Margin Expansion Driven by Supply Constraints
Revenues increased 19.8% YoY to $9.177B in Q2 FY2026, primarily due to higher average selling prices resulting from global chemical supply constraints extended by the conflict in the Middle East.
LyondellBasell Industries N.V. is expected to release its Q3 2026 10-Q filing on October 29, 2026, before market open. Last quarter: LyondellBasell Industries N.V. (LYB) reported strong financial results in Q2 FY2026 with revenue rising 19.8% YoY to $9.18B and operating income jumping 441.4% YoY to $1.54B, driven by margin expansion amid Middle East supply constraints, despite absorbing a $734M pre-tax loss on European asset divestitures.
EPS Estimate
$3.65
Revenue Estimate
$9.57B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the LYB page.
Drawn from management commentary in the Q2 2026 10-Q:
Revenues increased 19.8% YoY to $9.177B in Q2 FY2026, primarily due to higher average selling prices resulting from global chemical supply constraints extended by the conflict in the Middle East.
During Q2 FY2026, LYB completed the divestiture of select European olefins and polyolefins assets, recognizing a pre-tax loss of $734M and making a cash contribution of $310M to the divested group.
O&P-Americas EBITDA surged 262% sequentially to $1.183B on 70-80% ethane feedstock cracking, while O&P-EAI EBITDA dropped to -$432M due to the $734M European divestiture loss.
Revenue
$9.18B
+19.84% YoY
EPS (Diluted)
$1.71
+402.94% YoY
Operating Income
$1.54B
+441.40% YoY
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