Citable filing context
LYB's research view summarizes recent SEC filing context, starting with earnings from Jul 31, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 31, 2026 | earnings | LyondellBasell reported Q2 2026 net income of $0.6 billion, or $1.71 per diluted share. |
| May 29, 2026 | debt_offering | LyondellBasell amended its receivables facility, extending the term to June 2027 and reducing the limit to $700 million. |
| May 22, 2026 | share_repurchase | Shareholders approved a program to repurchase up to 10% of issued share capital, or 34,042,250 shares. |
| Jul 31, 2026 | Guidance: incremental_cash_improvement | not reported to 500.00 |
| Jan 30, 2026 | Guidance: capital_expenditures | not reported to 1200.00 |
| Oct 31, 2025 | Guidance: capital_expenditures | not reported to 1200.00 |
| Jul 31, 2026 | mda_quarterly | LyondellBasell’s second-quarter 2026 performance improved significantly over the first quarter, driven by higher margins across all segments as industry-wide supply constraints—exacerbated by the ongoing conflict in the Middle East—boosted average sales prices. Operating income rose to $1.54 billion, up from $239 million in the prior quarter. The O&P-Americas segment benefited from favorable co-product pricing and tight global supply, while the I&D segment saw earnings growth despite an unplanned outage at the Bayport PO/TBA facility, which has since restarted. Financial results were impacted by a $734 million pre-tax loss from the divestiture of select European olefins and polyolefins assets. Despite this, the company generated $483 million in cash from operations during the first half of 2026. Management continues to execute a cash improvement plan, reducing SG&A expenses and maintaining a disciplined capital allocation strategy that includes debt deleveraging and dividend payments. Looking ahead, the company expects Middle East-related volatility to persist into 2027. Third-quarter operating rates are projected at 85% for O&P-Americas and I&D, and 70% for European O&P-EAI assets, as the company balances planned maintenance with market demand. Key risks remain centered on feedstock price volatility, geopolitical instability, and the pace of global capacity rationalization. |
| May 1, 2026 | mda_quarterly | LyondellBasell reported first-quarter 2026 net income of $125 million, reflecting a recovery from the fourth quarter of 2025. The O&P-Americas segment drove growth through expanded polyethylene margins resulting from lower feedstock costs and supply-driven price increases. In O&P-EAI, sequential EBITDA growth from higher polymer margins was offset by year-over-year declines due to lower volumes and impairment charges associated with the divestiture of select European olefins and polyolefins assets. The I&D segment saw strengthened propylene oxide and derivatives margins, though oxyfuels results were pressured by lower gasoline cracks, octane premiums, and an outage at the Bayport PO/TBA site. APS experienced seasonal volume growth despite persistent weakness in automotive demand, while the Technology segment declined as moderating global polyolefin capacity additions reduced licensing and catalyst margins. Financially, the company reduced its quarterly dividend in February 2026 and maintains total debt of $12.9 billion. The second-quarter outlook is positive, with anticipated margin expansion in North American exports and European polymer spreads driven by supply dislocations and pricing volatility resulting from disruptions in the Middle East. |
Source: SEC EDGAR filing text and events; period Jul 31, 2026; filed Jul 31, 2026.
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