Symbols / LXU $14.43 -1.10% LSB Industries, Inc.

Basic Materials • Chemicals • United States • NYQ
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About

LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company offers ammonia and urea ammonia nitrate for agricultural applications. It also provides high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, concentrated, blended and regular nitric acid, mixed nitrating acids, carbon dioxide, industrial grade ammonium nitrate, and ammonium nitrate for industrial applications. It sells its products to farmers, ranchers, fertilizer dealers, and distributors primarily in the ranch land and grain production markets, as well as industrial users of acids and explosive manufacturers. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.

Fundamentals
Scroll to Statements
Market Cap 1.04B Enterprise Value 1.40B Income 24.61M Sales 615.21M Book/sh 7.25 Cash/sh 2.07
Dividend Yield — Payout 0.00% Employees 513 IPO — P/E 42.44 Forward P/E 11.94
PEG 0.42 P/S 1.69 P/B 1.99 P/C — EV/EBITDA 9.59 EV/Sales 2.27
Quick Ratio 1.95 Current Ratio 2.78 Debt/Eq 95.66 LT Debt/Eq — EPS (ttm) 0.34 EPS next Y 1.21
EPS Growth — Revenue Growth 22.30% Earnings 2026-04-29 ROA 3.37% ROE 4.87% ROIC —
Gross Margin 16.95% Oper. Margin 18.25% Profit Margin 4.00% Shs Outstand 71.85M Shs Float 58.91M Short Float 3.62%
Short Ratio 0.81 Short Interest — 52W High 17.22 52W Low 5.16 Beta 0.48 Avg Volume 1.45M
Volume 828.72K Target Price $15.10 Recom Buy Prev Close $14.59 Price $14.43 Change -1.10%
Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$15.10
Mean price target
2. Current target
$14.43
Latest analyst target
3. DCF / Fair value
$-1.54
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$14.43
Low
$11.00
High
$18.00
Mean
$15.10

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-04-07 down RBC Capital Outperform → Sector Perform $14
2026-03-26 main UBS Neutral → Neutral $17
2026-03-12 main Jefferies Hold → Hold $15
2026-03-03 main Jefferies Hold → Hold $11
2026-02-27 main RBC Capital Outperform → Outperform $13
2026-01-20 main RBC Capital Outperform → Outperform $11
2026-01-12 main UBS Neutral → Neutral $10
2025-11-10 main RBC Capital Outperform → Outperform $10
2025-10-30 main UBS Neutral → Neutral $10
2025-07-23 down UBS Buy → Neutral $9
2025-04-16 main UBS Buy → Buy $8
2025-01-13 up Piper Sandler Underweight → Overweight $11
2024-11-04 reit RBC Capital Outperform → Outperform $10
2024-10-10 up UBS Neutral → Buy $11
2024-08-12 reit RBC Capital Outperform → Outperform $10
2024-08-08 main Piper Sandler Underweight → Underweight $9
2024-07-09 main UBS Neutral → Neutral $9
2024-05-29 main Deutsche Bank Buy → Buy $11
2024-05-07 main Piper Sandler Underweight → Underweight $9
2024-03-11 main RBC Capital Outperform → Outperform $10
News
RSS: Latest LXU news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-26 BOEHLY TODD L. Beneficial Owner of more than 10% of a Class of Security — 4,889,159 $14.85 $72,604,011
2026-03-12 MAGUIRE CHERYL Chief Financial Officer — 20,000 $15.00 $300,000
2026-03-02 BEHRMAN MARK T Chief Executive Officer — 250,000 $11.75 $2,937,500
2026-02-26 CARVER KRISTY Officer and Treasurer — 2,091 $10.99 $22,980
2026-02-11 GOLSEN BARRY H Director — 46,635 $10.00 $468,083
2026-02-04 FOSTER MICHAEL J General Counsel — 26,545 $0.00 $0
2026-02-04 CARVER KRISTY Officer and Treasurer — 8,124 $0.00 $0
2026-02-04 MAGUIRE CHERYL Chief Financial Officer — 29,462 $0.00 $0
2026-02-04 RENWICK DAMIEN Officer — 25,115 $0.00 $0
2026-02-04 BEMIS SCOTT D Officer — 10,584 $0.00 $0
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
615.21
+17.77%
522.40
-12.01%
593.71
-34.16%
901.71
Operating Revenue
579.21
+18.55%
488.57
-9.96%
542.61
-39.82%
901.71
Cost Of Revenue
510.91
+7.65%
474.60
-6.47%
507.45
-8.29%
553.34
Reconciled Cost Of Revenue
510.91
+7.65%
474.60
-6.47%
507.45
-8.29%
553.34
Gross Profit
104.30
+118.22%
47.80
-44.59%
86.26
-75.24%
348.37
Operating Expense
47.03
-11.77%
53.30
+54.57%
34.48
-13.77%
39.99
Selling General And Administration
41.51
-0.62%
41.77
+14.18%
36.58
-7.22%
39.43
Other Operating Expenses
5.52
-52.14%
11.54
+650.07%
-2.10
-473.80%
0.56
Total Expenses
557.93
+5.69%
527.90
-2.59%
541.93
-8.66%
593.33
Operating Income
57.27
+1140.40%
-5.50
-110.63%
51.78
-83.21%
308.38
Total Operating Income As Reported
57.27
+1140.40%
-5.50
-110.63%
51.78
-83.21%
308.38
EBITDA
145.14
+75.09%
82.89
-42.42%
143.95
-62.44%
383.29
Normalized EBITDA
145.19
+81.76%
79.88
-40.97%
135.31
-64.71%
383.40
Reconciled Depreciation
81.93
+10.01%
74.48
+8.06%
68.92
+2.97%
66.94
EBIT
63.21
+651.11%
8.41
-88.78%
75.03
-76.28%
316.35
Total Unusual Items
-0.05
-101.73%
3.01
-65.14%
8.64
+7749.56%
-0.11
Total Unusual Items Excluding Goodwill
-0.05
-101.73%
3.01
-65.14%
8.64
+7749.56%
-0.11
Special Income Charges
-0.05
-101.73%
3.01
-65.14%
8.64
+7749.56%
-0.11
Other Special Charges
0.05
+101.73%
-3.01
+65.14%
-8.64
-7749.56%
0.11
Net Income
24.61
+227.18%
-19.35
-169.31%
27.92
-87.88%
230.35
Pretax Income
32.55
+225.01%
-26.04
-176.81%
33.90
-87.42%
269.52
Net Non Operating Interest Income Expense
-30.66
+11.02%
-34.45
+16.25%
-41.14
+12.15%
-46.83
Interest Expense Non Operating
30.66
-11.02%
34.45
-16.25%
41.14
-12.15%
46.83
Net Interest Income
-30.66
+11.02%
-34.45
+16.25%
-41.14
+12.15%
-46.83
Interest Expense
30.66
-11.02%
34.45
-16.25%
41.14
-12.15%
46.83
Other Income Expense
5.93
-57.39%
13.92
-40.14%
23.25
+191.78%
7.97
Other Non Operating Income Expenses
5.98
-45.14%
10.91
-25.35%
14.61
+80.76%
8.08
Tax Provision
7.94
+218.73%
-6.68
-211.90%
5.97
-84.75%
39.17
Tax Rate For Calcs
0.00
-5.45%
0.00
+46.02%
0.00
+21.09%
0.00
Tax Effect Of Unusual Items
-0.01
-101.63%
0.77
-49.10%
1.52
+9362.83%
-0.02
Net Income Including Noncontrolling Interests
24.61
+227.18%
-19.35
-169.31%
27.92
-87.88%
230.35
Net Income From Continuing Operation Net Minority Interest
24.61
+227.18%
-19.35
-169.31%
27.92
-87.88%
230.35
Net Income From Continuing And Discontinued Operation
24.61
+227.18%
-19.35
-169.31%
27.92
-87.88%
230.35
Net Income Continuous Operations
24.61
+227.18%
-19.35
-169.31%
27.92
-87.88%
230.35
Normalized Income
24.65
+214.18%
-21.59
-203.80%
20.80
-90.97%
230.44
Net Income Common Stockholders
24.61
+227.18%
-19.35
-169.31%
27.92
-87.88%
230.35
Otherunder Preferred Stock Dividend
—
—
0.00
0.00
Diluted EPS
0.34
+225.93%
-0.27
-172.97%
0.37
-86.19%
2.68
Basic EPS
0.34
+225.93%
-0.27
-172.97%
0.37
-86.40%
2.72
Basic Average Shares
71.89
+0.30%
71.68
-3.83%
74.54
-11.99%
84.69
Diluted Average Shares
72.36
+0.95%
71.68
-4.56%
75.10
-12.62%
85.95
Diluted NI Availto Com Stockholders
24.61
+227.18%
-19.35
-169.31%
27.92
-87.88%
230.35
Preferred Stock Dividends
—
—
—
—
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Assets
1,173.54
-1.15%
1,187.19
-8.55%
1,298.18
-9.84%
1,439.82
Current Assets
293.29
-5.30%
309.71
-29.09%
436.74
-22.92%
566.60
Cash Cash Equivalents And Short Term Investments
148.47
-19.40%
184.20
-39.79%
305.93
-22.42%
394.32
Cash And Cash Equivalents
19.51
-3.55%
20.23
-79.46%
98.50
+54.46%
63.77
Other Short Term Investments
128.96
-21.35%
163.97
-20.95%
207.43
-37.25%
330.55
Receivables
57.21
+47.60%
38.76
-4.02%
40.38
-46.01%
74.80
Accounts Receivable
57.21
+47.60%
38.76
-4.02%
40.38
-46.01%
74.80
Gross Accounts Receivable
57.61
+47.40%
39.08
-4.09%
40.75
-46.02%
75.49
Allowance For Doubtful Accounts Receivable
-0.40
-24.15%
-0.32
+11.26%
-0.36
+47.93%
-0.70
Inventory
66.25
-3.28%
68.49
-3.13%
70.71
-1.39%
71.71
Raw Materials
49.54
+7.44%
46.11
+3.90%
44.38
+3.66%
42.81
Finished Goods
16.70
-25.36%
22.38
-14.99%
26.33
-8.87%
28.89
Prepaid Assets
12.59
-12.25%
14.35
-3.37%
14.85
-14.82%
17.43
Restricted Cash
—
0.00
-100.00%
2.53
0.00
Assets Held For Sale Current
3.40
0.00
—
—
Other Current Assets
5.38
+37.39%
3.92
+67.57%
2.34
-72.00%
8.35
Total Non Current Assets
880.25
+0.32%
877.47
+1.86%
861.44
-1.35%
873.22
Net PPE
879.10
+0.32%
876.30
+1.88%
860.15
-1.28%
871.34
Gross PPE
1,570.24
+2.88%
1,526.32
+4.14%
1,465.59
+3.95%
1,409.85
Accumulated Depreciation
-691.15
-6.33%
-650.02
-7.36%
-605.44
-12.43%
-538.51
Properties
0.00
0.00
0.00
0.00
Land And Improvements
18.32
+19.86%
15.28
+15.25%
13.26
+2.38%
12.95
Buildings And Improvements
37.24
-2.10%
38.04
-0.12%
38.09
+0.17%
38.02
Machinery Furniture Equipment
1,369.16
+0.87%
1,357.30
+2.28%
1,327.05
+3.20%
1,285.87
Construction In Progress
62.50
+3.62%
60.31
+46.80%
41.09
+46.58%
28.03
Other Properties
83.02
+49.92%
55.38
+20.11%
46.11
+2.50%
44.98
Goodwill And Other Intangible Assets
1.15
-2.38%
1.18
-8.90%
1.29
-31.17%
1.88
Other Intangible Assets
1.15
-2.38%
1.18
-8.90%
1.29
-31.17%
1.88
Total Liabilities Net Minority Interest
653.57
-6.04%
695.55
-10.81%
779.85
-15.60%
923.95
Current Liabilities
105.51
-22.21%
135.63
+14.43%
118.53
-16.71%
142.31
Payables And Accrued Expenses
94.06
-17.76%
114.37
+15.20%
99.28
-14.89%
116.65
Payables
64.51
-21.50%
82.18
+20.28%
68.32
-12.61%
78.18
Accounts Payable
64.51
-21.50%
82.18
+20.28%
68.32
-12.61%
78.18
Current Accrued Expenses
29.55
-8.20%
32.19
+3.98%
30.96
-19.52%
38.47
Current Debt And Capital Lease Obligation
11.45
-46.17%
21.26
+10.48%
19.25
-24.99%
25.66
Current Debt
11.45
-46.17%
21.26
+10.48%
19.25
-24.99%
25.66
Total Non Current Liabilities Net Minority Interest
548.05
-2.12%
559.91
-15.33%
661.32
-15.39%
781.64
Long Term Debt And Capital Lease Obligation
477.96
-3.94%
497.55
-15.95%
591.95
-17.51%
717.63
Long Term Debt
440.30
-7.53%
476.16
-17.31%
575.87
-18.05%
702.73
Long Term Capital Lease Obligation
37.67
+76.13%
21.39
+33.05%
16.07
+7.91%
14.90
Non Current Deferred Liabilities
69.56
+12.36%
61.91
-10.09%
68.85
+8.45%
63.49
Non Current Deferred Taxes Liabilities
69.56
+12.36%
61.91
-10.09%
68.85
+8.45%
63.49
Other Non Current Liabilities
0.54
+17.32%
0.46
-12.81%
0.52
+0.19%
0.52
Stockholders Equity
519.97
+5.76%
491.64
-5.15%
518.33
+0.48%
515.87
Common Stock Equity
519.97
+5.76%
491.64
-5.15%
518.33
+0.48%
515.87
Capital Stock
9.12
+0.00%
9.12
+0.00%
9.12
+0.00%
9.12
Common Stock
9.12
+0.00%
9.12
+0.00%
9.12
+0.00%
9.12
Preferred Stock
—
—
—
—
Share Issued
91.20
+0.03%
91.17
+0.00%
91.17
-0.04%
91.20
Ordinary Shares Number
71.70
+0.11%
71.62
-2.05%
73.12
-4.17%
76.30
Treasury Shares Number
19.50
-0.24%
19.55
+8.29%
18.05
+21.15%
14.90
Additional Paid In Capital
506.82
+0.44%
504.58
+0.71%
501.03
+0.77%
497.18
Retained Earnings
232.28
+11.85%
207.66
-8.52%
227.01
+14.03%
199.09
Treasury Stock
228.24
-0.64%
229.72
+4.98%
218.83
+15.47%
189.51
Total Equity Gross Minority Interest
519.97
+5.76%
491.64
-5.15%
518.33
+0.48%
515.87
Total Capitalization
960.27
-0.78%
967.80
-11.55%
1,094.20
-10.21%
1,218.61
Working Capital
187.78
+7.87%
174.08
-45.29%
318.21
-25.00%
424.29
Invested Capital
971.71
-1.75%
989.07
-11.17%
1,113.45
-10.51%
1,244.26
Total Debt
489.41
-5.67%
518.81
-15.11%
611.19
-17.77%
743.28
Net Debt
432.23
-9.42%
477.19
-3.91%
496.62
-25.28%
664.62
Capital Lease Obligations
37.67
+76.13%
21.39
+33.05%
16.07
+7.91%
14.90
Net Tangible Assets
518.82
+5.78%
490.46
-5.14%
517.04
+0.59%
514.00
Tangible Book Value
518.82
+5.78%
490.46
-5.14%
517.04
+0.59%
514.00
Non Current Accrued Expenses
—
—
—
0.52
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
95.52
+10.33%
86.58
-37.05%
137.52
-60.21%
345.65
Cash Flow From Continuing Operating Activities
95.52
+10.33%
86.58
-37.05%
137.52
-60.21%
345.65
Net Income From Continuing Operations
24.61
+227.18%
-19.35
-169.31%
27.92
-87.88%
230.35
Depreciation Amortization Depletion
81.93
+10.01%
74.48
+8.06%
68.92
+2.97%
66.94
Depreciation
81.93
+10.01%
74.48
+8.06%
68.92
+2.97%
66.94
Amortization Cash Flow
—
—
0.51
-53.05%
1.08
Depreciation And Amortization
81.93
+10.01%
74.48
+8.06%
68.92
+2.97%
66.94
Amortization Of Intangibles
—
—
0.51
-53.05%
1.08
Other Non Cash Items
2.05
-14.85%
2.41
+36.93%
1.76
+175.43%
0.64
Stock Based Compensation
7.37
+11.56%
6.61
+23.43%
5.35
+32.99%
4.03
Asset Impairment Charge
6.43
-45.02%
11.70
+223.91%
3.61
+196.39%
1.22
Deferred Tax
7.65
+210.15%
-6.95
-229.43%
5.37
-85.44%
36.85
Deferred Income Tax
7.65
+210.15%
-6.95
-229.43%
5.37
-85.44%
36.85
Operating Gains Losses
0.05
+101.73%
-3.01
+65.14%
-8.64
-7749.56%
0.11
Gain Loss On Investment Securities
—
—
—
—
Change In Working Capital
-35.10
-310.93%
16.64
-53.14%
35.52
+300.82%
8.86
Change In Receivables
-18.55
-1245.89%
1.62
-95.39%
35.11
+244.35%
10.20
Changes In Account Receivables
-18.55
-1245.89%
1.62
-95.39%
35.11
+244.35%
10.20
Change In Inventory
-0.24
-114.04%
1.73
-79.10%
8.28
+136.25%
-22.85
Change In Payables And Accrued Expense
-15.16
-215.73%
13.10
+6717.68%
-0.20
-101.05%
18.82
Change In Payable
-15.16
-215.73%
13.10
+6717.68%
-0.20
-101.05%
18.82
Change In Account Payable
-15.16
-215.73%
13.10
+6717.68%
-0.20
-101.05%
18.82
Change In Other Working Capital
-1.15
-703.16%
0.19
+102.47%
-7.68
-385.43%
2.69
Investing Cash Flow
-42.36
+20.20%
-53.08
-192.47%
57.40
+115.52%
-369.74
Cash Flow From Continuing Investing Activities
-42.36
+20.20%
-53.08
-192.47%
57.40
+115.52%
-369.74
Net PPE Purchase And Sale
—
—
—
0.00
Sale Of PPE
—
—
—
0.00
Capital Expenditure
-77.46
+16.07%
-92.29
-36.52%
-67.60
-47.50%
-45.83
Capital Expenditure Reported
-77.46
+16.07%
-92.29
-36.52%
-67.60
-47.50%
-45.83
Net Investment Purchase And Sale
34.48
-12.51%
39.42
-68.57%
125.41
+138.33%
-327.21
Purchase Of Investment
-250.52
+7.53%
-270.91
-2.44%
-264.45
+45.60%
-486.09
Sale Of Investment
285.01
-8.16%
310.33
-20.40%
389.86
+145.38%
158.88
Net Other Investing Changes
0.62
+405.42%
-0.20
+49.88%
-0.41
-112.24%
3.31
Financing Cash Flow
-53.88
+52.86%
-114.30
+27.50%
-157.66
-2863.02%
5.71
Cash Flow From Continuing Financing Activities
-53.88
+52.86%
-114.30
+27.50%
-157.66
-2863.02%
5.71
Net Issuance Payments Of Debt
-50.23
+49.52%
-99.51
+21.39%
-126.59
-166.74%
189.67
Issuance Of Debt
14.31
-11.37%
16.14
-9.33%
17.80
-91.91%
220.14
Repayment Of Debt
-64.54
+44.19%
-115.66
+19.90%
-144.40
-373.82%
-30.48
Long Term Debt Issuance
0.10
0.00
0.00
-100.00%
200.00
Long Term Debt Payments
-48.88
+50.26%
-98.26
+20.67%
-123.86
-800.77%
-13.75
Net Long Term Debt Issuance
-48.77
+50.36%
-98.26
+20.67%
-123.86
-166.50%
186.25
Short Term Debt Issuance
14.21
-11.99%
16.14
-9.33%
17.80
-11.61%
20.14
Short Term Debt Payments
-15.67
+9.93%
-17.40
+15.31%
-20.54
-22.82%
-16.73
Net Short Term Debt Issuance
-1.46
-16.61%
-1.25
+54.26%
-2.74
-180.08%
3.42
Net Common Stock Issuance
-2.44
+79.51%
-11.90
+57.94%
-28.30
+83.82%
-174.97
Common Stock Payments
-2.44
+79.51%
-11.90
+57.94%
-28.30
+83.82%
-174.97
Cash Dividends Paid
—
—
0.00
0.00
Repurchase Of Capital Stock
-2.44
+79.51%
-11.90
+57.94%
-28.30
+83.82%
-174.97
Net Other Financing Charges
-1.21
+57.97%
-2.88
-4.38%
-2.76
+69.29%
-8.99
Changes In Cash
-0.72
+99.11%
-80.80
-316.84%
37.26
+302.79%
-18.38
Beginning Cash Position
20.23
-79.98%
101.03
+58.43%
63.77
-22.37%
82.14
End Cash Position
19.51
-3.55%
20.23
-79.98%
101.03
+58.43%
63.77
Free Cash Flow
18.06
+415.86%
-5.72
-108.18%
69.92
-76.68%
299.82
Interest Paid Supplemental Data
—
34.09
-20.58%
42.92
+2.30%
41.96
Income Tax Paid Supplemental Data
—
0.51
-69.75%
1.69
+12.00%
1.51
Amortization Of Securities
0.53
-87.02%
4.05
+276.76%
-2.29
+31.49%
-3.34
Preferred Stock Dividend Paid
—
—
0.00
0.00
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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