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Compared to Estimates, LyondellBasell (LYB) Q3 Earnings: A Look at Key Metrics

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For the quarter ended September 2026, LyondellBasell (LYB - Free Report) reported revenue of $8.5 billion, up 10% over the same period last year. EPS came in at $2.54, compared to $1.01 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $8.47 billion, representing a surprise of +0.3%. The company delivered an EPS surprise of -6.96%, with the consensus EPS estimate being $2.73.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how LyondellBasell performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Sales and other operating revenues- Advanced Polymer Solutions: $935 million versus the four-analyst average estimate of $917.08 million. The reported number represents a year-over-year change of +7.5%.
  • Sales and other operating revenues- Olefins and Polyolefins- Americas: $3.18 billion versus $3.01 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +22% change.
  • Sales and other operating revenues- Other, including intersegment eliminations: $-889 million versus the four-analyst average estimate of $-941.17 million. The reported number represents a year-over-year change of +12%.
  • Sales and other operating revenues- Intermediates & Derivatives: $2.98 billion versus the four-analyst average estimate of $3.08 billion. The reported number represents a year-over-year change of +27.3%.
  • Sales and other operating revenues- Technology: $114 million versus $112.82 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -0.9% change.
  • Sales and other operating revenues- Olefins and Polyolefins- Europe, Asia, International: $2.18 billion versus $1.9 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -15.9% change.
  • EBITDA- Olefins & Polyolefins- Americas: $641 million compared to the $703.23 million average estimate based on four analysts.
  • EBITDA- Olefins & Polyolefins- Europe, Asia, International: $26 million versus $88.47 million estimated by four analysts on average.
  • EBITDA- Advanced Polymer Solutions: $37 million compared to the $63.45 million average estimate based on four analysts.
  • EBITDA- Technology: $29 million versus the four-analyst average estimate of $38.11 million.
  • EBITDA- Intermediates & Derivatives: $720 million compared to the $636.4 million average estimate based on four analysts.
  • EBITDA- Other, including intersegment eliminations: $-11 million versus the three-analyst average estimate of $-8.33 million.

View all Key Company Metrics for LyondellBasell here>>>

Shares of LyondellBasell have returned +13.1% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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