8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Apr 29, 2026·SEC
Material company update
Apr 27, 2026·SEC
LSB Industries, Inc.(LXU)Earnings, Financials & Key Ratios
LXU•NYSE
$10.98
32.3× P/E·Price updated Jul 7, 2026
AboutLSB Industries, Inc. engages in the manufacture, marketing, and sale of chemical products. The company provides nitrogen-based fertilizers, such as ammonia, fertilizer grade ammonium nitrate (HDAN), and urea ammonia nitrate for fertilizer and fertilizer blends for corn and other crops, and NPK fertilizer blends applications. It also offers high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, and diesel exhaust fluids, as well as concentrated, and blended and regular nitric acids for various applications, including semi-conductor and polyurethane intermediates; pulp and paper, alum, water treatment, metals, and vanadium processing; power plant emissions abatement, water treatment, refrigerants, and metals processing; exhaust stream additive, and horticulture/greenhouse applications; and refrigeration. In addition, the company provides industrial grade ammonium nitrate, ammonium nitrate, and HDAN solutions for ammonium nitrate fuel oil and specialty emulsions for mining, surface mining, quarries, and construction applications. It sells its products through distributors, as well as directly to end customers in the United States, Mexico, and Canada. The company serves to the agricultural, industrial, and mining markets. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.Show more
- Revenue$615M+17.8%
- EBITDA$145M+110.4%
- Net Income$25M+227.2%
- EPS (Diluted)0.34+225.9%
- Gross Margin16.95%+85.3%
- EBITDA Margin23.52%+78.7%
- Operating Margin10.21%+1068.6%
- Net Margin4%+208.0%
- ROE4.87%+227.0%
LXU Price & Volume
LSB Industries, Inc. (LXU) stock price & volume — 10-year historical chart
Loading chart...
Nitrogen Pricing Power Drives Margin Recovery Cycle
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Improving
Primary Risk:Natural gas price volatility
Key Thesis Takeaways
- LSB Industries is currently benefiting from a cyclical recovery in the North American nitrogen market, evidenced by an 18.2% year-over-year revenue growth in 2026Q1.
- While the company has successfully deleveraged its balance sheet, reducing total debt to $484.2M, investors should remain cautious regarding the sustainability of these margins given the high sensitivity to natural gas input costs.
- Future performance will likely hinge on the company's ability to maintain operational reliability across its $869.0M net PPE asset base while managing the dilutive impact of $4.8M in quarterly stock-based compensation.
Verdict Logic
while the forward P/E of 9.82 suggests potential value, the historical volatility in profitability and the significant $4.8M quarterly stock-based compensation expense warrant a cautious approach.
LXU Growth Metrics
LSB Industries, Inc. (LXU) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-1.45%
5 Years11.86%
3 Years-11.97%
TTM21.54%
Profit CAGR
10 Years-
5 Years-
3 Years-52.55%
TTM272.6%
EPS CAGR
10 Years-
5 Years-
3 Years-49.75%
TTM269.21%
Return on Capital
10 Years2.78%
5 Years9.27%
3 Years3.2%
Last Year5.93%
LXU Recent Earnings
LSB Industries, Inc. (LXU) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
Apr 29, 2026Metric
Actual
Est
EPS
$0.27+108.3%
$0.13
Rev
$169M+2.0%
$166M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$0.22+22.2%
$0.18
Rev
$165M+7.3%
$154M
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$0.10+42.9%
$0.07
Rev
$155M+1.0%
$154M
Q3 2025
Jul 29, 2025Metric
Actual
Est
EPS
$0.04-77.8%
$0.18
Rev
$151M+6.5%
$142M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $0.27vs $0.13+108.3% | $169Mvs $166M+2.0% |
| Q1 2026 | Feb 25, 2026 | $0.22vs $0.18+22.2% | $165Mvs $154M+7.3% |
| Q4 2025 | Oct 29, 2025 | $0.10vs $0.07+42.9% | $155Mvs $154M+1.0% |
| Q3 2025 | Jul 29, 2025 | $0.04vs $0.18-77.8% | $151Mvs $142M+6.5% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for LSB Industries, Inc. (LXU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $10.98 | $788.88M | 32.29 | 17.77% | 4% | 4.87% | — | |
| $114.92 | $17.65B | 12.81 | 19.34% | 23.73% | 22.29% | — | |
| $10.30 | $9.95M | -9.20 | 3.35% | -6.71% | -9.56% | — | |
| $114.93 | $1.21B | 12.32 | 15.36% | 18.89% | 40.08% | — | |
| $65.32 | $31.43B | 13.78 | 5.33% | 8.6% | 9.47% | — | |
| $21.12 | $6.71B | 12.42 | 8.36% | 6.03% | 5.85% | — |
Compare LXU vs Peers
LSB Industries, Inc. (LXU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
LXU SEC Filings & Documents
LSB Industries, Inc. (LXU) SEC filings — annual & quarterly reports (10-K, 10-Q)
Get notified when LXU posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
LXU Frequently Asked Questions
LSB Industries, Inc. (LXU) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is LSB Industries, Inc.'s revenue?
LSB Industries, Inc. (LXU) reported $641.3M in revenue for fiscal year 2025. This represents a 104% increase from $314.1M in 1996.
How fast is LSB Industries, Inc. growing?
LSB Industries, Inc. (LXU) grew revenue by 17.8% over the past year. This is strong growth.
Is LXU profitable?
Yes, LSB Industries, Inc. (LXU) is profitable, generating $45.9M in net income for fiscal year 2025 (4.0% net margin).
Dividend & Returns
What is LXU's return on equity?
LSB Industries, Inc. (LXU) has a return on equity (ROE) of 4.9%. This is below average, suggesting room for improvement.
What is LSB Industries, Inc.'s free cash flow?
LSB Industries, Inc. (LXU) generated $161.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.