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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 |
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 |
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 · see what Pro adds →
GAAP revenue YoY -6.25% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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.
What LYB said about other companies on its FY2026 Q1 call, and what other companies said about LYB on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. 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.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $9.50B | -4.4% | $-1.87 | -433.9% | -6.3% | $1.41B |
| FY2025 Q1 | $7.68B | -7.6% | $0.54 | -62.5% | 2.3% | $-1.06B |
| FY2025 Q2 | $7.66B | -11.8% | $0.34 | -87.9% | 1.5% | $-188M |
| FY2025 Q3 | $7.73B | -10.2% | $-2.77 | -258.3% | -11.5% | $577M |
| FY2025 Q4 | $7.09B | -9.2% | $-0.45 | — | -2.0% | $1.06B |
| FY2026 Q1Selected | $7.20B | -6.3% | $0.38 | -29.6% | 1.7% | $-538M |
| FY2026 Q2 | $9.18B | +19.8% | $1.71 | +402.9% | 6.1% | $482M |
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).
No 8-K events recorded for this window.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| LYBLyondellBasell | 4 | -6.3% | Middle East conflict disrupts >20% of global PE/PP capacity | |
| ALBAlbemarle Corporation | 9 | +32.7% | Revenue surges 33% with adjusted EBITDA more than doubling | |
| APDAir Products | 9 | +8.8% | Air Products delivered Q2 EPS of $3.20 growing 19% as sales rose 9% driven by volume-led growth across the core industrial gas portfolio, the strongest top-line performance in several quarters | |
| DDDuPont | 6 | -45.2% | Strong Start to 2026 with Beat and Raise | |
| ECLEcolab | 7 | +10.0% | Adjusted EPS grows 13% with accelerating organic momentum | |
| IFFInternational Flavors & Fragrances | 6 | -3.6% | Solid 3% CCN growth with all segments contributing | |
| LINLinde plc | 9 | +8.3% | Sales surged 8% to $8.8 billion with EPS of $4.33 up 10%, or 5% excluding favorable currency translation, as margin expansion tracked at the upper end of the range | |
| PPGPPG Industries | 6 | +6.7% | Fifth consecutive quarter of organic growth despite challenging macro | |
| SHWThe Sherwin-Williams Company | 6 | +6.8% | Aggressive share gains across all segments |
Middle East conflict disrupts >20% of global PE/PP capacity
Revenue surges 33% with adjusted EBITDA more than doubling
Air Products delivered Q2 EPS of $3.20 growing 19% as sales rose 9% driven by volume-led growth across the core industrial gas portfolio, the strongest top-line performance in several quarters
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| LYB | 3 | 2 | 2 | 2 | 2 | 4 |
| ALB | 3 | 2 | 3 | 4 | 9 | 9 |
| APD | 4 | 2 | 6 | 6 | 7 | 9 |
| DD | 8 | 7 | 7 | 7 | 5 | 6 |
| ECL | 7 | 6 | 5 | 7 | 8 | 7 |
| IFF | 6 | 5 | 6 | 4 | 6 | 6 |
| LIN | 7 | 5 | 7 | 7 | 6 | 9 |
| PPG | 5 | 5 | 4 | 2 | 8 | 6 |
| SHW | 6 | 5 | 3 | 6 | 7 | 6 |
Adjusted EPS grows 13% with accelerating organic momentum
Solid 3% CCN growth with all segments contributing
Sales surged 8% to $8.8 billion with EPS of $4.33 up 10%, or 5% excluding favorable currency translation, as margin expansion tracked at the upper end of the range
Fifth consecutive quarter of organic growth despite challenging macro