NYSE$LYB

LyondellBasell Industries NV · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

LyondellBasell reported Q1 2026 sales of $7.20B and net income attributable to shareholders of $123M, with diluted EPS of $0.38.

LyondellBasell sales and other operating revenues were $7.20 billion (-6% YoY) with operating income of $239 million versus $114 million. Net income attributable to company shareholders was $123 million, or $0.38 per diluted share, compared with $175 million and $0.54. Olefins and polyolefins spreads improved sequentially though remained below prior-year levels.

  • Sales $7.20B; operating income $239M.
  • Net income attributable to shareholders $123M; EPS $0.38.
  • Income from continuing operations $139M.
  • Discontinued operations loss $(14)M.
  • Cash dividend and buyback capacity discussed.

Headline financials

Total Revenue

$7.2B

Previous: $7.68B-6.3%
EPS (adj)

$0.38

Previous: $0.54-29.6%
Capital Expenditures

-$269M

Previous: -$483M+44.3%
Free Cash Flow

-$538M

No prior period
Net Income

$125M

Previous: $177M-29.4%
Operating Income

$239M

Previous: $655M-63.5%
Gross Profit

$701M

No prior period
Cash & Equivalents

$2.64B

No prior period
Total Assets

$34B

No prior period

Revenue & EPS history

LyondellBasell · Revenue · Quarterly

$7.2B

Q1 2026-6.3%vs Q1 2025
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Forward guidance

Chemicals MD&A discusses utilization, spreads, and portfolio actions without numeric EPS guidance.

Tailwinds

  • Operating income up sequentially on spread recovery.
  • Continuing operations returned to profit.

Headwinds

  • Revenue down on lower pricing.
  • Cyclical petrochemical margin volatility.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.4%

Avg return

Earnings day

-1.0%

Avg return

5 days after

+1.1%

Avg return

30 days after

48%

31 / 64 earnings

Positive

+9.0%

Q2 2012

Best reaction

-7.8%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.5%-1.5%-10.8%
Q1 2026+2.1%-1.5%-10.8%
Q3 2025+2.3%-2.7%+8.4%
Q2 2025-7.8%-14.5%-2.7%
Q1 2025+0.3%-1.8%-5.3%
Q4 2024-0.6%+1.1%+0.9%
Q3 2024-3.1%-0.5%-4.0%
Q2 2024-5.7%-3.4%+0.6%
Q1 2024+2.0%-0.2%-1.1%
Q4 2023-1.5%-0.1%+5.1%
Q3 2023+0.8%+0.0%+4.8%
Q2 2023+2.0%+3.0%+4.7%
Q1 2023+2.4%-2.0%-4.4%
Q4 2022+2.5%+2.6%+0.9%
Q3 2022-7.3%-5.2%+5.2%
Q2 2022-1.8%-3.3%-1.9%
Q1 2022+1.8%+9.3%+10.3%
Q4 2021+0.9%+4.7%+2.2%
Q3 2021-2.1%-2.9%-7.2%
Q2 2021-1.6%-3.5%+2.3%
Q1 2021+0.4%+4.2%+4.8%
Q4 2020-0.6%+2.3%+18.2%
Q3 2020-0.4%-3.7%+21.7%
Q2 2020-4.8%+0.8%+4.4%
Q1 2020-6.2%-10.1%+10.0%
Q4 2019-5.5%+0.8%-14.4%
Q3 2019+7.8%+8.2%+3.2%
Q2 2019-6.4%-6.8%-5.0%
Q1 2019+0.5%-2.5%-12.1%
Q4 2018+0.8%+0.3%-2.2%
Q3 2018+0.9%+5.3%+5.2%
Q2 2018+4.2%+4.2%+4.0%
Q1 2018-0.7%-1.6%+6.8%
Q4 2017-7.5%-6.2%-8.8%
Q3 2017+4.7%+2.2%+3.1%
Q2 2017+4.1%+2.1%+4.3%
Q1 2017-4.5%-6.3%-7.7%
Q4 2016+1.3%-2.2%-1.6%
Q3 2016-2.7%-1.4%+14.6%
Q2 2016-5.2%-6.9%+0.2%
Q1 2016-2.7%
Q4 2015-2.3%
Q3 2015-2.2%
Q2 2015+4.4%
Q1 2015+6.1%
Q4 2014+4.1%
Q3 2014-7.6%
Q2 2014+7.1%
Q1 2014+1.9%
Q4 2013-1.1%
Q3 2013-0.3%
Q2 2013-0.5%
Q1 2013+0.9%
Q4 2011+2.9%
Q4 2012-3.7%
Q3 2012-0.0%
Q2 2012+9.0%
Q1 2011-6.3%
Q1 2012-6.3%
Q3 2011+1.1%
Q2 2011+4.2%
Q4 2010+1.7%
Q3 2010-0.5%
Q2 2010-4.3%
Q1 2010

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