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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for LyondellBasell (LYB) is 4/10.
EPS of $0.49 with EBITDA of $615 million improved nearly 50% as Middle East conflict disrupted over 20% of global PE/PP capacity, driving $0.50/lb cumulative price increases. The European asset sale to Velogy was completed while the Board cut the dividend 50% to protect the balance sheet. April PE orders ran 20% above pre-war averages, signaling a potential supply-driven inflection in the prolonged downturn.
Scored from LyondellBasell’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $9.50B | -4.4% | $-1.87 | -440.0% | 7.9% | -6.9% | -6.3% | $1.41B |
| FY2025 Q1 | $7.68B | -7.6% | $0.53 | -63.2% | 7.2% | 1.5% | 2.3% | $-1.06B |
| FY2025 Q2 | $7.66B | -11.8% | $0.34 | -87.9% | 10.4% | 4.3% | 1.5% | $-188M |
| FY2025 Q3 | $7.73B | -10.2% | $-2.77 | -258.3% | 11.7% | -9.5% | -11.5% | $577M |
| FY2025 Q4 | $7.09B | -25.3% | $-0.45 | +75.9% | 6.5% | -0.6% | -2.0% | $2.94B |
| FY2026 Q1 | $7.20B | -6.3% | $0.39 | -26.4% | 9.7% | 3.3% | 1.7% | $-538M |
| FY2026 Q2 | $9.18B | +19.8% | $1.72 | +405.9% | 22.2% | 16.8% | 6.1% | $1.02B |