LyondellBasell Industries N.V. · LYB · Next earnings

LyondellBasell Industries N.V. reports Friday, Jan 29, 2027

LYB reports before market open with consensus EPS at $1.63 and revenue at $8.06B. Last quarter: LyondellBasell Q3 Earnings: Strong Cash Flow, Cautious Outlook

Reports Before market open85 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $1.63 Calendar consensus
Consensus revenue $8.06B Calendar consensus
Report date Jan 29, 2027 Friday, date estimated
Session Before market open 85 days away

Where LYB left off: FY2026 Q3

Full report

LyondellBasell Q3 Earnings: Strong Cash Flow, Cautious Outlook

EPS surprise -1.2% Reported $2.54 vs $2.57
Revenue surprise -4.2% Reported $8.50B vs $8.87B
Stock move +5.0% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was maintained. Management plans to target O&P operating rates of about 85% in Q4, continue disciplined capital allocation and evaluate MoReTec-2 timing based on regulatory support.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Middle East-related feedstock and logistics volatility could affect operations and margins.
  • High feedstock and freight costs may compress margins.
  • Low Rhine water levels and other logistics constraints could limit European operations.
  • Weak automotive and housing demand and regulatory uncertainty could pressure growth projects.

Questions analysts left open

  • MTBE and butane price effects on margins.
  • The implications of the Houston refinery sale and future MoReTec-2 plans.
  • The ethane supply-demand balance and potential price trajectory.
  • The sustainability of polyethylene price increases and inventory levels.

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Recent LYB quarters

All LYB earnings
+5.0%FY2026 Q3+2.7%FY2026 Q2+0.5%FY2026 Q1+2.7%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.