— Know what they know.
/
Not Investment Advice

LYB

NYSE · USD
LyondellBasell Industries N.V.
Basic Materials · Chemicals - Specialty
CEO Peter Z. E. Vanacker Employees 18,970 R&D / revenue 0.5%
Last price
$64.01+2.14%last session
Market cap
$20.7B
P/E (TTM)
n/m
From 52w high
−23.7%
From 52w low
+53.9%
1-year return
+43.6%
RSI 14 · vs SMA200
63.1 · +2.1%
IS score
32.1/ 100
Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.
Download full factsheet (PDF)

One year, rebased to 100

LYB   SPY   XLB (sector ETF) · weekly closes
100120140160180Jan 26Apr 26Jul 26Oct 26LYB 144XLB 118SPY 116

Score DNA

Each bar is a 0-100 score within the scored universe
22
Profitability
23
Growth
40
Value
28
Momentum
50
Risk (safety)
40
Quality
38
Balance sheet
51
Earnings quality

Flags

Strengths
✓ FCF yield 5%+
Warnings
▲ Share count rising
Observations
Moat model: Weak, Cost AdvantagePiotroski 3 / 9Altman Z 1.8Beta 0.351 of 4 smart-money sources active

Smart-money strip

Each disclosure source on its own window. Filings coinciding is not coordination.
INSForm 4 · 180 days
Insider open-market buys
0
1 open-market sales, $741,573
Form 144 notices (12m): 1, $741,573 proposed, not confirmed sales
CONGSTOCK Act · 180 days
Congressional purchases
0
No disclosed purchases
Members disclose in ranges, 30-45 days after the trade
13F13F · quarter to 2026-06-30
Net change in institutional holders
−41
126 new holders, 160 closed
884 filers hold 75.6% · 350 added, 300 trimmed
ETFETF holdings · 30 days
Net funds accumulating
+154
459 funds adding shares
305 funds trimming · counts of funds, not dollars
DARKFINRA · daily
Short-sale share of off-exchange volume
47.3%
20-day avg 55.6%, 50-day avg 59.2%
Latest 8.3 pp under its 20-day average · a flow, not short interest

Key financials · FY2025

USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.
Income statement
Revenue$30.2B
Revenue growth YoY−25.2%
Gross margin9.0%
Operating income−$327.0M
Operating margin-1.1%
Net income−$743.0M
Net margin-2.5%
EPS (diluted)$-2.35
Cash flow
Operating cash flow$2.3B
Capital expenditure$1.9B
Free cash flow$384.0M
FCF conversion (FCF / OCF)17.0%
Stock-based compensation$91.0M
FCF less SBC$293.0M
Buybacks$201.0M
Dividends$1.8B
Balance sheet & returns
Cash & short-term investments$3.4B
Total debt$14.6B
Net debt$11.2B
Shareholders' equity$10.2B
Goodwill & intangibles$1.2B
Debt / equity1.33
ROE (TTM)-3.4%
ROIC (TTM)3.5%
Operating margin by fiscal year
14.7%FY202110.1%FY20227.4%FY20234.9%FY2024-1.1%FY2025
Revenue $46.2B (FY2021) to $30.2B (FY2025), a -10.1% CAGR.

Valuation

P/E (TTM)n/m
EV / EBITDA17.1x
Price / sales0.66x
Price / FCF6.0x
FCF yield16.71%
Buyback yield0.97%
SBC / revenue0.0%
Price / book1.94x
Forward P/E FY20267.0x
Forward P/E FY202710.5x
Forward P/E FY20289.9x
Forward multiples divide today's price by Street EPS estimates. Street mean target $68.67 across 9 analysts last quarter is theirs, not ours.

LYB vs industry median

207 companies in Chemicals - Specialty
Gross margin 13.2% 28.5% Operating margin 3.2% 7.9% Net margin -1.1% 3.3% ROIC 3.5% 6.4%
LYB (TTM)Industry median Asset turnover 0.90 vs industry 0.70 · financial leverage 3.23

Earnings delivery

Next report 2026-10-30 · consensus EPS $2.56
58%
beat rate, 7 of 12 quarters
+6.1%
median EPS surprise
2
longest beat streak
+21-2+12+0-5-41+50-23+25-334+75+25
EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2023-10-27 to 2026-07-31. Bars cap at ±60%.

Peers

Market-cap band, not the industry cohort above
CompanyMkt capP/EROENet marginRev growth12m return
LYB LyondellBasell Industries N. $20.7Bn/m-3.4%-1.1%−25.2% +43.6%
IFF International Flavors & Frag $23.1B83.2x2.0%2.6%−11.7% +45.7%
PPG PPG Industries, Inc. $23.9B15.3x19.6%9.7%+12.3% +7.1%
SQM Sociedad Química y Minera d $17.2B12.5x23.9%26.7%+59.3% +35.6%
RPM RPM International Inc. $12.7B18.4x21.1%11.6%+6.0% −11.1%
ALB Albemarle Corporation $11.3B198.9x2.2%27.5%+18.3% —
SOLS Solstice Advanced Materials $9.4B44.5x15.4%10.4%— —
ESI Element Solutions Inc $8.5B47.7x6.6%7.9%+26.6% —
12-month window: SPY +15.9%, sector ETF XLB +17.8%. Past returns describe history only.

Recent 8-K filings

2026-07-31Earnings Release; Exhibits
2026-05-29Material Agreement; Financial Obligation; Exhibits
2026-05-22Officer/Director Change; Shareholder Vote; Other Events; Exhibits
2026-05-01Earnings Release; Other Events; Exhibits
2026-01-30Results of Operations and Financial Condition; Financial Statements and Exhibits
2025-11-13Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Other Events; Financial Statements and Exhibits

Context

Shares outstanding323,037,952
Free float79.7%
Institutional ownership75.6%
Beta0.35
Dividend yield5.37%
Last dividend$0.69 on 2026-08-24
50 / 200-day average$62.30 / $62.79
Large-cap Basic Materials median P/E30.3x

Full factsheet

The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (Weak).

Read it in the browser Download (PDF)

All fundamentals · 140 measures in 13 categories

Percentile = where LYB sits among 43 scored companies in Chemicals - Specialty (0 = lowest value, 100 = highest). It is a position, not a grade.
ValuationProfitability (TTM)Returns on capitalGrowthMargin history & stabilityLiquidity (latest quarter)Leverage & solvency (latest quarter)EfficiencyCash flow & earnings qualityDividends & buybacksScores & forensic checksPer shareSize (TTM)

Valuation

MeasureLYBIndustry medianIndustry percentileSector median
P/E (TTM) —
PEG (P/E ÷ 3-yr EPS CAGR) —
Price / sales 0.7x 1.5x
20th		 1.9x
Price / book 1.9x 2.4x
40th		 2.3x
Price / tangible book 1.8x 5.2x
17th		 3.3x
Price / free cash flow 6.0x 18.0x
6th		 16.3x
Price / operating cash flow 7.0x 11.4x
18th		 9.6x
Enterprise value $32.3B $5.0B
90th		 $5.4B
EV / sales 1.0x 1.9x
20th		 2.0x
EV / EBITDA 17.1x 12.3x
60th		 10.8x
EV / EBIT 69.7x 23.2x
97th		 14.7x
EV / free cash flow 9.3x 29.7x
6th		 21.6x
Earnings yield -1.7% 2.2%
33rd		 3.9%
FCF yield 16.7% 3.9%
95th		 4.3%
Operating cash flow yield 14.4% 7.8%
83rd		 9.8%
Graham number (per share) —

Profitability (TTM)

MeasureLYBIndustry medianIndustry percentileSector median
Gross margin 13.2% 29.4%
17th		 32.1%
EBITDA margin 6.0% 15.0%
24th		 19.0%
Operating margin 3.2% 9.7%
28th		 13.8%
EBIT margin 1.5% 8.7%
32nd		 12.3%
Net margin -1.1% 4.8%
32nd		 6.8%
NOPAT margin 2.6% 7.6%
27th		 10.1%
FCF margin 11.1% 8.0%
68th		 6.4%
Operating cash flow margin 9.5% 11.6%
39th		 15.6%
R&D / revenue 0.4% 0.5%
49th		 0.0%
SG&A / revenue 5.3% 12.8%
5th		 9.4%
Stock comp / revenue 0.0% 0.5%
10th		 0.4%
Effective tax rate 21.0% 21.0%
14th		 22.5%

Returns on capital

MeasureLYBIndustry medianIndustry percentileSector median
ROE (on average equity) -3.1% 7.2%
29th		 12.1%
ROA -1.0% 2.9%
33rd		 5.0%
ROIC 3.6% 6.5%
33rd		 9.8%
ROCE 1.7% 6.0%
31st		 9.7%
Return on tangible assets 1.3% 4.9%
33rd		 8.5%
Cash ROIC (OCF / invested capital) 13.4% 13.6%
48th		 14.9%
Gross profitability (GP / assets) 11.9% 16.9%
29th		 17.5%
ROIC, 3-yr average 3.8% 3.9%
46th		 6.5%
ROIC, 5-yr average 8.7% 6.9%
67th		 8.1%
ROE, 5-yr average 15.4% 9.1%
74th		 9.1%
Incremental ROIC -237.0% 0.7%
12th		 28.3%

Growth

MeasureLYBIndustry medianIndustry percentileSector median
Revenue growth (TTM YoY) -11.3% 3.5%
7th		 9.7%
Revenue growth (QoQ) 27.5% 13.2%
90th		 9.5%
Revenue CAGR, 3 yr -10.2% -0.6%
8th		 2.3%
Revenue CAGR, 5 yr -2.5% 4.4%
8th		 7.3%
Gross profit CAGR, 3 yr -5.3% 0.3%
26th		 5.4%
Operating income CAGR, 3 yr -30.6% 6.2%
7th		 7.8%
Net income growth (TTM YoY) —
Net income CAGR, 3 yr —
EPS growth (TTM YoY) —
EPS CAGR, 3 yr —
EPS CAGR, 5 yr —
FCF growth (TTM YoY) 646.4% 12.6%
100th		 19.4%
FCF CAGR, 3 yr 2.3% 5.9%
39th		 3.8%
Operating cash flow CAGR, 3 yr -14.7% 1.1%
17th		 7.7%
Book value CAGR, 3 yr -5.9% 1.9%
18th		 6.5%
Dividend CAGR, 3 yr -37.2% 2.1%
0th		 2.6%
Sustainable growth rate —

Margin history & stability

MeasureLYBIndustry medianIndustry percentileSector median
Gross margin, 3-yr average 12.0% 28.9%
12th		 29.8%
Operating margin, 3-yr average 4.3% 10.3%
35th		 12.0%
Net margin, 3-yr average 1.9% 3.7%
48th		 6.3%
FCF margin, 3-yr average 6.4% 6.3%
55th		 7.1%
Revenue stability (0-1) 0.21 0.52
27th		 0.60
Earnings stability (0-1) 0.83 0.42
78th		 0.41
Margin stability (0-1) 0.75 0.89
24th		 0.83

Liquidity (latest quarter)

MeasureLYBIndustry medianIndustry percentileSector median
Cash & short-term investments $2.6B $189.6M
93rd		 $245.7M
Net cash (− = net debt) −$11.6B −$968.6M
7th		 −$465.1M
Working capital $4.6B $530.0M
93rd		 $531.5M
Current ratio 1.64 1.84
38th		 2.08
Quick ratio 1.07 1.16
36th		 1.42
Cash ratio (cash + ST investments / current liabilities) 0.37 0.30
60th		 0.45
Defensive interval (days) 778 days 609 days
73rd		 773 days

Leverage & solvency (latest quarter)

MeasureLYBIndustry medianIndustry percentileSector median
Total debt $14.2B $1.3B
95th		 $807.4M
Debt / equity 1.33 0.79
78th		 0.50
Net debt / equity 1.09 0.60
80th		 0.30
Debt / assets 41.2% 33.1%
71st		 24.4%
Debt / capital 57.1% 44.1%
78th		 33.5%
Debt / EBITDA 7.54 3.76
91st		 1.80
Net debt / EBITDA 6.14 2.94
89th		 1.17
Interest coverage (EBIT / interest) 0.9x 3.1x
32nd		 6.7x
Cash interest coverage 6.0x 6.2x
45th		 7.7x
Debt payback (years of OCF) 4.8 yrs 4.4 yrs
55th		 2.6 yrs
Liabilities / assets 69.0% 56.9%
79th		 47.8%
IS credit model rating BB- — —
Implied credit spread (bps) 550 350
64th		 162

Efficiency

MeasureLYBIndustry medianIndustry percentileSector median
Asset turnover 0.89 0.68
67th		 0.66
Fixed asset turnover 1.82 2.14
36th		 1.53
Inventory turnover 6.3 4.6
76th		 4.9
Receivables turnover 9.1 6.4
88th		 8.7
Days sales outstanding 40 days 57 days
12th		 42 days
Days inventory outstanding 58 days 80 days
24th		 74 days
Days payables outstanding 39 days 51 days
24th		 49 days
Cash conversion cycle (days) 59 days 88 days
36th		 61 days
Capex / revenue —
Capex / depreciation —
Operating expense ratio 5.4% 20.4%
5th		 11.3%

Cash flow & earnings quality

MeasureLYBIndustry medianIndustry percentileSector median
Operating cash flow / net income —
FCF / net income —
FCF / operating cash flow —
Capex / operating cash flow —
Accruals ratio -9.5% -6.8%
26th		 -5.6%
Sloan accruals ratio -4.9% -4.9%
50th		 -3.6%
Earnings quality score (0-1) —

Dividends & buybacks

MeasureLYBIndustry medianIndustry percentileSector median
Dividend yield 5.4% 1.4%
98th		 0.9%
Dividend per share (TTM) $3.44 $0.97
90th		 $0.40
Payout ratio (dividends / net income) —
Dividends / FCF —
Dividend growth (YoY) -75.5% 3.4%
6th		 4.2%
Buyback yield -1.0% 0.5%
0th		 0.2%
Shareholder yield (dividends + buybacks) -3.1% 2.5%
0th		 2.3%
Share count change (YoY) 0.3% 0.0%
66th		 0.0%
Buybacks, last 5 years $289.0M $90.1M
69th		 $35.6M

Scores & forensic checks

MeasureLYBIndustry medianIndustry percentileSector median
IS score 32 45
33rd		 57
IS profitability 22 29
40th		 44
IS growth 23 50
7th		 59
IS value 40 47
29th		 54
IS momentum 28 69
0th		 78
IS risk (safety) 50 65
29th		 80
IS quality 40 61
17th		 70
IS balance sheet 38 49
29th		 65
IS earnings quality 51 66
33rd		 71
IS cash flow 56 51
64th		 49
Piotroski F-score (0-9) 3 5
2nd		 6
Altman Z-score 1.8 2.5
29th		 3.1
Beneish M-score −3.04 −2.64
20th		 −2.55
Ohlson O-score −6.86 −7.29
62nd		 −8.14
IS credit score 37 54
31st		 70

Per share

MeasureLYBIndustry medianIndustry percentileSector median
EPS, diluted (TTM) −$1.08 $1.54
21st		 $1.57
Book value per share $33.04 $26.43
62nd		 $16.95
Tangible book per share $29.66 $4.59
83rd		 $8.43
Revenue per share $96.57 $43.37
88th		 $31.21
FCF per share $10.70 $2.63
93rd		 $1.99
Operating cash flow per share $9.20 $5.86
76th		 $4.23
Cash per share $8.14 $2.95
76th		 $2.16

Size (TTM)

MeasureLYBIndustry medianIndustry percentileSector median
Market cap $20.7B $3.6B
86th		 $4.7B
Revenue $31.2B $2.4B
98th		 $2.5B
EBITDA $1.9B $241.5M
86th		 $488.0M
Net income −$348.0M $89.2M
2nd		 $137.1M
Free cash flow $3.5B $131.6M
98th		 $142.7M
Total assets $34.5B $3.5B
95th		 $3.8B
Shareholders' equity $10.7B $1.4B
93rd		 $1.6B
Employees 18,970 4,064
86th		 4,067

Insider transactions, last 6 months

Form 4 · most recent 12
DateInsiderTypeSharesPriceValueOwned after
2026-10-15Hayes Matthew D
SVP & CAO
 Tax withholding 152$62.67$9,5268,970
2026-09-30Karlin Bridget E
Director
 Award / grant 781——8,028
2026-09-30Karlin Bridget E
Director
 Tax withholding 194$57.47$11,1497,834
2026-09-30Kamsky Virginia A
Director
 Award / grant 720——11,003
2026-09-30Kamsky Virginia A
Director
 Tax withholding 139$57.47$7,98810,864
2026-05-22Manifold Albert Jude
Director
 Tax withholding 689$69.72$48,03714,905
2026-05-22Griffin Rita E
Director
 Tax withholding 639$69.72$44,5517,354
2026-05-22Karlin Bridget E
Director
 Tax withholding 521$69.72$36,3246,705
2026-05-22Kamsky Virginia A
Director
 Tax withholding 593$69.72$41,3449,822
2026-05-22Hanley Michael Sean
Director
 Tax withholding 540$69.72$37,64923,895
2026-05-22Dudley Robert W.
Director
 Tax withholding 708$69.72$49,3629,820
2026-05-22Farley Claire S
Director
 Tax withholding 565$69.72$39,39226,341

Shares acquired vs disposed, by month

acquired disposed · all Form 4 types
MarAprMayJunSepOct

By transaction type, 6 months

TypeDirectionFilingsSharesValue
Award / grantAcquired1329,148—
Open-market saleDisposed110,000$741,573
Tax withholdingDisposed148,512$588,306
—Disposed30—
Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.

Form 144 notices

12 months: 1 notices · 10,000 shares · $741,573
FiledFilerShares proposedEst. proceeds
2026-05-13Jeffrey Kaplan10,000$741,573
2025-08-15Peter Vanacker20,000$1.1M
2024-08-20Dale Friedrichs4,970$480,997
2024-03-28Kenneth Lane10,235$1.1M
A Form 144 is notice of a proposed sale, not a confirmed one.

Congress trades

12 months: House 4 trades (3 purchases) · Senate 0 (0 purchases)
TradedMemberChamberTypeAmountDisclosed
2026-01-29Ro KhannaHouseSale$1,001 - $15,0002026-02-10
2026-01-09Gilbert CisnerosHousePurchase$1,001 - $15,0002026-02-16
2026-01-09Gilbert CisnerosHousePurchase$1,001 - $15,0002026-02-13
2026-01-08Gilbert Ray CisnerosHousePurchase$1,001 - $15,0002026-02-13
2019-02-27John HoevenSenatePurchase$50,001 - $100,0002019-03-07
2019-02-27John HoevenSenatePurchase$50,001 - $100,0002019-03-06
2017-06-15Patty MurraySenateSale (Full)$1,001 - $15,0002017-06-22
2017-06-15Patty MurraySenateSale (Full)$1,001 - $15,0002017-06-21
STOCK Act disclosures, in ranges, filed up to 45 days after the trade.

Largest 13F holders

Quarter to 2026-06-30, the latest most managers have filed
ManagerSharesValue% of shares out
BlackRock, Inc.29,298,859$1.5B9.07%
VANGUARD CAPITAL MANAGEMENT LLC16,882,431$888.9M5.23%
STATE STREET CORP14,734,948$775.8M4.56%
Capital World Investors13,773,272$725.2M4.26%
VANGUARD PORTFOLIO MANAGEMENT LLC11,984,747$631.0M3.71%
DAVIS SELECTED ADVISERS8,698,852$458.0M2.69%
FMR LLC8,281,129$436.0M2.56%
GEODE CAPITAL MANAGEMENT, LLC7,320,242$387.6M2.27%
MORGAN STANLEY6,315,553$332.5M1.96%
Invesco Ltd.5,036,171$265.2M1.56%
ROYAL BANK OF CANADA4,695,945$247.2M1.45%
NORGES BANK3,852,404$202.8M1.19%
Man Group plc3,260,990$171.7M1.01%
Capital International Investors3,099,251$163.2M0.96%
GOLDMAN SACHS GROUP INC2,882,580$151.8M0.89%

Institutional ownership by quarter

2023-092026-0675.6%
% of shares held by 13F filers
2023-092026-06884
Number of 13F filers holding

Holder changes by quarter

QuarterHoldersOwnershipNewIncreasedReducedClosed
2026-06-3088475.6%126350300160
2026-03-3192576.2%255296275107
2025-12-3179572.6%132270293133
2025-09-3081068.2%89272348143
2025-06-3087774.3%112379299179
2025-03-3195573.2%125424300123
2024-12-3196772.0%136358371177
2024-09-301,02771.2%10341936283
2024-06-301,02071.9%10142135189
2024-03-311,02072.3%9839938593
2023-12-311,02871.5%16038434649
2023-09-3093270.7%9135933667

Schedule 13D / 13G filers

FiledFormFiler% of classShares
2026-08-13SCHEDULE 13G/ADodge & Cox0.0%800
2026-03-27SCHEDULE 13G/AThe Vanguard Group0.0%0
2025-06-13SCHEDULE 13D/ALen Blavatnik20.3%65,285,504
2025-06-13SCHEDULE 13D/AAccess Industries Holdings LLC20.3%65,285,504
Required above 5% of a class; 13G is the passive form.

ETFs with the largest holding

ETFWeight in fundHolding value
VITSX0.02%$472.6M
VTI0.02%$472.6M
VSMPX0.02%$472.6M
VTSAX0.02%$472.6M
VOO0.02%$390.0M
VFIAX0.02%$390.0M

Share structure

Shares outstanding323,037,952
Float257,579,195
Free float79.7%

Income statement

Fiscal years, USD
FY2021FY2022FY2023FY2024FY2025
Revenue$46.2B$50.5B$41.1B$40.3B$30.2B
Cost of revenue$37.4B$43.8B$35.8B$35.7B$27.4B
Gross profit$8.8B$6.6B$5.3B$4.6B$2.7B
R&D$124.0M$124.0M$130.0M$135.0M$138.0M
SG&A$1.3B$1.3B$1.6B$1.7B$1.7B
Operating income$6.8B$5.1B$3.1B$1.8B−$327.0M
EBITDA$8.7B$6.3B$4.6B$3.6B$1.2B
Pretax income$6.8B$4.8B$2.6B$1.6B−$712.0M
Income tax$1.2B$882.0M$501.0M$240.0M$79.0M
Net income$5.6B$3.9B$2.1B$1.4B−$743.0M
EPS, diluted$16.75$11.80$6.46$4.15$-2.35
Diluted shares334.0M328.0M326.0M326.0M322.0M

Balance sheet

FY2021FY2022FY2023FY2024FY2025
Cash & short-term investments$1.5B$2.2B$3.4B$3.4B$3.4B
Receivables$5.2B$4.1B$4.0B$3.5B$2.8B
Inventory$4.9B$4.8B$4.8B$4.7B$3.6B
Total current assets$12.2B$11.8B$13.2B$12.3B$10.9B
PP&E, net$16.5B$17.1B$17.1B$16.5B$17.3B
Goodwill & intangibles$2.6B$2.5B$2.3B$2.1B$1.2B
Total assets$36.7B$36.4B$37.0B$35.7B$34.0B
Accounts payable$4.3B$3.6B$3.8B$3.7B$2.7B
Total current liabilities$7.2B$6.8B$7.2B$6.7B$6.1B
Long-term debt$11.2B$10.5B$10.3B$10.5B$13.5B
Total liabilities$24.8B$23.6B$23.9B$23.2B$23.8B
Shareholders' equity$12.0B$12.7B$13.1B$12.6B$10.2B

Cash flow statement

Outflows are negative
FY2021FY2022FY2023FY2024FY2025
Net income$5.6B$3.9B$2.1B$1.4B−$738.0M
Depreciation & amortization$1.4B$1.3B$1.5B$1.5B$1.4B
Stock-based compensation$66.0M$70.0M$91.0M$91.0M$91.0M
Change in working capital$304.0M$97.0M$269.0M$30.0M$415.0M
Operating cash flow$7.7B$6.1B$4.9B$3.8B$2.3B
Capital expenditure−$2.0B−$1.9B−$1.5B−$1.8B−$1.9B
Free cash flow$5.7B$4.2B$3.4B$2.0B$384.0M
Investing cash flow−$1.5B−$2.0B−$1.8B−$1.9B−$1.8B
Net debt issued / repaid−$4.2B−$4.0M−$125.0M−$32.0M$1.5B
Buybacks−$463.0M−$420.0M−$211.0M−$195.0M−$201.0M
Dividends paid−$1.5B−$3.2B−$1.6B−$1.7B−$1.8B

Ratio history

Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end
FY2021FY2022FY2023FY2024FY2025
Gross margin19.0%13.1%12.8%12.3%9.0%
Operating margin14.7%10.1%7.4%4.9%-1.1%
Net margin12.1%7.7%5.1%3.7%-2.5%
FCF margin12.4%8.4%8.3%5.4%7.5%
ROE56.6%31.7%16.6%10.8%-6.6%
ROIC23.4%17.6%11.0%6.9%-1.1%
ROA15.6%10.6%5.8%3.8%-2.1%
Debt / equity1.151.041.011.041.58
Interest coverage14.1x17.6x6.5x4.3xn/m
Current ratio1.691.751.841.831.77
Revenue growth+66.4%+9.3%−18.5%−10.5%−18.1%
EPS growth+295.1%−29.3%−45.4%−35.4%−155.1%
P/E at year end4.1x5.7x12.6x16.1xn/m
EV / EBITDA at year end4.0x5.2x7.8x8.8x22.3x
FCF yield at year end25.08%19.07%12.79%8.98%16.22%
Dividend payout26.5%83.6%76.2%125.9%—

Revenue by segment

FY2021FY2022FY2023FY2024FY2025
Refined Products$7.2B$11.0B$9.2B$8.1B—
Polyethylene$10.1B$9.6B$7.6B$7.6B$7.2B
Polypropylene$8.0B$6.5B$5.6B$6.3B$5.8B
Oxyfuels And Related Products$3.6B$5.5B$5.6B$5.1B$4.8B
Olefins And Co Products$5.0B$4.8B$3.5B$3.9B$4.2B
Compounding and solutions$4.1B$4.2B$3.7B$3.6B$3.5B
Intermediates and Derivatives$3.4B$4.0B$2.9B$2.7B$1.9B

Revenue by region · FY2025

UNITED STATES$11.1B · 37%
Non Reportable Geographical Components$8.3B · 27%
GERMANY$2.2B · 7%
CHINA$1.8B · 6%
MEXICO$1.6B · 5%
ITALY$1.3B · 4%
JAPAN$1.3B · 4%
FRANCE$1.2B · 4%
POLAND$790.0M · 3%
NETHERLANDS$731.0M · 2%

Street estimates by fiscal year

Next report 2026-10-30 · consensus EPS $2.56 · these are analysts' numbers, not ours
Fiscal yearRevenue (mean)Revenue rangeEPS (mean)EPS rangeAnalystsP/E on mean EPS
2026$33.2B$30.6B – $36.7B$9.14$8.67 – $9.60107.0x
2027$31.6B$27.5B – $34.4B$6.11$4.81 – $8.14910.5x
2028$32.6B$29.5B – $36.8B$6.48$5.46 – $7.0139.9x

Reported vs expected, every quarter on file

ReportedEPS expectedEPS actualEPS surpriseRevenue expectedRevenue actualRevenue surprise
2026-07-31$3.44$4.30+25.0%$9.2B$9.2B−0.3%
2026-05-01$0.28$0.49+74.6%$7.5B$7.2B−4.4%
2026-01-30$0.11$-0.26−333.6%$6.8B$7.1B+4.3%
2025-10-31$0.81$1.01+24.5%$7.4B$7.7B+4.3%
2025-08-01$0.81$0.62−23.0%$7.5B$7.7B+1.8%
2025-04-25$0.36$0.54+50.0%$7.4B$7.7B+3.6%
2025-01-31$1.28$0.75−41.4%$9.2B$9.5B+3.0%
2024-11-01$1.98$1.88−5.1%$10.6B$10.3B−2.6%
2024-08-02$2.23$2.24+0.4%$10.4B$10.5B+0.9%
2024-04-26$1.37$1.53+11.7%$9.7B$10.0B+3.2%
2024-02-02$1.29$1.26−2.3%$9.8B$10.6B+8.0%
2023-10-27$2.03$2.46+21.2%$10.1B$10.6B+5.2%
2023-08-04$2.28$2.44+7.0%$10.8B$10.3B−4.5%
2023-04-28$1.80$2.50+38.9%$10.8B$10.2B−5.0%
2023-02-03$1.22$1.29+5.7%$10.7B$10.2B−4.8%
2022-10-28$2.84$1.96−31.0%$12.6B$12.2B−2.6%
2022-07-29$4.67$5.19+11.1%$13.7B$14.8B+8.4%
2022-04-29$3.53$4.00+13.3%$12.7B$13.2B+3.5%
2022-01-28$3.85$3.63−5.7%$11.9B$12.8B+7.6%
2021-10-29$5.75$5.25−8.7%$11.3B$12.7B+12.7%
2021-07-30$5.57$6.13+10.1%$11.6B$11.6B0.0%
2021-04-30$2.59$3.18+22.8%$8.9B$9.1B+2.5%
2021-01-29$1.36$2.19+61.0%$7.0B$7.9B+13.5%
2020-10-30$1.10$1.27+15.5%$6.0B$6.8B+13.4%

Off-exchange (dark pool) volume, weekly

FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)
0.406-150.406-220.306-290.407-060.307-130.407-200.507-270.408-030.208-100.308-170.208-240.208-31
Week ofNotionalSharesTrades
2026-08-31$216.7M3,327,29670,203
2026-08-24$242.0M3,811,89676,579
2026-08-17$346.1M5,209,46197,904
2026-08-10$246.5M3,915,50681,238
2026-08-03$386.6M6,369,440114,126
2026-07-27$468.4M7,785,373120,176

Short-sale share of off-exchange volume

daily 20-day average
07-2310-1547.3%
DateShort shareShort volumeTotal volume
2026-10-1547.3%633,2191,339,625
2026-10-1453.4%474,478887,781
2026-10-1348.2%342,342710,543
2026-10-1254.0%508,195940,635
2026-10-0954.5%489,871898,552
2026-10-0867.6%927,7491,373,143
2026-10-0745.6%387,296848,585
2026-10-0643.5%515,4021,185,567
2026-10-0557.0%591,5981,037,451
2026-10-0263.3%695,5871,099,473
A daily flow measure from FINRA, not short interest.

Seasonality

Average return by calendar month
+3.5Jan+2.3Feb+1.0Mar+1.8Apr-0.4May-1.3Jun+2.2Jul+2.6Aug-0.3Sep+1.0Oct+4.7Nov+0.9Dec
MonthAvg returnUp yearsYears
Jan+3.5%62%16
Feb+2.3%50%16
Mar+1.0%56%16
Apr+1.8%50%16
May−0.4%38%16
Jun−1.3%50%16
Jul+2.2%69%16
Aug+2.6%75%16
Sep−0.3%56%16
Oct+1.0%50%16
Nov+4.7%69%16
Dec+0.9%56%16
History, not a forecast.

Indicators

as of 2026-10-16
RSI 1463.1
MFI67.0
ADX19.2
Stochastic %K / %D97.1 / 87.7
Williams %R-1.9
CCI235
TSI / signal-0.9 / -10.8
Chaikin money flow0.01
ATR$1.73
Bollinger width10.6%
Volume vs 20-day avg1.14x
SupertrendUp

Moving averages and bands

level (price vs level)
SMA 20$59.62 (+7.4%)
SMA 50$62.22 (+2.9%)
SMA 200$62.71 (+2.1%)
EMA 21$60.75 (+5.4%)
EMA 50$61.34 (+4.4%)
EMA 200$61.35 (+4.3%)
Bollinger upper$62.78 (+2.0%)
Bollinger lower$56.46 (+13.4%)
Parabolic SAR$57.91 (+10.5%)
Open the live chart, 110+ indicators

About LyondellBasell Industries N.V.

LyondellBasell Industries N.V., established in 2009 and based in Houston, Texas, operates as a prominent global chemical manufacturer with a significant international footprint, including the United States, Germany, Mexico, Italy, Poland, France, Japan, China, and the Netherlands. The company's diverse operations are organized into six distinct segments. Its core business involves the production and marketing of olefins and various polyolefins, such as high, low, and linear low-density polyethylene, along with polypropylene homopolymers and copolymers, for markets spanning the Americas, Europe, and Asia. LyondellBasell also focuses on intermediate chemicals and derivatives, offering products like propylene oxide, oxyfuels, styrene monomers, acetyls, and ethylene-based compounds. Furthermore, the company develops and sells advanced polymer solutions, including polypropylene compounds, engineered plastics, masterbatches, engineered composites, colors, and powders. Its activities extend to refining crude oil into gasoline and distillates, as well as the development and licensing of chemical and polyolefin process technologies, alongside the manufacturing and sale of polyolefin catalysts.

https://www.lyondellbasell.com

Key executives

NameTitlePayBorn
Peter Z. E. VanackerChief Executive Officer & Executive Director$3.7M1966
James D. GuilfoyleSenior Vice President of Olefins & Polyolefins - Europe, Africa, Middle East and India$2.5M1971
Kimberly A. FoleyExecutive Vice President of Olefins and Polyolefins & Trading$1.5M1967
Torkel RhenmanExecutive Vice President of Advanced Polymer Solutions$1.5M1964
Jeffrey A. KaplanExecutive VP and Chief People, Culture, Legal & Corporate Affairs Officer$1.5M1969
Agustin IzquierdoExecutive Vice President & Chief Financial Officer$1.2M1977
David DennisonHead of Investor Relations——
Matthew D. HayesSenior Vice President & Chief Accounting Officer—1976

Executive pay, latest proxy

ExecutiveYearSalaryStock awardsIncentiveTotal
Peter Vanacker Chief Executive Officer2025$1.5M$11.8M$1.7M$15.6M
Michael McMurray Former Executive Vice President and Chief Financial Officer2025$879,750$3.8M$628,911$5.4M
Kimberly Foley Executive Vice President Olefins & Polyolefins2025$816,039$2.8M$624,575$4.4M
Torkel Rhenman Executive Vice President Advanced Polymer Solutions2025$808,954$2.7M$631,330$4.2M
Jeffrey Kaplan Executive Vice President General Counsel and Procurement2025$783,044$2.5M$593,630$4.1M
Agustin Izquierdo Executive Vice President and Chief Financial Officer2025$606,731$1.8M$484,825$2.9M

Employees

19k201819k201919k202019k202119k202220k202320k202419k2025

Dividends

Ex-dateAmountPaid
2026-08-24$0.692026-08-31
2026-06-01$0.692026-06-08
2026-03-02$0.692026-03-09
2025-12-01$1.372025-12-08
2025-08-25$1.372025-09-02
2025-06-02$1.372025-06-09
2025-03-10$1.342025-03-17
2024-12-02$1.342024-12-09

Moat model

Weak · Cost Advantage · 2026-06-30
Cost advantage69
Intangibles42
Switching costs35
Network effect27
Efficient scale60
Our component scores (0-100) and overall 46.1; a model of the business, not a call on the stock.
InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17

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