LXU
LSB Industries, Inc. NYSE Listed Jan 2, 1980$11.29
-3.67%
vs $11.72
Mkt Cap $812.2M
52w Low $7.09
41.5% of range
52w High $17.22
50d MA $13.66
200d MA $10.87
P/E (TTM)
34.5x
EV/EBITDA
7.9x
P/B
1.6x
Debt/Equity
0.9x
ROE
4.7%
P/FCF
45.3x
RSI (14)
32.20
ATR (14)
$0.51
Beta
0.48
50d MA
$13.66
200d MA
$10.87
Avg Volume
918.0K
LSB 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.
3503 NW 63rd Street · Oklahoma City, OK 73116-2238 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | AMC | 0.13 | 0.27 | +108.3% | 15.20 | -5.3% | -2.0% | -0.9% | -2.7% | +6.5% | -8.1% | — |
| Feb 25, 2026 | AMC | 0.18 | 0.22 | +22.2% | 10.02 | +5.1% | +15.2% | +0.7% | +2.8% | +0.0% | +6.0% | — |
| Oct 29, 2025 | AMC | 0.07 | 0.10 | +42.9% | 9.19 | +6.1% | -9.9% | +1.8% | +0.1% | -3.3% | +2.8% | — |
| Jul 29, 2025 | AMC | 0.18 | 0.04 | -77.8% | 8.71 | -11.1% | -13.2% | +2.2% | -2.3% | +2.9% | +2.6% | — |
| Apr 29, 2025 | AMC | 0.02 | -0.02 | -200.0% | 6.08 | -2.1% | +4.9% | -2.8% | +6.5% | -3.5% | +1.6% | — |
| Feb 26, 2025 | AMC | -0.01 | 0.07 | +800.0% | 7.69 | -3.1% | -4.0% | -0.7% | -5.5% | -3.2% | +2.7% | — |
| Oct 29, 2024 | AMC | -0.07 | -0.11 | -57.1% | 8.42 | +0.5% | -2.9% | +0.2% | +1.3% | +1.3% | +1.7% | — |
| Jul 31, 2024 | AMC | 0.13 | 0.13 | +0.0% | 9.11 | +8.0% | +2.7% | -8.4% | -4.7% | -2.7% | -0.1% | — |
| Apr 29, 2024 | AMC | 0.06 | 0.12 | +100.0% | 8.22 | +7.5% | +13.1% | -8.9% | +0.6% | -0.1% | +1.8% | — |
| Mar 5, 2024 | AMC | 0.10 | -0.03 | -130.0% | 7.14 | +2.7% | +2.4% | +3.1% | -0.1% | -0.5% | -1.5% | — |
| Nov 1, 2023 | AMC | -0.04 | -0.07 | -87.6% | 9.18 | -4.5% | -2.2% | +1.7% | -8.9% | -5.6% | -0.4% | — |
| Jul 26, 2023 | AMC | 0.23 | 0.25 | +8.7% | 11.04 | +2.3% | +2.7% | -4.0% | +2.6% | -1.2% | -1.5% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 7 | RBC Capital | Downgrade | Outperform → Sector Perform | — | $15.00 | $14.66 | -2.3% | -3.8% | +2.3% | -8.6% | +3.9% | +1.8% |
| Mar 26 | UBS | Maintains | Neutral → Neutral | — | $15.81 | $15.91 | +0.6% | +6.8% | -3.4% | -3.2% | -5.6% | +0.3% |
| Mar 12 | Jefferies | Maintains | Hold → Hold | — | $13.50 | $14.49 | +7.3% | +14.4% | -3.4% | -0.9% | -0.1% | +1.5% |
| Mar 3 | Jefferies | Maintains | Hold → Hold | — | $11.94 | $11.60 | -2.8% | +0.0% | +6.0% | +10.3% | -3.4% | -3.4% |
| Feb 27 | RBC Capital | Maintains | Outperform → Outperform | — | $11.54 | $11.56 | +0.2% | +0.7% | +2.8% | +0.0% | +6.0% | +10.3% |
| Jan 20 | RBC Capital | Maintains | Outperform → Outperform | — | $9.60 | $9.47 | -1.4% | -3.2% | +7.2% | -2.1% | +1.3% | -2.2% |
| Jan 12 | UBS | Maintains | Neutral → Neutral | — | $9.30 | $9.34 | +0.4% | +1.8% | +1.8% | +2.8% | +0.4% | -3.5% |
| Nov 10 | RBC Capital | Maintains | Outperform → Outperform | — | $8.55 | $8.88 | +3.9% | +8.2% | +6.2% | +1.1% | -2.9% | +0.7% |
| Oct 30 | UBS | Maintains | Neutral → Neutral | — | $9.19 | $9.75 | +6.1% | -9.9% | +1.8% | +0.1% | -3.3% | +2.8% |
| Jul 23 | UBS | Downgrade | Buy → Neutral | — | $8.59 | $8.20 | -4.5% | +0.1% | -1.0% | +0.1% | +1.4% | +0.8% |
| Apr 16 | UBS | Maintains | Buy → Buy | — | $5.24 | $5.19 | -1.0% | -3.2% | +1.2% | -2.9% | +1.6% | +2.8% |
| Jan 13 | Piper Sandler | Upgrade | Underweight → Overweight | — | $7.44 | $7.75 | +4.2% | +22.3% | +0.9% | -0.3% | -0.1% | -0.8% |
| Nov 4 | RBC Capital | Maintains | Outperform → Outperform | — | $8.31 | $8.36 | +0.6% | +1.3% | +1.7% | +4.6% | -0.1% | -2.5% |
| Oct 10 | UBS | Upgrade | Neutral → Buy | — | $8.35 | $8.88 | +6.3% | +14.5% | -1.7% | -0.5% | -1.1% | +1.0% |
| Aug 12 | RBC Capital | Maintains | Outperform → Outperform | — | $7.99 | $7.95 | -0.5% | -0.9% | -1.1% | -1.9% | +1.7% | -0.1% |
| Aug 8 | Piper Sandler | Maintains | Underweight → Underweight | — | $7.94 | $8.16 | +2.8% | +3.7% | -2.9% | -0.9% | -1.1% | -1.9% |
| Jul 9 | UBS | Maintains | Neutral → Neutral | — | $7.75 | $7.70 | -0.6% | -3.4% | +0.9% | +3.2% | +0.6% | +3.2% |
| May 29 | Deutsche Bank | Maintains | Buy → Buy | — | $9.67 | $9.70 | +0.3% | -0.1% | +1.0% | +0.5% | -0.5% | -4.2% |
| May 7 | Piper Sandler | Maintains | Underweight → Underweight | — | $8.66 | $8.73 | +0.8% | +0.1% | -1.2% | +3.0% | -0.2% | +3.7% |
| Mar 11 | RBC Capital | Maintains | Outperform → Outperform | — | $7.53 | $7.46 | -0.9% | -0.5% | -1.5% | +0.1% | -3.1% | +4.7% |
| Mar 6 | UBS | Maintains | Neutral → Neutral | — | $7.14 | $7.33 | +2.7% | +2.4% | +3.1% | -0.1% | -0.5% | -1.5% |
| Feb 29 | Piper Sandler | Downgrade | Neutral → Underweight | — | $7.45 | $7.35 | -1.3% | -1.2% | -1.0% | -0.8% | -1.2% | +2.4% |
| Jan 31 | UBS | Downgrade | Buy → Neutral | — | $8.30 | $7.91 | -4.7% | -10.4% | +4.3% | -1.0% | -1.8% | +2.1% |
| Jul 18 | Goldman Sachs | Maintains | Neutral → Neutral | — | $10.04 | $9.78 | -2.6% | +0.4% | +4.3% | +0.6% | +2.4% | +1.5% |
| Jun 21 | Stifel | Maintains | Buy → Buy | — | $9.90 | $9.82 | -0.8% | +1.4% | -1.9% | +0.5% | -1.9% | +0.0% |
| Jun 6 | Stifel | Maintains | Buy → Buy | — | $9.77 | $9.66 | -1.1% | +4.2% | +2.1% | +1.0% | -2.4% | +1.1% |
| May 17 | Deutsche Bank | Maintains | Buy → Buy | — | $8.91 | $8.84 | -0.8% | +2.6% | +3.5% | -2.2% | +0.9% | +2.0% |
| May 16 | Stifel | Maintains | Buy → Buy | — | $9.19 | $9.06 | -1.4% | -3.0% | +2.6% | +3.5% | -2.2% | +0.9% |
| May 11 | Piper Sandler | Downgrade | Overweight → Neutral | — | $9.56 | $9.03 | -5.5% | -5.0% | -1.3% | +2.6% | -3.0% | +2.6% |
| May 4 | Goldman Sachs | Maintains | Neutral → Neutral | — | $9.12 | $8.91 | -2.3% | -8.3% | +5.5% | +8.6% | -0.3% | +0.1% |
| Apr 19 | Goldman Sachs | Maintains | Neutral → Neutral | — | $9.30 | $9.30 | +0.0% | +4.6% | -3.8% | -2.9% | +4.5% | -4.8% |
| Apr 13 | RBC Capital | Maintains | Outperform → Outperform | — | $10.01 | $9.23 | -7.8% | -4.8% | +0.5% | -1.4% | -1.6% | +4.6% |
| Apr 13 | Jefferies | Downgrade | Buy → Hold | — | $10.01 | $9.23 | -7.8% | -4.8% | +0.5% | -1.4% | -1.6% | +4.6% |
| Apr 6 | Stifel | Maintains | Buy → Buy | — | $9.76 | $9.73 | -0.3% | -4.0% | +4.5% | +2.8% | -0.5% | -4.8% |
| Mar 14 | Deutsche Bank | Maintains | Buy → Buy | — | $11.46 | $12.04 | +5.1% | +0.5% | -9.8% | +3.1% | -4.5% | +1.4% |
| Feb 28 | Goldman Sachs | Maintains | Neutral → Neutral | — | $13.54 | $13.60 | +0.4% | +0.4% | +1.6% | +1.6% | +3.4% | -4.0% |
| Feb 27 | Goldman Sachs | Maintains | Neutral → Neutral | — | $13.97 | $13.90 | -0.5% | -3.1% | +0.4% | +1.6% | +1.6% | +3.4% |
| Feb 23 | UBS | Maintains | Buy → Buy | — | $12.76 | $12.98 | +1.7% | +4.9% | +4.4% | -3.1% | +0.4% | +1.6% |
| Jan 30 | RBC Capital | Maintains | Outperform → Outperform | — | $12.68 | $12.48 | -1.6% | -3.5% | +3.9% | -1.6% | +0.5% | -3.2% |
| Jan 27 | Stifel | Maintains | Buy → Buy | — | $12.69 | $12.63 | -0.5% | -0.1% | -3.5% | +3.9% | -1.6% | +0.5% |
| Jan 11 | UBS | Maintains | Buy → Buy | — | $12.34 | $12.36 | +0.2% | +1.9% | +1.0% | +1.6% | -3.4% | +1.1% |
| Jan 6 | Stifel | Maintains | Buy → Buy | — | $12.78 | $12.77 | -0.1% | -1.6% | -0.6% | -1.3% | +1.9% | +1.0% |
| Nov 30 | Jefferies | Maintains | Buy → Buy | — | $14.85 | $15.30 | +3.0% | +3.9% | -4.3% | +0.7% | -1.6% | +0.3% |
| Nov 17 | RBC Capital | Maintains | Outperform → Outperform | — | $13.27 | $13.45 | +1.4% | -1.7% | +3.2% | -0.3% | +5.7% | +1.0% |
| Oct 25 | Goldman Sachs | Maintains | Neutral → Neutral | — | $16.11 | $15.85 | -1.6% | +1.9% | -2.5% | +3.0% | +1.1% | +5.8% |
| Sep 14 | Stifel | Maintains | Buy → Buy | — | $17.04 | $17.62 | +3.4% | +1.6% | -4.8% | -6.4% | +4.1% | -2.4% |
| Sep 13 | Piper Sandler | Maintains | Overweight → Overweight | — | $16.03 | $16.20 | +1.1% | +6.3% | +1.6% | -4.8% | -6.4% | +4.1% |
| Aug 31 | UBS | Maintains | Buy → Buy | — | $15.28 | $15.63 | +2.3% | +3.3% | -3.9% | +7.4% | -1.4% | -1.4% |
| Mar 9 | Avondale Partners | Maintains | Market Outperform → Market Outperform | — | $8.43 | $8.61 | +2.1% | +3.1% | -5.3% | +2.1% | -3.0% | -3.3% |
| Mar 2 | Feltl & Co. | Upgrade | Hold → Buy | — | $5.45 | $5.57 | +2.3% | +29.9% | +9.6% | +3.6% | +10.6% | -5.1% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 10, 2026 | White Lynn F | — | Sell | 40,000 | $11.80 | $472K | 202,489 | +4.36% | — |
| Jun 8, 2026 | CARVER KRISTY | SVP and Treasurer | Sell | 9,554 | $12.38 | $118K | 47,452 | -0.50% | -1.68% |
8-K · 8.01
!! High
LSB Industries, Inc. -- 8-K 8.01: Material Event / Announcement
May 21
8-K · 7.01
! Medium
LSB Industries, Inc. -- 8-K 7.01: Regulation FD Disclosure
LSB Industries disclosed a presentation to investors via Regulation FD, signaling management communication about company strategy or financial outlook to the market.
Apr 30
8-K
LSB INDUSTRIES INC -- 8-K Filing
LSB Industries Inc filed an 8-K report, with CFO Maguire signing to confirm compliance with Securities Exchange Act disclosure requirements and attached financial exhibits.
Apr 29
8-K · 5.02
!!! Very High
LSB INDUSTRIES INC -- 8-K 5.02: Executive Change
LSB Industries awarded CEO Behrman a one-time retention bonus of RSUs, signaling management confidence and commitment to leadership continuity through 2026.
Apr 27
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Gibson Energy reserves fraud and breach-of-contract claims against Leidos despite settlement, suggesting potential litigation risk and uncertain financial exposure that could impact future earnings and shareholder value.
Apr 7
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
Experienced financial and M&A leadership appointment could signal potential restructuring, strategic alternatives, or improved capital allocation at the company, warranting investor attention on future strategic announcements.
Apr 3
8-K · 4.01
!!! Very High
LSB INDUSTRIES INC -- 8-K 4.01: Auditor Change / Resignation
LSB Industries replaced its auditor with PricewaterhouseCoopers LLP, suggesting a routine transition that investors should monitor for any disclosed disagreements between the company and its former auditor.
Mar 9
8-K · 7.01
! Medium
LSB INDUSTRIES INC -- 8-K 7.01: Regulation FD Disclosure
LSB Industries disclosed a presentation to investors through an 8-K filing, providing updated information about company operations and strategy to the market simultaneously.
Feb 26
8-K
LSB INDUSTRIES INC -- 8-K Filing
LSB Industries (LXU) achieved a record-low safety performance metric with a TRIR of 0.40 incidents per 200,000 work hours as of December 31, 2025, demonstrating improved workplace safety practices.
Feb 25
8-K · 5.02
!!! Very High
LSB INDUSTRIES INC -- 8-K 5.02: Executive Change
LSB Industries appointed a new director, potentially bringing fresh perspective to board governance and decision-making processes that could impact shareholder value and strategic direction.
Feb 10
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Susquehanna International Group, Llp | 2,360,535 | $35M | New | Mar 2026 |
| 2 | Vanguard Capital Management Llc | 2,244,317 | $33M | New | Mar 2026 |
| 3 | First Eagle Investment Management, Llc | 2,170,000 | $32M | Reduced | Mar 2026 |
| 4 | D.e. Shaw & Co | 2,035,007 | $30M | Added | Mar 2026 |
| 5 | Renaissance Technologies Llc | 1,792,506 | $27M | Added | Mar 2026 |
| 6 | Systematic Financial Management Lp | 1,745,204 | $26M | Reduced | Mar 2026 |
| 7 | Citadel Advisors Llc | 817,563 | $12M | Added | Mar 2026 |
| 8 | Arrowstreet Capital, Limited Partnership | 769,008 | $11M | New | Mar 2026 |
| 9 | Jpmorgan Chase & Co | 584,072 | $9M | Added | Mar 2026 |
| 10 | Point72 Asset Management | 549,326 | $8M | Added | Mar 2026 |
| 11 | Two Sigma Investments, Lp | 535,295 | $8M | Added | Mar 2026 |
| 12 | Morgan Stanley | 914,736 | $8M | Added | Dec 2025 |
| 13 | Millennium Management | 515,196 | $8M | Added | Mar 2026 |
| 14 | Vanguard Portfolio Management Llc | 453,784 | $7M | New | Mar 2026 |
| 15 | Qube Research & Technologies Ltd | 450,747 | $7M | New | Mar 2026 |
| 16 | Northern Trust Corp | 428,492 | $6M | Added | Mar 2026 |
| 17 | Marshall Wace, Llp | 422,414 | $6M | New | Mar 2026 |
| 18 | Ubs Group Ag | 338,002 | $5M | Added | Mar 2026 |
| 19 | Tudor Investment Corp | 323,541 | $5M | New | Mar 2026 |
| 20 | Informed Momentum Co Llc | 321,100 | $5M | New | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$812.2M
Enterprise Value
$1.14B
P/E (TTM)
34.47x
Forward P/E
10.48x
PEG Ratio
-0.11x
P/B
1.57x
P/S
1.33x
P/FCF
45.25x
EV/EBITDA
7.86x
Shares Out
72.4M
Financials (TTM)
Revenue
$615.2M
Net Income
$24.6M
EBITDA
$145.1M
Free Cash Flow
$18.1M
Op Cash Flow
$95.5M
EPS Basic
$0.34
EPS Diluted
$0.34
EPS Forward
$1.08
Gross Margin
17.0%
Op Margin
10.2%
Net Margin
4.0%
Balance Sheet
Total Assets
$1.17B
Total Liab.
$653.6M
Total Equity
$520.0M
Cash
$148.5M
LT Debt
$440.3M
Book Value/Sh
$7.18
Debt/Equity
0.94x
Current Ratio
2.78
Quick Ratio
2.15
Returns & Growth
ROE
4.7%
ROA
2.1%
ROIC
4.4%
Rev Growth YoY
+17.8%
EPS Growth YoY
+225.9%
Price Returns
2W
-13.2%
1M
-15.8%
3M
+7.9%
6M
+40.4%
12M
+65.7%
Technicals
52W High
$17.22
52W Low
$7.09
50d MA
$13.66
200d MA
$10.87
RSI (14)
32.20
ATR (14)
$0.51
Beta
0.48
Avg Volume
918K
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$10.38
High
$11.00
Low
$9.75
Median
$10.38
Data updated apr 25, 2026 8:14pm
· Source: financialmodelingprep.com