Filings monitor · LYB

What LyondellBasell Industries N.V.'s SEC filings said

10-Q for 2026Q3, filed 30 Oct 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Operating Income and Margins64 · importance in its document · 10-Q · 2026Q3
   Operating income decreased $476 million, or 31%, sequentially in the third quarter of 2026, to $1,067 million from $1,543 million in the second quarter. O&P-Americas, O&P-EAI, Technology, and APS operating income declined by $534 million,…
2. Quarterly Earnings Performance63 · importance in its document · 8-K exhibit · 30 Oct 2026
   Third-quarter 2026 net income was $758 million, compared with a net loss of $890 million in the third quarter of 2025 and net income of $559 million in the second quarter of 2026. Diluted EPS was $2.32, versus a loss of $2.77 a year…
3. Portfolio Reshaping (M&A / Divestiture)59 · importance in its document · 8-K exhibit · 30 Oct 2026
   LYB completed the sale of select European O&P assets and associated businesses in May 2026. The release reported a $734 million pretax loss on sale for the nine months ended September 30, 2026, recognized in the O&P-EAI segment. It also…
4. Operating Cash Flow Trends56 · importance in its document · 10-Q · 2026Q3
   Net cash provided by operating activities was $2.199 billion for the nine months ended September 30, 2026. Cash and cash equivalents, including restricted cash, were $3.235 billion at September 30, 2026, compared with $1.801 billion at…
5. Income Tax Rate Changes51 · importance in its document · 10-Q · 2026Q3
   The effective income tax rate for the first nine months of 2026 was 22.1%, compared with negative 13.6% in the first nine months of 2025. The year-over-year increase reflected 2025 non-cash impairments with largely no tax benefit, changes…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 30 Oct 2026

Full report · Filing on EDGAR

• Operating Income and MarginsImportance 64
  Operating income decreased $476 million, or 31%, sequentially in the third quarter of 2026, to $1,067 million from $1,543 million in the second quarter. O&P-Americas, O&P-EAI, Technology, and APS operating income…
• Operating Cash Flow TrendsImportance 56
  Net cash provided by operating activities was $2.199 billion for the nine months ended September 30, 2026. Cash and cash equivalents, including restricted cash, were $3.235 billion at September 30, 2026, compared with…
• Acquisition / Partnership / DivestitureImportance 53
  On May 1, 2026, LyondellBasell completed the sale of selected European olefins and polyolefins assets and related businesses in Berre l’Etang, France; Münchsmünster, Germany; Carrington, United Kingdom; and Tarragona,…
• Income Tax Rate ChangesImportance 51
  The effective income tax rate for the first nine months of 2026 was 22.1%, compared with negative 13.6% in the first nine months of 2025. The year-over-year increase reflected 2025 non-cash impairments with largely no…
• Revenue Performance and MixImportance 48
  Consolidated revenue increased $1,811 million, or 8%, in the first nine months of 2026 year over year, as average sales prices contributed 12% growth, divestiture-related lower volumes reduced revenue 6%, and foreign…
• Guidance and OutlookImportance 48
  Management expects normal seasonal demand patterns and ongoing supply uncertainty in the fourth quarter of 2026. It plans maintenance at a North American polypropylene asset and forecasts operating rates of 85% for…
• Capital ExpendituresImportance 46
  Capital expenditures totaled $842 million in the first nine months of 2026, down from $1,428 million in the corresponding 2025 period. Approximately 65% of both periods’ spending supported sustaining maintenance,…
• Automotive Demand WeaknessImportance 46 · +2 more on this subject
  The filing describes weaker demand in the global automotive industry, which contributed to a $782 million APS impairment charge in the third quarter of 2025. In the third quarter of 2026, weaker automotive demand…
• Liquidity and Debt PositionImportance 44
  At September 30, 2026, LyondellBasell held $3,227 million in cash and cash equivalents, including $1,406 million outside the United States, primarily in the European Union and United Kingdom. Total debt, including…
• Middle East Supply DisruptionsImportance 38
  Management says Middle East conflict-related supply disruptions constrained industry supply and affected pricing and margins in the first nine months of 2026. It expects conditions in the Middle East to remain fluid…
• Share Repurchase ProgramImportance 34 · +1 more on this subject
  Shareholders approved a May 2026 authorization to repurchase up to 34.0 million ordinary shares through November 22, 2027, superseding prior authorizations. No shares were repurchased during the nine months ended…
• Impairment ChargesImportance 34
  LyondellBasell recorded $89 million of impairment charges in the first nine months of 2026, including $74 million in the second quarter for a Houston plastic waste sorting facility in O&P-Americas. The company cited…

Capital spending check: Capital spending cut sharply (Flagged, rule score 50).

8-K filings last 12 months

• Results, no stated guidance change30 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Quarterly Earnings Performance · Portfolio Reshaping (M&A / Divestiture) · Margin Drivers
• Results (release not read)31 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• New debt29 May 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
• Management change (filing not read)22 May 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)1 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)30 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.