LyondellBasell reports lower Q4 revenue

LyondellBasell Industries

30/01/2026 11:40

Overview

Chemical producer's Q4 revenue declined amid challenging market conditions

Adjusted EPS for Q4 missed analyst expectations

Company exceeded 2025 Cash Improvement Plan target by $200 mln

Outlook

LyondellBasell plans to operate Olefins & Polyolefins Americas assets at 85% in Q1

Company increases Cash Improvement Plan target to $1.3 bln by end of 2026

LyondellBasell expects improved demand in Europe as Q1 unfolds

Result Drivers

HIGHER FEEDSTOCK COSTS - Margins declined due to higher costs for NGL feedstocks and natural gas, along with increased maintenance activities and lower seasonal demand

CASH IMPROVEMENT PLAN - Exceeded 2025 target by $200 mln, achieving $800 mln, above the initial $600 mln goal

OPERATIONAL EXCELLENCE - Focused on operational excellence and safety performance amid challenging conditions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales and other operating revenues
$7.09 bln
Q4 Adjusted EPS
Miss
-$0.26
$0.13 (15 Analysts)
Q4 EPS
-$0.45


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 15 "hold" and 5 "sell" or "strong sell"

The average consensus recommendation for the commodity chemicals peer group is "buy."

Wall Street's median 12-month price target for LyondellBasell Industries NV is $48.50, about 2.9% below its January 29 closing price of $49.95

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX6xz8hY

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)