LY

LyondellBasell Industries N.V. stock research

Dec 31, 2025

FY2025 Q4

LyondellBasell Industries N.V. (LYB) Gross Margin — Quarter Ended Dec 31, 2025

Revenue was lower than the prior quarter and the same quarter last year, while cost of revenue was stable compared to the prior quarter and lower than a year ago. As a result, gross profit was lower and gross margin weakened.

Gross margin takeaway

Quarter ended Dec 31, 2025 · FY2025 Q4

Revenue was lower than the prior quarter and the same quarter last year, while cost of revenue was stable compared to the prior quarter and lower than a year ago. As a result, gross profit was lower and gross margin weakened.

  • The primary driver of the margin change was the decline in revenue without a proportional decrease in cost of revenue, which compressed gross profit.
  • Compared to the prior quarter, revenue decreased and cost of revenue was stable, leading to a lower gross profit and a weakened gross margin. Versus the same quarter last year, revenue was lower, cost of revenue was lower, but gross profit decreased more, resulting in a weaker gross margin.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

4.7%

Gross profit

$335.0M

Revenue

$7.1B

Cost of revenue

$6.8B

Quarter-over-quarter change

-7.0 pts

Year-over-year change

-5.6 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2025$7.7B$549.0M$7.1B7.2%
Jun 30, 2025$7.7B$787.0M$6.9B10.3%
Sep 30, 2025$7.7B$906.0M$6.8B11.7%
Dec 31, 2025$7.1B$335.0M$6.8B4.7%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Sep 30, 2025

-7.0 pts

Year-over-year change

Dec 31, 2024

-5.6 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The primary driver of the margin change was the decline in revenue without a proportional decrease in cost of revenue, which compressed gross profit.

Compared to the prior quarter, revenue decreased and cost of revenue was stable, leading to a lower gross profit and a weakened gross margin. Versus the same quarter last year, revenue was lower, cost of revenue was lower, but gross profit decreased more, resulting in a weaker gross margin.

The company's filing discusses the continuation of the current downturn as a factor that could affect its financial results, which may be relevant to monitor for margin trends.