Jun 2026 (Q2 FY26) — Jul 31, 2026
LyondellBasell Q2 FY26 — Strong Earnings Amidst Market Disruption and Portfolio Transformation
Read the full callLyondellBasell (LYB) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
LyondellBasell earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 9,177 | +19.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 16.8 | +13.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. |
Price
$62.67 +2.45% · +$1.5
Performance +34.3% 1Y
1Y: $46.66 on 14 Oct 2025 → $62.67. High $82.38 (30 Mar 2026), low $42.28 (8 Dec 2025).
- Previous close
- $61.17
- 52-week range
- $42.28 – $82.38
- One year
- +34.02%
Overview
- Symbol
- LYB
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
LyondellBasell earnings calls (LYB)
Financials
What the filings say
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 8,604 | 9,497 | 7,677 | 7,658 | 7,727 | 7,091 | 7,197 | 9,177 |
| Expenses | 7,739 | 10,156 | 7,563 | 7,373 | 8,458 | 7,179 | 6,958 | 7,634 |
| Operating profit | 865 | -659 | 114 | 285 | -731 | -88 | 239 | 1,543 |
| Operating margin | 10.1% | −6.9% | 1.5% | 3.7% | −9.5% | −1.2% | 3.3% | 16.8% |
| Interest | 118 | 116 | 107 | 118 | 130 | 132 | 138 | 138 |
| Profit before tax | 797 | -727 | 58 | 217 | -848 | -130 | 142 | 751 |
| Tax rate | 18.9% | 36.5% | 62.1% | 31.8% | 3.2% | 6.2% | −1.4% | 31.4% |
| EPS ($ per share) | 1.76 | — | 0.54 | 0.34 | -2.77 | — | 0.38 | 1.71 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 22 | 19 | 19 | 19 | 19 | 19 | 19 | 19 |
| Reserves | 6,763 | 4,435 | 4,440 | 8,563 | 9,195 | 9,692 | 9,325 | 6,812 |
| Total liabilities | 17,998 | 22,372 | 27,415 | 24,870 | 23,736 | 24,056 | 23,272 | 23,910 |
| Fixed assets | 12,477 | 14,130 | 14,386 | 14,556 | 15,387 | 15,547 | 15,066 | 15,833 |
| Investments | 19 | 389 | 682 | 438 | 1,191 | 2,432 | 2,610 | 2,030 |
| Total assets | 28,278 | 30,435 | 35,403 | 36,742 | 36,365 | 37,000 | 35,746 | 34,003 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 5,471 | 4,961 | 3,404 | 7,695 | 6,119 | 4,942 | 3,819 | 2,262 |
| Cash from investing | -3,559 | -1,635 | -4,906 | -1,502 | -1,977 | -1,777 | -1,853 | -1,776 |
| Cash from financing | -3,008 | -2,835 | 2,271 | -6,385 | -3,407 | -1,950 | -1,895 | -507 |
| Net cash flow | -1,127 | 487 | 877 | -288 | 679 | 1,249 | -17 | 61 |
| Capital expenditure | -2,105 | -2,694 | -1,947 | -1,959 | -1,890 | -1,531 | -1,839 | -1,878 |
| Free cash flow | 3,366 | 2,267 | 1,457 | 5,736 | 4,229 | 3,411 | 1,980 | 384 |
LYB revenue by segment
Olefins and Polyolefins Americas grew from 20% to 29% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Intermediates and Derivatives | 26% | 24% | 30% | 29% | 30% | 30% | 28% | 29% | +20.5% |
| Olefins and Polyolefins Americas | 20% | 20% | 25% | 24% | 26% | 26% | 27% | 29% | +44.7% |
| Olefins and Polyolefins Europe Asia International | 26% | 24% | 32% | 33% | 32% | 31% | 32% | 29% | +4.4% |
| Advanced Polymer Solutions | 9% | 9% | 12% | 12% | 11% | 11% | 12% | 11% | +10.2% |
| Technology | 1% | 2% | 1% | 1% | 1% | 2% | 1% | 2% | +23.9% |
| Corporate Non Segment and Eliminations | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- US 39%
- Non Reportable Geographical Components 27% ↑ 5 pt
- DE 8% ↑ 2 pt
- MX 5% ↑ 1 pt
- CN 4% ↓ 1 pt
- IT 4% ↑ 1 pt
- JP 4%
- FR 3%
- PL 3% ↑ 1 pt
- NL 2%
As LYB cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
142 filings between Nov 12, 2025 and Sep 30, 2026.
Open market
decisions to buy or sellPurchases
$246.6K
1 purchase by 1 insider
Sales
$27.00M
7 sales by 2 insiders
Compensation
not trading decisions- 53
- Award — granted as compensation
- 80
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| AI INVESTMENTS HOLDINGS LLC | — | $26.26M | Mar 9, 2026 |
| Kaplan Jeffrey A | — | $741.6K | May 13, 2026 |
| Foley Kimberly A | $246.6K | — | Nov 12, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Karlin Bridget E Director | Award | 781 | $0 |
| Sep 30, 2026 | KAMSKY VIRGINIA A Director | Award | 720 | $0 |
| Sep 30, 2026 | Karlin Bridget E Director | Tax withheld | 194 | $11.1K |
| Sep 30, 2026 | KAMSKY VIRGINIA A Director | Tax withheld | 139 | $8.0K |
| Jun 30, 2026 | Karlin Bridget E Director | Tax withheld | 73 | $3.8K |
| Jun 30, 2026 | KAMSKY VIRGINIA A Director | Award | 561 | $0 |
| Jun 30, 2026 | Karlin Bridget E Director | Award | 615 | $0 |
| Jun 30, 2026 | KAMSKY VIRGINIA A Director | Tax withheld | 100 | $5.3K |
| May 22, 2026 | Karlin Bridget E Director | Tax withheld | 521 | $36.3K |
| May 22, 2026 | Griffin Rita E Director | Tax withheld | 639 | $44.6K |
| May 22, 2026 | CHASE ANTHONY R Director | Tax withheld | 540 | $37.6K |
| May 22, 2026 | Manifold Albert Jude Director | Tax withheld | 689 | $48.0K |
| May 22, 2026 | FARLEY CLAIRE S Director | Tax withheld | 565 | $39.4K |
| May 22, 2026 | KAMSKY VIRGINIA A Director | Tax withheld | 593 | $41.3K |
| May 22, 2026 | Buchanan Robin W.T. Director | Tax withheld | 1,247 | $86.9K |
| May 22, 2026 | Dudley Robert W. Director | Tax withheld | 708 | $49.4K |
| May 22, 2026 | Hanley Michael Sean Director | Tax withheld | 540 | $37.6K |
| May 22, 2026 | Benet Lincoln E Director | Tax withheld | 1,410 | $98.3K |
| May 22, 2026 | AIGRAIN JACQUES Director | Tax withheld | 575 | $40.1K |
| May 21, 2026 | Benet Lincoln E Director | Award | 2,321 | $0 |
| May 21, 2026 | KAMSKY VIRGINIA A Director | Award | 2,321 | $0 |
| May 21, 2026 | Buchanan Robin W.T. Director | Award | 2,321 | $0 |
| May 21, 2026 | AIGRAIN JACQUES Director | Award | 4,437 | $0 |
| May 21, 2026 | Dudley Robert W. Director | Award | 2,321 | $0 |
| May 21, 2026 | CHASE ANTHONY R Director | Award | 2,321 | $0 |
| May 21, 2026 | Karlin Bridget E Director | Award | 2,321 | $0 |
| May 21, 2026 | Griffin Rita E Director | Award | 2,321 | $0 |
| May 21, 2026 | Manifold Albert Jude Director | Award | 2,321 | $0 |
| May 21, 2026 | FARLEY CLAIRE S Director | Award | 2,321 | $0 |
| May 21, 2026 | Hanley Michael Sean Director | Award | 2,321 | $0 |
| May 13, 2026 | Kaplan Jeffrey A EVP, Chief PC, Leg & Corp Ofc | Sale | 10,000 | $741.6K |
| Apr 15, 2026 | Hayes Matthew D SVP & CAO | Tax withheld | 40 | $2.9K |
| Apr 15, 2026 | Izquierdo Sabido Agustin EVP & Chief Financial Officer | Tax withheld | 45 | $3.3K |
| Mar 31, 2026 | KAMSKY VIRGINIA A Director | Tax withheld | 142 | $11.4K |
| Mar 31, 2026 | KAMSKY VIRGINIA A Director | Award | 646 | $0 |
| Mar 31, 2026 | Karlin Bridget E Director | Tax withheld | 111 | $8.9K |
| Mar 31, 2026 | Karlin Bridget E Director | Award | 708 | $0 |
| Mar 9, 2026 | AI INVESTMENTS HOLDINGS LLC 10% owner | Sale | 251 | $17.3K |
| Mar 9, 2026 | AI INVESTMENTS HOLDINGS LLC 10% owner | Sale | 80,679 | $5.41M |
| Mar 9, 2026 | AI INVESTMENTS HOLDINGS LLC 10% owner | Gift | 464,610 | $0 |
| Mar 9, 2026 | AI INVESTMENTS HOLDINGS LLC 10% owner | Sale | 114,592 | $7.90M |
| Mar 9, 2026 | AI INVESTMENTS HOLDINGS LLC 10% owner | Sale | 414 | $28.2K |
| Mar 9, 2026 | AI INVESTMENTS HOLDINGS LLC 10% owner | Sale | 189,277 | $12.90M |
| Mar 9, 2026 | AI INVESTMENTS HOLDINGS LLC 10% owner | Sale | 177 | $11.9K |
| Feb 28, 2026 | Foley Kimberly A EVP, Global O&P and Refining | Award | 23,052 | $0 |
| Feb 28, 2026 | Seward James Malcolm EVP & Chief Innovation Officer | Award | 12,209 | $0 |
| Feb 28, 2026 | Conley Trisha L EVP, People and Culture | Award | 15,068 | $0 |
| Feb 28, 2026 | Rhenman Torkel EVP, Adv Polymer Solutions | Award | 22,552 | $0 |
| Feb 28, 2026 | Kaplan Jeffrey A EVP and General Counsel | Award | 21,203 | $0 |
| Feb 28, 2026 | Friedrichs Dale D EVP, Ops Excellence, HSE | Award | 15,998 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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