Industrial Organic Chemicals · SIC 2860

LyondellBasell Industries N.V.

LYB

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Latest revenue

$7.20B

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

-2.7% / yr 16.4 pts / yr vs S&P 500 12.6% total
Compare:

Live market

delayed ≤15 min
$69.72
0.51%
Market cap
$22.50B
Enterprise value
$32.79B
P/E (trailing)
Forward P/E
P/B
2.24×
Dividend yield
6.9%
52-wk high
$83.94
52-wk low
$41.58
Beta
Shares out
322.8M

5-year trend

What this company does

AI

LyondellBasell manufactures chemicals and polymers worldwide, producing plastics like polyethylene and polypropylene used in packaging, automotive parts, and consumer goods. It generates revenue primarily from selling these chemical products to industrial customers, with Q1 2026 trade sales of $7.05 billion, while also licensing polymer production technologies. The company exited oil refining by shutting its Houston refinery in February 2025, narrowing its focus to core petrochemicals amid pressured margins and a sharp drop in retained earnings.

Generated from LYB's filing dated 2024-02-22

Key risks

AI
  • Earnings collapse: Q1 2026 revenue fell to $7.2B from $7.7B; retained earnings dropped $2.6B YoY to $6.7B from $9.3B.
  • Liquidity strain: operating cash flow was negative $269M; cash fell $810M to $2.6B while $1.47B of long-term debt comes current.
  • Dividend cut signal: per-share dividend halved to $0.69 from $1.34 YoY, and buybacks suspended ($0 vs $110M prior year).

Generated from LYB's filing dated 2024-02-22

Profitability

Operating margin

-1.4%

129.3%

Leverage

Debt / equity

2.37×

27.0%

Long-term debt / equity

1.20×

42.3%

Debt / assets

70.3%

8.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$7.20B-6.3%

Q4 2025

2025-12-31

$7.09B-51.8%

Q3 2025

2025-09-30

$7.73B-10.2%

Q2 2025

2025-06-30

$7.66B-11.8%

Q1 2025

2025-03-31

$7.68B-7.6%

Q4 2024

2024-12-31

$14.72B

Q3 2024

2024-09-30

$8.60B-19.0%

Q2 2024

2024-06-30

$8.68B+5427.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Industrial Organic Chemicals · SIC 2860

No data yet for industry average

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Insider activity

Insider buying

$36.1M

Insider selling

$28.1M

Net activity

+$8.1M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-13

Jeffrey A Kaplan

EVP, Chief PC, Leg & Corp Ofc

Sale10,000$74.16$741.6K
2026-03-09

AI INVESTMENTS HOLDINGS LLC / Access Industries Holdings LLC / ACCESS INDUSTRIES, LLC / ACCESS INDUSTRIES MANAGEMENT, LLC / Len Blavatnik

10%+ owner

Sale80,679$67.03$5.4M
2026-03-09

AI INVESTMENTS HOLDINGS LLC / Access Industries Holdings LLC / ACCESS INDUSTRIES, LLC / ACCESS INDUSTRIES MANAGEMENT, LLC / Len Blavatnik

10%+ owner

Sale177$67.03$11.9K
2026-03-09

AI INVESTMENTS HOLDINGS LLC / Access Industries Holdings LLC / ACCESS INDUSTRIES, LLC / ACCESS INDUSTRIES MANAGEMENT, LLC / Len Blavatnik

10%+ owner

Sale189,277$68.13$12.9M
2026-03-09

AI INVESTMENTS HOLDINGS LLC / Access Industries Holdings LLC / ACCESS INDUSTRIES, LLC / ACCESS INDUSTRIES MANAGEMENT, LLC / Len Blavatnik

10%+ owner

Sale414$68.13$28.2K
2026-03-09

AI INVESTMENTS HOLDINGS LLC / Access Industries Holdings LLC / ACCESS INDUSTRIES, LLC / ACCESS INDUSTRIES MANAGEMENT, LLC / Len Blavatnik

10%+ owner

Sale114,592$68.90$7.9M
2026-03-09

AI INVESTMENTS HOLDINGS LLC / Access Industries Holdings LLC / ACCESS INDUSTRIES, LLC / ACCESS INDUSTRIES MANAGEMENT, LLC / Len Blavatnik

10%+ owner

Sale251$68.90$17.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns LYB

Institutional value

$11.46B

Total shares held

143.8M

Distinct holders

644

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.25.1M$2.02BNew
2VANGUARD CAPITAL MANAGEMENT LLC16.8M$1.35BNew
3VANGUARD PORTFOLIO MANAGEMENT LLC12.0M$966.1MNew
4Capital World Investors11.7M$946.5MNew
5Capital Research Global Investors10.2M$822.2MNew
6Capital International Investors5.9M$471.4MNew
7Davis Selected Advisers5.6M$450.9MNew
8Invesco Ltd.5.1M$409.4MNew
9JPMORGAN CHASE & CO3.7M$300.9MNew
10UBS Group AG2.8M$227.9MNew
11AGF MANAGEMENT LTD2.3M$186.2MNew
12Bank of New York Mellon Corp1.8M$148.9MNew
13Ensign Peak Advisors, Inc1.8M$144.6MNew
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.8M$143.3MNew
15BNP PARIBAS FINANCIAL MARKETS1.7M$137.4MNew
16DIMENSIONAL FUND ADVISORS LP1.5M$123.3MNew
17VANGUARD FIDUCIARY TRUST CO1.4M$116.8MNew
18Legal & General Group Plc1.2M$97.0MNew
19DEUTSCHE BANK AG\987.3K$79.5MNew
20THORNBURG INVESTMENT MANAGEMENT INC977.1K$78.7MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Operating cash flow was negative $269M with dividends of $224M and $1.47B current debt maturities—how do you fund the payout without re-leveraging?

  2. 2

    Dividends were halved to $0.69 from $1.34 and buybacks went to zero—is this a permanent capital allocation reset or temporary?

  3. 3

    Revenue fell 6% YoY to $7.2B yet operating income doubled to $239M—how much came from cost cuts versus sustainable margin recovery?

Refreshed when LYB files a new report · last from 2024-02-22