LIVE

LXU

LSB Industries, Inc.

LXU

NYSE·Basic Materials·Chemicals·Mkt cap $765.4M

$10.64

0.00%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$7.09 - $17.22

P/E

16.87

Fwd P/E

33.81

Beta

0.32

Div Yield

0.00%

Avg Vol

1.2M

Shares Out

71.8M

Mkt Cap

$765.4M

Price action

Price chart

Up 29.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Integrated ammonia and nitric acid production capabilities
  • Multi-market distribution network across North America
  • Diversified product applications reducing sector concentration risk
  • Established relationships with agricultural, industrial, and mining customers

Bear Case

2 risks

  • Low volatility (beta 0.3).
  • Extreme premium - high expectations embedded

Growth

Mild headwinds expected

Rising global fertilizer demand from agricultural expansion

Value

Extreme premium - high expectations embedded

Momentum

Falling

-28.6% over 3m

Quality

Thin

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 27, 2026

Q2 26 RECAP

APR 29, 2026

Reported EPS of $0.27 vs $0.13 consensus (+108.3% surprise). Revenue of $169.5M vs $166.2M expected (+2.0%). Beat on both top and bottom lines.

EPS beat +108.3%
Rev beat +2.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+108.3%

Next: Apr 27, 2026

Revenue trend · last 8Q

+2%

+4%

+8%

+42%

+22%

+18%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$140.1M

$109.2M

$134.9M

$143.4M

$151.3M

$155.4M

$165.0M

$169.5M

Margins · last 8Q

Gross

Operating

Profit

11.6%

Wall Street consensus

3 analysts · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

3

100%

Sell

0%

Median Price Target

$15.50

+45.7% vs $10.64

Low $15.00
Median $15.50
High $16.00

Latest: UBS · $16.00 · May 13, 2026

2 analysts covering

vs Industry

How LXU stacks vs Chemicals

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.