June 30,
2025Net income $559  $125  $115  $684  $292 Identified items          add: Loss on sale of business, pre-tax(a)  734   —   —   734   — add: Asset write-downs, pre-tax(b)  74   15   32   89   32 add: Cash Improvement Plan costs, pre-tax(c)  31   —   20   31   20 add: Site closure costs, pre-tax(d)  30   4   —   34   117 add: European transaction costs, net of transition service agreement income, pre-tax(e)  (11)  10   10   (1)  10 less: (Income) loss from discontinued operations, pre-tax  17   18   47   35   (149)less: Benefit from income taxes related to identified items  (33)  (9)  (22)  (42)  (10)Net income excluding identified items $1,401  $163  $202  $1,564  $312            Net income $559  $125  $115  $684  $292 Provision for (benefit from) income taxes  232   (6)  62   226   140 Depreciation and amortization  347   342   332   689   655 Interest expense, net  114   107   97   221   174 EBITDA  1,252   568   606   1,820   1,261 Identified items          add: Loss on sale of business(a)  734   —   —   734   — add: Asset write-downs(b)  74   15   32   89   32 add: Cash Improvement Plan costs(c)  31   —   20   31   20 add: Site closure costs(d)  30   4   —   34   117 add: European transaction costs, net of transition service agreement income(e)  (11)  10   10   (1)  10 less: EBITDA from discontinued operations  17   18   47   35   (149)EBITDA excluding identified items $2,127  $615  $715  $2,742  $1,291                       (a) In May 2026, we disposed of select European O&P assets and the associated businesses, resulting in the recognition of a loss in our O&P-EAI segment.
(b) Includes asset write-downs in excess of $10 million in aggregate for the period. For the six months ended June 30, 2026, we recognized non-cash asset write-downs of $89 million, including a $74 million impairment charge recognized in the second quarter related to a plastic waste sorting facility in Houston, Texas, within our Olefins & Polyolefins – Americas segment and $15 million related to property, plant and equipment ("PP&E") in the O&P-EAI segment. For the six months ended June 30, 2025, we recognized non-cash impairments charges of $32 million, related to PP&E associated with the European assets classified as held for sale within our O&P EAI segment.
(c) In April 2025, the company announced the Cash Improvement Plan, focused on strengthening financial performance, which resulted in employee-related charges across all segments.
(d) For the six months ended June 30, 2026, we recognized site closure costs of $34 million, including $31 million of employee-related charges associated with the planned closure of our polypropylene asset in Brindisi, Italy, within our O&P-EAI segment. In March 2025, we announced the permanent closure of our Dutch PO joint venture asset, which resulted in shutdown-related charges of $117 million for the six months ended June 30, 2025, within our I&D segment.
(e) In June 2025, we announced plans to sell select European olefins and polyolefins assets and the associated businesses, resulting in selling expenses, separation costs and employee-related charges in our O&P-EAI segment. Transition service agreement income was $8 million, for the three and six months ended June 30, 2026.

Table 3 - Reconciliation of Diluted EPS to Diluted EPS Excluding Identified Items  Three Months Ended  Six Months Ended  June 30,
2026 March 31,
2026  June 30,
2025  June 30,
2026  June 30,
2025Diluted earnings per share $1.71  $0.38  $0.34  $2.10  $0.88 Identified items             add: Loss on sale of business  2.27   —   —   2.27   — add: Asset write-downs(a)  0.18   0.03   0.07   0.21   0.07 add: Cash Improvement Plan costs  0.07   —   0.05   0.07   0.05 add: Site closure costs  0.06   0.01   —   0.07   0.27 add: European transaction costs, net of transition service agreement income  (0.03)  0.03   0.03   —   0.03 less: (Income) loss from discontinued operations  0.04   0.04   0.13   0.08   (0.35)Diluted earnings per share excluding identified items $4.30  $0.49  $0.62  $4.80  $0.95               
(a) Includes asset write-downs in excess of $10 million in aggregate for the period.

Table 4 - Calculation of Cash and Liquid Investments and Total Liquidity Millions of U.S. dollars June 30,
2026 Cash and cash equivalents $2,630 Restricted cash  10 Short-term investments  — Cash and liquid investments  2,640 add:   Availability under Senior Revolving Credit Facility  3,750 Availability under U.S. Receivables Facility  700 Total liquidity $7,090     

On July 29, 2026, LyondellBasell Industries NV LYB shares rose 3.9% to $60.49, reflecting a notable performance within a 52-week range of $41.58 to $83.94. Despite today's gain, LYB's stock has shown some volatility, with a decline of 2.9% over the past week and a modest 4.3% increase over the past year.

GF Value™ verdict: The stock is currently priced at $60.49, which is 15.6% below the GF Value™ estimate of $71.63. GF Score™ of 70/100 indicates an above-average overall rating. Most notable signal: Insiders sold $0.7M worth of shares in the last three months, showing no buying activity. Is LYB Overvalued or Undervalued? The current price of LyondellBasell Industries NV LYB at $60.49 presents a significant opportunity relative to the GF Value™, which is estimated at $71.63. This positions LYB as 15.6% undervalued based on GuruFocus' intrinsic value estimate. However, it is crucial to consider that the GF Value™ is derived from historical trading multiples, growth trends, and future performance projections. Therefore, while it serves as a directional indicator, it may not be a precise fair-value target, particularly given LYB's current unprofitability and cash-flow negativity.

Investors should exercise caution while interpreting the GF Value™, as it can provide misleading signals for companies that are not generating earnings. Given LYB's circumstances, the GF Valuation label indicates that the stock is modestly undervalued, but the inherent risks associated with a cash-flow-negative status warrant a thorough assessment before making any investment decisions.

How Does LYB's Valuation Compare to Its History? Metric Current Historical P/E (TTM) Not Applicable 13.0x Forward P/E 7.1x Not Applicable Given that LYB is currently unprofitable, the traditional P/E ratio does not apply; the forward P/E of 7.1x suggests a potentially attractive valuation in comparison to its historical median of 13.0x. However, this analysis diverges from the GF Value™ verdict, as the GF Value™ considers both past performance and future estimates, implying that while LYB may be appearing attractive based on forward-looking metrics, the lack of positive earnings complicates the valuation assessment.

What Does LYB's GF Score™ Tell Us? The GF Score™ evaluates a stock's overall attractiveness based on multiple factors, including financial strength, profitability, growth potential, valuation, and momentum. LYB's score of 70/100 indicates a solid performance relative to its peers, with notable strengths in valuation and momentum.

Metric Rating GF Score™ 70/100 Financial Strength 5/10 Profitability 7/10 Growth 1/10 Valuation 8/10 Momentum 10/10 The strongest area for LYB is its momentum rank of 10/10, indicating strong positive price trends. However, the growth rank of 1/10 highlights significant weaknesses in its growth prospects, which may be concerning for long-term investors. Overall, while LYB displays decent financial strength and profitability, the lack of growth could limit its future performance potential.

What Are Gurus and Insiders Doing with LYB? Currently, 10 gurus hold positions in LYB, with 6 adding to their holdings and 5 trimming their positions in recent quarters. This mixed activity suggests a cautious sentiment among professional investors, reflecting both interest and skepticism regarding the company's future performance.

In terms of insider activity, the recent sale of $0.7M in shares without any buying activity may indicate a lack of confidence from those within the company, which can be a red flag for investors. This pattern of insider selling, combined with the guru activity, suggests that while there is some interest from institutional investors, confidence in the company's recovery and growth may be waning.

What This Means for Investors In conclusion, LyondellBasell Industries NV LYB appears to be undervalued based on its current price relative to the GF Value™, indicating a possible investment opportunity. However, the company's unprofitability and cash-flow negativity merit careful consideration of the associated risks. Investors should weigh the current valuation against the broader context of the company's financial health and growth potential.

For a deeper analysis, visit the LyondellBasell Industries NV LYB stock page for more insights.

Frequently Asked Questions What is LYB's GF Score™?

LYB's GF Score™ is 70/100, which indicates that the stock has an above-average overall rating relative to its peers based on various fundamental metrics.

Is LYB overvalued or undervalued?

LYB is currently considered undervalued, with a GF Value™ estimate indicating a 15.6% upside from its current price.

What is LYB's P/E ratio?

LYB does not have a meaningful P/E ratio due to its unprofitability; however, its forward P/E is 7.1x, which is below its historical median of 13.0x.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Posted by Defense World Staff on Jul 27th, 2026

Compound Planning Inc. purchased a new stake in shares of LyondellBasell Industries N.V. (NYSE:LYB – Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The fund purchased 11,632 shares of the specialty chemicals company’s stock, valued at approximately $937,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Jamison Private Wealth Management Inc. boosted its holdings in LyondellBasell Industries by 1.6% during the first quarter. Jamison Private Wealth Management Inc. now owns 10,915 shares of the specialty chemicals company’s stock worth $879,000 after buying an additional 172 shares in the last quarter. Investment Research Partners LLC boosted its stake in LyondellBasell Industries by 4.4% during the 4th quarter. Investment Research Partners LLC now owns 5,100 shares of the specialty chemicals company’s stock worth $221,000 after purchasing an additional 214 shares during the last quarter. Rothschild Investment LLC grew its holdings in shares of LyondellBasell Industries by 3.5% during the fourth quarter. Rothschild Investment LLC now owns 8,025 shares of the specialty chemicals company’s stock worth $347,000 after buying an additional 272 shares in the last quarter. Moors & Cabot Inc. raised its position in shares of LyondellBasell Industries by 5.6% in the third quarter. Moors & Cabot Inc. now owns 5,495 shares of the specialty chemicals company’s stock valued at $269,000 after buying an additional 293 shares during the last quarter. Finally, Vident Advisory LLC raised its position in shares of LyondellBasell Industries by 1.1% in the second quarter. Vident Advisory LLC now owns 26,406 shares of the specialty chemicals company’s stock valued at $1,528,000 after buying an additional 297 shares during the last quarter. Institutional investors and hedge funds own 71.20% of the company’s stock.

Wall Street Analysts Forecast Growth A number of equities analysts recently commented on the company. Zacks Research downgraded LyondellBasell Industries from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, July 1st. JPMorgan Chase & Co. upped their target price on LyondellBasell Industries from $50.00 to $75.00 and gave the company a “neutral” rating in a report on Monday, May 4th. Alembic Global Advisors cut their target price on LyondellBasell Industries from $95.00 to $83.00 and set an “overweight” rating for the company in a research note on Thursday, July 2nd. Bank of America reduced their price target on LyondellBasell Industries from $68.00 to $48.00 and set an “underperform” rating on the stock in a report on Tuesday, June 30th. Finally, Wolfe Research boosted their price target on shares of LyondellBasell Industries from $38.00 to $62.00 and gave the company an “underperform” rating in a research report on Tuesday, April 14th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eight have issued a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $71.94.

Get Our Latest Research Report on LYB

LyondellBasell Industries Trading Down 0.0% NYSE LYB opened at $60.30 on Monday. The company has a debt-to-equity ratio of 1.12, a quick ratio of 1.03 and a current ratio of 1.54. The firm has a market cap of $19.46 billion, a price-to-earnings ratio of -24.22, a PEG ratio of 0.20 and a beta of 0.32. The firm has a 50 day simple moving average of $61.65 and a 200-day simple moving average of $63.42. LyondellBasell Industries N.V. has a one year low of $41.58 and a one year high of $83.94.

LyondellBasell Industries (NYSE:LYB – Get Free Report) last released its earnings results on Friday, May 1st. The specialty chemicals company reported $0.49 EPS for the quarter, topping the consensus estimate of $0.31 by $0.18. LyondellBasell Industries had a positive return on equity of 5.68% and a negative net margin of 2.68%.The firm had revenue of $7.20 billion during the quarter, compared to analysts’ expectations of $7.53 billion. During the same period in the previous year, the firm posted $0.33 EPS. LyondellBasell Industries’s revenue for the quarter was down 6.3% on a year-over-year basis. Equities research analysts anticipate that LyondellBasell Industries N.V. will post 8.57 EPS for the current fiscal year.

LyondellBasell Industries Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Monday, June 8th. Investors of record on Monday, June 1st were paid a dividend of $0.69 per share. This represents a $2.76 annualized dividend and a yield of 4.6%. The ex-dividend date was Monday, June 1st. LyondellBasell Industries’s dividend payout ratio (DPR) is currently -110.84%.

LyondellBasell Industries Company Profile (Free Report)

LyondellBasell Industries N.V. (NYSE: LYB) is a global chemical company headquartered in Houston, Texas, that specializes in the production of polyolefins and advanced polymers. Through its extensive portfolio, the company supplies raw materials for a wide range of end markets, including packaging, automotive, construction, electronics and consumer goods. By combining proprietary process technologies with expertise in catalysts, LyondellBasell aims to deliver value-added solutions that enhance product performance and sustainability.

The company’s integrated operations encompass the manufacture of olefins and polyolefins, advanced polymer products, chemical intermediates and refining activities.

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Posted by Defense World Staff on Jul 23rd, 2026

Shares of LyondellBasell Industries N.V. (NYSE:LYB – Get Free Report) have received an average rating of “Hold” from the twenty-one research firms that are presently covering the company, Marketbeat Ratings reports. Four equities research analysts have rated the stock with a sell rating, eight have issued a hold rating, eight have given a buy rating and one has issued a strong buy rating on the company. The average 12-month target price among brokerages that have covered the stock in the last year is $71.9444.

A number of research firms have issued reports on LYB. Bank of America reduced their target price on shares of LyondellBasell Industries from $68.00 to $48.00 and set an “underperform” rating for the company in a research note on Tuesday, June 30th. Evercore increased their price objective on LyondellBasell Industries from $70.00 to $73.00 in a report on Thursday, May 14th. JPMorgan Chase & Co. raised their price objective on LyondellBasell Industries from $50.00 to $75.00 and gave the company a “neutral” rating in a research note on Monday, May 4th. Jefferies Financial Group boosted their target price on LyondellBasell Industries from $70.00 to $75.00 and gave the stock a “hold” rating in a report on Thursday, April 16th. Finally, Weiss Ratings downgraded LyondellBasell Industries from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, June 24th.

Check Out Our Latest Stock Report on LYB

LyondellBasell Industries Stock Performance Shares of LYB opened at $62.41 on Thursday. The company has a 50-day moving average of $62.17 and a two-hundred day moving average of $63.19. The stock has a market cap of $20.15 billion, a price-to-earnings ratio of -25.06, a PEG ratio of 0.20 and a beta of 0.32. The company has a debt-to-equity ratio of 1.12, a current ratio of 1.54 and a quick ratio of 1.03. LyondellBasell Industries has a one year low of $41.58 and a one year high of $83.94.

LyondellBasell Industries (NYSE:LYB – Get Free Report) last issued its quarterly earnings results on Friday, May 1st. The specialty chemicals company reported $0.49 EPS for the quarter, beating the consensus estimate of $0.31 by $0.18. The business had revenue of $7.20 billion during the quarter, compared to the consensus estimate of $7.53 billion. LyondellBasell Industries had a negative net margin of 2.68% and a positive return on equity of 5.68%. The firm’s quarterly revenue was down 6.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.33 EPS. On average, equities research analysts expect that LyondellBasell Industries will post 8.73 earnings per share for the current year.

LyondellBasell Industries Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Monday, June 8th. Investors of record on Monday, June 1st were issued a dividend of $0.69 per share. This represents a $2.76 annualized dividend and a dividend yield of 4.4%. The ex-dividend date of this dividend was Monday, June 1st. LyondellBasell Industries’s dividend payout ratio is currently -110.84%.

Institutional Inflows and Outflows Several institutional investors have recently bought and sold shares of LYB. Capital Research Global Investors boosted its holdings in LyondellBasell Industries by 108.7% during the fourth quarter. Capital Research Global Investors now owns 9,159,702 shares of the specialty chemicals company’s stock valued at $396,615,000 after acquiring an additional 4,770,260 shares during the period. AQR Capital Management LLC increased its stake in shares of LyondellBasell Industries by 512.9% in the fourth quarter. AQR Capital Management LLC now owns 3,093,318 shares of the specialty chemicals company’s stock worth $133,941,000 after purchasing an additional 2,588,636 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of LyondellBasell Industries by 5,451.2% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,457,591 shares of the specialty chemicals company’s stock worth $63,114,000 after purchasing an additional 1,431,334 shares during the last quarter. Morgan Stanley lifted its position in shares of LyondellBasell Industries by 16.9% during the 4th quarter. Morgan Stanley now owns 8,971,741 shares of the specialty chemicals company’s stock worth $388,476,000 after purchasing an additional 1,300,271 shares during the last quarter. Finally, Norges Bank bought a new stake in LyondellBasell Industries during the 4th quarter valued at approximately $52,210,000. Institutional investors own 71.20% of the company’s stock.

LyondellBasell Industries Company Profile (Get Free Report)

LyondellBasell Industries N.V. (NYSE: LYB) is a global chemical company headquartered in Houston, Texas, that specializes in the production of polyolefins and advanced polymers. Through its extensive portfolio, the company supplies raw materials for a wide range of end markets, including packaging, automotive, construction, electronics and consumer goods. By combining proprietary process technologies with expertise in catalysts, LyondellBasell aims to deliver value-added solutions that enhance product performance and sustainability.

The company’s integrated operations encompass the manufacture of olefins and polyolefins, advanced polymer products, chemical intermediates and refining activities.

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LyondellBasell Industries N.V. is positioned for a strong 2026, benefiting from Middle East supply disruptions due to the Iran conflict. LYB's Q2 earnings are expected to surge, with analysts forecasting ~$3.40 EPS, driven by tight supply, cost advantages, and portfolio optimization. US-based production and access to cheap natural gas give LYB a significant cost edge over international competitors amid elevated chemical prices.

ROTTERDAM, Netherlands, July 07, 2026 (GLOBE NEWSWIRE) -- Global chemical leader LyondellBasell (NYSE: LYB) today announced an innovative flexible packaging solution for Marabou chocolate bars, developed in collaboration with Mondelez International, Amcor, Taghleef Industries and other key industry players. Using LYB CirculenRevive polymers with 100% attributed recycled content via an ISCC PLUS-certified mass balance approach, Mondelez is now able to offer packaging sourced from 75% recycled content, helping transform hard-to-recycle post-consumer mixed plastic waste into high-quality materials for food packaging.

“Our collaboration with Mondelez illustrates our shared vision for the future and highlights our ability to provide innovative, high-quality circular solutions tailored to demanding specifications,” said Yvonne van der Laan, executive vice president, Sustainable Solutions and Technology Business, LYB. “We’re committed to making circular and low carbon solutions work for businesses while creating solutions for everyday sustainable living.”

Scaling circular polymers through the LYB integrated ecosystem

As LYB continues to expand its circular solutions, the company plans to supply future polymers for Marabou packaging through MoReTec-1, its first commercial-scale catalytic chemical recycling plant under construction in Wesseling, Germany. Once operational, MoReTec-1 will strengthen access to circular feedstock within the LYB integrated ecosystem, which connects advanced sorting and recycling infrastructure with the company’s existing crackers and polymerization assets.

“This collaboration demonstrates how LYB can connect chemical recycling innovation with the scale and reach of our existing production network,” said LYB CEO Peter Vanacker. “As we advance MoReTec-1, we expect the facility to support future polymer supply for Marabou packaging and strengthen our ability to convert hard-to-recycle plastic waste into circular feedstocks for our existing assets. This integrated approach positions LYB to deliver value while advancing our circular and low carbon strategy.”

Once operational, the MoReTec-1 facility is designed to produce 50,000 metric tons of feedstock annually for use in existing LYB production units, enabling the production of recycled polymers. Source One Plastics, an LYB joint venture located in Eicklingen, Germany, processes mixed plastic waste into feedstock suitable for chemical recycling, supporting future supply to MoReTec-1. LYB currently sources recycled feedstock for CirculenRevive polymer production from third-party pyrolysis oil producers.

Collaborating across the packaging value chain

Solutions like the Marabou chocolate bar packaging depend on collaboration across the value chain to help advance a more circular economy for plastics. LYB supplies the circular polymers, Taghleef Industries develops the base film and Amcor converts the material into the final flexible packaging solution for Mondelez.

“Looking ahead, our ambition is to increase the use of recycled plastic in our packaging materials, and we’re proud to collaborate with multiple value chain players, including LYB and other industry leaders, on this journey,” said Packaging Sustainability Manager at Mondelez International, Richard Akkermans. “For consumers, the message is simple: plastic packaging can be recycled and allocated back into new food packaging. This initiative shows what becomes possible when brand owners, recyclers, packaging material producers and converters work together to turn circular ambition into commercial reality.”

Meeting brand-owner demand for circular packaging solutions

The collaboration reflects growing demand from brand owners for high-performance circular polymers that can support recycled-content goals while delivering the quality required for flexible food packaging.

The new packaging supports progress toward European recycling ambitions and readiness for anticipated recycled-content requirements under the European Union Packaging and Packaging Waste Regulation (PPWR). Chemical recycling can help address flexible packaging waste, which has historically proven challenging to recycle into materials suitable for food packaging.

How CirculenRevive supports solutions

CirculenRevive polymers are created by converting hard-to-recycle mixed plastic waste, including flexible packaging, into feedstock for polymer production through a chemical recycling process. LYB uses these feedstocks in existing production processes, displacing fossil-based feedstocks, and attributes them to end products through an ISCC PLUS-certified mass balance approach.

The resulting polymers offer a drop-in, virgin-quality solution that allows brand owners to incorporate recycled content while maintaining performance and compliance with regulatory requirements.

To learn more about the LYB full portfolio of circular and low carbon solutions, visit www.lyb.com/circulen.

About LyondellBasell

We are LyondellBasell (NYSE: LYB) ― a leader in the global chemical industry creating solutions for everyday sustainable living. Through advanced technology and focused investments, we are enabling a circular and low carbon economy. Across all we do, we aim to unlock value for our customers, investors and society. As one of the world's largest producers of polymers and a leader in polyolefin technologies, we develop, manufacture and market high-quality and innovative products for applications ranging from sustainable transportation and food safety to clean water and quality healthcare. For more information, please visit www.lyondellbasell.com or follow @LyondellBasell on LinkedIn.

Circulen is a trademark owned or used by the LyondellBasell family of companies.

FORWARD-LOOKING STATEMENTS
The statements in this release relating to matters that are not historical facts are forward-looking statements. These forward-looking statements are based upon assumptions of management of LyondellBasell which are believed to be reasonable at the time made and are subject to significant risks and uncertainties. Actual results could differ materially based on factors including, but not limited to, market conditions, including the prolonged industry downturn, the business cyclicality of the chemical and polymers industries; the availability, cost and price volatility of raw materials and utilities, particularly the cost of oil, natural gas, and associated natural gas liquids; the supply/demand balances for our and our joint ventures’ products; customer and consumer demand for circular products, and regulatory support for such demand; industry production capacities, operating rates, and the pace of global capacity rationalizations; our ability to successfully construct and operate MoReTec-1; technological developments, and our ability to develop new products and process technologies; our ability to meet our sustainability goals, including the ability to operate safely, increase production of recycled and renewable-based polymers to meet our targets and forecasts; our ability to build a profitable Circular & Low Carbon Solutions business. Additional factors that could cause results to differ materially from those described in the forward-looking statements can be found in the “Risk Factors” section of our Form 10-K for the year ended December 31, 2025, which can be found at www.LyondellBasell.com on the Investors page and on the Securities and Exchange Commission’s website at www.sec.gov. There is no assurance that any of the actions, events or results of the forward-looking statements will occur, or if any of them do, what impact they will have on our results of operations or financial condition. Forward-looking statements speak only as of the date they were made and are based on the estimates and opinions of management of LyondellBasell at the time the statements are made. LyondellBasell does not assume any obligation to update forward-looking statements should circumstances or management’s estimates or opinions change, except as required by law.

About Mondelez International

Mondelez International is a global leader in snack foods, committed to sustainable practices and innovation across its diverse portfolio of iconic brands, including Marabou.

About Marabou

Marabou is a renowned brand known for its high-quality confectionery products. This collaboration represents a significant step toward a more sustainable future by integrating environmentally responsible packaging solutions.

MEDIA CONTACT:
Sarah Allen
713-309-7575
[email protected]

Photos accompanying this announcement are available at:
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Marabou Chocolate Bar Packaging Using LYB CirculenRevive polymers with 100% attributed recycled content via an ISCC PLUS-certified m... Collaborating across the value chain Solutions like the Marabou chocolate bar packaging depend on collaboration across the value chain to...

Investors interested in Basic Materials stocks should always be looking to find the best-performing companies in the group. Is LyondellBasell (LYB - Free Report) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.

LyondellBasell is one of 275 individual stocks in the Basic Materials sector. Collectively, these companies sit at #8 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.

The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. LyondellBasell is currently sporting a Zacks Rank of #2 (Buy).

Over the past 90 days, the Zacks Consensus Estimate for LYB's full-year earnings has moved 139.5% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.

Our latest available data shows that LYB has returned about 23.2% since the start of the calendar year. In comparison, Basic Materials companies have returned an average of 9.7%. This means that LyondellBasell is performing better than its sector in terms of year-to-date returns.

One other Basic Materials stock that has outperformed the sector so far this year is Usinas Siderurgicas de Minas Gerais SA (USNZY - Free Report) . The stock is up 56.2% year-to-date.

Over the past three months, Usinas Siderurgicas de Minas Gerais SA's consensus EPS estimate for the current year has increased 154.5%. The stock currently has a Zacks Rank #2 (Buy).

Looking more specifically, LyondellBasell belongs to the Chemical - Diversified industry, a group that includes 31 individual stocks and currently sits at #105 in the Zacks Industry Rank. On average, this group has gained an average of 19% so far this year, meaning that LYB is performing better in terms of year-to-date returns.

Usinas Siderurgicas de Minas Gerais SA, however, belongs to the Steel - Producers industry. Currently, this 17-stock industry is ranked #71. The industry has moved +23.6% so far this year.

LyondellBasell and Usinas Siderurgicas de Minas Gerais SA could continue their solid performance, so investors interested in Basic Materials stocks should continue to pay close attention to these stocks.

Investors interested in Chemical - Diversified stocks are likely familiar with LyondellBasell (LYB) and Air Liquide (AIQUY). But which of these two stocks is more attractive to value investors?

Here are three stocks with buy rank and strong value characteristics for investors to consider today, June 26:

HCI Group, Inc. (HCI - Free Report) : This property, casulty insurance, information technology and real estate company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.1% over the last 60 days.

HCI has a price-to-earnings ratio (P/E) of 9.68, compared with 22.61 for the S&P 500. The company possesses a Value Score  of A.

LyondellBasell Industries N.V. (LYB - Free Report) : This chemical company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 60.5% over the last 60 days.

LyondellBasell has a price-to-earnings ratio (P/E) of 6.43, compared with 10.80 for the industry. The company possesses a Value Score of A.

Localiza Rent a Car (LZRFY - Free Report) : This car rental business from Brazil carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 13.3% over the last 60 days.

Localiza Rent a Car has a price-to-earnings ratio (P/E) of 8.94, compared with 15.00 for the industry. The company possesses a Value Score of B.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Learn more about the Value score and how it is calculated here.

LyondellBasell Industries N.V. is downgraded to Hold after 2025 annual and FQ1 2026 updates reveal mixed profitability and persistent growth uncertainty. LYB is exiting oil refining and closing legacy plants, aiming to focus on higher-margin polymer segments and proprietary MoReTec recycling technology. The reinvention show long-term promise and is supported by several positive forces.

Whenever I can buy an elite dividend machine with major macro tailwinds at a big discount, I jump at the opportunity. I list 3 of these rare compelling buying opportunities in this article. I also detail their investment theses.

LyondellBasell is no longer attractive after a significant dividend cut and updated valuation. Recent EBITDA growth in key segments is driven by unsustainable geopolitical factors, not fundamental improvements. The technology segment's unpredictable earnings and high debt levels heighten risk, especially in a volatile rate environment.

LyondellBasell no longer offers a high-dividend yield following a 50% dividend cut. Its operating momentum has improved greatly due to supply chain disruptions in the Middle East. The dividend is now sustainable, but a dividend yield of 3.85% doesn't seem to be enough for long-term investors.

Here is how LyondellBasell (LYB) and Methanex (MEOH) have performed compared to their sector so far this year.

LyondellBasell (LYB - Free Report) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.

Analysts' growing optimism on the earnings prospects of this oil refiner and chemical company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight.

The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.

For LyondellBasell, there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year.

The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:

12 Month EPS

Current-Quarter Estimate RevisionsFor the current quarter, the company is expected to earn $2.85 per share, which is a change of +359.7% from the year-ago reported number.

Over the last 30 days, the Zacks Consensus Estimate for LyondellBasell has increased 101.56% because four estimates have moved higher compared to no negative revisions.

Current-Year Estimate RevisionsFor the full year, the earnings estimate of $8.73 per share represents a change of +413.5% from the year-ago number.

The revisions trend for the current year also appears quite promising for LyondellBasell, with seven estimates moving higher over the past month compared to no negative revisions. The consensus estimate has also received a boost over this time frame, increasing 88.81%.

Favorable Zacks RankThe promising estimate revisions have helped LyondellBasell earn a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.

Bottom LineLyondellBasell shares have added 13.3% over the past four weeks, suggesting that investors are betting on its impressive estimate revisions. So, you may consider adding it to your portfolio right away to benefit from its earnings growth prospects.

Investors interested in Chemical - Diversified stocks are likely familiar with LyondellBasell (LYB - Free Report) and Air Liquide (AIQUY - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.

The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.

LyondellBasell and Air Liquide are sporting Zacks Ranks of #1 (Strong Buy) and #2 (Buy), respectively, right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that LYB has an improving earnings outlook. However, value investors will care about much more than just this.

Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.

Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.

LYB currently has a forward P/E ratio of 7.99, while AIQUY has a forward P/E of 26.26. We also note that LYB has a PEG ratio of 0.16. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. AIQUY currently has a PEG ratio of 2.94.

Another notable valuation metric for LYB is its P/B ratio of 2.24. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, AIQUY has a P/B of 3.98.

Based on these metrics and many more, LYB holds a Value grade of B, while AIQUY has a Value grade of D.

LYB is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that LYB is likely the superior value option right now.

Investors interested in stocks from the Chemical - Diversified sector have probably already heard of LyondellBasell (LYB - Free Report) and Air Liquide (AIQUY - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.

Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.

LyondellBasell has a Zacks Rank of #1 (Strong Buy), while Air Liquide has a Zacks Rank of #3 (Hold) right now. Investors should feel comfortable knowing that LYB likely has seen a stronger improvement to its earnings outlook than AIQUY has recently. But this is only part of the picture for value investors.

Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.

The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.

LYB currently has a forward P/E ratio of 7.29, while AIQUY has a forward P/E of 27.16. We also note that LYB has a PEG ratio of 0.15. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. AIQUY currently has a PEG ratio of 3.04.

Another notable valuation metric for LYB is its P/B ratio of 2.04. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, AIQUY has a P/B of 4.08.

Based on these metrics and many more, LYB holds a Value grade of A, while AIQUY has a Value grade of D.

LYB stands above AIQUY thanks to its solid earnings outlook, and based on these valuation figures, we also feel that LYB is the superior value option right now.