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Jun 30, 2025
LyondellBasell Q2 2025 Earnings Report
LyondellBasell reported a decline in profitability for Q2 2025 amid cyclical pressures, but delivered adjusted earnings supported by cost control and polyethylene demand.
Key Takeaways
LyondellBasell posted $115 million in net income and $0.34 EPS in Q2 2025, down significantly from the prior year. Adjusted results were better, driven by strength in polyethylene and disciplined capital allocation. Revenues fell year over year, reflecting ongoing macroeconomic challenges.
Reported net income of $115 million and EPS of $0.34
Adjusted EPS came in at $0.62, excluding $87 million in identified items
Revenue declined to $7.66 billion from $8.68 billion a year earlier
Returned $536 million to shareholders through dividends and repurchases
Forward Guidance
LyondellBasell expects stronger polyethylene margins in North America and stable conditions in Europe, though oxyfuels margins will remain pressured. The company continues executing its cost and portfolio optimization plans.
Positive Outlook
- Improved North American polyethylene margins expected in Q3
- Seasonal demand and lower feedstock costs support European operations
- Cash Improvement Plan expanded to target $1.1 billion in savings over 2025–2026
- Completion of Channelview turnarounds enables better plant utilization
- Encouraging signs in polyolefin pricing and demand recovery
Challenges Ahead
- Oxyfuels margins expected to remain weak through summer
- Global overcapacity and trade disruptions remain a headwind
- Prolonged cyclical downturn impacts pricing and profitability
- Flex-2 project deferred due to lower capital flexibility
Historical Earnings Impact
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Avg. Return Before/After Earnings
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