Lyondellbasell Industries (CH:DLY)
NYSE:DLY
DLY Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Strong Cash Generation & ConversionSustained positive free cash flow and >100% EBITDA-to-cash conversion indicate durable internal funding ability. That cash generation supports capex, debt servicing, targeted portfolio moves and shareholder actions even when reported earnings are cyclical, improving resilience over multiple quarters.
Cost‑advantaged North American ProductionA feedstock and location advantage (ethane‑rich North America) positions LYB to serve export deficits and capture spread recovery when global supply is disrupted. This structural cost edge supports longer‑term margin resilience versus competitors reliant on naphtha or other higher‑cost feedstocks.
Portfolio & Structural Cost ReductionsActive portfolio right‑sizing, asset sales and substantial fixed‑cost and headcount reductions materially lower the company’s structural cost base. These changes improve cash flow durability, reduce break‑even levels and increase optionality to refocus capital on higher‑return, low‑cost assets over the medium term.
Bears Say
Elevated LeverageMeaningful leverage combined with recent losses narrows financial flexibility and raises refinancing and covenant risk if the cyclical downturn persists. Higher debt levels constrain capital allocation choices (capex, buybacks, dividends) and increase sensitivity to further margin compression.
Cyclical Earnings & Margin InstabilityThe business remains exposed to volatile commodity cycles: recent large revenue decline and negative gross margins show earnings can swing sharply. That cyclicality undermines predictability of profits and retained earnings, complicating sustained deleveraging and the reliability of dividend or return‑of‑capital programs.
Operational Outages And Reliability RiskUnplanned downtime meaningfully reduces EBITDA and cash flow and can delay project ramps. Recurring reliability issues increase cost volatility and reduce the predictability of production volumes, undermining margin stability and the expected benefits of efficiency and growth investments over the medium term.
LyondellBasell News
DLY FAQ
What was Lyondellbasell Industries’s price range in the past 12 months?
Currently, no data Available
What is Lyondellbasell Industries’s market cap?
Lyondellbasell Industries’s market cap is CHF16.56B.
When is Lyondellbasell Industries’s upcoming earnings report date?
Lyondellbasell Industries’s upcoming earnings report date is Jul 31, 2026 which is in 46 days.
How were Lyondellbasell Industries’s earnings last quarter?
Lyondellbasell Industries released its earnings results on May 01, 2026. The company reported $0.387 earnings per share for the quarter, beating the consensus estimate of $0.222 by $0.165.
Is Lyondellbasell Industries overvalued?
According to Wall Street analysts Lyondellbasell Industries’s price is currently Undervalued.
Does Lyondellbasell Industries pay dividends?
Lyondellbasell Industries does not currently pay dividends.
What is Lyondellbasell Industries’s EPS estimate?
Lyondellbasell Industries’s EPS estimate is 2.51.
How many shares outstanding does Lyondellbasell Industries have?
Currently, no data Available
What happened to Lyondellbasell Industries’s price movement after its last earnings report?
Lyondellbasell Industries reported an EPS of $0.387 in its last earnings report, beating expectations of $0.222. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Lyondellbasell Industries?
Currently, no hedge funds are holding shares in CH:DLY
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
LyondellBasell Stock Smart Score
Outperform
1
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10
Analyst Consensus
Hold
Average Price Target:
CHF64.95 (― Downside)
CHF64.95 (― Downside)
Insider Transactions
Sold Shares
Worth CHF21.0M over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
15.69%
12-Months-Change
Fundamentals
Return on Equity
-7.44%
Trailing 12-Months
Asset Growth
-3.50%
Trailing 12-Months
Company Description
Lyondellbasell Industries
LyondellBasell Industries N.V., established in 2009 and based in Houston, Texas, operates as a prominent global chemical manufacturer with a significant international footprint, including the United States, Germany, Mexico, Italy, Poland, France, Japan, China, and the Netherlands. The company's diverse operations are organized into six distinct segments. Its core business involves the production and marketing of olefins and various polyolefins, such as high, low, and linear low-density polyethylene, along with polypropylene homopolymers and copolymers, for markets spanning the Americas, Europe, and Asia. LyondellBasell also focuses on intermediate chemicals and derivatives, offering products like propylene oxide, oxyfuels, styrene monomers, acetyls, and ethylene-based compounds. Furthermore, the company develops and sells advanced polymer solutions, including polypropylene compounds, engineered plastics, masterbatches, engineered composites, colors, and powders. Its activities extend to refining crude oil into gasoline and distillates, as well as the development and licensing of chemical and polyolefin process technologies, alongside the manufacturing and sale of polyolefin catalysts.
DLY Company Deck
DLY Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial tone: a meaningful sequential EBITDA recovery (to $615M), strong cash/liquidity and cash‑conversion (111%), significant portfolio progress (sale of four European assets), trade working capital and fixed cost reductions, and clear commercial tailwinds from tighter global supply that favor LYB's U.S./European cost advantaged assets. Offsetting negatives include operational outages (Bayport, La Porte) that trimmed Q1 results, softness in technology licensing, a 50% dividend cut to preserve flexibility, and persistent geopolitical/input‑cost risks that could pressure margins or demand in future quarters. On balance, the highlights around improved earnings, cash conversion, portfolio restructuring and market positioning materially outweigh the lowlights, though uncertainty remains from outages and geopolitical risk.View all CH:DLY earnings summariesDLY Stock 12 Month Forecast
Average Price Target
$64.95
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Options Prices
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