LyondellBasell Industries NV (LYB)

LyondellBasell's stock has experienced notable movements in the past six months. Key events impacting the stock include Q3 2025 earnings, where the company reported a GAAP net loss due to non-cash asset write-downs but highlighted progress on its cash improvement plan. Q4 2024 results showed a net loss primarily due to non-cash asset write-downs and declining margins. The company announced its plan to cease refining operations and the closure of its Dutch PO joint venture. A quarterly dividend was announced, and the company addressed the 2025 Goldman Sachs Industrials and Materials Conference.

Demand for LyondellBasell's products and services exhibits seasonality. The company generally experiences seasonally slower demand for olefins and polyolefins in the fourth quarter, while the second quarter often sees improving seasonal demand. The company aligns its operating rates with global demand, anticipating typical seasonal trends of softer demand in the fourth quarter.

LyondellBasell Industries N.V. is a global chemical company that operates in the Basic Materials sector. It is a leading producer of plastics, chemicals, and refining products, transforming fossil fuel and renewable feedstocks into essential materials for various industries. The company's major products include polyolefins, olefins, intermediate chemical products, advanced polymer solutions, and refined products.

LyondellBasell has a significant global presence with operations in the United States, Germany, Mexico, Italy, Poland, France, Japan, China, and the Netherlands. The United States accounts for the largest portion of its revenue. The company maintains a substantial presence in the U.S. Gulf Coast, with its legal domicile in Rotterdam, Netherlands, U.S. operations headquartered in Houston, Texas, and offices in London, UK.

LyondellBasell has focused on enhancing its brand reputation through strategic initiatives centered on sustainability and innovation. The company emphasizes its commitment to delivering essential products that improve quality of life and its dedication to developing sustainable solutions. The company achieved volume growth in its Circular and Low Carbon Solutions business. LyondellBasell's joint venture received no objection letters from the US Food and Drug Administration for its recycled polypropylene and recycled high-density polyethylene processes. The company introduced a new polypropylene impact copolymer and signed an agreement for exclusive negotiations to sell select olefins and polyolefins assets in Europe. The company has made strides in improving worker safety.

LyondellBasell Industries N.V. is predominantly owned by institutional shareholders, who hold between 68.40% and 79.04% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Dodge & Cox, State Street Corp, Capital World Investors, Charles Schwab Investment Management Inc, and Morgan Stanley. Individual insider ownership is reported at 0.14%. AI International Chemicals LLC is noted as a significant individual shareholder.