LyondellBasell Industries NV (LYB)

Over the past six months, LyondellBasell's stock price has declined by 14.68%. In Q2 2025, the company reported earnings that surpassed analyst estimates, driven by increased production, higher integrated margins, and improving seasonal demand, including a gain from the sale of its U.S. Gulf Coast-based ethylene oxide and derivatives business. Several investment banks updated their ratings and price targets for LYB. LyondellBasell is scheduled to announce its third-quarter 2025 financial results on October 31, 2025.

Demand for LyondellBasell's products and services exhibits seasonality, with the company observing and anticipating seasonal demand improvements. Historically, summer travel has supported LyondellBasell's oxyfuels and refining businesses. However, these typical seasonal benefits can be offset by broader economic conditions, such as economic uncertainty and slower recovery in China.

LyondellBasell Industries N.V. is a multinational chemical company operating in the Basic Materials sector, specifically in the Chemicals industry. It is a global leader in producing plastics, chemicals, and refining products, including olefins, polyolefins, intermediates, derivatives, and refining products. The company also develops and licenses chemical and polyolefin process technologies and manufactures and sells polyolefin catalysts.

LyondellBasell has a significant global presence, operating in the United States, Germany, Mexico, Italy, Poland, France, Japan, China, and the Netherlands. The company also has a presence in major markets including Hong Kong, Argentina, Brazil, India, and the UAE. A substantial portion of its long-lived assets and Scope 1 emissions are concentrated in the United States, particularly in its 16 U.S. plants, with the largest plant in Channelview, US, contributing significantly to total group emissions.

In the past year, LyondellBasell has focused on improving its customer relationships and operational performance. The company reported an approximate 20% improvement in IBITA during 2024 and a 46% increase in its Net Promoter Score from customers compared to the prior year. The Advanced Polymer Solutions team achieved record-setting safety performance in 2024, surpassing its previous record from 2023.

LyondellBasell Industries N.V. has a diverse ownership structure, with approximately 74.32% held by institutional investors such as Vanguard Group Inc., BlackRock, Inc., and Dodge & Cox. Individual investors hold around 10% of the shares, while insiders hold approximately 5%. Ai International Chemicals LLC is the largest individual shareholder, owning 38.96% of the company.