LyondellBasell Industries N.V. · LYB · Next earnings

LyondellBasell Industries N.V. reports Friday, Oct 30, 2026

LYB reports before market open with consensus EPS at $2.72 and revenue at $8.83B. Last quarter: LYB Q1 2026: EBITDA Up 50% as Middle East Conflict Reshapes Petrochemical Cost Curve

Reports Before market open40 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $2.72 Calendar consensus
Consensus revenue $8.83B Calendar consensus
Report date Oct 30, 2026 Friday, date estimated
Session Before market open 40 days away

Where LYB left off: FY2026 Q1

Full report

LYB Q1 2026: EBITDA Up 50% as Middle East Conflict Reshapes Petrochemical Cost Curve

EPS surprise +74.6% Reported $0.49 vs $0.28
Revenue surprise -4.4% Reported $7.20B vs $7.53B
Stock move +0.5% Event window
Subsequent drift -10.5% Up to 20 sessions

Guidance sentiment was maintained from Q4 2025 into Q1 2026. Management expects higher margins and utilization in Q2 across olefins, polyolefins, and intermediates, targeting 90-95% utilization. The $500 million incremental cash-flow target for the year remains in place. Capex outlook moved from decreasing to stable. The 50% dividend cut represents the most significant change in capital allocation posture.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued Middle East conflict causing feedstock, logistics, and potential demand-destruction risks
  • Unplanned downtime at Bayport and La Porte facilities affecting Intermediates and Derivatives operating rates
  • Potential second-order effects from sustained high petrochemical prices on discretionary demand

Questions analysts left open

  • Trajectory of polyethylene price increases and potential erosion in the second half of the year
  • Impact of the Middle East conflict on operating rates and margins, especially in the Intermediates and Derivatives segment
  • Weak licensing and technology segment activity and timeline for recovery

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Recent LYB quarters

All LYB earnings
+0.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.