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LyondellBasell Industries (LYB) investor relations material
LyondellBasell Industries Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary1 Aug, 2025
Executive summary
Q2 2025 net income was $115M ($202M excluding items), with EBITDA at $606M ($715M excluding items), reflecting margin recovery and operational discipline amid a cyclical downturn.
Cash Improvement Plan targets $600M incremental cash flow in 2025 and $1.1B through 2026, with further cost and CapEx reductions planned.
Strategic actions include the proposed sale of four European assets, exit from refining, and deferral of the Flex-2 project.
Over $500M returned to shareholders in Q2 2025 via dividends and share repurchases, with increased dividends.
Discontinued operations reflect the closure of the Houston refinery, now reported as discontinued.
Financial highlights
Q2 2025 sales and operating revenues were $7.66B, down year-over-year; net income was $115M ($202M excluding items); EBITDA was $606M ($715M excluding items).
Diluted EPS for Q2 2025 was $0.34 ($0.62 excluding items); cash from operations was $351M.
Cash and cash equivalents at June 30, 2025, totaled $1.7B, with total liquidity of $6.4B.
Shareholder returns (dividends and buybacks) exceeded $500M in Q2 2025; $2.1B over the last twelve months.
Net debt to EBITDA (ex. items) was 3.2x; cash conversion rate at 75% for the last 12 months.
Outlook and guidance
2025 CapEx guidance reduced to $1.7B, with 2026 CapEx targeted at $1.4B; sustaining CapEx maintained at ~$1.1B.
Targeting $600M incremental cash flow in 2025 and an additional $200M in 2026.
Q3 2025 operating rates forecast: 85% for O&P Americas, 75% for O&P Europe/Asia/International, 80% for I&D.
North American polyethylene margins expected to improve in Q3 2025; European demand and margins to remain steady.
No further share buybacks planned for 2025–2026; dividend payout to continue at $1.37 per share.
What is driving improved polyethylene margins?
Assess the impact of Flex-2 project deferral.
Detail the European asset sale rationale.
Quantify the impact of Channelview turnarounds.
Expand on the safety of LYB's dividend.
Detail the transition to silica-based catalyst.
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Next LyondellBasell Industries earnings date
Q3 202531 Oct, 2025
Next LyondellBasell Industries earnings date
Q3 202531 Oct, 2025
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Frequently asked questions
LyondellBasell Industries N.V. is a global chemical company engaged in the production of plastics, chemicals, and refining products. Its business segments include olefins and polyolefins, intermediates and derivatives, advanced polymer solutions, and refining. The company serves industries such as packaging, automotive, construction, and healthcare. LyondellBasell Industries N.V. is headquartered in Rotterdam, Netherlands, and its shares are listed on the NYSE.
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