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LyondellBasell Q2 2026 earnings

Updated 2 times since CLSTR started tracking revisions of this situation.

What changed

2026-08-04 22:02 UTC → 2026-08-04 22:02 UTC · added removed

In late July 2026, 2026 LyondellBasell Industries reported second‑quarter results with a net income of $0.6 billion, diluted earnings of $1.71 per share and EBITDA of $1.3 billion. The company highlighted divestitures, cost‑reduction measures billion, while also noting a divestiture of selected European assets and a cash‑improvement plan. A few Within days later, coverage emphasized analysts highlighted a much larger earnings surge: adjusted EBITDA rose to about $2.13 billion—a 197 % year‑over‑year increase—driven by geopolitical supply disruptions that tightened tighter global polymer markets supply, higher pricing and expanded margins. near‑full utilization of North American olefin and polyolefin assets. Sales grew roughly 20 % to $9.18 billion, and North American olefin and polyolefin assets operated at about 90 % capacity. JPMorgan upgraded the stock to Overweight with a $80 price target. An unplanned outage at the Bayport propylene‑oxide propylene oxide facility was resolved restarted in June. Analyst response was positive, with JPMorgan upgrading By early August the stock company reaffirmed the $2.13 billion adjusted EBITDA figure and the 20 % sales growth, attributing the performance to Overweight geopolitical supply constraints that limited feedstock abroad and raising its price target allowed U.S. operations to $80. Further market reaction in early August saw analysts adjust price targets upward; capture stronger margins. BMO Capital Markets lifted raised its price target to $68 from $64, while maintaining a “market perform” rating, and the broader analyst consensus remained a hold with an average target reached $73.50 while the rating stayed at “hold.” The stock opened the week at $62.27, giving LyondellBasell a market capitalization of roughly $20.1 billion. $73.5, reflecting optimism about earnings momentum despite broader market volatility.

Versions

  1. 2026-08-04 22:02 UTC LyondellBasell Q2 2026 earnings
  2. 2026-08-04 22:02 UTC LyondellBasell Q2 2026 earnings
  3. 2026-08-03 13:13 UTC LyondellBasell Q2 2026 earnings

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