LyondellBasell Industries N.V.

NYSE:LYB 株式レポート

時価総額：US$25.1b

LyondellBasell Industries 将来の成長

Future 基準チェック /36

LyondellBasell Industries利益と収益がそれぞれ年間22.6%と1.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.8% 24.9%なると予測されています。

主要情報

22.6%

収益成長率

24.94%

EPS成長率

Chemicals 収益成長18.0%
収益成長率1.8%
将来の株主資本利益率19.84%
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

分析記事 • Aug 05

Earnings Miss: LyondellBasell Industries N.V. Missed EPS By 59% And Analysts Are Revising Their Forecasts

NYSE:LYB 1 Year Share Price vs Fair Value Explore LyondellBasell Industries's Fair Values from the Community and select...

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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.
Seeking Alpha • Apr 08

LyondellBasell: Profits Should Surge On The Back Of Iran Impact

Summary LyondellBasell Industries benefits from Middle East disruptions, boosting US chemical producers' earnings outlook and profitability. LYB's input cost advantage and global supply constraints have driven a forecasted 180% earnings increase this year, with EPS estimates up 70% in three months. Despite a recent dividend cut, LYB offers a 3.7% yield and trades at undemanding valuations, supporting moderate bullishness over a multi-year horizon. Assuming market normalization, LYB could deliver 10%+ annual returns by 2030, though investors should expect pronounced stock volatility. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • Aug 12

LyondellBasell Industries N.V. (NYSE:LYB) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

LyondellBasell Industries N.V. ( NYSE:LYB ) shares have had a horrible month, losing 25% after a relatively good period...
分析記事 • Aug 08

We Think You Can Look Beyond LyondellBasell Industries' (NYSE:LYB) Lackluster Earnings

LyondellBasell Industries N.V.'s ( NYSE:LYB ) earnings announcement last week didn't impress shareholders. While the...
分析記事 • Aug 05

Earnings Miss: LyondellBasell Industries N.V. Missed EPS By 59% And Analysts Are Revising Their Forecasts

NYSE:LYB 1 Year Share Price vs Fair Value Explore LyondellBasell Industries's Fair Values from the Community and select...
分析記事 • Jul 29

Is It Time To Consider Buying LyondellBasell Industries N.V. (NYSE:LYB)?

Today we're going to take a look at the well-established LyondellBasell Industries N.V. ( NYSE:LYB ). The company's...
分析記事 • Jul 14

These Return Metrics Don't Make LyondellBasell Industries (NYSE:LYB) Look Too Strong

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
分析記事 • Jun 29

Is LyondellBasell Industries N.V. (NYSE:LYB) Trading At A 50% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, LyondellBasell Industries fair value estimate is US$116...
分析記事 • May 26

LyondellBasell Industries (NYSE:LYB) Has Announced That It Will Be Increasing Its Dividend To $1.37

The board of LyondellBasell Industries N.V. ( NYSE:LYB ) has announced that it will be increasing its dividend by 2.2...
分析記事 • May 14

Is LyondellBasell Industries (NYSE:LYB) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Dec 16

LyondellBasell: An Undervalued Stock And A Buyback Machine

Summary LyondellBasell, a global petrochemical company, is now a $25 billion (by market cap) petrochemicals leader. To date, the company has already increased its dividend for 14 consecutive years, with a 10-year dividend growth rate of 9.5%. Expansion activities are pressuring free cash flow, further limiting flexibility around the dividend. With economies of scale, R&D, IP, and switching costs, LYB does benefit from durable competitive advantages. Read the full article on Seeking Alpha
Seeking Alpha • Dec 05

LyondellBasell Looks More Like A Yield Play Than A Growth Bet

Summary LyondellBasell's stock is down 19% YTD, but its 6% yield and efficiency upgrades make it worth another look. The company is expanding operations, notably with a $500M investment in NATPET, aiming for $1B in recurring EBITDA by 2025. Financially stable with $2.6B in cash, but facing cyclical market pressures and shrinking margins, leading to a "Hold" rating. Despite a generous dividend yield, minimal earnings growth and market uncertainties make LYB more a yield play than a growth bet. Read the full article on Seeking Alpha
Seeking Alpha • Nov 04

LyondellBasell: Mixed Q3 Results As Overseas Woes Persist

Summary LyondellBasell Industries has underperformed, losing 4% over the past year and falling 15% from its 52-week high due to weak Chinese demand. Despite solid US performance, global results are challenged, with European operations exploring strategic alternatives and the refining unit facing closure. LYB maintains a strong balance sheet with a 6.2% dividend yield, but lacks upward momentum due to declining returns on capital and slow economic growth. Valuation is fair with an 8% free cash flow yield; I am maintaining a hold rating on LYB unless shares drop below $80 for a potential buy. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:LYB - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202832,3752,7072,6024,02110
12/31/202733,1182,6152,2604,06414
12/31/202634,7643,2562,3364,21314
3/31/202629,673-6819082,572N/A
12/31/202530,153-7993842,262N/A
9/30/202537,778-1,3057382,670N/A
6/30/202538,6551504632,357N/A
3/31/202532,7671,0181,5153,354N/A
12/31/202433,3941,4291,9803,819N/A
9/30/202435,5152,1771,5893,408N/A
6/30/202437,5362,2982,5594,404N/A
3/31/202439,1642,0702,6844,346N/A
12/31/202333,3361,8523,4114,942N/A
9/30/202341,3842,2803,5225,042N/A
6/30/202343,0092,1073,2254,790N/A
3/31/202347,5413,0323,3035,099N/A
12/31/202250,4513,8774,2296,119N/A
9/30/202253,0754,2525,5037,594N/A
6/30/202253,5255,4386,1578,323N/A
3/31/202250,2485,8516,5618,626N/A
12/31/202146,1735,6025,7367,695N/A
9/30/202141,2805,7293,8005,359N/A
6/30/202135,3564,0832,5734,043N/A
3/31/202129,3412,3471,8063,433N/A
12/31/202027,7531,4191,4573,404N/A
9/30/202027,9951,1741,4993,903N/A
6/30/202029,9412,0282,2314,952N/A
3/31/202033,4432,7172,0914,846N/A
12/31/201934,7273,391N/A4,961N/A
9/30/201935,4243,475N/A5,016N/A
6/30/201936,8573,623N/A4,581N/A
3/31/201938,0154,274N/A5,122N/A
12/31/201839,0044,690N/A5,471N/A
9/30/201839,2635,893N/A5,656N/A
6/30/201837,6245,838N/A5,701N/A
3/31/201835,8215,318N/A5,534N/A
12/31/201734,4844,892N/A5,206N/A
9/30/201733,0963,765N/A5,437N/A
6/30/201731,9453,660N/A5,283N/A
3/31/201730,8703,617N/A4,984N/A
12/31/201629,1833,842N/A5,606N/A
9/30/201628,5073,869N/A5,053N/A
6/30/201629,4764,103N/A5,489N/A
3/31/201631,2934,337N/A5,674N/A
12/31/201532,7354,473N/A5,842N/A
9/30/201535,9544,473N/A6,698N/A
6/30/201539,6864,543N/A6,364N/A

アナリストによる今後の成長予測

収入対貯蓄率: LYBは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: LYB今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: LYB今後 3 年以内に収益を上げることが予想されます。

収益対市場: LYBの収益 ( 1.8% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: LYBの収益 ( 1.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: LYBの 自己資本利益率 は、3年後には低くなると予測されています ( 19.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/06 13:47
終値2026/05/06 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

LyondellBasell Industries N.V. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40

アナリスト機関
William SeleskyArgus Research Company
Michael LeitheadBarclays
Scott DavisBarclays