LyondellBasell Industries Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 0/6
Die Gewinne von LyondellBasell Industries sind mit einer durchschnittlichen Jahresrate von -50.7% zurückgegangen, während die Gewinne der Branche Chemicals um 2.9% pro Jahr zurückgingen. Die Umsätze sind zurückgegangen mit einer durchschnittlichen Jahresrate von 9.3%.
Wichtige Informationen
-50.71%
Wachstumsrate der Gewinne
-50.30%
EPS-Wachstumsrate
| Chemicals Wachstum der Industrie | 12.93% |
| Wachstumsrate der Einnahmen | -9.30% |
| Eigenkapitalrendite | -2.40% |
| Netto-Marge | -0.85% |
| Letzte Ertragsaktualisierung | 30 Jun 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrative-Update • Sep 09
LYB: Higher Cash Generation And Q2 Margin Strength Are Expected To ReRate Shares
Analysts have adjusted their fair value estimate for LyondellBasell Industries to $84.86 from $89.66, reflecting updated views on revenue growth, margins, and future P/E assumptions following a series of revised price targets and fresh commentary on cash flow and sector pricing. Analyst Commentary Recent Street research on LyondellBasell Industries shows a wide range of views, but several bullish analysts highlight improving cash generation, supportive product pricing, and company specific actions as key positives for the stock.Seeking Alpha • Sep 02
LyondellBasell: The Market Ignores A Massive Earnings Recovery
Summary LyondellBasell remains a Buy at ~$63, with Q2 results far exceeding expectations due to favorable market conditions and operational leverage. O&P Americas drove Q2 strength, with adjusted EBITDA surging to $1.27B, but these margins are not expected to persist as Middle East supply normalizes. LYB's cost-cutting, asset sales, and improved balance sheet (net debt/EBITDA down to 2.6x) enhance structural profitability even at normalized margins. I maintain an $80 base case target, expecting normalized EPS of $6.50–$7.00, and see 2027 as the key test for structural improvements. Read the full article on Seeking Alpha
Narrative-Update • Aug 26
LYB: Normalizing Chemical Spreads And Overearning Risk Will Pressure Future Returns
Analysts have lifted the fair value estimate for LyondellBasell Industries to $56 from $48, as recent price target increases and commentary highlight expectations for support from cost reductions, stronger Oxyfuels, and updated margin assumptions, despite some anticipated giveback of Q2 pricing benefits. Analyst Commentary Recent research on LyondellBasell Industries shows a wide range of views as analysts refresh their models after the latest results and commodity moves.
Narrative-Update • Aug 12
LYB: Future Returns Will Weigh Q2 Pricing Gains Against Margin And Cash Risks
Analysts have adjusted the price target framework for LyondellBasell Industries, with recent Street research moving targets in a $48 to $98 range as views balance Q2 outperformance, evolving margin expectations, and company specific cost and asset actions. Analyst Commentary Recent Street research on LyondellBasell Industries presents a mixed picture, with price targets spread across a wide range and ratings running from Sell through Underperform and Neutral to Overweight and Buy.Narrative-Update • Jul 29
LYB: Higher Long Term Earnings Assumptions Are Expected To ReRate Shares
LyondellBasell Industries' fair value estimate has been revised from $98.00 to about $89.66 as analysts reduce price targets across the sector. The changes reflect updated models that factor in softer petrochemical pricing expectations, lower assumed oil support and a more conservative P/E outlook, while margin and revenue growth assumptions remain relatively stable.Narrative-Update • Jul 15
LYB: Normalizing Chemical Spreads And Debt Burden Will Pressure Future Returns
LyondellBasell Industries' analyst price target has been revised down from $50.61 to $48.00 as analysts factor in softer commodity chemicals conditions, slightly lower revenue growth expectations, a modest adjustment to future P/E assumptions, and a small improvement in projected profit margins. Analyst Commentary Recent research on LyondellBasell Industries points to a more careful stance from several institutions, with multiple price target resets that cluster in the mid to high US$60s and below, alongside a wide range of ratings from Underperform to Overweight.Narrative-Update • Jul 01
LYB: Dividend Yield And Normalizing Chemical Spreads Will Shape Future Returns
The analyst price target for LyondellBasell Industries has been reduced by roughly $12 to about $50.61, as analysts factor in lower assumed fair value alongside slightly higher discount rates and modestly less severe expected revenue declines, partially offset by stable profit margins and a lower future P/E assumption. Analyst Commentary Recent Street research on LyondellBasell Industries shows a mix of views, but the more cautious voices are leaning toward lower valuation assumptions and softer long term growth expectations for the petrochemical cycle.Analyseartikel • Jun 17
LyondellBasell Industries (LYB) Stock Could Be 18% Undervalued After Earnings Beat And Asset Sale
LyondellBasell Industries (LYB) is back in focus after reporting Q1 2026 earnings of $0.49 per share, a 48% year-over-year increase, and closing the sale of selected European olefins and polyolefins assets to AEQUITA. See our latest analysis for LyondellBasell Industries. LyondellBasell Industries shares closed at $62.59, with the 30 day share price return down 16.61% and the 90 day share price return down 16.77%. At the same time, the 1 year total shareholder return is 13.15%, suggesting...Narrative-Update • Jun 16
LYB: Dividend Reset And Polyethylene Pricing Will Shape Future Share Performance
Analysts have increased their fair value estimate for LyondellBasell Industries stock from $38.00 to $63.00, citing updated views on polyethylene pricing, earnings normalization for chemicals, and revised P/E assumptions that are reflected in recent Street price target changes. Analyst Commentary Recent Street research on LyondellBasell Industries highlights a mix of optimism around polyethylene pricing and chemicals earnings, alongside more cautious views that focus on how long current conditions can last and what investors may be willing to pay for the stock.Narrative-Update • Jun 02
LYB: Tight Polyethylene Supply And Buybacks Are Expected To ReRate Shares
Analysts have lifted the fair value estimate for LyondellBasell Industries to $98 from $90 as recent upgrades and higher price targets point to support from tight polyethylene supply, elevated polyethylene prices, and expectations for stronger margins in the chemicals group. Analyst Commentary Recent Street research around LyondellBasell has tilted more constructive as bullish analysts highlight tighter polyethylene supply, higher pricing, and the potential for stronger margins in the chemicals group.Narrative-Update • May 01
LYB: Future Returns Will Balance Tighter Supply With Dividend Reset Uncertainties
The updated analyst price target for LyondellBasell Industries has moved higher, with fair value rising from $73.59 to $75.82 as analysts factor in revised revenue growth assumptions, a slightly different discount rate, and higher future P/E expectations following a series of recent target hikes and rating upgrades across the Street. Analyst Commentary Street research on LyondellBasell Industries has shifted meaningfully in recent weeks, with a cluster of upgrades and higher price targets reshaping how the stock is viewed on both the upside and the risk side.Narrative-Update • Apr 17
LYB: Future Returns Will Balance Tight Polyethylene Supply And Dividend Reset Risks
The analyst price target for LyondellBasell Industries has been raised from about $51 to roughly $74, as analysts factor in improved revenue growth expectations, slightly higher profit margins, and a higher assumed future P/E multiple, supported by a wave of recent upgrades and target increases across major firms. Analyst Commentary Recent research on LyondellBasell Industries shows a clear shift in tone, with many firms moving ratings higher and lifting price targets across a wide range.Narrative-Update • Apr 02
LYB: Tighter Polyethylene Supply And Dividend Cut Are Expected To ReRate Shares
Analysts have raised the price target on LyondellBasell Industries to $90, up from about $86.92. They cite higher assumed revenue growth, a lower profit margin, and a higher future P/E in light of recent upgrades and price target increases across the Street.Narrative-Update • Mar 19
LYB: Dividend Cut And Supply Tightness Will Still Limit Share Upside
Analysts have raised their average price targets for LyondellBasell by a wide margin, with several firms moving into Buy or Outperform territory. They cite tighter polyethylene supply, potential margin upside in U.S. petrochemicals, and a recent dividend cut that they view as reducing balance sheet risk.Narrative-Update • Mar 05
LYB: Tighter Supply And Dividend Cut Will Still Restrain Future Returns
Narrative Update The analyst fair value estimate for LyondellBasell has shifted from $36 to $38, as analysts factor in tighter global polyethylene supply, higher commodity margin risk, and recent upgrades that point to reduced near term earnings risk along with a slightly higher future P/E assumption. Analyst Commentary Recent Street research on LyondellBasell reflects a split view.Narrative-Update • Feb 19
LYB: Ongoing Oversupply And Weak Margins Will Constrain Future Returns
Analysts have lifted their average price target on LyondellBasell Industries by a few dollars, with recent $2 to $4 upward revisions reflecting updated views on sector oversupply risks, an inconsistent demand backdrop, and potential catalysts such as improving PMI data, rate cuts, and possible capacity rationalization in China. Analyst Commentary Recent research points to a cautious tone around LyondellBasell, even as some price targets have been adjusted upward by a few dollars.Analyseartikel • Feb 05
LyondellBasell Industries N.V. (NYSE:LYB) Held Back By Insufficient Growth Even After Shares Climb 25%
Despite an already strong run, LyondellBasell Industries N.V. ( NYSE:LYB ) shares have been powering on, with a gain of...Narrative-Update • Feb 04
LYB: Future Returns Will Reflect Balanced Margin Execution And Commodity Oversupply Risks
Analysts have lifted their price targets on LyondellBasell by low single digit dollar amounts, citing updated assumptions around discount rates, slightly less severe revenue declines, modestly better profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research on LyondellBasell shows a mix of cautious and constructive views, with several firms adjusting price targets in both directions and one downgrade in rating.Narrative-Update • Jan 21
LYB: Commodity Oversupply And Weaker Pricing Power Will Restrain Future Returns
Narrative Update Analysts have nudged their price targets on LyondellBasell Industries higher by about US$5 to US$6, citing refinements to discount rate assumptions, expectations for a smaller revenue decline, improved profit margin forecasts, and a lower future P/E multiple in their updated models. Analyst Commentary While some targets have been nudged higher, there is a clear pocket of caution around LyondellBasell Industries, with several Bearish analysts trimming expectations and tempering enthusiasm on the stock.Narrative-Update • Jan 06
LYB: Softer Margins And Inconsistent Industrial Demand Will Pressure Future Returns
Analysts have trimmed their price target on LyondellBasell Industries, with our fair value estimate moving from US$44.00 to US$36.00. This reflects a slightly higher discount rate, softer profit margins and a lower future P/E multiple, set against a weaker macro setup and inconsistent industrial end markets highlighted in recent research.Narrative-Update • Dec 19
LYB: Future Returns Will Be Driven By Improving Catalyst Segment Demand
Analysts have trimmed their price target on LyondellBasell Industries by about $2 to reflect a softer fair value outlook, citing weaker seasonal demand, slippage in commodity markets, and inconsistent industrial end markets that weigh on revenue growth and profit margin expectations, despite a modestly higher forward P E multiple. Analyst Commentary Recent Street research reflects a cautious stance on LyondellBasell Industries, with multiple firms trimming price targets as they recalibrate expectations for near term earnings and cash generation.Narrative-Update • Dec 05
LYB: Future Returns Will Be Driven By Rebounding Catalyst Segment Demand
Analysts have trimmed their price target for LyondellBasell Industries, cutting expectations by several dollars per share to reflect weaker macro conditions, slippage in commodity businesses, and reduced EBITDA forecasts tied to soft seasonal demand and elevated inventories. Analyst Commentary Recent Street commentary on LyondellBasell reflects a cautious stance, with multiple firms trimming price targets into the mid 40s to around $50 per share.Narrative-Update • Nov 20
LYB: Future Results Will Be Supported By Rebounding Catalyst Segment Demand
The analyst price target for LyondellBasell Industries has been lowered. The consensus has moved down by approximately $1 to reflect ongoing concerns about weak demand and inconsistent industrial end markets, according to analysts.Narrative-Update • Nov 05
LYB: Future Profitability Will Benefit From Rebound in Catalyst Demand
The average analyst price target for LyondellBasell Industries has been reduced by $2 to $55. This change reflects more cautious expectations amid ongoing weakness in commodity markets and softer seasonal demand.Narrative-Update • Oct 22
Analyst Commentary Highlights Cautious Outlook as LyondellBasell Faces Lower Price Targets and Market Challenges
The average analyst price target for LyondellBasell Industries has been reduced from $58.61 to $57.00. This change reflects ongoing concerns about weak demand, supply issues, and cautious outlooks highlighted by recent analyst research.Narrative-Update • Oct 08
Circular Recycling And Renewable Feedstock Investments Will Redefine Global Chemicals
Analysts have lowered their price target for LyondellBasell Industries by $1 to $58. This change reflects ongoing headwinds from weak demand and inventory surpluses in the commodity chemicals sector.Narrative-Update • Sep 24
Circular Recycling And Renewable Feedstock Investments Will Redefine Global Chemicals
Analysts have lowered LyondellBasell’s price target due to sustained oversupply, weak core demand, and pressured margins—particularly in polyethylene—while increased market multiples provide only partial support, resulting in a new consensus fair value of $59.61. Analyst Commentary Bearish analysts cite continued headwinds from elevated supply and weak demand in core commodity markets, limiting upside potential.Seeking Alpha • Apr 24
LyondellBasell: Dividend Cut Seems Increasingly Likely
Summary LyondellBasell's 9.3% dividend yield may seem appealing, but I don't believe that payout is all that sustainable. The chemical industry faces significant risks from tariffs, a potential recession, and falling crude oil prices, impacting LYB's financial stability. Analysts see vulnerability due to reduced polyethylene exports and increased competition from alternative suppliers. While bargains may exist in the chemical sector, LYB's strained dividend metrics and weak earnings outlook make it a less attractive investment today. Read the full article on Seeking AlphaSeeking Alpha • Mar 22
LyondellBasell: One Of The Best Times To Buy
Summary LyondellBasell Industries offers a compelling investment opportunity with a high 7.5% dividend yield and an undemanding valuation. LYB's cyclical business model is currently at a low point, but economic recovery and limited new production capacity should drive future profitability. The company's strong dividend growth track record and cost-saving initiatives indicate potential for higher average profits and long-term value. With a forecasted earnings recovery and attractive valuation multiples, now is a favorable time to invest in LYB for long-term gains. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
LyondellBasell Expects 2025 Recovery To Support Dividend Yield
Summary LyondellBasell is a leading global chemicals manufacturer, currently facing a cyclical low but expected to benefit from North American demand and future Chinese recovery. LYB's strong 6.9% dividend yield is expected to remain stable, with potential increases in 2025, supported by a solid cash position and strategic asset reviews. The company is optimizing operations by closing non-profitable assets, including a major Texas refinery, and exploring sustainable projects like MoReTec recycling. Despite short-term challenges, LYB's leadership in key industrial chemicals and strategic initiatives position it well for medium-term growth and dividend stability. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
An Updated View On LyondellBasell Based On Recent Earnings Results
Summary LyondellBasell's strong dividend track record and a 7% yield make it attractive for dividend investors, despite recent stock underperformance. Updated fair value for LYB is $115 per share, reflecting a slight increase in WACC and a lower dividend growth assumption. LYB's CLCS segment shows exceptional growth potential, with plans to significantly increase production and EBITDA by 2030. Disciplined capital allocation and strong cash reserves support sustainable dividends, reinforcing our buy rating for LYB. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
High Yield At Bargain Price: LyondellBasell
Summary LyondellBasell presents a bargain-priced investment, paying 7% QDI dividends. Despite cyclical headwinds, LYB offers strong long-term income potential with its strategic changes around less profitable segments. LYB has a history of sustainable, growing dividends, making it a reliable income source for retirees. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
LyondellBasell: A Big Yield With FCF And Earnings Growth Ahead
Summary LyondellBasell Industries presents a compelling value play with a low P/E ratio and anticipated EPS recovery in FY 2025 and 2026. Despite recent earnings misses and macro headwinds, LYB's free cash flow yield is over 6%, and the stock offers a high dividend yield. Technical analysis indicates LYB is at critical support levels, suggesting a 'buy the dip' opportunity ahead of the Q4 earnings report. Key risks include rising natural gas prices and a slower macroeconomic environment, but the long-term outlook remains positive. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie LyondellBasell Industries Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 30 Jun 26 | 31,192 | -265 | 1,586 | 137 |
| 31 Mar 26 | 29,673 | -681 | 1,635 | 138 |
| 31 Dec 25 | 30,153 | -799 | 1,625 | 136 |
| 30 Sep 25 | 37,778 | -1,305 | 1,694 | 142 |
| 30 Jun 25 | 31,747 | 229 | 1,673 | 139 |
| 31 Mar 25 | 32,767 | 1,018 | 1,640 | 137 |
| 31 Dec 24 | 33,394 | 1,429 | 1,660 | 135 |
| 30 Sep 24 | 35,515 | 2,177 | 1,636 | 130 |
| 30 Jun 24 | 37,536 | 2,298 | 1,612 | 130 |
| 31 Mar 24 | 39,164 | 2,070 | 1,603 | 129 |
| 31 Dec 23 | 33,336 | 1,852 | 1,548 | 130 |
| 30 Sep 23 | 41,384 | 2,280 | 1,391 | 125 |
| 30 Jun 23 | 43,009 | 2,107 | 1,341 | 125 |
| 31 Mar 23 | 47,541 | 3,032 | 1,374 | 125 |
| 31 Dec 22 | 50,451 | 3,877 | 1,358 | 124 |
| 30 Sep 22 | 53,075 | 4,252 | 1,416 | 128 |
| 30 Jun 22 | 53,525 | 5,438 | 1,413 | 127 |
| 31 Mar 22 | 50,248 | 5,851 | 1,295 | 127 |
| 31 Dec 21 | 46,173 | 5,602 | 1,261 | 124 |
| 30 Sep 21 | 41,280 | 5,729 | 1,195 | 125 |
| 30 Jun 21 | 35,356 | 4,083 | 1,140 | 122 |
| 31 Mar 21 | 29,341 | 2,347 | 1,130 | 115 |
| 31 Dec 20 | 27,753 | 1,419 | 1,137 | 113 |
| 30 Sep 20 | 27,995 | 1,174 | 1,055 | 109 |
| 30 Jun 20 | 29,941 | 2,028 | 1,091 | 108 |
| 31 Mar 20 | 33,443 | 2,717 | 1,105 | 110 |
| 31 Dec 19 | 34,727 | 3,391 | 1,199 | 111 |
| 30 Sep 19 | 35,424 | 3,475 | 1,120 | 109 |
| 30 Jun 19 | 36,857 | 3,623 | 1,129 | 113 |
| 31 Mar 19 | 38,015 | 4,274 | 1,091 | 115 |
| 31 Dec 18 | 39,004 | 4,690 | 1,037 | 115 |
| 30 Sep 18 | 39,263 | 5,893 | 1,056 | 116 |
| 30 Jun 18 | 37,624 | 5,838 | 950 | 113 |
| 31 Mar 18 | 35,821 | 5,318 | 872 | 109 |
| 31 Dec 17 | 34,484 | 4,892 | 843 | 106 |
| 30 Sep 17 | 33,096 | 3,765 | 869 | 103 |
| 30 Jun 17 | 31,945 | 3,660 | 845 | 101 |
| 31 Mar 17 | 30,870 | 3,617 | 844 | 100 |
| 31 Dec 16 | 29,183 | 3,842 | 880 | 99 |
| 30 Sep 16 | 28,507 | 3,869 | 781 | 99 |
| 30 Jun 16 | 29,476 | 4,103 | 787 | 99 |
| 31 Mar 16 | 31,293 | 4,337 | 816 | 100 |
| 31 Dec 15 | 32,735 | 4,473 | 828 | 102 |
| 30 Sep 15 | 35,954 | 4,473 | 821 | 106 |
Qualität der Erträge: LYB ist derzeit unrentabel.
Wachsende Gewinnspanne: LYB ist derzeit unrentabel.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: LYB ist unrentabel, und die Verluste haben in den letzten 5 Jahren mit einer Rate von 50.7% pro Jahr zugenommen.
Beschleunigtes Wachstum: Das Gewinnwachstum des letzten Jahres kann nicht mit dem 5-Jahres-Durchschnitt von LYB verglichen werden, da das Unternehmen derzeit nicht profitabel ist.
Erträge im Vergleich zur Industrie: LYB ist unrentabel, was einen Vergleich des Gewinnwachstums des letzten Jahres mit der Branche Chemicals (2.4%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: LYB hat eine negative Eigenkapitalrendite (-2.4%), da es derzeit unrentabel ist.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/17 17:16 |
| Aktienkurs zum Tagesende | 2026/09/17 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
LyondellBasell Industries N.V. wird von 39 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Selesky | Argus Research Company |
| Michael Leithead | Barclays |
| Scott Davis | Barclays |