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LYLYB

LyondellBasell Industries N.V.

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBacked by solid revenue growth
$LYB·$20B·Chemicals - Specialty·Basic Materials
$61.91-3.6%YTD+47.4%1Y+17.5%
Price updated 43m ago·X counts updated 5d ago
LYLYB
$LYBLyondellBasell Industries N.V.
$61.91-3.64%100 posts1.4×
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.

100X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.4×
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, louder than 96% of tracked names.

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 numbersWinding up for a moveAI verdict · as of 2026-09-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

LyondellBasell riding the chemicals-cycle recovery — a real bidder in the Shell US chemicals auction, cheap on FCF.

LyondellBasell Industries is a global chemicals major — polyethylene, polypropylene, propylene oxide, refining, and licensed technology. The story is a specialty-chemicals cycle recovery with a specific M&A optionality on top.

  • The operating side has legitimately re-accelerated: Q2 revenue grew 19.8% YoY (Q1 was down 6.3% off the trough), TTM operating margin is 3.2%, TTM FCF yield is 21% (unusually high for a chemicals name), and last two EPS prints beat consensus by 25-75% ($4.30 vs $3.44, $0.49 vs $0.28).
  • The strategic optionality is dated and specific: LYB is among the bidders for Shell's US chemicals business valued up to $8B (alongside XOM, Apollo, and Kuwait Petroleum) — a real bolt-on opportunity that would materially expand the polyolefin footprint if won at reasonable multiples.
  • The tape is coiled: shares are up 47% YTD and 23% over the past year, sit at the 54th percentile of the 52-week range, and 5% above both the 50-day and 200-day averages — Sequoia Financial and Integrated Wealth Concepts both added positions Sept 17, and the ex-div dynamic supports the dividend-focused holder base.

Oct 30 earnings extends the coil if Q3 EPS beats $2.72 consensus and any specific commentary on the Shell chemicals bid or FY guide clarifies. What actually invalidates is either a chemicals-cycle rollover (feedstock cost spike, Chinese demand miss), a Shell auction win at a very high multiple that dilutes, or a specific downstream refining issue — the fundamentals support the reversal; the tape needs the print or the M&A resolution to trigger.

Agrees with X sentimentThe X bullish read on the chemicals-cycle-low plus M&A optionality plus 'let-it-ride' framing is fair — the fundamentals (75% Q1 beat, 21% FCF yield, Shell bid participation) do back the compounder plus-optionality thesis.

What to watch: Q3 earnings Oct 30 and any Shell US chemicals bid resolution — chemicals-cycle rollover, Shell win at high multiple, or downstream refining issue invalidates.

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

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

PFAS litigation resolution at Chemours/DuPont/Corteva removes a key balance-sheet overhang for the specialty chemicals sector; semiconductor materials remain a structural volume growth driver while battery materials face ongoing price pressure.

What this means for $LYB

Neutral — polypropylene and polyethylene production is tied to packaging and automotive end-markets; limited direct semiconductor materials or PFAS exposure; margin tied to olefin spread vs commodity chemical peers.

Industry benchmark

16-name peer basket
+32.0%YTD
+16.7%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 $2.72

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$33.0B$30.0B – $36.4B$9.33$8.62 – $10.0311
FY27$31.2B$25.5B – $34.0B$6.50$5.00 – $8.8211
FY28$32.1B$27.8B – $36.2B$7.05$5.62 – $8.3112

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.2.1×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.48%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.-0.8%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.+1.0%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 today3.0% 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
+ 28 other (15 inkinds · 13 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
+ 13 other (3 13Gs · 3 proxys · 2 10-Qs · 1 earnings 8-K) in window

Recent news

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

Sequoia Financial Advisors LLC Purchases 10,837 Shares of LyondellBasell Industries N.V. $LYBdefenseworld.net·2d agoIntegrated Wealth Concepts LLC Purchases 14,665 Shares of LyondellBasell Industries N.V. $LYBdefenseworld.net·2d ago3 of the Most Resilient High-Yield Dividend Stocks in the Chemical Sector: A Safety Deep Dive247wallst.com·6d agoLyondellBasell: The Market Ignores A Massive Earnings Recoveryseekingalpha.com·17d agoBank of New York Mellon Corp Has $86.17 Million Stock Position in LyondellBasell Industries N.V. $LYBdefenseworld.net·24d 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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