LYBLyondellBasell Industries N.V.
Industrial Organic Chemicals
- Revenue
- $30.2B
- 9.7% YoY
- Operating margin
- -1.4%
- 124% YoY
- EBITDA
- $970M
- 72% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.7×
- $2.7B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear87% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear2% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $46.2B | $50.5B | $33.3B | $33.4B | $30.2B | 9.7% |
| Operating income | $6.8B | $5.1B | $2.7B | $1.9B | −$420M | 122% |
| Net income | $5.6B | $3.9B | $2.1B | $1.4B | −$738M | 154% |
| Operating cash flow | $7.7B | $6.1B | $4.9B | $3.8B | $2.3B | 41% |
| Capex | $2.0B | $1.9B | $1.5B | $1.8B | $1.9B | 2.1% |
| Stock-based comp | $66M | $70M | $91M | $91M | $91M | 0.0% |
| Buybacks | $463M | $420M | $211M | $195M | $201M | 3.1% |
| Dividends | $1.5B | $3.2B | $1.6B | $1.7B | $1.8B | 2.6% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 66 | 122 |
| FY2024 | — | — | 104 | 124 |
| FY2023 | — | — | 126 | 124 |
| FY2022 | — | — | 104 | 112 |
| FY2021 | — | — | 105 | 126 |