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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jeff Zekauskas | JPMorgan | 7 questions · 43% challenging |
| Frank Mitsch | Fermium Research | 7 questions · 29% challenging |
| Patrick Cunningham | Citigroup | 7 questions · 29% challenging |
| Vincent Andrews | Morgan Stanley | 6 questions · 0% challenging |
| Dave Begleiter | Deutsche Bank | 6 questions · 17% challenging |
| Kevin McCarthy | Vertical Research Partners | 6 questions · 0% challenging |
| Josh Spector | UBS | 4 questions · 0% challenging |
| John Roberts | Mizuho Securities | 4 questions · 0% challenging |
| Mike Sison | Wells Fargo | 4 questions · 0% challenging |
| Matthew Blair | Tudor, Pickering, Holt | 3 questions · 33% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Fermium Research | 1 analyst | 7 questions · 29% challenging |
| JPMorgan | 1 analyst | 7 questions · 43% challenging |
| Citigroup | 1 analyst | 7 questions · 29% challenging |
| Morgan Stanley | 2 analysts | 7 questions · 0% challenging |
| UBS | 2 analysts | 6 questions · 0% challenging |
| Deutsche Bank | 1 analyst | 6 questions · 17% challenging |
| Vertical Research Partners | 1 analyst | 6 questions · 0% challenging |
| Bank of America | 3 analysts | 5 questions · 20% challenging |
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Calendar quarter Q1 2026Earnings call May 1, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for LyondellBasell (LYB), FY2026 Q1: 4/10. Scores: LyondellBasell’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: LYB daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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.
Competitive Dynamics | Margin | Capital Allocation | Pricing | Demand | Supply Chain | Capex Investment | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 1 | 1 | 2 | 1 | 1 | 1 |
| 2025Q1 | 2 | 2 | 3 | 1 | 2 | 1 | 2 | 1 |
| 2025Q2 | 1 | 6 | 4 | 1 | 2 | 1 | 2 | 3 |
| 2025Q3 | 5 | 2 | 3 | 1 | 1 | 1 | 1 | |
| 2025Q4 | 5 | 4 | 4 | 2 | 1 | 2 | 1 | |
| 2026Q1 | 5 | 5 | 1 | 6 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 3 | 2 | 1 | 5 | 5 | 5 |
| Margin | 2 | 2 | 6 | 2 | 4 | 5 |
| Capital Allocation | 1 | 3 | 4 | 3 | 4 | 1 |
| Pricing | 1 | 1 | 1 | 1 | 2 | 6 |
| Demand | 2 | 2 | 2 | 1 | 1 | 2 |
| Supply Chain | 1 | 1 | 1 | 1 | 2 | 1 |
| Capex Investment | 1 | 2 | 2 | 1 | 1 | |
| Innovation & R&D | 1 | 1 | 3 |
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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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY -6.25% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What LYB and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Everybody saw that we closed during the night. So early morning, Houston time on Velogy, the sale of our four assets.”
LyondellBasell completed the divestiture of four European O&P assets to Velogy, advancing its European portfolio transformation.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LYB LyondellBasell | 4 | -6.3% | |
| ALB Albemarle Corporation | 9 | +32.7% | |
| APD Air Products | 9 | +8.8% | |
| DD DuPont | 6 | -45.2% | |
| ECL Ecolab | 7 | +10.0% | |
| IFF International Flavors & Fragrances | 6 | -3.6% | |
| LIN Linde plc | 9 | +8.3% | |
| PPG PPG Industries | 6 | +6.7% | |
| SHW The Sherwin-Williams Company | 6 | +6.8% |