LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands)
Acerca de LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) Descripción general de la empresa de Wikipedia
LyondellBasell Industries N.V. is an American multinational chemical company, incorporated in the Netherlands with U.S. operations headquartered in Houston, Texas and offices in London, UK. The company is the largest licensor of polyethylene and polypropylene technologies. It also produces ethylene, propylene, polyolefins, and oxyfuels.
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LyondellBasell Industries N.V. is an American multinational chemical company, incorporated in the Netherlands with U.S. operations headquartered in Houston, Texas and offices in London, UK. The company is the largest licensor of polyethylene and polypropylene technologies. It also produces ethylene, propylene, polyolefins, and oxyfuels.
LyondellBasell was formed in December 2007 by the acquisition of Lyondell Chemical Company by Basell Polyolefins for $12.7 billion. As of 2016, Lyondell was the third largest independent chemical manufacturer in the United States.
LyondellBasell's global headquarters is located in Williams Tower in Houston, Texas.
History
Early history
Since its establishment in 1985 from facilities belonging to the Atlantic Richfield Company (ARCO), the company grew through stock swaps with Occidental Chemicals and Millennium Chemicals in 1997, which formed Equistar Chemicals of which each entity were partners. Lyondell purchased the outstanding shares from each of its partners to gain total control of Equistar which is a wholly owned subsidiary of Lyondell. Lyondell bought ARCO Chemical in 1998 for $5.6 billion including ARCO's entire 82.2% ownership stake.
In 2004, Lyondell purchased Millennium Chemicals in a stock-swap deal valued at $2.3 billion. In August 2006, Lyondell acquired Citgo's interest in the Lyondell-Citgo Refinery for $2.1 billion, and renamed the facility Houston Refining. Chemical maker Basell Polyolefins purchased Lyondell in December 2007, creating the new company LyondellBasell Industries AF S.C.A., one of the largest chemical companies in the world at that time. It was owned by Access Industries, a privately held, U.S.-based industrial group. LyondellBasell is the third largest independent chemical manufacturer in the world and is headquartered in Houston and Rotterdam.
Expansion
LyondellBasell's United States operations filed for Chapter 11 bankruptcy protection in January 2009, and emerged from bankruptcy in April 2010. Its former parent company, LyondellBasell Industries AF S.C.A. was replaced by LyondellBasell Industries N.V. It was listed on the New York Stock Exchange on October 14, 2010.
In 2012, 1 Houston Center, the building housing LyondellBasell's Houston headquarters since 1986, was renamed LyondellBasell Tower. In 2014, LyondellBasell announced that it was installing two large cracking furnaces at its Channelview plant, and the following year the company announced it would double production capacity at the Bayport Underwood plant. LyondellBasell acquired the compounding assets of Zylog Plastalloys, an India-based company, in November 2015. The acquisition made LyondellBasell the third largest poly (propylene) materials producer in India.
In June 2016, LyondellBasell announced a factory in Northern China. It was the third facility for LyondellBasell to open in China, following Guangzhou and Suzhou. In September 2016, LyondellBasell announced that it would build a $700 million polyethylene plant at the La Porte manufacturing complex on the Houston Ship Channel that would produce 1.1 billion pounds of polyethylene annually. The company started construction on a La Porte plant in May 2017. The company completed an expansion of its Corpus Christi ethylene plant in January 2017. The plant's capacity was increased by 50 percent to produce 2.5 billion pounds annually. That same year, Hurricane Harvey hit the United States and affected the company's Texas Gulf Coast operations. The Houston Ship Channel was temporarily closed, which prevented crude tankers from reaching refineries. The La Porte facility was damaged but came back online in late October. In December 2017, LyondellBasell partnered with Suez, a French water and waste management company, in the first joint venture between a major plastics and chemicals company and a resource management company. LyondellBasell and Odebrecht entered into exclusive talks for LYB to acquire control of Braskem in June 2018, but did not consummate the acquisition.
During July 2018, LyondellBasell announced a partnership with Karlsruhe Institute of Technology (KIT) in Germany to advance chemical recycling of plastic materials and assist the global efforts towards the circular economy and plastic waste recycling needs. The focus of the venture is to develop a new catalyst and process technology to decompose post-consumer plastic waste, such as packaging, into monomers for reuse in polymerization processes.
In August 2018, LyondellBasell finalized their acquisition of A. Schulman Inc. in a $2.25 billion deal. That same month, it broke ground on the world's largest propylene oxide and tertiary butyl alcohol plant in Channelview, Texas. The plant is estimated to produce 1 billion pounds of propylene oxide and 2.2 billion pounds of tertiary butyl alcohol annually. LyondellBasell will export the majority of its products via the Houston Ship Channel. LyondellBasell also announced in September that it and its joint partner, Covestro, kicked-off a large investment project in Maasvlakte-Rotterdam, the Netherlands. The Circular Steam Project incorporates an innovative technology into the existing production plant, to convert its water-based waste into energy and is an important contribution to the Dutch government's CO2 reduction targets.
In December 2023, LyondellBasell sold its ethylene oxide and derivatives business to INEOS for $700 million.
Houston refinery shutdown
In April 2022, LyondellBasell announced plans to shutter its Houston refinery by the end of 2023, following two failed attempts to sell it. These plans were later pushed back to Q1 2025 due to a period of strong refining margins.
Philanthropy
LyondellBasell holds an annual Global Care Day. Company employees volunteer for community service projects in 20 countries.
Awards and recognition
The American Chemistry Council recognized LyondellBasell with its Responsible Care Company of the Year award in 2014. In 2015, the American Heart Association recognized LyondellBasell's Cincinnati Technology Center with the Fit-Friendly Worksite Platinum Award. The Fit-Friendly program emphasizes employee health and company culture surrounding physical health.
LyondellBasell was named #2 on the list of Top 25 Foreign-owned Chemical Producers by Chemical & Engineering News in both 2015 and 2016. In 2016, Houston Business Journal recognized LyondellBasell as the third largest Houston-based public company.
In 2018, LyondellBasell was named to Fortune Magazine's list of the World's Most Admired Companies. Additionally, Bob Patel received the 2018 ICIS Kavaler Award in September. The winner of the ICIS Kavaler Award is selected by his/her peers — the senior executives of the ICIS Top 40 Power Players listing, a global ranking of the leaders making the greatest positive impact on their companies and the chemical industry published in ICIS Chemical Business magazine.
Environmental issues
LyondellBasell's, among other petrochemical facilities at Berre-L'Étang, France, are regularly criticized in the French media and by local authorities for their large-scale flaring activities generating, among other nuisances, giant smoke plumes with lengths reaching dozens of miles. The concomitant atmospheric pollution includes organic chemical compounds such as carcinogenic benzene, butadiene and toluene. Not only the nearby cities of Vitrolles, Rognac and Marignane suffer from this pollution, but it is also held responsible for the deterioration of the air quality in the city center of Marseille, at an approximate distance of 20 km from LyondellBasell's facility.
Similar concerns were raised about flaring activities on other LyondellBasell sites, e.g. the Corpus Christi facility and the Lake Charles facility.
Manufacturing facilities
North American manufacturing facilities
South American manufacturing facilities
European manufacturing facilities
Asian manufacturing facilities
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
LYB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
LYB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 1 de junio de 2026 | $0,6900 |
| 2 de marzo de 2026 | $0,6900 |
| 1 de diciembre de 2025 | $1,3700 |
| 25 de agosto de 2025 | $1,3700 |
| 2 de junio de 2025 | $1,3700 |
| 10 de marzo de 2025 | $1,3400 |
| 2 de diciembre de 2024 | $1,3400 |
| 26 de agosto de 2024 | $1,3400 |
| 3 de junio de 2024 | $1,3400 |
| 1 de marzo de 2024 | $1,2500 |
| 24 de noviembre de 2023 | $1,2500 |
| 25 de agosto de 2023 | $1,2500 |
| 26 de mayo de 2023 | $1,2500 |
| 3 de marzo de 2023 | $1,1900 |
| 25 de noviembre de 2022 | $1,1900 |
| 26 de agosto de 2022 | $1,1900 |
| 3 de junio de 2022 | $6,3900 |
| 4 de marzo de 2022 | $1,1300 |
| 26 de noviembre de 2021 | $1,1300 |
| 27 de agosto de 2021 | $1,1300 |
LYB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 8,0%
- Compra 9 36,0%
- Mantener 10 40,0%
- Venta 3 12,0%
- Venta fuerte 1 4,0%
Precio objetivo a 12 meses
17 analistas · 2026-08-20Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $4.30 | $3.45 | 0.85% |
| 31 de marzo de 2026 | $0.49 | $0.20 | 0.29% |
| 31 de diciembre de 2025 | $-0.26 | $0.13 | -0.39% |
| 30 de septiembre de 2025 | $1.01 | $0.81 | 0.20% |
| 30 de junio de 2025 | $0.62 | $0.81 | -0.19% |
| 31 de marzo de 2025 | $0.33 | $0.43 | -0.10% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $30.15B | $33.39B | $33.34B | $50.45B | $46.17B | $27.75B | $34.73B | $39.00B | $34.48B | $29.18B | $32.73B | $45.61B | |
| Cost of Revenue | $27.58B | $28.75B | $28.43B | $43.85B | $37.40B | $24.36B | $29.30B | $32.53B | $28.06B | $23.19B | $25.68B | $38.94B | |
| R&D Expense | $136M | $135M | $130M | $124M | $124M | $113M | $111M | $115M | $106M | $99M | $102M | $127M | |
| SG&A Expense | $1.61B | $1.64B | $1.54B | $1.31B | $1.25B | $1.14B | $1.20B | $1.13B | $859M | $833M | $828M | $806M | |
| Operating Expenses | $30.57B | $31.48B | $30.61B | $45.35B | $39.40B | $26.19B | $30.61B | $33.77B | $29.02B | $24.12B | $26.61B | $39.87B | |
| Operating Income | $-420M | $1.92B | $2.73B | $5.10B | $6.77B | $1.56B | $4.12B | $5.23B | $5.46B | $5.06B | $6.12B | $5.74B | |
| Interest Expense | · | · | $477M | $287M | $519M | $526M | $347M | $360M | $491M | $322M | $310M | $352M | |
| Interest Income | $97M | $150M | $129M | $29M | $9M | $12M | $19M | $45M | $24M | $17M | $33M | $33M | |
| Other Non-op | $113M | $47M | $-58M | $-72M | $62M | $85M | $39M | $106M | $179M | $111M | $25M | $38M | |
| Pretax Income | $-715M | $1.70B | $2.30B | $4.78B | $6.79B | $1.39B | $4.05B | $5.31B | $5.49B | $5.23B | $6.21B | $5.71B | |
| Income Tax | $70M | $259M | $433M | $882M | $1.16B | $-43M | $648M | $613M | $598M | $1.39B | $1.73B | $1.54B | |
| Net Income | $-738M | $1.37B | $2.12B | $3.89B | $5.62B | $1.43B | $3.40B | $4.69B | $4.88B | $3.84B | $4.48B | $4.17B | |
| EPS (Basic) | $-2.34 | $4.16 | $6.48 | $11.84 | $16.77 | $4.24 | $9.59 | $12.04 | $12.23 | $9.15 | $9.62 | $8.03 | |
| EPS (Diluted) | $-2.34 | $4.15 | $6.46 | $11.81 | $16.75 | $4.24 | $9.58 | $12.01 | $12.23 | $9.13 | $9.59 | $7.99 | |
| EBITDA | $970M | $3.34B | $4.59B | $6.37B | $8.17B | $2.94B | $5.43B | $6.47B | $6.63B | $6.12B | $7.17B | $6.75B |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.44B | $3.38B | $3.39B | $2.15B | $1.47B | $1.76B | $858M | $332M | $1.52B | $875M | $924M | $1.03B | |
| Short-term Investments | $2.03B | $2.61B | $2.43B | $1.19B | $9M | $702M | $196M | $892M | $1.31B | $1.15B | $1.06B | $1.59B | |
| Receivables | · | · | · | $3.39B | $4.57B | $3.29B | $2.98B | $3.35B | $3.36B | $2.72B | $2.36B | $3.23B | |
| Inventory | $3.53B | $4.66B | $4.76B | $4.80B | $4.90B | $4.34B | $4.59B | $4.51B | $4.22B | $3.81B | $4.05B | $4.52B | |
| Prepaid Expense | $612M | $928M | $1.48B | $1.29B | $1.02B | $1.38B | $736M | $1.25B | $1.15B | $923M | $1.23B | $1.05B | |
| Current Assets | $10.87B | $12.27B | $13.15B | $11.85B | $12.22B | $11.63B | $9.51B | $10.57B | $11.74B | $9.60B | $9.79B | $11.64B | |
| PP&E (Net) | $15.83B | $15.07B | $15.55B | $15.39B | $14.56B | $14.39B | $14.13B | $12.48B | $11.00B | $10.14B | $8.99B | $8.76B | |
| PP&E (Gross) | $25.80B | $24.17B | $24.91B | $23.72B | $22.38B | $21.48B | $21.26B | $18.70B | $16.57B | $14.63B | $12.91B | $12.05B | |
| Accum. Depreciation | $9.97B | $9.11B | $9.36B | $8.34B | $7.83B | $7.10B | $7.13B | $6.22B | $5.57B | $4.50B | $3.92B | $3.29B | |
| Goodwill | $708M | $1.56B | $1.65B | $1.83B | $1.88B | $1.95B | $1.89B | $1.81B | $570M | $528M | $536M | $566M | |
| Intangibles | $450M | $577M | $641M | $662M | $695M | $751M | $869M | $965M | $568M | $550M | $640M | $769M | |
| Other Non-current Assets | $667M | $688M | $577M | $624M | $667M | $458M | $461M | $353M | $261M | $618M | $674M | $419M | |
| Total Assets | $34.00B | $35.75B | $37.00B | $36.37B | $36.74B | $35.40B | $30.43B | $28.28B | $26.21B | $23.44B | $22.76B | $24.22B | |
| Accrued Liabilities | $1.96B | $2.36B | $2.44B | $2.40B | $2.57B | $1.88B | $1.82B | $1.54B | $1.81B | $1.42B | $1.81B | $1.55B | |
| Short-term Debt | $226M | $119M | $117M | $349M | $362M | $663M | $445M | $885M | $68M | $594M | $353M | $346M | |
| Current Liabilities | $6.13B | $6.71B | $7.15B | $6.76B | $7.23B | $5.50B | $5.20B | $5.51B | $4.78B | $4.54B | $4.35B | $5.44B | |
| Capital Leases | $1.33B | $1.42B | $1.41B | $1.51B | $1.65B | $1.22B | $1.22B | · | · | · | · | · | |
| Deferred Tax | $2.32B | $2.54B | $2.89B | $2.86B | $2.33B | $2.33B | $2.02B | · | · | · | · | $1.62B | |
| Other Non-current Liabilities | $1.90B | $1.97B | $2.16B | $1.95B | $2.29B | $2.96B | $2.21B | $1.90B | $2.27B | $2.11B | $2.04B | $2.12B | |
| Total Debt | $226M | $119M | $117M | $349M | $362M | $663M | $445M | $885M | $68M | $594M | $353M | $346M | |
| Common Stock | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $22M | $31M | $31M | $31M | $31M | |
| Paid-in Capital | $6.15B | $6.15B | $6.14B | $6.12B | $6.04B | $5.99B | $5.95B | $7.04B | $10.21B | $10.19B | $10.20B | $10.39B | |
| Retained Earnings | $6.81B | $9.32B | $9.69B | $9.20B | $8.56B | $4.44B | $4.43B | $6.76B | $15.75B | $12.28B | $9.84B | $6.78B | |
| Treasury Stock | $1.59B | $1.50B | $1.45B | $1.35B | $965M | $531M | $580M | $2.21B | $15.75B | $14.95B | $12.09B | $7.85B | |
| AOCI | $-1.31B | $-1.53B | $-1.48B | $-1.37B | $-1.80B | $-1.94B | $-1.78B | $-1.36B | $-1.28B | $-1.51B | $-1.44B | $-1.03B | |
| Stockholders' Equity | $10.08B | $12.46B | $12.93B | $12.62B | $11.86B | $7.97B | $8.04B | $10.26B | $8.95B | $6.05B | $6.55B | $8.31B | |
| Liabilities + Equity | $34.00B | $35.75B | $37.00B | $36.37B | $36.74B | $35.40B | $30.43B | $28.28B | $26.21B | $23.44B | $22.76B | $24.22B | |
| Shares Outstanding | 322,084,769 | 323,889,832 | 324,483,402 | 325,723,567 | 329,536,389 | 334,015,220 | 333,476,883 | 375,696,661 | 394,512,054 | 404,046,331 | 440,150,069 | 486,969,402 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1.39B | $1.52B | $1.53B | $1.27B | $1.39B | $1.39B | $1.31B | $1.24B | $1.17B | $1.06B | $1.05B | $1.02B | |
| Stock-based Comp | $91M | $91M | $91M | $70M | $66M | $55M | $48M | $39M | $55M | $38M | $53M | · | |
| Deferred Tax | $-184M | $-406M | $132M | $369M | $-198M | $331M | $209M | $260M | $-587M | $357M | $181M | $177M | |
| Other Non-cash | $1.70B | $1.28B | $1.15B | $524M | $817M | $206M | $-5M | $-759M | $-315M | $349M | $138M | $678M | |
| Operating Cash Flow | $2.26B | $3.82B | $4.94B | $6.12B | $7.70B | $3.40B | $4.96B | $5.47B | $5.21B | $5.61B | $5.84B | $6.05B | |
| CapEx | $1.88B | $1.84B | $1.53B | $1.89B | $1.96B | $1.95B | $2.69B | $2.10B | $1.55B | $2.24B | $1.44B | $1.50B | |
| Investing Cash Flow | $-1.78B | $-1.85B | $-1.78B | $-1.98B | $-1.50B | $-4.91B | $-1.64B | $-3.56B | $-1.76B | $-2.30B | $-1.05B | $-3.53B | |
| Debt Issued | $1.99B | $744M | $500M | $0 | $0 | $6.38B | $5.03B | $0 | $990M | $812M | $984M | $992M | |
| Net Debt Issued | $1.50B | $-32M | $75M | $0 | $-3.92B | $3.50B | $2.06B | $-394M | $-10M | $812M | $984M | $992M | |
| Stock Repurchased | $201M | $195M | $211M | $420M | $463M | $4M | $3.75B | $1.85B | $866M | $2.94B | $4.66B | $5.79B | |
| Net Stock Activity | $-201M | $-195M | $-211M | $-420M | $-463M | $-4M | $-3.75B | $-1.85B | $-866M | $-2.94B | $-4.66B | $-5.79B | |
| Dividends Paid | $1.76B | $1.72B | $1.61B | $3.25B | $1.49B | $1.41B | $1.46B | $1.55B | $1.42B | $1.40B | $1.41B | $1.40B | |
| Financing Cash Flow | $-507M | $-1.90B | $-1.95B | $-3.41B | $-6.38B | $2.27B | $-2.83B | $-3.01B | $-2.86B | $-3.35B | $-4.85B | $-5.91B | |
| Net Change in Cash | $61M | $-17M | $1.25B | $679M | $-288M | $877M | $487M | $-1.13B | $650M | $-53M | $-102M | $-3.42B | |
| Taxes Paid | $393M | $343M | $465M | $746M | $310M | $176M | $403M | $1.21B | $1.04B | $741M | $1.42B | $1.17B | |
| Free Cash Flow | $384M | $1.98B | $3.41B | $4.23B | $5.74B | $1.46B | $2.27B | $3.37B | $3.66B | $3.36B | $4.40B | $4.55B | |
| Levered FCF | · | · | $3.02B | $4.00B | $5.31B | $915M | $1.98B | $3.05B | $3.22B | $3.13B | $4.18B | $4.29B |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -1.4% | 4.5% | 7.4% | 10.1% | 14.7% | 5.6% | 11.8% | 13.4% | 15.8% | 17.3% | 18.7% | 12.6% | |
| Net Margin | -2.5% | 3.4% | 5.2% | 7.7% | 12.2% | 5.1% | 9.8% | 12.0% | 14.1% | 13.1% | 13.7% | 9.2% | |
| Pretax Margin | -2.4% | 4.0% | 6.4% | 9.5% | 14.7% | 5.0% | 11.7% | 13.6% | 15.9% | 17.9% | 19.0% | 12.5% | |
| EBITDA Margin | 3.2% | 8.3% | 11.2% | 12.6% | 17.7% | 10.6% | 15.6% | 16.6% | 19.2% | 21.0% | 21.9% | 14.8% | |
| ROA | -2.1% | 3.8% | 5.8% | 10.6% | 15.6% | 4.3% | 11.6% | 17.2% | 19.7% | 16.6% | 19.1% | 16.2% | |
| ROE | -6.6% | 10.8% | 16.6% | 31.8% | 56.6% | 17.8% | 37.1% | 48.8% | 65.1% | 60.9% | 60.2% | 40.2% | |
| ROIC | -4.5% | 12.3% | 18.9% | 32.1% | 45.9% | 18.6% | 40.7% | 41.5% | 54.0% | 56.0% | 64.0% | 48.4% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 1.8 | 1.8 | 1.8 | 1.7 | 2.1 | 1.8 | 1.9 | 2.5 | 2.1 | 2.3 | 2.1 | |
| Quick Ratio | 0.9 | 0.9 | 0.8 | 0.8 | 0.8 | 1.0 | 0.8 | 0.8 | 1.3 | 1.0 | 1.0 | 1.1 | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.0 | 0.1 | 0.1 | 0.0 | |
| Interest Coverage | · | · | 6.4 | 17.8 | 13.1 | 3.0 | 11.9 | 14.5 | 11.1 | 15.7 | 19.7 | 16.3 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.1 | 1.1 | 1.4 | 1.3 | 0.8 | 1.2 | 1.4 | 1.4 | 1.3 | 1.4 | 1.8 | |
| Inventory Turnover | 6.7 | 7.6 | 7.5 | 9.0 | 8.1 | 5.5 | 6.4 | 7.5 | 7.0 | 5.9 | 6.0 | 8.0 | |
| Receivables Turnover | · | · | · | 12.7 | 11.8 | 8.8 | 11.0 | 11.6 | 11.4 | 11.5 | 11.7 | 12.9 |
Tasas de Crecimiento 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -9.7% | 0.17% | -33.9% | 9.3% | 66.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -15.8% | -10.2% | 6.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | -35.8% | -45.3% | -29.5% | 295.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -37.2% | 15.1% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -35.5% | -45.5% | -30.8% | 293.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -37.6% | 14.1% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 4.7% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $30.15B | $33.39B | $33.34B | $50.45B | $46.17B | $27.75B | $34.73B | $39.00B | $34.48B | $29.18B | $32.73B | $45.61B | |
| Net Income TTM | $-738M | $1.37B | $2.12B | $3.89B | $5.62B | $1.43B | $3.40B | $4.69B | $4.88B | $3.84B | $4.48B | $4.17B | |
| Market Cap | $13.95B | $24.06B | $30.85B | $27.04B | $30.39B | $30.62B | $31.51B | $31.24B | $43.52B | $34.66B | $38.25B | $38.66B | |
| Enterprise Value | $8.70B | $18.19B | $25.15B | $25.24B | $29.27B | $28.81B | $30.90B | $30.90B | $40.76B | $33.23B | $36.61B | $36.38B | |
| P/E | -18.5 | 17.9 | 14.7 | 7.0 | 5.5 | 21.6 | 9.9 | 6.9 | 9.0 | 9.4 | 9.1 | 9.9 | |
| P/S | 0.5 | 0.7 | 0.9 | 0.5 | 0.7 | 1.1 | 0.9 | 0.8 | 1.3 | 1.2 | 1.2 | 0.8 | |
| P/B | 1.4 | 1.9 | 2.4 | 2.1 | 2.6 | 3.8 | 3.9 | 3.0 | 4.9 | 5.7 | 5.8 | 4.7 | |
| P / Tangible Book | 1.6 | 2.3 | 2.9 | 2.7 | 3.3 | 5.8 | · | · | · | · | · | · | |
| P / Cash Flow | 6.2 | 6.3 | 6.2 | 4.4 | 3.9 | 9.0 | 6.4 | 5.7 | 8.4 | 6.2 | 6.5 | 6.4 | |
| P / FCF | 36.3 | 12.1 | 9.0 | 6.4 | 5.3 | 21.0 | 13.9 | 9.3 | 11.9 | 10.3 | 8.7 | 8.5 | |
| EV / EBITDA | 9.0 | 5.4 | 5.5 | 4.0 | 3.6 | 9.8 | 5.7 | 4.8 | 6.1 | 5.4 | 5.1 | 5.4 | |
| EV / FCF | 22.7 | 9.2 | 7.4 | 6.0 | 5.1 | 19.8 | 13.6 | 9.2 | 11.1 | 9.9 | 8.3 | 8.0 | |
| EV / Revenue | 0.3 | 0.5 | 0.8 | 0.5 | 0.6 | 1.0 | 0.9 | 0.8 | 1.2 | 1.1 | 1.1 | 0.8 | |
| Dividend Yield | 12.7% | 7.1% | 5.2% | 12.0% | 4.9% | 4.6% | 4.6% | 5.0% | 3.2% | 4.0% | 3.7% | 3.6% | |
| Earnings Yield | -5.4% | 5.6% | 6.8% | 14.2% | 18.2% | 4.6% | 10.1% | 14.4% | 11.1% | 10.6% | 11.0% | 10.1% | |
| Payout Ratio | -239.0% | 125.8% | 75.9% | 83.5% | 26.5% | 98.5% | 43.0% | 33.1% | 29.0% | 36.4% | 31.5% | 33.6% | |
| Annual Payout | $1.76B | $1.72B | $1.61B | $3.25B | $1.49B | $1.41B | $1.46B | $1.55B | $1.42B | $1.40B | $1.41B | $1.40B |
Estado de resultados 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.18B | $7.20B | $7.09B | $7.73B | $7.66B | $7.68B | $7.81B | $8.60B | $8.68B | $8.30B | $2.16B | $10.62B | $10.31B | $10.25B | $10.21B | $12.25B | |
| Cost of Revenue | $7.14B | $6.50B | $6.76B | $6.82B | $6.87B | $7.13B | $7.00B | $7.30B | $7.24B | $7.20B | $1.53B | $9.18B | $8.87B | $8.86B | $9.36B | $11.09B | |
| R&D Expense | $34M | $36M | $33M | $34M | $35M | $34M | $39M | $31M | $33M | $32M | $34M | $31M | $32M | $33M | $29M | $31M | |
| SG&A Expense | $387M | $411M | $373M | $401M | $435M | $401M | $419M | $400M | $402M | $421M | $381M | $378M | $395M | $385M | $334M | $319M | |
| Operating Expenses | $7.63B | $6.96B | $7.18B | $8.46B | $7.37B | $7.56B | $8.40B | $7.74B | $7.68B | $7.65B | $2.17B | $9.61B | $9.29B | $9.53B | $9.72B | $11.44B | |
| Operating Income | $1.54B | $239M | $-88M | $-731M | $285M | $114M | $-597M | $865M | $999M | $651M | $-13M | $1.01B | $1.01B | $713M | $487M | $812M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $127M | · | $125M | $115M | $116M | · | $70M | |
| Interest Income | $24M | $31M | $25M | $21M | $21M | $30M | $36M | $36M | $37M | $41M | $41M | $37M | $28M | $23M | $16M | $7M | |
| Other Non-op | $56M | $10M | $65M | $-2M | $29M | $21M | $19M | $14M | $9M | $5M | $-25M | $-31M | $-7M | $5M | $-9M | $4M | |
| Pretax Income | $808M | $137M | $-142M | $-856M | $224M | $59M | $-818M | $777M | $1.20B | $543M | $-149M | $901M | $905M | $642M | $389M | $727M | |
| Income Tax | $236M | $-2M | $-8M | $-27M | $69M | $36M | $-255M | $151M | $253M | $110M | $-75M | $153M | $188M | $167M | $34M | $154M | |
| Net Income | $559M | $125M | $-140M | $-890M | $115M | $177M | $-603M | $573M | $924M | $473M | $185M | $747M | $715M | $474M | $353M | $572M | |
| EPS (Basic) | $1.71 | $0.38 | $-0.45 | $-2.77 | $0.34 | $0.54 | $-1.87 | $1.76 | $2.82 | $1.45 | $0.56 | $2.29 | $2.18 | $1.45 | $1.08 | $1.75 | |
| EPS (Diluted) | $1.71 | $0.38 | $-0.45 | $-2.77 | $0.34 | $0.54 | $-1.86 | $1.75 | $2.82 | $1.44 | $0.55 | $2.29 | $2.18 | $1.44 | $1.08 | $1.75 | |
| EBITDA | $1.54B | $581M | · | $-731M | $285M | $437M | · | $1.18B | $1.36B | $1.07B | · | $1.38B | $1.40B | $1.11B | · | $1.13B |
Balance general 28
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.63B | $2.63B | $3.44B | $1.78B | $1.70B | $1.87B | $3.38B | $2.62B | $2.84B | $2.31B | · | $2.83B | $2.47B | $1.79B | · | $1.48B | |
| Short-term Investments | $1.43B | $1.47B | $2.03B | $703M | $820M | $1.16B | $2.61B | $1.71B | $1.88B | $1.48B | · | $1.93B | $1.63B | $1.06B | · | $0 | |
| Receivables | · | · | · | · | · | · | · | · | · | · | · | · | $3.64B | $3.71B | · | $4.15B | |
| Inventory | $4.08B | $3.63B | $3.53B | $4.41B | $4.57B | $4.93B | $4.66B | $5.26B | $5.07B | $4.85B | · | $4.91B | $5.20B | $5.16B | · | $5.15B | |
| Prepaid Expense | $978M | $777M | $612M | $723M | $767M | $809M | $928M | $900M | $912M | $1.50B | · | $1.63B | $1.19B | $1.16B | · | $1.36B | |
| Current Assets | $11.66B | $11.06B | $10.87B | $10.76B | $11.08B | $11.40B | $12.27B | $12.74B | $12.91B | $12.88B | · | $13.23B | $12.69B | $12.02B | · | $12.33B | |
| PP&E (Net) | $15.69B | $15.70B | $15.83B | $15.70B | $15.73B | $15.34B | $15.07B | $15.87B | $15.57B | $15.53B | · | $15.19B | $15.41B | $15.40B | · | $14.82B | |
| PP&E (Gross) | $26.03B | $25.88B | $25.80B | $25.52B | $25.59B | $24.85B | $24.17B | $25.79B | $25.08B | $25.02B | · | $24.22B | $24.48B | $24.13B | · | $22.64B | |
| Accum. Depreciation | $10.34B | $10.17B | $9.97B | $9.81B | $9.86B | $9.51B | $9.11B | $9.93B | $9.51B | $9.49B | · | $9.03B | $9.07B | $8.73B | · | $7.82B | |
| Goodwill | $705M | $705M | $708M | $708M | $1.68B | $1.60B | $1.56B | $1.63B | $1.60B | $1.63B | $1.65B | $1.60B | $1.61B | $1.60B | $1.83B | $1.75B | |
| Intangibles | $394M | $417M | $450M | $453M | $572M | $580M | $577M | $599M | $615M | $631M | · | $642M | $633M | $651M | · | $594M | |
| Other Non-current Assets | $658M | $639M | $667M | $657M | $714M | $639M | $688M | $710M | $611M | $632M | · | $642M | $623M | $631M | · | $845M | |
| Total Assets | $34.48B | $33.96B | $34.00B | $33.79B | $35.35B | $35.19B | $35.75B | $37.26B | $37.06B | $36.62B | · | $36.88B | $36.68B | $36.26B | · | $36.49B | |
| Accrued Liabilities | $2.18B | $1.91B | $1.96B | $2.09B | $1.95B | $1.96B | $2.36B | $2.24B | $1.90B | $1.94B | · | $2.53B | $2.16B | $2.17B | · | $2.63B | |
| Short-term Debt | $234M | $226M | $226M | $137M | $119M | $120M | $119M | $121M | $166M | $164M | · | $112M | $130M | $343M | · | $439M | |
| Current Liabilities | $7.11B | $7.19B | $6.13B | $6.85B | $6.24B | $6.24B | $6.71B | $5.99B | $6.15B | $6.09B | · | $7.00B | $7.02B | $6.51B | · | $7.63B | |
| Capital Leases | $1.31B | $1.33B | $1.33B | $1.36B | $1.41B | $1.44B | $1.42B | $1.36B | $1.36B | $1.38B | · | $1.40B | $1.44B | $1.51B | · | $1.51B | |
| Deferred Tax | $2.35B | $2.34B | $2.32B | $2.29B | $2.54B | $2.53B | $2.54B | $2.85B | $2.85B | $2.87B | · | $2.93B | $2.90B | $2.89B | · | $2.47B | |
| Other Non-current Liabilities | $1.70B | $1.70B | $1.90B | $1.92B | $1.92B | $2.03B | $1.97B | $2.08B | $2.11B | $2.16B | · | $2.00B | $1.99B | $1.90B | · | $2.11B | |
| Total Debt | $234M | $226M | · | $137M | $119M | $120M | · | $121M | $166M | $164M | · | $112M | $130M | $343M | · | $439M | |
| Common Stock | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | · | $19M | $19M | $19M | · | $19M | |
| Paid-in Capital | $6.13B | $6.12B | $6.15B | $6.14B | $6.14B | $6.13B | $6.15B | $6.14B | $6.12B | $6.11B | · | $6.13B | $6.11B | $6.09B | · | $6.10B | |
| Retained Earnings | $7.04B | $6.71B | $6.81B | $7.40B | $8.73B | $9.06B | $9.32B | $10.37B | $10.23B | $9.75B | · | $9.92B | $9.58B | $9.28B | · | $9.23B | |
| Treasury Stock | $1.50B | $1.52B | $1.59B | $1.61B | $1.63B | $1.56B | $1.50B | $1.43B | $1.40B | $1.37B | · | $1.46B | $1.45B | $1.36B | · | $1.35B | |
| AOCI | $-1.02B | $-1.29B | $-1.31B | $-1.35B | $-1.35B | $-1.45B | $-1.53B | $-1.37B | $-1.52B | $-1.53B | · | $-1.40B | $-1.33B | $-1.31B | · | $-1.81B | |
| Stockholders' Equity | $10.67B | $10.04B | $10.08B | $10.60B | $11.91B | $12.21B | $12.46B | $13.72B | $13.45B | $12.98B | · | $13.21B | $12.93B | $12.72B | · | $12.19B | |
| Liabilities + Equity | $34.48B | $33.96B | $34.00B | $33.79B | $35.35B | $35.19B | $35.75B | $37.26B | $37.06B | $36.62B | · | $36.88B | $36.68B | $36.26B | · | $36.49B | |
| Shares Outstanding | 323,004,034 | 322,770,429 | 322,084,769 | 321,832,679 | 321,627,610 | 322,945,084 | 323,889,832 | 324,750,428 | 325,078,684 | 325,365,833 | 324,483,402 | 324,359,296 | 324,516,083 | 325,468,601 | 325,723,567 | 325,623,082 |
Flujo de Efectivo 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $347M | $342M | $385M | $350M | $332M | $323M | $389M | $381M | $387M | $365M | $380M | $367M | $391M | $396M | $334M | $318M | |
| Stock-based Comp | $19M | $47M | $21M | $15M | $20M | $35M | $20M | $18M | $19M | $34M | $20M | $23M | $24M | $24M | $16M | $17M | |
| Other Non-cash | · | $-783M | · | · | · | $-1.11B | · | · | · | $-986M | · | · | · | $-412M | · | · | |
| Operating Cash Flow | $752M | $-269M | $1.51B | $983M | $351M | $-579M | $1.92B | $670M | $1.35B | $-114M | $1.50B | $1.67B | $1.29B | $482M | $1.60B | $1.41B | |
| CapEx | $270M | $269M | $450M | $406M | $539M | $483M | $504M | $368M | $484M | $483M | $484M | $394M | $301M | $352M | $473M | $439M | |
| Investing Cash Flow | $-515M | $-279M | $-403M | $-439M | $-504M | $-430M | $-547M | $-483M | $-313M | $-510M | $-606M | $-429M | $-371M | $-371M | $-544M | $-399M | |
| Debt Issued | · | · | $1.49B | $0 | $499M | $0 | $0 | $0 | $0 | $744M | $0 | $0 | $500M | $0 | $0 | $0 | |
| Net Debt Issued | · | · | · | · | · | $0 | · | · | · | $-31M | · | · | · | · | · | · | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $91M | $110M | $78M | $42M | $75M | $0 | $0 | $41M | $100M | $70M | $0 | $158M | |
| Net Stock Activity | · | $0 | · | · | · | $-110M | · | · | · | $0 | · | · | · | $-70M | · | · | |
| Dividends Paid | $224M | $224M | $443M | $443M | $445M | $433M | $437M | $437M | $438M | $408M | $406M | $407M | $408M | $389M | $387M | $395M | |
| Financing Cash Flow | $-233M | $-236M | $539M | $-448M | $-51M | $-547M | $-518M | $-484M | $-481M | $-412M | $-405M | $-844M | $-224M | $-477M | $-478M | $-537M | |
| Net Change in Cash | $1M | $-810M | $1.65B | $97M | $-166M | $-1.52B | $753M | $-229M | $533M | $-1.07B | $561M | $350M | $690M | $-352M | $670M | $420M | |
| Free Cash Flow | · | $-538M | · | · | · | $-1.06B | · | · | · | $-597M | · | · | · | $130M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-698M | · | · | · | $44M | · | · |
Rentabilidad 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.8% | 3.3% | · | -9.5% | 3.7% | 1.5% | · | 7.8% | 9.2% | 7.1% | · | 9.5% | 9.8% | 7.0% | · | 6.6% | |
| Net Margin | 6.1% | 1.7% | · | -11.5% | 1.5% | 2.3% | · | 5.5% | 8.8% | 4.8% | · | 7.0% | 6.9% | 4.6% | · | 4.7% | |
| Pretax Margin | 8.8% | 1.9% | · | -11.1% | 2.9% | 0.77% | · | 6.9% | 11.1% | 6.0% | · | 8.5% | 8.8% | 6.3% | · | 5.9% | |
| EBITDA Margin | 16.8% | 8.1% | · | -9.5% | 3.7% | 5.7% | · | 11.5% | 12.8% | 10.8% | · | 13.0% | 13.6% | 10.8% | · | 9.2% | |
| ROA | 1.6% | 0.36% | · | -2.5% | 0.32% | 0.49% | · | 1.6% | 2.5% | 1.3% | · | 2.0% | 1.9% | 1.3% | · | 1.5% | |
| ROE | 5.0% | 1.1% | · | -7.3% | 0.91% | 1.4% | · | 4.3% | 7.0% | 3.7% | · | 5.9% | 5.7% | 3.7% | · | 4.8% | |
| ROIC | 10.0% | 2.4% | · | -6.6% | 1.6% | 0.36% | · | 4.7% | 5.6% | 4.3% | · | 6.3% | 6.1% | 4.0% | · | 5.1% |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.5 | · | 1.6 | 1.8 | 1.8 | · | 2.1 | 2.1 | 2.1 | · | 1.9 | 1.8 | 1.8 | · | 1.6 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.4 | 0.4 | 0.5 | · | 0.7 | 0.8 | 0.6 | · | 0.7 | 1.1 | 1.0 | · | 0.7 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 5.5 | · | 8.1 | 8.8 | 6.1 | · | 11.6 |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 1.7 | 1.5 | · | 1.4 | 1.4 | 1.5 | · | 1.8 | 1.8 | 1.8 | · | 1.8 | 1.7 | 1.7 | · | 2.2 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | · | 2.3 | 2.3 | · | 2.7 |
Valoración (TTM) 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $31.76B | $30.26B | · | $31.67B | $32.62B | $33.26B | · | $36.21B | $37.91B | $39.48B | · | $43.43B | $47.64B | $50.49B | · | $52.95B | |
| Net Income TTM | $-91M | $-473M | · | $-25M | $1.79B | $2.15B | · | $2.72B | $2.86B | $2.41B | · | $2.51B | $3.40B | $4.01B | · | $5.30B | |
| Market Cap | $17.01B | $26.00B | · | $15.78B | $18.61B | $22.74B | · | $31.14B | $31.10B | $33.28B | · | $30.72B | $29.80B | $30.56B | · | $24.51B | |
| Enterprise Value | $13.18B | $22.12B | · | $13.43B | $16.21B | $19.83B | · | $26.93B | $26.55B | $29.65B | · | $26.07B | $25.83B | $28.05B | · | $23.47B | |
| P/E | -154.9 | -53.4 | · | -350.3 | 10.6 | 10.7 | · | 11.6 | 11.0 | 13.9 | · | 12.4 | 8.9 | 7.7 | · | 4.7 | |
| P/S | 0.5 | 0.9 | · | 0.5 | 0.6 | 0.7 | · | 0.9 | 0.8 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | 0.5 | |
| P/B | 1.6 | 2.6 | · | 1.5 | 1.6 | 1.9 | · | 2.3 | 2.3 | 2.6 | · | 2.3 | 2.3 | 2.4 | · | 2.0 | |
| P / Tangible Book | 1.8 | 2.9 | · | 1.7 | 1.9 | 2.3 | · | 2.7 | 2.8 | 3.1 | · | 2.8 | 2.8 | 2.9 | · | 2.5 | |
| P / Cash Flow | · | -96.7 | · | · | · | -39.3 | · | · | · | -291.9 | · | · | · | 63.4 | · | · | |
| P / FCF | · | -48.3 | · | · | · | -21.4 | · | · | · | -55.7 | · | · | · | 235.1 | · | · | |
| EV / EBITDA | 8.5 | 38.1 | · | -18.4 | 56.9 | 45.4 | · | 22.8 | 19.6 | 27.7 | · | 18.9 | 18.4 | 25.3 | · | 20.8 | |
| EV / FCF | · | -41.1 | · | · | · | -18.7 | · | · | · | -49.7 | · | · | · | 215.7 | · | · | |
| EV / Revenue | 0.4 | 0.7 | · | 0.4 | 0.5 | 0.6 | · | 0.7 | 0.7 | 0.8 | · | 0.6 | 0.5 | 0.6 | · | 0.4 | |
| Earnings Yield | -0.65% | -1.9% | · | -0.29% | 9.4% | 9.3% | · | 8.6% | 9.1% | 7.2% | · | 8.1% | 11.3% | 13.0% | · | 21.2% | |
| Payout Ratio | · | 179.2% | · | · | · | 244.6% | · | · | · | 86.3% | · | · | · | 82.1% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $30.15B | $33.39B | $33.34B | $50.45B | $46.17B |
| Margen Operativo % | -1.4% | 4.5% | 7.4% | 10.1% | 14.7% |
| Beneficio neto | $-738M | $1.37B | $2.12B | $3.89B | $5.62B |
| EPS Diluido | $-2.34 | $4.15 | $6.46 | $11.81 | $16.75 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Ratio corriente | 1.8 | 1.8 | 1.8 | 1.8 | 1.7 |
| Ratio Rápido | 0.9 | 0.9 | 0.8 | 0.8 | 0.8 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $384M | $1.98B | $3.41B | $4.23B | $5.74B |
Últimas noticias Noticias recientes que mencionan a esta empresa
- LyondellBasell Industries N.V. Q2 2026 Earnings Call Summary
- LyondellBasell Stock: Is LYB Underperforming the Materials Sector?
- LyondellBasell (LYB) Finalizes Divestiture of Select European Assets to AEQUITA as Part of Strategic Portfolio 6. Refinement
- El aumento de dividendos de $40,000 escondido en estos cuatro ticker en una cuenta de $600,000
- 3 Sorprendentes Superiores del S&P 500 de 2026
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Propietarios institucionales (13F) 978 declarantes · $9.0B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 124 (-160 vs trimestre anterior) | 159 (+60 vs trimestre anterior) | 345 (+49 vs trimestre anterior) | 311 (+23 vs trimestre anterior) | -12.5M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $888 859 992 | 16 882 431 | 9,84% | Acciones |
| STATE STREET CORP | $775 795 012 | 14 734 948 | 8,59% | Acciones |
| Capital World Investors | $725 162 771 | 13 773 272 | 8,02% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $630 996 930 | 11 984 747 | 6,98% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $477 725 552 | 9 073 610 | 5,29% | Acciones |
| Davis Selected Advisers | $457 993 661 | 8 698 852 | 5,07% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $343 098 337 | 6 474 068 | 3,80% | Acciones |
| FMR LLC | $229 816 161 | 4 364 979 | 2,54% | Acciones |
| NORGES BANK | $202 829 071 | 3 852 404 | 2,24% | Acciones |
| Capital International Investors | $163 175 565 | 3 099 251 | 1,81% | Acciones |
| Qube Research & Technologies Ltd | $149 268 857 | 2 835 116 | 1,65% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $141 172 867 | 2 681 346 | 1,56% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $112 528 944 | 2 137 302 | 1,25% | Acciones |
| BlackRock, Inc. | $101 697 266 | 1 931 572 | 1,13% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $96 642 060 | 1 835 559 | 1,07% | Acciones |
| Capital Research Global Investors | $84 854 583 | 1 611 673 | 0,94% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $84 744 913 | 1 609 590 | 0,94% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $77 093 869 | 1 464 270 | 0,85% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $76 343 184 | 1 450 013 | 0,84% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $65 496 600 | 1 244 000 | 0,72% | Opción de venta |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $64 567 854 | 1 226 360 | 0,71% | Acciones |
| JANE STREET GROUP, LLC | $60 747 570 | 1 153 800 | 0,67% | Opción de venta |
| BARCLAYS PLC | $60 004 205 | 1 139 681 | 0,66% | Acciones |
| BANK OF AMERICA CORP /DE/ | $57 574 023 | 1 093 524 | 0,64% | Acciones |
| CITADEL ADVISORS LLC | $57 231 234 | 1 087 013 | 0,63% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $54 106 191 | 671 626 | 0,60% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $48 732 840 | 925 600 | 0,54% | Opción de compra |
| OAKTREE CAPITAL MANAGEMENT LP | $47 385 000 | 900 000 | 0,52% | Opción de venta |
| CINCINNATI INSURANCE CO | $46 630 315 | 885 666 | 0,52% | Acciones |
| Assenagon Asset Management S.A. | $46 565 555 | 884 436 | 0,52% | Acciones |
| GOLDMAN SACHS GROUP INC | $45 370 099 | 861 730 | 0,50% | Acciones |
| Hosking Partners LLP | $43 180 371 | 820 140 | 0,48% | Acciones |
| Woodline Partners LP | $41 727 442 | 792 544 | 0,46% | Acciones |
| JANE STREET GROUP, LLC | $41 293 500 | 784 302 | 0,46% | Acciones |
| Swiss National Bank | $38 260 755 | 726 700 | 0,42% | Acciones |
| Gotham Asset Management, LLC | $37 155 105 | 705 700 | 0,41% | Acciones |
| Caption Management, LLC | $35 275 500 | 670 000 | 0,39% | Opción de venta |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $33 992 209 | 645 626 | 0,38% | Acciones |
| Allianz Asset Management GmbH | $33 904 968 | 643 969 | 0,38% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $33 623 659 | 638 626 | 0,37% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $33 397 053 | 634 322 | 0,37% | Acciones |
| Swiss Life Asset Management Ltd | $32 558 181 | 618 389 | 0,36% | Acciones |
| Trexquant Investment LP | $32 184 313 | 611 288 | 0,36% | Acciones |
| Squarepoint Ops LLC | $32 037 104 | 608 492 | 0,35% | Acciones |
| CITADEL ADVISORS LLC | $31 979 610 | 607 400 | 0,35% | Opción de compra |
| CITADEL ADVISORS LLC | $31 405 725 | 596 500 | 0,35% | Opción de venta |
| BNP PARIBAS FINANCIAL MARKETS | $30 960 148 | 588 037 | 0,34% | Acciones |
| Vanguard Global Advisers, LLC | $30 655 620 | 582 253 | 0,34% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $29 463 414 | 559 609 | 0,33% | Acciones |
| GOLDMAN SACHS GROUP INC | $29 241 810 | 555 400 | 0,32% | Opción de venta |
| JANE STREET GROUP, LLC | $28 968 030 | 550 200 | 0,32% | Opción de compra |
| LPL Financial LLC | $28 316 393 | 537 824 | 0,31% | Acciones |
| Point72 Asset Management, L.P. | $27 184 880 | 516 332 | 0,30% | Acciones |
| California Public Employees Retirement System | $26 309 679 | 499 709 | 0,29% | Acciones |
| RHUMBLINE ADVISERS | $25 800 191 | 490 034 | 0,29% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $25 664 718 | 487 459 | 0,28% | Acciones |
| VANGUARD GROUP INC | $24 450 601 | 564 679 | 0,27% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $24 248 431 | 460 559 | 0,27% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $23 224 757 | 441 116 | 0,26% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $23 094 080 | 438 634 | 0,26% | Acciones |
| ALPS ADVISORS INC | $22 711 894 | 431 375 | 0,25% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $21 536 746 | 409 055 | 0,24% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $21 273 285 | 404 051 | 0,24% | Acciones |
| CITIGROUP INC | $19 480 500 | 370 000 | 0,22% | Opción de venta |
| IEQ CAPITAL, LLC | $17 994 178 | 341 770 | 0,20% | Acciones |
| Engineers Gate Manager LP | $17 962 706 | 341 172 | 0,20% | Acciones |
| Korea Investment CORP | $17 941 962 | 340 778 | 0,20% | Acciones |
| Summit Street Capital Management, LLC | $17 716 777 | 336 501 | 0,20% | Acciones |
| MORGAN STANLEY | $17 111 197 | 324 999 | 0,19% | Acciones |
| FTB Advisors, Inc. | $17 102 518 | 295 584 | 0,19% | Acciones |
| D. E. Shaw & Co., Inc. | $16 874 325 | 320 500 | 0,19% | Opción de venta |
| Centiva Capital, LP | $15 795 000 | 300 000 | 0,17% | Opción de venta |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $15 773 782 | 299 597 | 0,17% | Acciones |
| Legal & General Group Plc | $15 235 014 | 289 364 | 0,17% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $14 917 877 | 281 795 | 0,17% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $14 531 453 | 276 001 | 0,16% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $14 509 446 | 275 583 | 0,16% | Acciones |
| SAMLYN CAPITAL, LLC | $14 422 257 | 273 927 | 0,16% | Acciones |
| Gradient Investments LLC | $14 146 915 | 268 697 | 0,16% | Acciones |
| Ensign Peak Advisors, Inc | $14 109 042 | 267 978 | 0,16% | Acciones |
| FIRST TRUST ADVISORS LP | $14 006 262 | 266 026 | 0,15% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $13 586 753 | 258 058 | 0,15% | Acciones |
| HSBC HOLDINGS PLC | $13 507 200 | 256 547 | 0,15% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $13 478 934 | 256 010 | 0,15% | Acciones |
| Quantinno Capital Management LP | $13 003 604 | 246 982 | 0,14% | Acciones |
| BANK OF NOVA SCOTIA | $12 360 325 | 234 764 | 0,14% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $12 114 765 | 230 100 | 0,13% | Acciones |
| Campbell & CO Investment Adviser LLC | $11 950 181 | 226 974 | 0,13% | Acciones |
| AVIVA PLC | $11 892 687 | 225 882 | 0,13% | Acciones |
| PFA Pension, Forsikringsaktieselskab | $11 785 508 | 223 846 | 0,13% | Acciones |
| Robeco Institutional Asset Management B.V. | $11 730 947 | 222 810 | 0,13% | Acciones |
| Swedbank AB | $11 728 157 | 222 757 | 0,13% | Acciones |
| Entropy Technologies, LP | $11 681 350 | 221 868 | 0,13% | Acciones |
| PDT Partners, LLC | $11 606 113 | 220 439 | 0,13% | Acciones |
| Man Group plc | $11 511 817 | 218 648 | 0,13% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $11 022 461 | 136 823 | 0,12% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $10 945 777 | 207 897 | 0,12% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $10 751 709 | 204 211 | 0,12% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $10 737 336 | 203 938 | 0,12% | Acciones |
| swisspartners Advisors Ltd | $10 420 619 | 197 963 | 0,12% | Acciones |
Informantes de la empresa 52 insiders · 27 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Bhavesh V. Patel | Chief Executive Officer | 20 de febrero de 2017 F | 173 262 | 0 | 0 | $0 |
| James L Gallogly | Chief Executive Officer | 13 de enero de 2015 D | 1 103 289 | 0 | 0 | $0 |
| Thomas Aebischer | EVP & CFO | 16 de febrero de 2017 A | 23 002 | 0 | 0 | $0 |
| Karyn F. Ovelmen | EVP & CFO | 22 de mayo de 2015 M | 31 164 | 0 | 0 | $0 |
| Clifford Kent Potter | EVP & Chief Financial Officer | 7 de junio de 2011 P | 2 000 | 0 | 0 | $0 |
| Jacquelyn H Wolf | SVP, Human Resources | 22 de febrero de 2017 M | 16 514 | 0 | 0 | $0 |
| Michael W Sumruld | VP & Chief Accounting Officer | 16 de febrero de 2017 A | 945 | 0 | 0 | $0 |
| Daniel M Coombs | EVP - Global O&P, Proc, Tech | 16 de febrero de 2017 A | 11 614 | 0 | 0 | $0 |
| Jeffrey A Kaplan | EVP & Chief Legal Officer | 16 de febrero de 2017 A | 15 058 | 0 | 0 | $0 |
| Michael D Vandersnick | SVP, HSE | 16 de febrero de 2017 A | 16 675 | 0 | 0 | $0 |
| Massimo Covezzi | SVP Research & Development | 16 de febrero de 2017 A | 11 728 | 0 | 0 | $0 |
| Kevin W. Brown | EVP - Manufacturing & Refining | 16 de febrero de 2017 F | 148 925 | 0 | 0 | $0 |
| Sergey Vasnetsov | SVP Strategic Planning | 26 de abril de 2016 S | 4 733 | 0 | 0 | $0 |
| William B Allen JR | VP Finance | 16 de febrero de 2016 A | 8 356 | 0 | 0 | $0 |
| Timothy D. Roberts | EVP, Global O&P | 21 de enero de 2016 F | 71 688 | 0 | 0 | $0 |
| Lawrence C Somma | Vice President and Treasurer | 9 de septiembre de 2015 P | 3 510 | 0 | 0 | $0 |
| Samuel L. Smolik | SVP, Am Mfg & Refining Ops | 22 de junio de 2015 S | 7 499 | 0 | 0 | $0 |
| Jean Gadbois | SVP, Manufacturing EAI | 1 de junio de 2015 A | 4 820 | 0 | 0 | $0 |
| Patrick D. Quarles | EVP - I&D, Supply Chain & Proc | 29 de mayo de 2015 S | 12 284 | 0 | 0 | $0 |
| Stephen R Wessels | Vice President - Tax | 30 de abril de 2015 F | 9 577 | 0 | 0 | $0 |
| Craig B. Glidden | EVP & Chief Legal Officer | 17 de febrero de 2015 F | 256 536 | 0 | 0 | $0 |
| Karen M. Swindler | SVP Manufacturing - Americas | 30 de abril de 2014 F | 91 005 | 0 | 0 | $0 |
| Francesco Svelto | Vice President and Treasurer | 15 de mayo de 2013 M | 34 319 | 0 | 0 | $0 |
| Wendy M. Johnson | Chief Accounting Officer | 30 de abril de 2013 F | 70 033 | 0 | 0 | $0 |
| Paramjit Singh | SVP Manufacturing - EAI | 7 de mayo de 2012 M | 107 451 | 0 | 0 | $0 |
| Paul G. Davies | VP Chief H R Officer | 16 de diciembre de 2011 D | — | 0 | 0 | $0 |
| Anton De Vries | SVP O & P - EAI, Asia, Int'l | 5 de noviembre de 2010 D | 0 | 0 | 0 | $0 |
| Bridget E Karlin | Consejero | 30 de junio de 2026 F | 7 247 | 0 | 0 | $0 |
| Virginia A Kamsky | Consejero | 30 de junio de 2026 F | 10 283 | 0 | 0 | $0 |
| Anthony R Chase | Consejero | 22 de mayo de 2026 F | 13 603 | 0 | 0 | $0 |
| Claire S Farley | Consejero | 22 de mayo de 2026 F | 26 341 | 0 | 0 | $0 |
| Jacques Aigrain | Consejero | 22 de mayo de 2026 F | 37 534 | 0 | 0 | $0 |
| Scott Kleinman | Consejero | 18 de octubre de 2013 J | 2 075 | 0 | 0 | $0 |
| Marvin O Schlanger | Consejero | 22 de mayo de 2013 A | 19 976 | 0 | 0 | $0 |
| Joshua Harris | Consejero | 9 de mayo de 2012 A | 11 789 | 0 | 0 | $0 |
| Jeffrey Serota | Consejero | 5 de mayo de 2011 A | 8 422 | 0 | 0 | $0 |
| AIPH Holdings LLC | Propietario del 10% | 26 de enero de 2017 J | 0 | 0 | 0 | $0 |
| AI Petroleum Holdings LLC | Propietario del 10% | 10 de diciembre de 2012 J | 16 000 000 | 0 | 0 | $0 |
| ROYAL BANK OF SCOTLAND GROUP PLC | Propietario del 10% | 27 de octubre de 2010 J | 26 761 957 | 0 | 0 | $0 |
| Jagjeet S. Bindra | — | 31 de octubre de 2017 S | 5 973 | 0 | 0 | $0 |
| Robin W.T. Buchanan | — | 30 de septiembre de 2017 F | 33 811 | 0 | 0 | $0 |
| Stephen Forbes Cooper | — | 30 de septiembre de 2017 F | 22 697 | 0 | 0 | $0 |
| Nance K Dicciani | — | 30 de septiembre de 2017 F | 13 521 | 0 | 0 | $0 |
| Bruce A Smith | — | 30 de septiembre de 2017 F | 28 050 | 0 | 0 | $0 |
| Lincoln E Benet | — | 23 de mayo de 2017 A | 4 062 | 0 | 0 | $0 |
| Rudy Van Der Meer | — | 23 de mayo de 2017 A | 14 805 | 0 | 0 | $0 |
| Isabella D Goren | — | 23 de mayo de 2017 A | 7 357 | 0 | 0 | $0 |
| Robert G Gwin | — | 23 de mayo de 2017 A | 19 759 | 0 | 0 | $0 |
| Richard Roudeix | — | 1 de mayo de 2017 M | 5 086 | 0 | 0 | $0 |
| Stephen J Doktycz | — | 1 de marzo de 2017 A | 3 835 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 5 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| LYB Holdco LLC, Len Blavatnik, Access Industries, LLC, Access Industries Holdings LLC, Access Industries Management, LLC, AI Investments Holdings LLC ×5 presentaciones | 13 de junio de 2025 | 20,30% | Enmienda | — | SEC |
| AI International Chemicals LLC, Len Blavatnik, Access Industries, LLC, Access Industries Holdings LLC, Access Industries Management, LLC, AI Investments Holdings LLC ×3 presentaciones | 6 de mayo de 2021 | — | Presentación inicial | — | SEC |
| AI International Chemicals S.à r.l., Len Blavatnik, Access Industries, LLC, Access Industries Holdings LLC, Access Industries Management, LLC, AI Investments Holdings LLC ×10 presentaciones | 15 de julio de 2019 | — | Presentación inicial | — | SEC |
| AI International Chemicals S.À.R.L., Len Blavatnik, AI Investments Holdings LLC, AI SMS L.P., AI SMS GP Limited, Access Industries, LLC, Access Industries Management, LLC, Altep 2010 L.P., Altep 2011 L.P., Access Industries, Inc. ×2 presentaciones | 16 de febrero de 2012 | — | Presentación inicial | — | SEC |
| AI International Chemicals S.À. R.L., Len Blavatnik, AI Chemical Holdings LLC, AI SMS L.P., AI SMS GP Limited, Access Industries, LLC, Access Industries Management, LLC, Altep 2010 L.P., Altep 2011 L.P., Access Industries, Inc. | 23 de febrero de 2011 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 113 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| RSPM · Invesco Exchange-Traded Fund Trust | 3,85% | 106 841 SH | 21 de agosto de 2026 | Diario |
| PEY · Invesco Exchange-Traded Fund Trust | 2,69% | 464 009 SH | 21 de agosto de 2026 | Diario |
| PYZ · Invesco Exchange-Traded Fund Trust | 2,00% | 21 634 SH | 21 de agosto de 2026 | Diario |
| DUSA · Davis Fundamental ETF Trust | 1,84% | 285 750 NS | 30 de abril de 2026 | N-PORT |
| DWLD · Davis Fundamental ETF Trust | 1,83% | 139 170 NS | 30 de abril de 2026 | N-PORT |
| SDOG · ALPS ETF Trust | 1,74% | 360 442 NS | 31 de mayo de 2026 | N-PORT |
| IYM · iShares Trust | 1,69% | 252 802 SH | 21 de agosto de 2026 | Diario |
| RPV · Invesco Exchange-Traded Fund Trust | 1,69% | 429 083 SH | 21 de agosto de 2026 | Diario |
| DVY · iShares Trust | 1,32% | 4 633 297 SH | 21 de agosto de 2026 | Diario |
| VAW · VANGUARD WORLD FUND | 0,89% | 756 280 SH | 19 de agosto de 2026 | Diario |
| WLDR · Two Roads Shared Trust | 0,75% | 7 154 NS | 30 de abril de 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0,59% | 6 282 NS | 30 de abril de 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,57% | 52 848 NS | 31 de mayo de 2026 | N-PORT |
| MXI · iShares Trust | 0,54% | 29 607 SH | 21 de agosto de 2026 | Diario |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,42% | 640 NS | 31 de mayo de 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,33% | 631 182 NS | 31 de mayo de 2026 | N-PORT |
| TEXN · iShares Trust | 0,29% | 745 SH | 21 de agosto de 2026 | Diario |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,29% | 355 000 | 21 de agosto de 2026 | Diario |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,27% | 16 247 NS | 31 de mayo de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,25% | 30 533 SH | 21 de agosto de 2026 | Diario |
| IMCV · iShares Trust | 0,24% | 41 980 SH | 21 de agosto de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,20% | 2 866 723 SH | 21 de agosto de 2026 | Diario |
| SIZE · iShares Trust | 0,17% | 10 956 SH | 21 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,17% | 385 630 SH | 21 de agosto de 2026 | Diario |
| EUSA · iShares, Inc. | 0,16% | 46 860 SH | 21 de agosto de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,15% | 225 018 SH | 21 de agosto de 2026 | Diario |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,15% | 222 505 SH | 21 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,14% | 1 880 304 SH | 19 de agosto de 2026 | Diario |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,14% | 6 125 000 | 21 de agosto de 2026 | Diario |
| IWR · iShares Trust | 0,12% | 1 049 998 SH | 21 de agosto de 2026 | Diario |
| NEAR · iShares U.S. ETF Trust | 0,12% | 6 060 000 SH | 21 de agosto de 2026 | Diario |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,12% | 3 628 000 | 21 de agosto de 2026 | Diario |
| VOE · VANGUARD INDEX FUNDS | 0,12% | 829 385 SH | 19 de agosto de 2026 | Diario |
| IMCB · iShares Trust | 0,12% | 29 964 SH | 21 de agosto de 2026 | Diario |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,11% | 20 321 NS | 31 de mayo de 2026 | N-PORT |
| DIVB · iShares Trust | 0,11% | 30 238 SH | 21 de agosto de 2026 | Diario |
| VLUE · iShares Trust | 0,10% | 145 363 SH | 21 de agosto de 2026 | Diario |
| MTUM · iShares Trust | 0,10% | 364 563 SH | 21 de agosto de 2026 | Diario |
| XOEF · iShares Trust | 0,10% | 330 SH | 21 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,10% | 186 442 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,10% | 191 854 NS | 31 de mayo de 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 13 252 SH | 21 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,08% | 2 962 160 SH | 19 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,08% | 13 435 SH | 19 de agosto de 2026 | Diario |
| PFM · Invesco Exchange-Traded Fund Trust | 0,08% | 9 186 SH | 21 de agosto de 2026 | Diario |
| EQL · ALPS ETF Trust | 0,08% | 16 040 NS | 31 de mayo de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,07% | 2 799 233 SH | 19 de agosto de 2026 | Diario |
| DFLV · Dimensional ETF Trust | 0,07% | 55 235 NS | 30 de abril de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,06% | 1 031 330 SH | 19 de agosto de 2026 | Diario |
| IVE · iShares Trust | 0,06% | 426 107 SH | 21 de agosto de 2026 | Diario |