LyondellBasell Industries (NYSE:LYB) Reports Mixed Q2 2025 Results with Revenue Beat but EPS Miss

LyondellBasell Industries NV (NYSE:LYB) reported mixed second-quarter 2025 results, with revenue exceeding analyst expectations but earnings per share (EPS) falling short. The market reaction has been muted but slightly negative, reflecting investor caution amid the earnings miss.

Key Earnings Highlights

• Revenue: The company posted Q2 2025 revenue of $7.66 billion, slightly above the consensus estimate of $7.60 billion.
• EPS: Reported diluted EPS came in at $0.62, missing the analyst forecast of $0.81.
• Net Income: The company reported net income of $115 million, or $202 million excluding identified items, indicating some one-time impacts affecting profitability.

Market Reaction

Following the earnings release, LyondellBasell’s stock saw a pre-market decline of ~0.22%, extending a broader downtrend over recent weeks. The stock has fallen ~4.56% over the past week and ~7.48% over the past month, suggesting persistent investor skepticism ahead of the earnings report.

Forward-Looking Estimates

Analysts currently expect:

• Q3 2025 Revenue: $7.81 billion (estimated)
• Full-Year 2025 Revenue: $30.55 billion (estimated)
• Q3 2025 EPS: $1.21 (estimated)

The lack of a formal outlook in the press release means investors are relying on these analyst projections to gauge future performance. The weaker-than-expected Q2 EPS may raise concerns about whether LyondellBasell can meet full-year earnings targets.

Press Release Summary

The earnings announcement highlighted operational performance but did not provide forward guidance. Key takeaways include:

• Continued execution in core segments (Olefins & Polyolefins, Intermediates & Derivatives).
• No major disruptions reported, suggesting stable production.
• Identified items impacted net income, though the company did not specify their nature.

For a deeper dive into LyondellBasell’s earnings history and future estimates, review the full earnings and estimates breakdown.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research before making any financial decisions.