LSB Industries, Inc.

LXU • Chemicals

$11.30

▲ +0.07 (+0.62%)

Current price

EarningsLatest report: Jun 30, 2026

HIGHER-RISK PROFILECautionConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Caution is warranted. Recent ratios show weaknesses that may limit returns unless fundamentals improve.

Market Cap

$823.85M

Growth

-2.5%

Cash Flow

4/5

Trend

Mostly stable

Evidence

Positive free cash flow · 0.25Consistent free cash flow · 4/5Healthy liquidity · 2.78Negative growth trendWeak profitability

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$11.30

Change0.62%

Shares Out72.91M

Market Cap$823.85M

Enterprise Value$1.05B

52W Range7.15 - 17.22

Beta0.35

P/E22.42

P/S1.25

P/B1.53

P/FCF3.73

EV/Sales1.60

Price$11.30

Change0.62%

Shares Out72.91M

Market Cap$823.85M

Enterprise Value$1.05B

52W Range7.15 - 17.22

Beta0.35

P/E22.42

P/S1.25

P/B1.53

P/FCF3.73

EV/Sales1.60

EV/EBITDA7.02

EV/FCF4.75

Earnings Yield4.46%

FCF Yield26.83%

Dividend Yield0.00%

Gross Margin16.95%

Oper. Margin10.21%

Profit Margin4.00%

Debt/Eq0.94

Current Ratio2.78

Quick Ratio2.15

Revenue 5Y-2.49%

Target$14.50

Target Upside28.32%

Target Median$14.50

Target Range13.00 - 16.00

Volume1.33M

Avg Volume881.66K

EPS Surprise0.14

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

38/100

Financial Strength

Debt, cash, stability

70/100

Growth Potential

Revenue and expansion

20/100

Price Attractiveness

Cheap or expensive today

74/100

Why this score▼

Positive free cash flow · 0.25Consistent free cash flow · 4/5Healthy liquidity · 2.78Negative growth trendWeak profitability

Analyst view

Analyst sentiment and price target

LXU

Analyst sentiment

Based on 11 analyst votes · 2026-09-05

86/100

Bullish

Hold

Bearish

Price Target

2026-07-31

Low

$15.00

Mean

$15.50

Median

$15.50

High

$16.00

Company Overview

IPO: 1/2/1980

Industry: Chemicals

P/B i: 1.53

Debt / Equity i: 0.94

Operating Margin: 10.21%

Net Margin: 4.00%

ROE i: -

ROIC: -

Financial Health

Score14 / 20

Debt / Equity: 0.94

Current Ratio: 2.78

Quick Ratio: 2.15

Status: Good

Insider Transactions

Recent executive and insider activity

⚠ 2 high-volume insider sells detected

White Lynn F

Transaction: 06/10/2026

SELL

Change

-40,000

Price

$11.80

Filing

06/11/2026

Type

SELL

CARVER KRISTY

Transaction: 06/08/2026

SELL

Change

-9,554

Price

$12.38

Filing

06/09/2026

Type

SELL

Peninger Diana M

Transaction: 05/22/2026

BUY

Change

+9,252

Price

$12.97

Filing

05/27/2026

Type

BUY

Insider	Type	Change	Price	Transaction	Filing
White Lynn F	SELL	-40,000	$11.80	06/10/2026	06/11/2026
CARVER KRISTY	SELL	-9,554	$12.38	06/08/2026	06/09/2026
Peninger Diana M	BUY	+9,252	$12.97	05/22/2026	05/27/2026
Bertocco Riccardo	BUY	+9,252	$12.97	05/22/2026	05/27/2026
White Lynn F	BUY	+9,252	$12.97	05/22/2026	05/27/2026
CHANDLER JOHN D	BUY	+9,252	$12.97	05/22/2026	05/27/2026
Ackerman Jonathan Z.	BUY	+9,252	$12.97	05/22/2026	05/27/2026
BEHRMAN MARK T	BUY	+706,880	$14.57	04/24/2026	04/27/2026
Ackerman Jonathan Z.	OTHER	0	Not reported	04/02/2026	04/20/2026
Boehly Todd L	SELL	-4,889,159	$14.85	03/26/2026	03/30/2026
MAGUIRE CHERYL	SELL	-20,000	$15.00	03/12/2026	03/18/2026
BEHRMAN MARK T	SELL	-250,000	$11.75	03/02/2026	03/04/2026
CARVER KRISTY	SELL	-2,091	$10.99	02/26/2026	03/02/2026
GOLSEN BARRY H	SELL	-13,386	$10.04	02/11/2026	02/11/2026
GOLSEN BARRY H	SELL	-19,162	$10.04	02/10/2026	02/11/2026
GOLSEN BARRY H	SELL	-2,495	$10.00	02/09/2026	02/11/2026
CARVER KRISTY	BUY	+8,124	Not reported	02/04/2026	02/06/2026
Foster Michael J.	BUY	+26,545	Not reported	02/04/2026	02/06/2026
MAGUIRE CHERYL	BUY	+29,462	Not reported	02/04/2026	02/06/2026
Bemis Scott D	BUY	+10,584	Not reported	02/04/2026	02/06/2026

About the Company

LSB Industries, Inc.

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.

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Peers

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1Y peer performance

Top performers + selected company

Latest news

Is LSB Industries Inc (LXU) Overvalued After 3.2% Rally? GF Value Says Overvalued

On September 02, 2026, LSB Industries Inc (LXU) shares rose 3.2%, closing at $11.54. The stock has experienced notable fluctuations over the past year, with a 5

GuruFocus

71,300 Shares in Lsb Industries Inc. $LXU Bought by Canada Pension Plan Investment Board

Canada Pension Plan Investment Board acquired a new stake in Lsb Industries Inc. (NYSE: LXU) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 71,300 shares of the conglomerate's stock, valued at approximately $771,000. Canada Pension Plan Investment Board owned

Defense World

LSB Industries, Inc. to Participate in Upcoming Investor Conferences

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”), (NYSE: LXU), today announced that its Chief Financial Officer, Cheryl Maguire and its Chief Commercial Officer, Damien Renwick will be participating in the following conferences: UBS Global Materials Conference on Wednesday, September 9th in New York City Jefferies Industrials Conference on Thursday, September 10th in New York City Ms. Maguire and Mr. Renwick will be available for one-on-one meetings all day at both events. To schedu.

Business Wire

LSB Industries: Why Cost Advantage Makes It A Buy

LSB Industries is rated Buy with a $13.50 target, leveraging a structural U.S. natural gas cost advantage over European peers. Operational efficiency gains, particularly at the El Dorado plant, and a flexible product mix support margin expansion and resilience against agricultural price swings. The carbon capture project is expected to generate $25–30 million in annual cash flow by 2027, with regulatory and execution risks to monitor.

Seeking Alpha

Lsb Industries (NYSE:LXU) & Midwest Energy Emissions (OTCMKTS:MEEC) Head to Head Contrast

Midwest Energy Emissions (OTCMKTS:MEEC - Get Free Report) and Lsb Industries (NYSE: LXU - Get Free Report) are both small-cap materials companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, risk, institutional ownership, profitability, earnings, dividends and valuation. Profitability This table compares Midwest Energy

Defense World

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-04-29	0.1296	0.27	0.1404
2026-02-25	0.18	0.22	0.04
2025-10-29	0.07	0.1	0.03
2025-07-29	0.18	0.04	-0.14
2025-04-29	0.02	-0.02	-0.04
2025-02-26	-0.01	0.07	0.08
2024-10-29	-0.07	-0.11	-0.04
2024-07-31	0.13	0.13	0
2024-04-29	0.06	0.12	0.06
2024-03-05	0.1	-0.03	-0.13
2023-11-01	-0.03733	-0.07	-0.03267
2023-07-26	0.23	0.25	0.02