Equity Profile

LYB

LyondellBasell Industries N.V.

MaterialsCommodity Chemicals$21.5B

Jul31Fri

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

LyondellBasell Industries N.V. (LYB) is a major player in the materials sector, specifically in commodity chemicals....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and financial health.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

LYB Q2-2026 Earnings Preview

Context

Company Snapshot

LyondellBasell Industries N.V. (LYB) is a major player in the materials sector, specifically in commodity chemicals. The company produces a variety of chemical products that are essential for manufacturing plastics and other materials, making it a key component in the supply chain for various industries.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-28.52%

Avg Stock Reaction

-1.36%

Last Quarter Recap

In Q1 2026, LyondellBasell reported an EPS of $0.49, significantly beating expectations of $0.30. This positive surprise followed a disappointing Q4 2025, where the company reported a loss.

Management Promises & Guidance

Focus on cost management to improve margins.
Commitment to enhancing operational efficiency.
Plans to explore new markets for growth.

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of LyondellBasell's Q2 earnings, particularly after a strong performance in Q1. However, concerns linger about the sustainability of this momentum given the volatile commodity markets.

Bull Case

If LyondellBasell can continue to leverage cost efficiencies and expand its market share, it could see significant revenue growth and improved margins.

Bear Case

On the other hand, if the company fails to maintain its earnings momentum or faces rising raw material costs, it could disappoint investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2 2026?

EPS is a key measure of profitability, and a strong performance could reassure investors after recent volatility.

How is LyondellBasell managing rising raw material costs?

Given the current economic climate, effective cost management will be crucial for maintaining margins.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of LyondellBasell's cost management strategies, which could lead to better-than-expected margins.

Supporting Evidence

The company has a history of surprising on the upside, as seen in Q1 2026.

Options pricing suggests a significant move, indicating that investors are bracing for volatility.

Recent insider buying could signal confidence in the company's future performance.

Key Risk

If the EPS exceeds $0.70, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether LyondellBasell can sustain its recent earnings momentum amid rising costs and market volatility.

Bull Confirmed If

Achieving an EPS of $0.70 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $0.30 would validate the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±20.21%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant potential move, indicating heightened uncertainty around the earnings report.

Options are pricing ±20.5% while LYB has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

50.2%

Calls (499K)P/C Ratio: 0.02Puts (46K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If LyondellBasell beats expectations, history suggests the stock could rise by around 2.7%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors assess management's commentary.

Miss

A disappointing earnings report could lead to a decline of approximately 2.4%, reflecting investor concerns.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on cost management strategies and their effectiveness.
2Any guidance on future revenue growth expectations.
3Details on market conditions affecting commodity prices.
4Insights into operational efficiency improvements.
5Management's outlook on the competitive landscape.

See the full picture

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Company Snapshot

LyondellBasell Industries N.V. (LYB) is a major player in the materials sector, specifically in commodity chemicals....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and financial health.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

LYB Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-28.52%

Avg Stock Reaction

-1.36%

Last Quarter Recap

In Q1 2026, LyondellBasell reported an EPS of $0.49, significantly beating expectations of $0.30. This positive surprise followed a disappointing Q4 2025, where the company reported a loss.

Management Promises & Guidance

Focus on cost management to improve margins.
Commitment to enhancing operational efficiency.
Plans to explore new markets for growth.

Expectations

Wall Street Expectations

Bull Case

If LyondellBasell can continue to leverage cost efficiencies and expand its market share, it could see significant revenue growth and improved margins.

Bear Case

On the other hand, if the company fails to maintain its earnings momentum or faces rising raw material costs, it could disappoint investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2 2026?

EPS is a key measure of profitability, and a strong performance could reassure investors after recent volatility.

How is LyondellBasell managing rising raw material costs?

Given the current economic climate, effective cost management will be crucial for maintaining margins.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of LyondellBasell's cost management strategies, which could lead to better-than-expected margins.

Supporting Evidence

The company has a history of surprising on the upside, as seen in Q1 2026.

Options pricing suggests a significant move, indicating that investors are bracing for volatility.

Recent insider buying could signal confidence in the company's future performance.

Key Risk

If the EPS exceeds $0.70, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether LyondellBasell can sustain its recent earnings momentum amid rising costs and market volatility.

Bull Confirmed If

Achieving an EPS of $0.70 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $0.30 would validate the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±20.21%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant potential move, indicating heightened uncertainty around the earnings report.

Options are pricing ±20.5% while LYB has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

50.2%

Calls (499K)P/C Ratio: 0.02Puts (46K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If LyondellBasell beats expectations, history suggests the stock could rise by around 2.7%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors assess management's commentary.

Miss

A disappointing earnings report could lead to a decline of approximately 2.4%, reflecting investor concerns.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on cost management strategies and their effectiveness.
2Any guidance on future revenue growth expectations.
3Details on market conditions affecting commodity prices.
4Insights into operational efficiency improvements.
5Management's outlook on the competitive landscape.