LyondellBasell (LYB) Reports Q4 Loss, Tops Revenue Estimates

Core Viewpoint - LyondellBasell reported a quarterly loss of $0.26 per share, missing the Zacks Consensus Estimate of $0.18, and a significant decline from earnings of $0.75 per share a year ago, indicating an earnings surprise of -244.44% [1] Financial Performance - The company posted revenues of $7.09 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.53%, but down from $9.5 billion in the same quarter last year [2] - Over the last four quarters, LyondellBasell has exceeded consensus revenue estimates four times, but has only surpassed consensus EPS estimates once [2] Stock Performance - LyondellBasell shares have increased by approximately 15.4% since the beginning of the year, outperforming the S&P 500's gain of 1.8% [3] - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.67 on revenues of $7.56 billion, and for the current fiscal year, it is $3.46 on revenues of $29.74 billion [7] - The estimate revisions trend for LyondellBasell was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Chemical - Diversified industry, to which LyondellBasell belongs, is currently ranked in the bottom 14% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]