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LXU LSB Industries, Inc.

USBasic Materials
$11.20+2.00%ClosedMarket Cap: $805.7M

As of 2026-07-08 16:00

Why LXU matters now

LSB Industries, Inc. (LXU) is a US stock in Basic Materials. The latest InvestLog snapshot shows $11.20 with +2.00% on the session and $805.7M in market capitalization; recent performance reads 1-month -16.99% and YTD +33.88%.

The latest financial table shown here is Q1 2026, with revenue of $169.5M, net income of $19.7M, and EPS of $0.27. Investors can compare that operating picture with valuation signals such as P/E 42.18 and FCF yield 17.6%.

The latest indexable market news headline is "LSB Industries Inc (LXU) Stock Down 3.2% but Still Overvalued -- GF Score: 57/100" from GuruFocus.

Additional event context on this page matters because analyst consensus is Hold with a median target of $15.50; recent insider activity includes White Lynn F filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

42.18

PEG

0.19

P/B

1.53

P/S

1.28

EV/EBITDA

7.84

DCF Value

$24.78

FCF Yield

17.6%

Div Yield

0.0%

Margins & Returns

Gross Margin

19.6%

Operating Margin

12.5%

Net Margin

7.2%

ROE

8.9%

ROA

3.9%

ROIC

6.4%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$169.5M$19.7M$0.27
Q4 2025$165.0M$16.1M$0.22
FY 2025$615.2M$24.6M$0.34
Q3 2025$155.4M$7.1M$0.10

Analyst Ratings

Consensus

Hold

Target (Consensus)

$15.50

Target (Median)

$15.50

Target Range

$15.00 - $16.00

Strong Buy: 0Buy: 2Hold: 3Sell: 0Strong Sell: 0
UBSNeutral
2026-05-13
RBC CapitalSector Perform
2026-05-11
RBC CapitalSector Perform
2026-04-07
UBSNeutral
2026-03-26
JefferiesHold
2026-03-12

Trading Activity

Insider Trades

White Lynn Fdirector
Sell2026-06-11
CARVER KRISTYofficer: SVP and Treasurer
Sell2026-06-09
Peninger Diana Mdirector
Sell2026-05-27
Bertocco Riccardodirector
Sell2026-05-27
White Lynn Fdirector
Sell2026-05-27

Company Info

Sector

Basic Materials

Industry

Chemicals

Country

US

Exchange

Beta

0.32

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.