Core Insights - LyondellBasell Industries reported a net loss of $890 million for Q3 2025, with diluted loss per share of $2.77, significantly down from a profit of $573 million in Q3 2024 [1][6][31] - The company recognized $1.2 billion in identified items, which included non-cash asset write-downs and costs related to various initiatives, impacting earnings by $3.78 per share [4][6] - EBITDA for Q3 2025 was $(480) million, but $835 million when excluding identified items, indicating operational challenges [4][6] Financial Performance - Sales and other operating revenues for Q3 2025 were $7.727 billion, a slight increase from $7.658 billion in Q2 2025 but down from $8.604 billion in Q3 2024 [1][4] - The net loss for the nine months ended September 30, 2025, was $598 million, compared to a profit of $1.970 billion for the same period in 2024 [1][4] - Cash from operating activities was $983 million with a cash conversion rate of 135% during Q3 2025 [4][9] Operational Highlights - The Olefins and Polyolefins Americas segment saw improved profitability due to increased olefins margins and higher sales volumes, despite a decrease in polyethylene spreads [7] - The Intermediates and Derivatives segment benefited from increased octane blend premiums and lower raw material prices, although styrene margins declined [8] - The company is executing a Cash Improvement Plan aimed at achieving $600 million in savings for 2025 and a minimum of $1.1 billion by the end of 2026 [5][10] Strategic Initiatives - LyondellBasell is focusing on operational and financial discipline, with plans to reduce capital expenditures to $1.2 billion in 2026 while supporting the construction of a chemical recycling plant in Germany [10] - The company is advancing its portfolio transformation with the sale of four European assets, which has received regulatory approvals [10] - The company plans to idle its larger cracker in Wesseling, Germany, and a propylene oxide/styrene monomer unit in Channelview, Texas, for maintenance and alignment with global demand [12][13] Market Outlook - The fourth quarter is expected to be impacted by seasonality and lower operating rates, with pressures on integrated polyolefins margins due to rising natural gas and feedstock costs in North America [11] - Weak industrial and consumer demand is anticipated to persist in Europe, although global capacity rationalizations may support a more constructive mid-term outlook for the industry [11]

Core Insights - LyondellBasell Industries N.V. is a major player in the global plastics, chemicals, and refining sectors, with a market capitalization of $14.5 billion and operations across multiple regions including North America, Europe, and the Indo-Pacific [1] Financial Performance - The company is set to announce its third-quarter results on October 31, with analysts predicting a non-GAAP profit of $0.80 per share, a significant decline of 57.5% from $1.88 per share in the same quarter last year [2] - For the full fiscal year 2025, analysts forecast a non-GAAP EPS of $2.34, down 63.4% from $6.40 in fiscal 2024, but expect a rebound in fiscal 2026 with earnings projected to rise 64.5% year-over-year to $3.85 per share [3] Stock Performance - LyondellBasell's stock has decreased by 47.3% over the past 52 weeks, underperforming the Materials Select Sector SPDR Fund's 6.6% decline and the S&P 500 Index's 16.2% gains during the same period [4] - Following the release of disappointing Q2 results, the stock fell 7.8% in one trading session, with Q2 revenue dropping 11.8% year-over-year to $7.7 billion, although it exceeded market expectations [5] Analyst Sentiment - The consensus rating for LyondellBasell is "Hold," with 20 analysts providing coverage, including three "Strong Buys," one "Moderate Buy," 13 "Holds," and three "Strong Sells." The mean price target is $57.53, indicating a potential upside of 22.9% from current levels [6]

We came across a bullish thesis on LyondellBasell Industries N.V. on Value Degen’s Substack’s Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on LYB. LyondellBasell Industries N.V.'s share was trading at $46.76 as of October 15th. LYB’s trailing and forward P/E were 104.96 and 12.99 respectively according to Yahoo Finance. Veralto Corporation (VLTO): Among Top Stocks in Bill Gates’ Portfolio with Huge Upside Potential Copyright: kurga / 123RF Stock Photo Lyondell ...

When an investor looks at LyondellBasell Industries N.V. (NYSE: LYB ), the eye-catching dividend is certainly what drives attention. The 11+% yield it currently sports is not just considered high yield, but something in the "can't-be-true" category. As we know, there areI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics from the University of Tartu and ongoing CFA certification, I focus on uncovering deeply undervalued equities with long ...

When an investor looks at LyondellBasell Industries N.V. (NYSE: LYB ), the eye-catching dividend is certainly what drives attention. The 11+% yield it currently sports is not just considered high yield, but something in the "can't-be-true" category. As we know, there areI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics from the University of Tartu and ongoing CFA certification, I focus on uncovering deeply undervalued equities with long ...

Key Takeaways LyondellBasell introduced ProFax EP648R for injection-molded products needing strength and impact resistance.EP648R enhances stiffness, reduces static and improves mold release for faster, more consistent production.Additives in EP648R cut static buildup and speed molding cycles for greater production efficiency.LyondellBasell Industries (LYB) has introduced ProFax EP648R, a novel polypropylene impact copolymer designed for injection-molded applications that require a strong combination of sti ...

Core Viewpoint - LyondellBasell is set to announce its third-quarter 2025 financial results on October 31, 2025, before the U.S. market opens, followed by a webcast and teleconference to discuss the results [1]. Group 1: Financial Results Announcement - The financial results will be announced before the U.S. market opens on October 31, 2025 [1]. - A webcast and teleconference will take place at 11 a.m. EDT on the same day [1][2]. Group 2: Teleconference Details - The teleconference will be hosted by David Kinney, head of investor relations [2]. - Participants can access the webcast 10 to 15 minutes prior to the start of the call at www.lyb.com/earnings [2]. Group 3: Replay Information - A replay of the call will be available from 1 p.m. EDT on October 31 until December 1, 2025 [4]. - Replay dial-in numbers include a toll-free option at 877-660-6853 and a toll number at 201-612-7415, with an Access ID of 13746207 [4]. Group 4: Company Overview - LyondellBasell is a leader in the global chemical industry, focusing on sustainable living solutions [4]. - The company aims to enable a circular and low carbon economy through advanced technology and focused investments [4]. - As one of the world's largest producers of polymers, LyondellBasell develops high-quality products for various applications, including sustainable transportation and healthcare [4].

Core Viewpoint - LyondellBasell Industries N.V. (NYSE:LYB) is facing a revised price target of $65 from Evercore ISI, down from $90, due to concerns over profit potential and industry conditions [1][2]. Company Summary - LyondellBasell Industries N.V. is a global leader in the production of chemicals, plastics, and polymers, serving various applications such as packaging, automotive components, and construction materials [2]. - The company is projected to have a "near/medium-term" mid-cycle EBITDA of $5.5 billion [1]. Industry Summary - The chemical industry is experiencing a phase where investors are likely to wait for clear signs of improving conditions before recognizing any recovery in profitability [2]. - Factors affecting LyondellBasell's performance include the right-sizing of European operations, reduced earnings from oxyfuels, and a predicted oversupply in the industry that may last into the latter part of the decade [1].

Core Insights - LyondellBasell Industries N.V. is recognized as one of the 10 highest dividend-paying stocks in the S&P 500, indicating its strong position in the market [1] - The company is a major player in the global chemicals, plastics, and polymers sector, with applications in packaging, automotive, and building materials [2] - LyondellBasell is focusing on expanding its Circular and Low Carbon Solutions business while exiting the refining sector, which reflects a strategic shift towards sustainability [3] Dividend Performance - The company currently pays a quarterly dividend of $1.37 per share, marking a 2.2% increase in May and the 15th consecutive year of dividend growth [4] - As of September 27, the stock boasts a dividend yield of 11.08%, making it an attractive option for income-focused investors [4] Market Position and Strategy - The cyclical nature of the chemical industry presents challenges, but LyondellBasell appears well-positioned to maintain its dividend payouts through improved market conditions [2] - The company's strategy includes enhancing efficiency and cost management, which could further support its financial stability and dividend sustainability [3]

While I usually cover mainly the financial sector, for my personal retirement portfolio I also look for income opportunities in other sectors, especially when there is some potential mispricing that has resulted in an unusually high-dividendLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management. Associated ...