Analyst Consensus ?
ConsensusHold39 ratings
Bullish1846.1%
Neutral1743.6%
Bearish410.3%
LyondellBasell Industries N.V. · LYB · FY2025 Q2 · Calendar Q3 2025
LyondellBasell raises cash target as capex stays constrained
The call supports a qualified version of the resilience thesis: management is using cost reduction, advantaged feedstocks and circular-plastics investment to protect cash generation, but weak market conditions, trade exposure and deferred growth projects leave the recovery case dependent on execution and margins.
Reported Before market openNYSEBasic Materials
$19.02B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.62
Consensus $0.81
EPS surprise
-23.0%
Reported versus consensus
Reported revenue
$7.66B
Consensus $7.52B
Revenue surprise
+1.8%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-7.8%
Event window
SPY move
-1.6%
Same window
Abnormal move
-6.1%
Stock minus SPY
Volume
2.6×
Versus trailing sessions
Subsequent drift
+5.5%
Up to 20 sessions
LYBSPY benchmark
Ask FN2 about LYB FY2025 Q2
Transcript, numbers and history already loaded
Why did LYB fall 7.8% after missing EPS estimates in FY2025 Q2?What changed in LYB's guidance and outlook in FY2025 Q2?Give me the bull and bear case for LYB after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The most notable change from the prior-quarter analysis was a higher 2025 cash-improvement target, from $500 million to $600 million, alongside continued capex restraint and the deferral of Flex-2. The strategic emphasis remained consistent: advantaged feedstocks, portfolio reshaping, circular plastics and shareholder returns.
Guidance delta
Management’s cash-improvement target increased to $600 million for 2025 from the prior $500 million target, while capex remains constrained and Flex-2 is deferred.
Key takeaways
- Management emphasized low-cost feedstock regions and circular-solutions projects as strategic priorities.
- Cash generation and portfolio reshaping remain central, with a higher 2025 cash-improvement target than the prior quarter.
- The dividend was maintained and buybacks continued, but analysts remain focused on cash-flow durability.
- The Flex-2 project is deferred rather than abandoned, preserving an option while reducing near-term capital intensity.
Management priorities
- Execute the 2025 cash-improvement plan.
- Advance MoReTec-1 and prepare the next phase of chemical-recycling investment.
- Complete the European asset-sale process and focus capital on advantaged regions.
- Maintain shareholder returns while protecting balance-sheet flexibility.
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Analyst 52W Price Targets
$58.93Current
$43Low
$88.08Average
$146High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 7, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Citigroup | Neutral | Buy | Downgrade | Sep 30, 2026 |
| UBS | Neutral | Neutral | Maintain | Sep 25, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 5, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Aug 3, 2026 |
| JP Morgan | Overweight | Neutral | Upgrade | Aug 3, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Aug 3, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jul 20, 2026 |
| Alembic Global | Overweight | Overweight | Maintain | Jul 2, 2026 |
| B of A Securities | Underperform | Underperform | Maintain | Jun 30, 2026 |
| Wells Fargo | Overweight | Equal Weight | Upgrade | May 28, 2026 |
| Deutsche Bank | Hold | Hold | Maintain | Mar 19, 2026 |
| Jefferies | Hold | Hold | Maintain | Mar 10, 2026 |
| Fermium Research | Buy | Hold | Upgrade | Mar 9, 2026 |
| Keybanc | Overweight | Sector Weight | Upgrade | Mar 4, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Nov 11, 2025 |
| Goldman Sachs | Sell | Sell | Maintain | Oct 17, 2025 |
| Piper Sandler | Neutral | Neutral | Maintain | May 1, 2025 |
| Barclays | Equal Weight | Equal Weight | Maintain | May 1, 2025 |
| Vertical Research | Buy | Hold | Upgrade | Jan 3, 2024 |
| Atlantic Equities | Overweight | Neutral | Upgrade | Jan 31, 2023 |
| HSBC | Buy | Hold | Upgrade | Dec 10, 2021 |
| Argus Research | Buy | Hold | Upgrade | Feb 2, 2021 |
| Exane BNP Paribas | Underperform | Neutral | Downgrade | Jan 6, 2021 |
| Bernstein | Market Perform | Outperform | Downgrade | Nov 13, 2020 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | May 6, 2020 |
| ScotiaBank | Sector Perform | Sector Outperform | Downgrade | May 4, 2020 |
| CFRA | Strong Buy | Strong Buy | Maintain | Jan 31, 2020 |
| Nomura | Neutral | Neutral | Maintain | Sep 18, 2019 |
| Bank of America | Buy | Buy | Maintain | Aug 5, 2019 |
| Standpoint Research | Buy | Hold | Upgrade | Oct 12, 2018 |
| Susquehanna | Neutral | Positive | Downgrade | Feb 10, 2017 |
| Cowen & Co. | Market Perform | Outperform | Downgrade | Jun 13, 2016 |
| CLSA | Underperform | Outperform | Downgrade | Jan 11, 2016 |
| Macquarie | Neutral | Outperform | Downgrade | Oct 12, 2015 |
| Credit Suisse | Outperform | Outperform | Maintain | Oct 27, 2014 |
| Imperial Capital | Buy | Buy | Maintain | Jul 29, 2013 |
| Dahlman Rose | Buy | Buy | Maintain | Jan 9, 2013 |
| PiperJaffray | Neutral | Neutral | Maintain | Oct 29, 2012 |
| Bank oferica | Buy | Buy | Maintain | Apr 4, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $58.93. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $62 | $59.42 | +5.2% | Sep 25, 2026 |
| RBC Capital | Analyst unavailable | $72 | $61.11 | +22.2% | Aug 5, 2026 |
| UBS | Analyst unavailable | $64 | $59.31 | +8.6% | Aug 4, 2026 |
| BMO Capital | Analyst unavailable | $68 | $62.08 | +15.4% | Aug 3, 2026 |
| Mizuho Securities | Analyst unavailable | $66 | $62.08 | +12.0% | Aug 3, 2026 |
| RBC Capital | Analyst unavailable | $80 | $62.08 | +35.8% | Aug 3, 2026 |
| Morgan Stanley | Analyst unavailable | $72 | $59.32 | +22.2% | Jul 20, 2026 |
| Goldman Sachs | Analyst unavailable | $62 | $58.67 | +5.2% | Jul 16, 2026 |
| BMO Capital | Analyst unavailable | $64 | $53.36 | +8.6% | Jul 6, 2026 |
| Wells Fargo | Abigail Eberts | $70 | $53.36 | +18.8% | Jul 3, 2026 |
| Alembic Global | Analyst unavailable | $83 | $52.58 | +40.8% | Jul 2, 2026 |
| Mizuho Securities | Analyst unavailable | $62 | $52.65 | +5.2% | Jul 1, 2026 |
| UBS | Analyst unavailable | $73 | $65.65 | +23.9% | Jun 5, 2026 |
| Wells Fargo | Analyst unavailable | $98 | $67.67 | +66.3% | May 28, 2026 |
| BMO Capital | John McNulty | $88 | $77.25 | +49.3% | May 5, 2026 |
| UBS | Analyst unavailable | $82 | $77 | +39.1% | May 5, 2026 |
| Wells Fargo | Michael Sison | $80 | $76.04 | +35.8% | May 5, 2026 |
| Morgan Stanley | Vincent Andrews | $77 | $69.32 | +30.7% | Apr 21, 2026 |
| RBC Capital | Analyst unavailable | $91 | $74.23 | +54.4% | Apr 10, 2026 |
| Alembic Global | Analyst unavailable | $100 | $72.27 | +69.7% | Apr 9, 2026 |
| UBS | Analyst unavailable | $79 | $77.72 | +34.1% | Mar 26, 2026 |
| Wells Fargo | Analyst unavailable | $76 | $67.37 | +29.0% | Mar 12, 2026 |
| Fermium Research | Analyst unavailable | $74 | $66.82 | +25.6% | Mar 9, 2026 |
| Vertical Research | Analyst unavailable | $75 | $66.82 | +27.3% | Mar 9, 2026 |
| RBC Capital | Analyst unavailable | $82 | $66.82 | +39.1% | Mar 9, 2026 |
| RBC Capital | Analyst unavailable | $94 | $59.53 | +59.5% | Mar 4, 2026 |
| KeyBanc | Aleksey Yefremov | $73 | $58.21 | +23.9% | Mar 4, 2026 |
| BMO Capital | Analyst unavailable | $38 | $56.74 | -35.5% | Feb 23, 2026 |
| RBC Capital | Analyst unavailable | $51 | $53.33 | -13.5% | Feb 3, 2026 |
| Mizuho Securities | Analyst unavailable | $53 | $49 | -10.1% | Feb 2, 2026 |
| Wells Fargo | Michael Sison | $48 | $49 | -18.5% | Feb 2, 2026 |
| RBC Capital | Analyst unavailable | $49 | $50.47 | -16.9% | Jan 16, 2026 |
| Vertical Research | Analyst unavailable | $48 | $46.2 | -18.5% | Jan 7, 2026 |
| UBS | Analyst unavailable | $38 | $43.6 | -35.5% | Dec 23, 2025 |
| Wells Fargo | Michael Sison | $45 | $43.06 | -23.6% | Dec 19, 2025 |
| BMO Capital | John McNulty | $36 | $44.4 | -38.9% | Dec 15, 2025 |
| Mizuho Securities | John Roberts | $49 | $45.23 | -16.9% | Dec 11, 2025 |
| Fermium Research | Analyst unavailable | $50 | $46.35 | -15.2% | Dec 3, 2025 |
| UBS | Analyst unavailable | $41 | $46.27 | -30.4% | Nov 4, 2025 |
| Mizuho Securities | John Roberts | $52 | $46.42 | -11.8% | Nov 3, 2025 |
| Goldman Sachs | Analyst unavailable | $51 | $45.86 | -13.5% | Oct 17, 2025 |
| RBC Capital | Analyst unavailable | $50 | $45.16 | -15.2% | Oct 14, 2025 |
| UBS | Joshua Spector | $43 | $48.94 | -27.0% | Oct 6, 2025 |
| Mizuho Securities | Analyst unavailable | $54 | $49.33 | -8.4% | Oct 3, 2025 |
| UBS | Joshua Spector | $49 | $64.28 | -16.9% | Jul 9, 2025 |
| Fermium Research | Analyst unavailable | $70 | $59.44 | +18.8% | Apr 25, 2025 |
| Alembic Global | Hassan Ahmed | $67 | $58.76 | +13.7% | Apr 25, 2025 |
| UBS | Joshua Spector | $51 | $56.44 | -13.5% | Apr 7, 2025 |
| Wells Fargo | Michael Sison | $85 | $57.98 | +44.2% | Apr 4, 2025 |
| Deutsche Bank | David Begleiter | $80 | $72.48 | +35.8% | Jan 10, 2025 |
| BMO Capital | John McNulty | $98 | $85.12 | +66.3% | Nov 11, 2024 |
| Piper Sandler | Charles Neivert | $112 | $85.3 | +90.1% | Nov 8, 2024 |
| Wolfe Research | Chris Parkinson | $91 | $92.44 | +54.4% | Aug 5, 2024 |
| BMO Capital | John McNulty | $105 | $101.7 | +78.2% | Apr 29, 2024 |
| RBC Capital | Arun Viswanathan | $113 | $101.7 | +91.8% | Apr 29, 2024 |
| Piper Sandler | Charles Neivert | $119 | $101.34 | +101.9% | Apr 29, 2024 |
| Barclays | Michael Leithead | $100 | $105.86 | +69.7% | Apr 4, 2024 |
| Wells Fargo | Michael Sison | $117 | $102.07 | +98.5% | Apr 2, 2024 |
| Barclays | Lauren Lieberman | $146 | $93.79 | +147.8% | Oct 4, 2023 |
| Piper Sandler | Charles Neivert | $118 | $95.46 | +100.2% | Apr 11, 2023 |
| Deutsche Bank | Analyst unavailable | $100 | $97.69 | +69.7% | Feb 6, 2023 |
| Wells Fargo | Analyst unavailable | $109 | $98.15 | +85.0% | Feb 6, 2023 |
| UBS | Analyst unavailable | $91 | $91.38 | +54.4% | Jan 11, 2023 |
| Wells Fargo | Analyst unavailable | $97 | $92.06 | +64.6% | Jan 9, 2023 |
| Mizuho Securities | Christopher Parkinson | $88 | $87.15 | +49.3% | Nov 14, 2022 |
| Goldman Sachs | Duffy Fischer | $80 | $77.23 | +35.8% | Oct 13, 2022 |
| UBS | Joshua Spector | $83 | $77.15 | +40.8% | Sep 19, 2022 |
| Deutsche Bank | Analyst unavailable | $85 | $76.69 | +44.2% | Sep 16, 2022 |
| Deutsche Bank | Analyst unavailable | $92 | $80.07 | +56.1% | Sep 14, 2022 |
| Wells Fargo | Analyst unavailable | $100 | $82.45 | +69.7% | Sep 13, 2022 |
| Vertical Research | Kevin McCarthy | $96 | $86 | +62.9% | Aug 8, 2022 |
| Mizuho Securities | Analyst unavailable | $113 | $86.1 | +91.8% | Aug 3, 2022 |
| Deutsche Bank | Analyst unavailable | $95 | $86.2 | +61.2% | Aug 2, 2022 |
| Morgan Stanley | Analyst unavailable | $115 | $84.79 | +95.1% | Aug 2, 2022 |
| RBC Capital | Analyst unavailable | $97 | $86.95 | +64.6% | Aug 2, 2022 |
| Barclays | Analyst unavailable | $102 | $86.95 | +73.1% | Aug 2, 2022 |
| UBS | Analyst unavailable | $93 | $84.08 | +57.8% | Jul 13, 2022 |
| Barclays | Analyst unavailable | $110 | $86.58 | +86.7% | Jul 11, 2022 |
| Credit Suisse | John Roberts | $70 | $87.66 | +18.8% | Jul 5, 2022 |
| Jefferies | Laurence Alexander | $117 | $87.86 | +98.5% | Jun 30, 2022 |
| RBC Capital | Arun Viswanathan | $99 | $87.46 | +68.0% | Jun 30, 2022 |
| J.P. Morgan | Analyst unavailable | $115 | $91.16 | +95.1% | Jun 17, 2022 |
| Mizuho Securities | Analyst unavailable | $132 | $110.58 | +124.0% | May 3, 2022 |
| Morgan Stanley | Analyst unavailable | $127 | $107.84 | +115.5% | May 2, 2022 |
| Wells Fargo | Analyst unavailable | $125 | $108.81 | +112.1% | May 2, 2022 |
| Barclays | Michael Leithead | $130 | $106.03 | +120.6% | May 2, 2022 |
| Mizuho Securities | Analyst unavailable | $125 | $110.66 | +112.1% | Apr 19, 2022 |
| Wells Fargo | Michael Sison | $120 | $107.58 | +103.6% | Apr 16, 2022 |
| Deutsche Bank | David Begleiter | $104 | $95.63 | +76.5% | Jan 30, 2022 |
| Wells Fargo | Michael Sison | $115 | $95.63 | +95.1% | Jan 30, 2022 |
| Atlantic Equities | Colin Isaac | $113 | $99.84 | +91.8% | Jan 18, 2022 |
| HSBC | Sriharsha Pappu | $112 | $88.89 | +90.1% | Dec 10, 2021 |
| Wolfe Research | Josh Silverstein | $132 | $108.19 | +124.0% | Jun 9, 2021 |
| Barclays | Duffy Fischer | $125 | $102.52 | +112.1% | Apr 19, 2021 |
Track every rating change on LYB the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationLyondellBasell 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…
Historical context
All LYB earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| RPM RPM International Inc. | FY2027 Q1 · Calendar Q4 2026 | +1.5% | +3.2% | RPM posts record quarter, but input costs narrow the outlook |
| HMY Harmony Gold Mining Company Limited | FY2026 Q4 · Calendar Q3 2026 | 0.0% | -6.2% | Harmony Gold posts record FY2026 while Eva Copper risks remain |
Latest beats and misses
Who reports nextBeat on EPS
- LWFY2027 Q1 · October 6, 2026+27.8% EPS+7.5% move
- RPMFY2027 Q1 · October 6, 2026+1.5% EPS+3.2% move
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
Get the LYB recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-07T04:30:44.718405+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-07T04:30:44.715502+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-07. For educational purposes only; not investment advice.