LSB Industries, Inc. logo

LSB Industries, Inc.

LXU

NYSEBasic MaterialsChemicals

Previous close

$11.12

+$0.43 · +4.02%

Aug 21, 4:00 PM ET

Pre-market

$10.95

−$0.17 · -1.53%

Aug 24, 4:01 AM ET

LXU company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

91

Deep Value

Momentum

31

Weakening

Sentiment

74

Bullish

Risk resilience

60

Moderate Risk

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Company profile

Company website

LSB Industries, Inc. specializes in the production, distribution, and sale of a diverse array of chemical compounds. The company is a key supplier of nitrogen-based agricultural inputs, including ammonia, fertilizer-grade ammonium nitrate (HDAN), urea ammonia nitrate, and NPK blends, which are essential for enhancing the growth of corn and various other crops. Beyond agriculture, LSB provides a broad spectrum of industrial chemicals. These encompass high-purity and commercial-grade ammonia, high-purity ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, diesel exhaust fluids, as well as various concentrations of nitric acids. These products serve a wide array of industrial applications, such as semiconductor manufacturing, polyurethane production, pulp and paper processing, water treatment, metals and vanadium processing, power plant emission control, refrigeration, and horticulture. Furthermore, LSB is a significant producer of chemicals for the mining sector. Its offerings include industrial-grade ammonium nitrate and HDAN solutions, critical components for ammonium nitrate fuel oil (ANFO) and specialized emulsions used in surface mining, quarry operations, and construction projects. The company distributes its products through a network of distributors and directly to end-users across the United States, Mexico, and Canada, catering to the agricultural, industrial, and mining industries. Established in 1968, LSB Industries, Inc. operates from its headquarters in Oklahoma City, Oklahoma.

Industry
Chemicals
Sector
Basic Materials
Headquarters
US
CEO
Mark T. Behrman
Listed since
Jan 2, 1980
Employees
513

Market position

Day range

Current $11.12

52-week range

Current $11.12

Open
$10.775
Previous close
$10.69
Volume
736.54K
0.77× average
Average volume
960.11K
Average daily volume
Market cap
799.96M USD
Beta
0.32
Market reference 1
50-day average
$10.9098
+1.93% above average
200-day average
$11.3963
-2.42% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
1.09B USD
P/E (TTM)
22.28×
P/B (TTM)
1.5×
P/S (TTM)
1.22×
EV / EBITDA
7.48×
Earnings yield
4.00%
Free cash flow yield
2.94%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
17.32%
Operating margin
10.38%
Net margin
5.58%
Return on equity
4.73%
Return on assets
2.10%
Return on invested capital
4.40%

Financial health

Debt / equity
0.89×
Current ratio
2.78×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends43%26%9%-8%Gross margin, FY2021: 24.99%Gross margin, FY2022: 38.63%Gross margin, FY2023: 14.53%Gross margin, FY2024: 9.15%Gross margin, FY2025: 16.95%Operating margin, FY2021: 18.17%Operating margin, FY2022: 34.20%Operating margin, FY2023: 8.72%Operating margin, FY2024: -1.05%Operating margin, FY2025: 10.21%Net margin, FY2021: 7.83%Net margin, FY2022: 25.55%Net margin, FY2023: 4.70%Net margin, FY2024: -3.70%Net margin, FY2025: 4.00%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 24.99%. Gross margin FY2022 38.63%. Gross margin FY2023 14.53%. Gross margin FY2024 9.15%. Gross margin FY2025 16.95%. Operating margin FY2021 18.17%. Operating margin FY2022 34.20%. Operating margin FY2023 8.72%. Operating margin FY2024 -1.05%. Operating margin FY2025 10.21%. Net margin FY2021 7.83%. Net margin FY2022 25.55%. Net margin FY2023 4.70%. Net margin FY2024 -3.70%. Net margin FY2025 4.00%.

Income trends

Revenue

615.21M USD+17.77%

Operating income

62.8M USD+68.3M USD

Net income

24.61M USD+43.97M USD
Income trends across reported periods993.82M USD625.39M USD256.97M USD−111.46M USDRevenue, FY2021: 556.24M USDRevenue, FY2022: 901.71M USDRevenue, FY2023: 593.71M USDRevenue, FY2024: 522.4M USDRevenue, FY2025: 615.21M USDOperating income, FY2021: 101.05M USDOperating income, FY2022: 308.38M USDOperating income, FY2023: 51.78M USDOperating income, FY2024: −5.51M USDOperating income, FY2025: 62.8M USDNet income, FY2021: 43.55M USDNet income, FY2022: 230.35M USDNet income, FY2023: 27.92M USDNet income, FY2024: −19.35M USDNet income, FY2025: 24.61M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 556.24M USD. Revenue FY2022 901.71M USD. Revenue FY2023 593.71M USD. Revenue FY2024 522.4M USD. Revenue FY2025 615.21M USD. Operating income FY2021 101.05M USD. Operating income FY2022 308.38M USD. Operating income FY2023 51.78M USD. Operating income FY2024 −5.51M USD. Operating income FY2025 62.8M USD. Net income FY2021 43.55M USD. Net income FY2022 230.35M USD. Net income FY2023 27.92M USD. Net income FY2024 −19.35M USD. Net income FY2025 24.61M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue615.21M USD522.4M USD593.71M USD901.71M USD556.24M USD
Cost of goods sold510.91M USD474.6M USD507.45M USD553.34M USD417.26M USD
Gross profit104.3M USD47.8M USD86.26M USD348.37M USD138.98M USD
Selling, general, and administrative41.51M USD41.77M USD36.58M USD39.43M USD38.03M USD
Operating expenses41.51M USD53.3M USD34.48M USD39.99M USD37.93M USD
Interest expense30.66M USD34.45M USD41.14M USD46.83M USD49.38M USD
Depreciation and amortization81.93M USD74.28M USD68.92M USD68.02M USD69.94M USD
Operating income62.8M USD−5.51M USD51.78M USD308.38M USD101.05M USD
Net income24.61M USD−19.35M USD27.92M USD230.35M USD43.55M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
36%
4 beats, 6 misses, 1 met estimate
Average EPS surprise
-170.40%
11 comparable reports
Latest EPS result
-0.09
Estimate 0.33 · Miss by 127.09%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.370.190.01-0.17Q1 '25MissQ2 '25MissQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 26, 2025: actual -0.13, estimate -0.01, surprise -1200.00%, Miss. Q2 2025, reported Apr 29, 2025: actual -0.02, estimate 0.02, surprise -200.00%, Miss. Q3 2025, reported Jul 29, 2025: actual 0.04, estimate 0.18, surprise -77.78%, Miss. Q4 2025, reported Oct 29, 2025: actual 0.1, estimate 0.07, surprise +42.86%, Beat. Q1 2026, reported Feb 25, 2026: actual 0.22, estimate 0.18, surprise +22.22%, Beat. Q2 2026, reported Apr 29, 2026: actual 0.27, estimate 0.13, surprise +108.33%, Beat. Q3 2026, reported Jul 29, 2026: actual -0.09, estimate 0.332, surprise -127.09%, Miss. Q4 2026, reported Nov 4, 2026: actual —, estimate 0.216, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates176.27M155.61M134.95M114.29MQ1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 26, 2025: actual 134.91M USD, estimate 121.07M USD, surprise +11.43%, Beat. Q2 2025, reported Apr 29, 2025: actual 143.43M USD, estimate 134.6M USD, surprise +6.56%, Beat. Q3 2025, reported Jul 29, 2025: actual 151.3M USD, estimate 158.52M USD, surprise -4.56%, Miss. Q4 2025, reported Oct 29, 2025: actual 155.43M USD, estimate 138.2M USD, surprise +12.47%, Beat. Q1 2026, reported Feb 25, 2026: actual 165.05M USD, estimate 153.82M USD, surprise +7.30%, Beat. Q2 2026, reported Apr 29, 2026: actual 169.49M USD, estimate 166.19M USD, surprise +1.99%, Beat. Q3 2026, reported Jul 29, 2026: actual 168.09M USD, estimate 155.45M USD, surprise +8.13%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 165.37M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$14.50

30.40% upside
Past 12 months12-month forecastHigh $16.00Average $14.50Low $13.00

LXU news

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$0.02

1998 complete year-66.7% since 1994

Corporate action history

Dividend

Ex-dividend Dec 29, 1998

$0.01

Semi-Annual

Dividend

Ex-dividend Jun 11, 1998

$0.01

Semi-Annual

Dividend

Ex-dividend Dec 29, 1997

$0.03

Semi-Annual

Dividend

Ex-dividend Jun 12, 1997

$0.03

Semi-Annual

Dividend

Ex-dividend Dec 12, 1996

$0.03

Semi-Annual

Dividend

Ex-dividend Jun 12, 1996

$0.03

Semi-Annual

LXU peers

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