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LYLYB

LyondellBasell Industries N.V.

Strong FundamentalsStrong FundamentalsRevenue growing 20% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (95 mentions/wk)
$LYB·$19B·Chemicals - Specialty·Basic Materials
$57.95-0.5%YTD+33.7%1Y+18.7%
Price updated 11m ago·X counts updated 2d ago
LYLYB
$LYBLyondellBasell Industries N.V.
$57.95-0.55%95 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LYB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

95X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $LYB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-27

LyondellBasell sentiment is confidently bullish. Users celebrate LYB as one of the chemical-40W-cycle-low leaders (with CE), 'been wanting to own LYB — today's the day long under $62', LYB putting some shares 'into let it ride' price over all major MAs, and LYB among the bidders for Shell's US chemicals business valued up to $8B (with XOM/APO/Kuwait Petroleum). One bull sold a slice of trade shares for ~10% profit and stock went ex-div today $0.69. Skepticism is essentially absent from the sample; the modal stance is 'chemicals cycle low + M&A optionality + let-it-ride'.

Read what X is saying about $LYB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LYB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-28

The move has stalled — likely just drifts unless something new shows up.

LyondellBasell is bidding for Shell's $8B US chemicals business — a chemicals-cycle low that just added real M&A optionality.

LyondellBasell Industries is one of the world's largest plastics-and-chemicals producers — a cyclical business now trying to accelerate consolidation while margins bottom. The stock is up 33% YTD as bulls play the chemicals-cycle bottom plus M&A optionality.

  • The revenue is finally reaccelerating: Q2 revenue grew 20% YoY to $9.18B at 17% operating margin — a real cyclical turn off the 2025 trough of negative operating margins.
  • The Shell US chemicals bid is the M&A angle: LYB is among the bidders (with XOM, APO, Kuwait Petroleum) for Shell's US chemicals business valued up to $8B — a scale-adding transaction that would materially reshape the North American chemicals landscape.
  • The 21% free-cash-flow yield is exceptional: a business at a cyclical bottom returning this much cash to shareholders (buybacks plus dividend) is the specific value case even without the M&A angle.

Q3 earnings on Oct 30 is the reset — a beat plus fresh guidance on the Shell bid restarts the story; a soft margin print or a walk-back on the Shell bid and the tape stays range-bound despite the value framing.

Agrees with X sentimentX bulls call LYB a chemicals-cycle-low leader with M&A optionality (the Shell US chemicals bid) — every one is real. Clean agreement; the ex-dividend and 'let it ride' framing captures where the fundamentals are.

What to watch: Q3 earnings on Oct 30 — a beat plus fresh guidance on the Shell bid restarts the story; a soft margin print or a walk-back on the Shell bid and the tape stays range-bound.

On the calendar: 2026-10-30 — Q3 earnings

shell us chemicals bidcycle bottomhigh fcf yield

Read the AI verdict on $LYB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global polyolefin chemical manufacturer producing polypropylene, polyethylene, and compounds used in packaging, automotive, and consumer goods.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals - Specialty sits in its cycle right now — and what that implies for $LYB.

Chemicals - Specialty · Basic Materials

No material change from last week — PFAS litigation resolution at Chemours remains the balance-sheet de-risking event.

What this means for $LYB

Neutral — Global polyolefin chemical manufacturer producing polypropylene, polyethylene, and compounds used in packaging, automotive, and consumer goods.

Industry benchmark

16-name peer basket
+28.2%YTD
+15.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-53.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
20.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-3.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
13.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$4.30$3.44+25.0%
Q1 2026May 1, 2026$0.49$0.28+74.6%
Q4 2025Jan 30, 2026$-0.26$0.11-333.6%
Q3 2025Oct 31, 2025$1.01$0.81+24.5%
Next earningsFri, Oct 30·consensus EPS $2.65

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$9.2B+19.8%22.2%16.8%$1.72$1.0B
Q1 FY26$7.2B-6.3%9.7%3.3%$0.38$-538.0M
Q4 FY25$7.1B-25.3%6.5%-0.6%$-0.45$2.9B
Q3 FY25$7.7B-10.2%11.7%-9.5%$-2.77$577.0M

Forward consensus

3-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$33.1B$30.2B – $36.7B$9.20$8.55 – $9.9412
FY27$31.4B$25.9B – $34.5B$6.16$4.88 – $8.2612
FY28$32.3B$28.0B – $36.4B$6.81$5.74 – $7.3713

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-5.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 257.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.355-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 13Jeffrey A KaplanEVP, Chief PC, Leg & Corp Ofc10.0K sh$742K
+ 24 other (13 inkinds · 11 awards) in window

See when $LYB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementMay 298-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 8.01: Other event
+ 12 other (3 proxys · 2 13Gs · 2 10-Qs · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

QRG Capital Management Inc. Sells 51,372 Shares of LyondellBasell Industries N.V. $LYBdefenseworld.net·2d agoState Street Corp Has $775.79 Million Stock Holdings in LyondellBasell Industries N.V. $LYBdefenseworld.net·6d agoThese 6 High-Yield Dividends May Be Too Good to Be True247wallst.com·6d agoNewEdge Advisors LLC Acquires 8,581 Shares of LyondellBasell Industries N.V. $LYBdefenseworld.net·11d agoSequoia Financial Advisors LLC Purchases 10,837 Shares of LyondellBasell Industries N.V. $LYBdefenseworld.net·13d ago

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Voices on X · last 7 days

No standout posts about $LYB on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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