| LYB |
Report |
EBITDA (operating) — Q2 2026 |
BEAT |
pred ~$1,900M vs. cons $1,780M (Visible Alpha, 7/29/26) |
MEDIUM |
| LYB |
Report |
O&P Americas EBITDA — Q2 2026 |
BEAT |
pred ~$1,150M vs. cons $1,070M (Visible Alpha, 7/29/26) |
MEDIUM |
| LYB |
Report |
I&D EBITDA — Q2 2026 |
MISS |
pred ~$290M vs. cons $337M (Visible Alpha, 7/29/26) |
MEDIUM |
| LYB |
Guide |
FY 2026 EBITDA (FY 2026) |
UNCHANGED |
guide ~$4.8-5.0B vs. cons $4.998B (Visible Alpha, 7/29/26) |
MEDIUM |
| LYB |
Guide |
Q3 2026 tone / O&P Americas operating rates (Q3 2026) |
LOWER |
guide ~85% utilization and sequential margin decline vs. cons implying ~$1.30B Q3 EBITDA |
MEDIUM |
| LYB |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| LYB |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side cuts Q3 estimates on implied H2 math; consistent with every beat quarter in LYB 8-quarter history producing negative 5-day residuals |
MEDIUM |