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 CHF16.52B.
When is Lyondellbasell Industries’s upcoming earnings report date?
Lyondellbasell Industries’s upcoming earnings report date is Jul 31, 2026 which is in 53 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
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Analyst Consensus
Hold
Average Price Target:
CHF62.93 (― Downside)
CHF62.93 (― Downside)
Insider Transactions
Sold Shares
Worth CHF20.7M over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Positive
20 days / 200 days
Momentum
24.97%
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. operates as a chemical company in the United States, Germany, Mexico, Italy, Poland, France, Japan, China, the Netherlands, and internationally. The company operates in six segments: Olefins and Polyolefins Americas; Olefins and Polyolefins Europe, Asia, International; Intermediates and Derivatives; Advanced Polymer Solutions; Refining; and Technology. It produces and markets olefins and co-products; polyolefins; polyethylene products, which consist of high density polyethylene, low density polyethylene, and linear low density polyethylene; and polypropylene (PP) products, such as PP homopolymers and copolymers. The company also produces and sells propylene oxide and its derivatives; oxyfuels and related products; and intermediate chemicals, such as styrene monomers, acetyls, ethylene glycols, and ethylene oxides and derivatives. In addition, it produces and markets compounds and solutions, such as polypropylene compounds, engineered plastics, masterbatches, engineered composites, colors, and powders; and advanced polymers. Further, the company refines crude oil and other crude oils of varied types and sources into gasoline and distillates; develops and licenses chemical and polyolefin process technologies; and manufactures and sells polyolefin catalysts. LyondellBasell Industries N.V. was incorporated in 2009 and is headquartered in Houston, Texas.
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
$62.93
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Options Prices
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