Lyondellbasell Industries N V Stock Price, News & Analysis

LyondellBasell (NYSE:LYB) reported Q2 2025 financial results with net income of $115 million ($202 million excluding identified items) and diluted EPS of $0.34 ($0.62 excluding identified items). The company generated EBITDA of $606 million ($715 million excluding identified items) and cash from operations of $351 million.

Key developments include the planned sale of select European assets, deferral of the Flex-2 project, and expansion of their Cash Improvement Plan targeting $1.1 billion in improvements over 2025-2026. The company returned $536 million to shareholders through dividends and share repurchases while maintaining $6.4 billion in available liquidity.

For Q3 2025, LYB expects improved North American polyethylene margins and projects operating rates of 85% for North American O&P assets, 75% for European O&P assets, and 80% for I&D assets.

LyondellBasell (NYSE: LYB) has achieved an improved CDP climate change score of A in 2024, up from A-minus in the previous assessment. This marks the company's second consecutive year in CDP's leadership category. The achievement is particularly notable as CDP's 2024 assessments introduced more stringent standards aligned with global frameworks including ISSB, TCFD, and TNFD.

Additionally, LYB improved its water security score to B and received its first-ever forests score. These improvements demonstrate the company's progress in climate risk management, energy performance, and environmental transparency, while reinforcing its commitment to sustainability and responsible environmental stewardship.

LyondellBasell (NYSE: LYB), a global chemical industry leader, has scheduled its second-quarter 2025 financial results announcement for Friday, August 1, 2025, before U.S. markets open. The company will host a webcast and teleconference at 11:00 a.m. EDT to discuss the results.

The event will be hosted by David Kinney, head of investor relations. Participants can access the webcast through www.lyondellbasell.com/earnings, with presentation slides available at the same location. A replay will be accessible from 1:00 p.m. EDT on August 1 until September 1, 2025.

LyondellBasell (LYB) has entered into an agreement with AEQUITA to sell four European olefins & polyolefins assets located in Berre (France), Münchsmünster (Germany), Carrington (UK), and Tarragona (Spain). This strategic divestment is part of LYB's transformation strategy to 'Grow and Upgrade our Core.' The deal includes integrated and non-integrated sites within LYB's European operations, along with supporting central functions. The transaction is structured as a put option deed, with closing expected in the first half of 2026, subject to employee consultation processes and regulatory approvals. LYB emphasizes that Europe remains a core market, with plans to focus on circular and renewable solutions. AEQUITA views this acquisition as an opportunity to expand its industrial footprint and leverage the sites' strategic locations and experienced workforce.

LyondellBasell (NYSE: LYB) has announced a quarterly dividend increase of $0.03 per share, bringing the new dividend to $1.37 per share. The dividend will be paid on June 9, 2025, with an ex-dividend and record date of June 2, 2025. This marks the company's 15th consecutive year of dividend increases, demonstrating LYB's commitment to shareholder returns. CEO Peter Vanacker emphasized that this increase reflects the company's confidence in its disciplined capital deployment and value-driven strategy, particularly during challenging market conditions.

LyondellBasell (NYSE: LYB) announced the pricing of a public offering through its subsidiary LYB International Finance III, LLC. The offering consists of $500 million in Guaranteed Notes with a 6.150% interest rate, maturing in 2035. The notes will be fully guaranteed by LyondellBasell, with the offering expected to close on May 15, 2025.

The proceeds will be used for general corporate purposes, including potential repayment of the 1.25% Guaranteed Notes due 2025. BofA Securities and Wells Fargo Securities are serving as joint book-running managers for the offering.

LyondellBasell (NYSE: LYB) reported first quarter 2025 financial results with net income of $177 million ($0.54 per share), or $110 million ($0.33 per share) excluding identified items. The company's EBITDA reached $655 million, with $576 million excluding identified items.

Key financial highlights include:

• Sales revenue of $7,677 million
• Cash used in operations: $579 million
• Returned $543 million to shareholders via dividends and share repurchases
• Maintained $6.5 billion in available liquidity

The company announced a 2025 Cash Improvement Plan targeting $500 million in financial strengthening. Operational highlights include a 12% increase in U.S. polypropylene volumes and improved European polyethylene profitability. The company expects seasonal demand improvements across most businesses in Q2 2025, with planned operating rates of 85% for North American O&P assets, 75% for European O&P assets, and 85% for I&D assets.

LyondellBasell (NYSE: LYB) has released its 2024 Sustainability Report, showcasing major achievements in sustainability and operational excellence. The report, titled 'From Vision to Value,' highlights significant progress in circular and low-carbon solutions.

Key accomplishments include:

• Value Enhancement Program generated $800 million in recurring annual EBITDA and reduced carbon emissions by 310,000 metric tons
• 65% increase in recycled and renewable-based polymers to over 200,000 metric tons
• Construction of first commercial-scale chemical recycling plant (MoReTec-1) in Wesseling, Germany
• Houston refinery shutdown completion, reducing annual Scope 3 emissions by 40 million metric tons
• New power purchase agreements to achieve 50% renewable electricity sourcing by 2030
• Strong safety performance with 70 sites achieving GoalZERO and 72 sites remaining injury-free
• Strategic acquisition of APK AG for Newcycling technology

The company ranked first among plastics producers in BloombergNEF's 2024 circular economy rankings and maintained its AA ESG rating from MSCI.

LyondellBasell (NYSE: LYB) has scheduled its first-quarter 2025 financial results announcement for Friday, April 25, 2025, before U.S. market opening. The company will host a webcast and teleconference at 11 a.m. EDT to discuss the results, led by David Kinney, head of investor relations.

Participants can access the webcast through www.lyondellbasell.com/earnings, with presentation slides available during and after the teleconference. A replay will be accessible from 1 p.m. EDT April 25 until May 27, 2025.