| LYB |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.58B vs. cons $1.42B |
MEDIUM |
| LYB |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.30 vs. cons $2.05 |
MEDIUM |
| LYB |
Report |
O&P-Americas EBITDA |
BEAT |
pred ~$1.17B vs. cons $1.01B |
MEDIUM |
| LYB |
Guide |
O&P-Americas utilization / polymer-margin outlook |
BETTER |
guide ~90% vs. cons 87% (3Q26) |
MEDIUM |
| LYB |
Guide |
I&D operating rate following Bayport restart |
BETTER |
guide ~90% vs. cons 83% (3Q26) |
MEDIUM |
| LYB |
Guide |
PE price retention |
BETTER |
guide ~$0.45/lb vs. cons $0.35/lb (3Q26) |
LOW |
| LYB |
Guide |
Cash-improvement program |
UNCHANGED |
guide ~$500M vs. cons $500M (FY26) |
MEDIUM |
| LYB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| LYB |
Return |
5-day cumulative residual |
+8.0% (FOLLOW-THROUGH) |
pred ~+$0.25 adjusted EPS versus cons $2.05 and ~+$0.16B EBITDA versus cons $1.42B should be reinforced by higher 3Q utilization and Bayport-restart math, pulling 2H26 and FY27 estimates upward rather than leaving the beat as a one-quarter price spike. |
MEDIUM |