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LyondellBasell Offers A Great Entry Into The Depressed Chemical Industry
Seeking Alpha· 2025-04-26 19:26
LyondellBasell ( LYB ) is a global market leader in the chemical sphere with a wide portfolio of operations across the world. It ranks as a top producer of plastics, chemicals, and refined products. Currently, the chemical industry hasAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer ...
LyondellBasell (LYB) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-04-26 03:30
LyondellBasell (LYB) reported $7.68 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 22.7%. EPS of $0.33 for the same period compares to $1.53 a year ago.The reported revenue represents a surprise of +1.10% over the Zacks Consensus Estimate of $7.59 billion. With the consensus EPS estimate being $0.36, the EPS surprise was -8.33%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...
LyondellBasell(LYB) - 2025 Q1 - Earnings Call Transcript
2025-04-26 02:12
LyondellBasell Industries N.V. (NYSE:LYB) Q1 2025 Results Conference Call April 25, 2025 11:00 AM ET Company Participants David Kinney - Head of Investor Relations Peter Vanacker - Chief Executive Officer Agustin Izquierdo - Chief Financial Officer Kim Foley - Executive Vice President of Global Olefins & Polyolefins and Refining Aaron Ledet - Executive Vice President of Intermediates & Derivatives and Supply Chain Torkel Rhenman - Executive Vice President of Advanced Polymer Solutions Conference Call Partic ...
LyondellBasell(LYB) - 2025 Q1 - Quarterly Report
2025-04-26 00:18
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34726 LYONDELLBASELL INDUSTRIES N.V. (Exact name of registrant as specified in its charter) Netherlands 98-0646235 (Stat ...
LyondellBasell's Earnings Lag Estimates, Sales Beat in Q1
ZACKS· 2025-04-25 21:40
LyondellBasell Industries N.V. (LYB) recorded a first-quarter 2025 profit of $177 million or 54 cents compared with the year-ago quarter's profit of $473 million or $1.44 per share.LYB posted adjusted earnings of 33 cents, down 74.8% from the year-ago quarter figure of $1.31. It missed the Zacks Consensus Estimate of 36 cents.The company’s net sales in the first quarter were $7,677 million, which beat the Zacks Consensus Estimate of $7,593.3 million. Net sales decreased around 7.6% from $8,304 million in th ...
LyondellBasell (LYB) Q1 Earnings Miss Estimates
ZACKS· 2025-04-25 21:00
LyondellBasell (LYB) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $1.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -8.33%. A quarter ago, it was expected that this oil refiner and chemical company would post earnings of $0.75 per share when it actually produced earnings of $0.75, delivering no surprise.Over the last four quarters ...
LyondellBasell(LYB) - 2025 Q1 - Quarterly Results
2025-04-25 18:35
NEWS RELEASE FOR IMMEDIATE RELEASE HOUSTON and LONDON, April 25, 2025 LyondellBasell Reports First Quarter 2025 Earnings LyondellBasell Industries (NYSE: LYB) (the "company") today announced results for the first quarter 2025. Comparisons with the prior quarter and first quarter 2024 are available in the following table: Table 1 - Earnings Summary | | | Three Months Ended | | | --- | --- | --- | --- | | | March 31, | December 31, | March 31, | | Millions of U.S. dollars (except share data) | 2025 | 2024 | 2 ...
LyondellBasell reports first quarter 2025 earnings
Newsfilter· 2025-04-25 18:30
文章核心观点 公司公布2025年第一季度财报,虽面临市场挑战但运营良好,执行三支柱战略并宣布现金改善计划,预计二季度业务季节性需求提升 [1][4][9] 第一季度财务表现 - 净收入1.77亿美元,摊薄后每股收益0.54美元;剔除特定项目后净收入1.1亿美元,摊薄后每股收益0.33美元 [1][4] - EBITDA为6.55亿美元,剔除特定项目后为5.76亿美元 [4][5] - 经营活动使用现金5.79亿美元,过去十二个月超现金转换目标 [8] - 资本支出4.83亿美元,通过股息和股票回购向股东返还5.43亿美元 [8] - 季度末持有现金及现金等价物19亿美元,可用流动性65亿美元 [8] 业务运营情况 北美地区 - 综合聚乙烯盈利能力因资产维护、乙烷和天然气成本上升受影响 [6] - 美国聚丙烯销量较上季度增长12%,运营率提高20个百分点至85% [6] 欧洲地区 - 综合聚乙烯盈利能力因乙烯裂解装置利用率提高、季节性需求改善和客户补货而提升 [6] 其他业务 - 乙酰和含氧燃料价值链利润率因天然气价格上涨而下降 [7] - 低油气价格比影响公司多个价值链的原料经济性 [7] 战略亮点 - 获得中东低成本原料分配,决定扩大美国丙烯产能以提升市场地位 [9] - 宣布5亿美元现金改善计划以应对宏观经济波动,强化财务业绩 [9] 未来展望 需求与成本 - 二季度多数业务季节性需求有望改善,美国天然气和乙烷成本下降,欧洲和亚洲业务受益于原油成本降低 [10] - 夏季驾驶季含氧燃料利润率有望随汽油裂解价差扩大而提高 [10] 产能与市场 - 欧洲产能合理化进程加快,预计未来改善区域供需平衡 [10] - 全球包装需求因满足消费者日常需求而保持韧性 [10] 运营率 - 预计二季度北美烯烃和聚烯烃资产运营率85%,欧洲为75%,中间体及衍生物资产为85% [11]
LyondellBasell: Dividend Cut Seems Increasingly Likely
Seeking Alpha· 2025-04-25 03:32
If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.LyondellBasell Industries (NYSE: LYB ) is one of the world's largest specialty chemical companies. It's also one of the more popular high-yield dividend stocks out there right now, thanks to its eye-popping 9.3% dividend yield.Ian leads the investing group Ian's Insider Corner . Fe ...
LyondellBasell to Report Q1 Earnings: What's in the Offing?
ZACKS· 2025-04-23 20:55
LyondellBasell Industries N.V. (LYB) is scheduled to report first-quarter 2025 earnings on April 25, before the opening bell.The company surpassed the Zacks Consensus Estimate in two of the last four quarters, missed once and reported in-line results on the other occasion, with the average earnings surprise being 0.2%.LYB stock has lost 42.3% in the past year compared with the Zacks Chemicals Diversified industry’s 26.3% decline.Image Source: Zacks Investment ResearchLet’s see how things are shaping up for ...