LyondellBasell (LYB) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - LyondellBasell reported a revenue of $7.68 billion for Q1 2025, marking a year-over-year decline of 22.7% and an EPS of $0.33 compared to $1.53 a year ago, with a revenue surprise of +1.10% over estimates but an EPS surprise of -8.33% [1] Revenue Performance - Advanced Polymer Solutions generated $908 million, below the average estimate of $948.40 million, reflecting a year-over-year decline of 5.9% [4] - Olefins and Polyolefins in the Americas reported $2.48 billion, missing the $2.74 billion estimate, down 13.6% year-over-year [4] - Other/Eliminations showed a revenue of -$730 million, better than the estimated -$1.45 billion, with a year-over-year change of -52.1% [4] - Intermediates & Derivatives achieved $2.30 billion, below the $2.47 billion estimate, down 11.1% year-over-year [4] - Technology revenues were $120 million, significantly lower than the $175.43 million estimate, representing a 37.5% decline year-over-year [4] - Olefins and Polyolefins in Europe, Asia, and International reported $2.60 billion, slightly above the $2.55 billion estimate, down 5.3% year-over-year [4] EBITDA Analysis - EBITDA for Olefins & Polyolefins in the Americas was $251 million, slightly below the $262.06 million estimate [4] - EBITDA for Olefins & Polyolefins in Europe, Asia, and International was $17 million, outperforming the estimated -$29.93 million [4] - Intermediates & Derivatives EBITDA was $94 million, significantly lower than the $256.57 million estimate [4] - Technology EBITDA was $52 million, below the $81.30 million estimate [4] - Other EBITDA was -$1 million, better than the estimated -$2 million [4] - Advanced Polymer Solutions EBITDA was $46 million, exceeding the $18.11 million estimate [4] Stock Performance - LyondellBasell shares have returned -16.5% over the past month, compared to the Zacks S&P 500 composite's -4.8% change, with a Zacks Rank 5 indicating potential underperformance in the near term [3]