LyondellBasell Industries N.V. (LYB) earnings on July 31, 2026
More LyondellBasell Industries N.V. earnings
Prior outlook: Pessimistic Outcome: Missed
LyondellBasell's quarterly profit and sales beat estimates, despite a warning about possible market swings from Middle East tensions. The stock climbed strongly, ending up nearly 4%.
LYB price around the earnings
62.08
Change: +2.7%
2026-07-31, 20:00 UTC
End of the measured window
60.16
61.13
62.11
63.08
60.44
July 31, 2026
- Price: green if it ends above the starting price; red if it ends below
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Missed
- Thesis published
- Results released
Weak past earnings and negative growth forecasts contradict strong technical trend strength and recent price bounce.
Context analyzed before publication
- Trend
- Strong technical bounce into the event, but then a significant trajectory collapse on the event day.
Analysts
Evidence
- Analyst consensus
- Hold
- Consensus average (1-5)
- 2.78
- Analysts covering the stock
- 17
- Average price target
- 66.71
- Lowest price target
- 48
- Highest price target
- 95
- Upside to price target
- 10.4%
- Quarterly earnings growth
- -29.7%
- Revenue growth
- -6.3%
- Forward EPS
- 6.47
- Trailing EPS
- -2.12
- Analyst moves in the last 60 days
- 7
- Strong buy: 3
- Buy: 3
- Hold: 9
- Sell: 2
- Strong sell: 1
- Strong buy
- 3
- Buy
- 3
- Hold
- 9
- Sell
- 2
- Strong sell
- 1
- July 20, 2026 · Morgan Stanley: Maintains rating (Overweight → Overweight)
- July 6, 2026 · BMO Capital: Maintains rating (Market Perform → Market Perform)
- July 2, 2026 · Alembic Global: Maintains rating (Overweight → Overweight)
- July 1, 2026 · Mizuho: Maintains rating (Neutral → Neutral)
- June 30, 2026 · B of A Securities: Maintains rating (Underperform → Underperform)
- June 24, 2026 · Citigroup: Maintains rating (Buy → Buy)
- June 5, 2026 · UBS: Maintains rating (Neutral → Neutral)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (3)
- Morgan Stanley Maintains Overweight on LyondellBasell Industries, Lowers Price Target to $72 (opens in a new tab) — Benzinga
- BMO Capital Maintains Market Perform on LyondellBasell Industries, Lowers Price Target to $64 (opens in a new tab) — Benzinga
- Mizuho Maintains Neutral on LyondellBasell Industries, Lowers Price Target to $62 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 60.45
- Average true range (ATR)
- 3.6%
- Distance to 52-week high
- -25.9%
- 14-day change (14d)
- +4.6%
- 30-day change (30d)
- +14.8%
- 30-day relative strength
- +15.4%
- SPY change (30d)
- -0.7%
- Nearest support
- 59.77
- Distance to nearest support
- 1.1%
- Nearest resistance
- 60.64
- Distance to nearest resistance
- 0.3%
- Volume accumulation ratio (14d / 46d)
- 0.97
- Mid: 59.77 (1.1% away, 0.31 ATR, 17 touches)
- Major: 59.3 (1.9% away, 0.53 ATR, 21 touches)
- Mid: 58.55 (3.1% away, 0.88 ATR, 19 touches)
- Mid: 60.64 (0.3% away, 0.09 ATR, 16 touches)
- Mid: 61.26 (1.3% away, 0.37 ATR, 13 touches)
- Mid: 62.14 (2.8% away, 0.78 ATR, 10 touches)
Trends
Evidence
- Average earnings surprise
- -30.9%
- May 1, 2026: actual EPS 0.49 vs estimate 0.28 (surprise +76.1%)
- January 30, 2026: actual EPS -0.26 vs estimate 0.25 (surprise -204.9%)
- October 31, 2025: actual EPS 1.01 vs estimate 0.8 (surprise +25.9%)
- August 1, 2025: actual EPS 0.62 vs estimate 0.78 (surprise -20.8%)
Expected move
- Implied move
- +2.5%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 1.5%
- 75th percentile move
- 3%
- 90th percentile move
- 4%
- Up / down moves
- 9 / 11
- Average up move
- +1.5%
- Average down move
- -2.5%
Monitoring and close
What LyondellBasell Industries N.V. reported
- Status
- Finished
| Actual EPS | 4.3 |
|---|---|
| EPS estimate | 3.41 |
| EPS surprise | +26.1% |
| Revenue | $9,177 million |
| Revenue estimate | $9,145 million |
| Revenue surprise | +0.3% |
LyondellBasell beat Q2 expectations with adjusted earnings of $4.30 per share. Market recovery boosted margins and results, but Middle East turmoil keeps volatility.
Sources (7)
- LYB Q2 Earnings & Sales Beat as Market Recovery Boosts Margins (opens in a new tab) — Zacks
- LyondellBasell (LYB) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (opens in a new tab) — Zacks
- LyondellBasell Warns Middle East Turmoil Could Keep Petrochemical Markets Volatile Into 2027 (opens in a new tab) — Benzinga
- LyondellBasell (LYB) Q2 Earnings and Revenues Surpass Estimates (opens in a new tab) — Zacks
- LyondellBasell beat expectations with adjusted EPS of $4.30 vs $3.41 estimate, and revenue of $9.177B vs $9.145B expected. — Benzinga
- LyondellBasell Industries Q2 Adj. EPS $4.30 Beats $3.41 Estimate, Sales $9.177B Beat $9.145B Estimate (opens in a new tab) — Benzinga
- LyondellBasell reports second quarter 2026 earnings (opens in a new tab) — Yahoo
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating +1.9% pre-market, a move in line with the stock's usual reaction (about 2%). The figures don't confirm the prior scenario: the comparable cases aren't consistent enough.
How the stock reacted
- Outcome
- Missed
- Consolidated
- +2.7%
- Max favorable move (MFE)
- 0.5%
- Max adverse move (MAE)
- 4.2%