LyondellBasell Industries (LYB -7.80%), a global leader in chemical manufacturing and plastics, released its second-quarter 2025 earnings on August 1, 2025. The headline news: GAAP sales were $7.66 billion, Revenue (GAAP) was ahead of Wall Street estimates, but non-GAAP earnings fell short of expectations. Non-GAAP earnings per share came in at $0.62, under the $0.80 analyst consensus estimate (non-GAAP), while reported net income (GAAP) was $115 million. Leadership described the period as marked by ongoing ...

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 June 30, 2025 (Exact name of registrant as specified in its charter) or Netherlands 98-0646235 (State or other jurisdiction of incorporation or organization) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commissi ...

LyondellBasell Industries (LYB) Q2 2025 Earnings Call August 01, 2025 11:00 AM ET Company ParticipantsDavid Kinney - Head - IRPeter Vanacker - CEOAgustin Izquierdo - EVP & CFOKim Foley - EVP - Global Olefins & PolyolefinsAaron Ledet - EVP - Intermediates & Derivatives and Supply ChainTorkel Rhenman - EVP - Advanced Polymer SolutionsFrank Mitsch - PresidentVincent Andrews - Managing DirectorMichael Sison - Managing DirectorKevin McCarthy - PartnerJohn Roberts - Managing DirectorDavid Begleiter - Managing Dir ...

LyondellBasell Industries (LYB) Q2 2025 Earnings Call August 01, 2025 11:00 AM ET Speaker0Hello, and welcome to the LyondellBasell Teleconference. At the request of LyondellBasell, this conference is being recorded for instant replay purposes. Following today's presentation, we will conduct a question and answer session. I would now like to turn the conference over to Mr. David Kinney, Head of Investor Relations.Please go ahead, sir.Speaker1Thank you, operator, and welcome everyone to today's call. Before w ...

业绩总结 - 2025年第二季度净收入为1.15亿美元，稀释每股收益为0.34美元，EBITDA为6.06亿美元[26] - 2025年第二季度的EBITDA（不包括已识别项目）为7.15亿美元，稀释每股收益为0.62美元[26] - 2025年第二季度的现金流来自经营活动为3.51亿美元[26] - 2025年第二季度的现金和现金等价物为17亿美元，净债务与EBITDA的比率为3.2倍[40] - 2025年第二季度的现金转换率为75%[40] - 2025年第二季度的聚乙烯销售量较第一季度增长3.5%[49] - 2025年第二季度的欧洲、亚洲及国际业务EBITDA（不包括已识别项目）为7,100万美元[42] 未来展望 - 预计2025年第三季度的运营率目标约为80%[57] - 预计2025年计划实现6亿美元的现金流改善[71] - 预计2025年EBITDA影响约为1.4亿美元[73] - 预计2025年净利息支出约为3.9亿美元[73] - 预计2025年有效税率约为17%[73] 成本控制与资本支出 - 2025年计划减少2亿美元的贸易营运资本和固定成本[24] - 2025年资本支出指导从19亿美元下调至17亿美元[24] - 2025年资本支出总额预计为17亿美元，其中维持性资本支出约为12亿美元[73] 市场与需求动态 - 由于市场不确定性，催化剂需求减弱，导致许可收入下降[66] - 由于汽车OEM的典型第三季度停工，需求预计将保持疲软[62] - 由于建筑和电子市场需求下降，整体需求面临挑战[62] - LYB的苯乙烯业务在行业供应中断和较低原料成本的支持下，保持了盈利的利润率[57]

Key Takeaways LyondellBasell posted Q2 adjusted earnings of 62 cents, missing estimates and down 71.8% year over year.Revenue dropped across all LYB segments, but consolidated sales topped the consensus estimate.LYB expects better North American integrated polyethylene margins in Q3, but weak oxyfuels margins.LyondellBasell Industries N.V. (LYB) recorded a second-quarter 2025 profit of $115 million or 34 cents per share, reflecting a decrease of 87.5% from $924 million or $2.82 per share reported a year ago ...

LyondellBasell (LYB) reported $7.66 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 27.5%. EPS of $0.62 for the same period compares to $2.24 a year ago.The reported revenue represents a surprise of +3.41% over the Zacks Consensus Estimate of $7.41 billion. With the consensus EPS estimate being $0.87, the EPS surprise was -28.74%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

LyondellBasell (LYB) came out with quarterly earnings of $0.62 per share, missing the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $2.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -28.74%. A quarter ago, it was expected that this oil refiner and chemical company would post earnings of $0.36 per share when it actually produced earnings of $0.33, delivering a surprise of -8.33%.Over the last fou ...

NEWS RELEASE FOR IMMEDIATE RELEASE HOUSTON and LONDON, August 1, 2025 LyondellBasell Reports Second Quarter 2025 Earnings LyondellBasell Industries (NYSE: LYB) (the "company") today announced results for the second quarter 2025. Comparisons with the prior quarter and second quarter 2024 are available in the following table: Table 1 - Earnings Summary | | | Three Months Ended | | Six Months Ended | | | --- | --- | --- | --- | --- | --- | | | June 30, | March 31, | June 30, | June 30, | June 30, | | Millions ...

HOUSTON and LONDON, Aug. 01, 2025 (GLOBE NEWSWIRE) -- Net income: $115 million, $202 million excluding identified items1Diluted earnings per share: $0.34 per share; $0.62 per share excluding identified itemsEBITDA: $606 million, $715 million excluding identified itemsCash from operating activities: $351 millionReturned $536 million to shareholders through dividends and share repurchasesContinued to execute on strategy while navigating the cycle with operational and financial discipline: Announced the planne ...