LyondellBasell Industries N.V. (LYB) AI Stock Analysis

Organized into six operating segments, LyondellBasell Industries N.V. produces and distributes chemical products globally. Its segments encompass Olefins and Polyolefins across the Americas, Europe, Asia, and International regions, alongside Intermediates and Derivatives, Advanced Polymer Solutions, Refining, and Technology. The company manufactures olefins, polyethylene, polypropylene, propylene oxide derivatives, oxyfuels, and intermediate chemicals such as styrene monomers and ethylene glycols. It also offers engineered plastics, composites, masterbatches, and specialized powders. Headquartered in Houston, Texas, the company refines crude oil into gasoline and distillates while licensing chemical process technologies and manufacturing polyolefin catalysts.

Revenue contracted from $50.45B in FY2022 to $41.11B in FY2023, $40.30B in FY2024, and $30.15B in FY2025, which represented a 25.2% decline in FY2025. Over the five years from FY2020 to FY2025, revenue grew at a CAGR of 1.7%. Operating margin declined from 14.7% in FY2021 to -1.1% in FY2025, and net income swung from $5.61B in FY2021 to -$743.0M in FY2025. In the latest quarter ended June 30, 2026, quarterly revenue grew 19.8% year-over-year and quarterly earnings rose 396.0%. Trailing twelve-month revenue reached $31.19B, with an operating margin of 17.9% and diluted EPS of -$0.83.

As of June 30, 2026, LyondellBasell held $2.63B in cash and short-term investments against total debt of $14.22B, resulting in net debt of $11.59B. Shareholders' equity was $10.67B, giving a debt-to-equity ratio of 1.33 and a current ratio of 1.64. During FY2025, the company generated $2.26B in operating cash flow and $384.0M in free cash flow. Capital allocation in FY2025 included $1.88B in capital expenditures, $1.76B in dividends paid, and $201.0M in share buybacks.

LyondellBasell trades at a forward P/E of 9.1x, below the median of its S&P 500 Basic Materials peers of 15.3x. Its price-to-sales ratio is 0.7x, compared to the peer median of 2.5x, while its EV-to-EBITDA multiple is 16.2x versus the peer median of 14.0x. The company has an enterprise value of $30.96B and a market cap of $20.68B. Over the past year, the stock returned 48.4%, outpacing the S&P 500 return of 16.8%, although its 5-year return of -9.0% lagged the S&P 500 return of 83.0%.

LyondellBasell pays a quarterly dividend with an annualized forward payout of $2.76 per share, representing a 4.31% dividend yield. The company has paid dividends for 16 consecutive years and achieved a 5-year annualized dividend growth rate of 5.3%. The payout ratio stands at 62.1%, with $1.76B paid in dividends during FY2025. The most recent ex-dividend date was August 24, 2026.

Consensus coverage includes 2 Strong Buy, 4 Buy, 11 Hold, 1 Sell, and 2 Strong Sell ratings. The mean price target is $67.61, representing 5.6% upside over the last close of $64.01. For the current fiscal year ending December 31, 2026, analysts estimate EPS of $9.11 on revenue of $33.25B. For the following fiscal year, 17 analysts forecast EPS to decline 30.9% to $6.29 on revenue of $32.32B. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings expected on October 30, 2026.

This page is an AI-written research summary of LyondellBasell Industries N.V. (LYB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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