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Sep 30, 2024

LyondellBasell Q3 2024 Earnings Report

LyondellBasell reported earnings for Q3 2024.

Key Takeaways

LyondellBasell reported a net income of $573 million, or $1.75 per diluted share, for the third quarter of 2024. The company's EBITDA was $1.2 billion. Strong North American operations capitalized on favorable ethylene margins, while progress was made towards building a profitable Circular and Low Carbon Solutions business.

Net income was $573 million, or $1.75 per diluted share.

EBITDA reached $1.2 billion.

Cash from operating activities totaled $670 million.

Returned $479 million to shareholders through dividends and share repurchases.

Total Revenue
$10.3B
Previous year: $10.6B
-2.9%
EPS
$1.88
Previous year: $2.46
-23.6%
Gross Profit
$1.24B
Previous year: $1.45B
-14.2%
Cash and Equivalents
$2.6B
Previous year: $2.84B
-8.6%
Free Cash Flow
$302M
Previous year: $1.7B
-82.2%
Total Assets
$37.3B
Previous year: $36.9B
+1.1%

LyondellBasell

LyondellBasell

Forward Guidance

In the fourth quarter, the company expects year-end seasonality to result in softer demand across most businesses. Sequentially higher natural gas and ethane feedstock costs are expected to moderate North American integrated polyolefins margins during the fourth quarter. Oxyfuels and refining margins are expected to continue to decline with low gasoline crack spreads and the conclusion of the summer driving season.

Positive Outlook

  • Easing interest rates are expected to improve demand for durable goods during 2025, benefiting the company's polypropylene and I&D businesses.

Challenges Ahead

  • Year-end seasonality is expected to result in softer demand across most businesses.
  • Sequentially higher natural gas and ethane feedstock costs are expected to moderate North American integrated polyolefins margins during the fourth quarter.
  • Oxyfuels and refining margins are expected to continue to decline with low gasoline crack spreads and the conclusion of the summer driving season.