LyondellBasell Industries NV - Ordinary Shares - Class A

LyondellBasell Industries NV - Ordinary Shares - Class A

LYB

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Market Cap$19.39B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
LyondellBasell Industries NV - Ordinary Shares - Class ALyondellBasell Industries NV - Ordinary Shares - Class A-24.46.86%1%-1.4

Earnings Call Q1 2026

May 1, 2026 - AI Summary

Q1 Financial Performance: LyondellBasell (LYB) reported Q1 earnings at $0.49 per diluted share and EBITDA of $615 million, reflecting a near 50% improvement compared to the previous quarter. Over the last 12 months, the company converted EBITDA into cash at a rate of 111%, significantly exceeding their long-term target of 80%.
Impact of Middle East Conflict: The ongoing conflict in the Middle East has significantly disrupted global energy and petrochemical markets. LYB expects extended impacts beyond the current year, contributing to a tighter supply-demand balance. More than 20% of global ethylene, polyethylene, and polypropylene production capacity is affected, raising pricing power for LYB’s North American and European assets.
Portfolio Transformation: LYB completed the sale of four European assets, advancing their strategic focus and capital allocation towards higher-value operations. The company’s cash generation plan targets an incremental $500 million cash flow for the year, leading to a cumulative $1.3 billion since 2025.

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$80.00

Target Price by Analysts

36.7% upsideLyondellBasell Industries NV Target Price DetailsTarget Price
$100.98

Current Fair Value

72.6% upside

Undervalued by 72.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$19.39 Billion
Enterprise Value$33.42 Billion
Dividend Yield$4.12 (6.86%)
Earnings per Share$-2.35
Beta0.33
Outstanding Shares322,000,000

Return

Return on Equity1.43%ROE
Return on AssetsNaN%
Return on Invested Capital-3.32%

Valuation & Multiples

P/E Ratio-24.39P/E Ratio
PEG-4.4PEG
Price to Sales-Price to Sales
Price to Book Ratio-0.85Price to Book Ratio
Enterprise Value to Revenue-
Enterprise Value to EBIT139.81
Enterprise Value to Net Income232
Total Debt to Enterprise0.42
Debt to Equity1.4Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 1, 2026
EPS Estimate
$0.28
Average shareholder expectation
Revenue Estimate
$7.53 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 31, 2026
EPS Estimate
$3.18
Average shareholder expectation
Revenue Estimate
$9.54 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.3758 35.78%
Total Calls5,599,701 29.84%
Total Puts7,704,140 75.47%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %76.49% 3.59%
Total Invested$19.83B 94.68%
Investors Holding985 138.00%

ESG Score

No data

About LyondellBasell Industries NV

CEO: James Gallogly

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation, directly influencing the corporate tax structures and policies that significantly impact LyondellBasell's financial planning and profitability.

Finance

This powerful committee controls taxation and trade policy. Changes in corporate tax rates, R&D credits, or tariffs on chemical imports/exports directly impact LyondellBasell's profitability, investment strategies, and global competitiveness.

Appropriations

This committee allocates federal spending. Its decisions can directly fund infrastructure projects that use LyondellBasell's products or allocate resources to regulatory bodies like the EPA, thereby directly impacting the company's operating environment and market demand.

Energy and Natural Resources

LyondellBasell's operations are heavily reliant on energy feedstocks like oil and natural gas. This committee's oversight of national energy policy, leasing regulations, and the Department of Energy directly impacts the cost and availability of these critical raw materials.

Environment and Public Works

This committee directly regulates the EPA, which has substantial oversight over the chemical industry regarding emissions, waste management, and chemical safety, thereby directly impacting LyondellBasell's operational costs and compliance requirements.