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LXU US​
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Lsb Industries, Inc.(LXU US)

$10.29-0.080.77%Ext:$10.52+0.232.28%(Market Closed · 23:44:43 UTC)
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Lsb Industries, Inc. — Company Profile

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.

Sector
Basic Materials
Industry
Chemicals
Exchange
UN
CEO
Mark T. Behrman
Headquarters
Oklahoma City, OK, US
IPO Date
Jan 2, 1980
Employees
513
Website
www.lsbindustries.com

Key Metrics

Price
$9.86
Market Cap
$709.32M
Revenue (TTM)
$169.49M
Net Income (TTM)
$19.68M
EPS (TTM)
0.27
P/E (TTM)
15.44
P/B (TTM)
1.31
Dividend Yield
0.00%
ROE (TTM)
3.63%
ROA (TTM)
1.65%
Operating Margin
12.96%
Beta
0.13

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Summary

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.

Website
www.lsbindustries.com
Location
Oklahoma City, OK, US
Phone405 235 4546
Employees513
CEOMark T. Behrman
SectorBasic Materials
Industry
Chemicals
IPO DateJan 2, 1980

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Latest Documents

SEC Filings(1.9K)

Expand
  • 8-KResults of Operations and Financial Condition28 Oct
  • 4Statement of changes in beneficial ownership26 Oct
  • 4Statement of changes in beneficial ownership17 Sep
  • 8-KRegulation FD Disclosure9 Sep
  • 25-NSENotification of removal from listing25 Aug
  • 4Statement of changes in beneficial ownership13 Aug
  • 10-QQ2ended 30 Jun 202630 Jul
  • 8-KRegulation FD Disclosure30 Jul
  • 8-KResults of Operations and Financial Condition29 Jul
  • 4Statement of changes in beneficial ownership11 Jun
  • 144White Lynn F10 Jun
  • 4Statement of changes in beneficial ownership9 Jun
  • 144CARVER KRISTY8 Jun
  • 8-KOther Events1 Jun
  • 4Statement of changes in beneficial ownership27 May
  • 4Statement of changes in beneficial ownership27 May
  • 4Statement of changes in beneficial ownership27 May
  • 4Statement of changes in beneficial ownership27 May
  • 4Statement of changes in beneficial ownership27 May
  • EFFECTNotice of effectiveness22 May

News

  • LSB Industries, Inc. Reports Operating Results for the 2026 Third Quarter28 Oct
  • LSB Industries, Inc. Schedules 2026 Third Quarter Results Release for Wednesday, October 28th and Conference Call for Thursday, October 29th14 Oct
  • Fertilizer Prices Keep Climbing: 3 Stocks Still Trading at a Discount28 Sep
  • Neo Performance Materials (OTCMKTS:NOPMF) versus Lsb Industries (NYSE:LXU) Critical Comparison10 Sep
  • Is LSB Industries Inc (LXU) Overvalued After 3.2% Rally? GF Value Says Overvalued2 Sep
  • 71,300 Shares in Lsb Industries Inc. $LXU Bought by Canada Pension Plan Investment Board2 Sep
  • LSB Industries, Inc. to Participate in Upcoming Investor Conferences1 Sep
  • LSB Industries: Why Cost Advantage Makes It A Buy16 Aug
  • Lsb Industries (NYSE:LXU) & Midwest Energy Emissions (OTCMKTS:MEEC) Head to Head Contrast13 Aug
  • Arrowstreet Capital Limited Partnership Buys Shares of 769,008 Lsb Industries Inc. $LXU1 Aug
  • Lsb Industries Q2 Earnings Call Highlights31 Jul
  • LSB Industries, Inc. (LXU) Q2 2026 Earnings Call Transcript30 Jul
  • LSB Industries, Inc. Reports Operating Results for the 2026 Second Quarter29 Jul

Mentions in Filings

  • … Partners LP, from September 2017 to August 2018 when Williams Partners LP became a wholly-owned subsidiary of Williams. Currently, Mr. Chandler serves on the board of directors and as chair of the audit committee for <strong>LSB Industries</strong>, and he also serves on the board of directors and as a member of the audit committee for EOG Resources. Previously, Mr. Chandler served as a director and as chair of the audit committee of USA Compression GP, LLC, the …
    MATRIX SERVICE COLsb Industries, Inc.·DEF 14A - Definitive proxy statement·Q2 27·23 Sep
  • #\*Knife River Corp. 15,529 1,043,083 Koppers Holdings, Inc. 3,685 108,560 Kronos Worldwide, Inc. 3,012 15,813 Linde PLC 134,081 61,270,995 Louisiana-Pacific Corp. 17,925 1,501,040 \*LSB Industries, Inc. 10,145 94,247 LyondellBasell Industries NV, Class A 65,506 3,209,794 Martin Marietta Materials, Inc. 17,152 11,182,246 Materion Corp. 6,081 840,881 Mativ Holdings, Inc. 11,654 140,431
    Dimensional ETF TrustLsb Industries, Inc.·NPORT-EX - NT NPORT-P - Notification of late filing (portfolio holdings)·Q1 26·13 Aug
  • … ican benchmark excluding CF Industries​ Note: CRU North American peer group includes AdvanSix , Austin Powder (US Nitrogen), Carbonair , CF Industries, Chevron, CVR Partners, Dakota Gasification Co, Incitec Pivot Ltd, Fortigen , Koch Industries, <strong>LSB Industries</strong>, LSB Industries/Cherokee Nitrogen, Methanex, Mississippi Power, Mosaic, Nutrien , OCI N.V., Sherritt International Corp, Shoreline Chemical, Simplot, Yara International, Gulf Coast Ammonia​
    CF Industries Holdings, Inc.Lsb Industries, Inc.·EX-99.1 - 8-K - Results of Operations and Financial Condition·Q3 26·5 Aug
  • ?
    May 18, 2026 Mark T. Behrman Chief Executive Officer <strong>LSB Industries, Inc.</strong> 3503 NW 63rd Street, Suite 500 Oklahoma City, OK 73116 Re: LSB Industries, Inc. Registration Statement on Form S-3 Filed May 14, 2026 File No. 333-295904 Dear Mark T. Behrman: This is to advise you that we have not reviewed and will not review your registration statement. Please refer to Rules 460 and 461 regarding requests for acceleration. We remind you that the compa …
    Lsb Industries, Inc.·LETTER - UPLOAD - Filing review upload·18 May·18 May
  • ?
    May 18, 2026 Mark T. Behrman Chief Executive Officer <strong>LSB Industries, Inc.</strong> 3503 NW 63rd Street, Suite 500 Oklahoma City, OK 73116 Re: LSB Industries, Inc. Registration Statement on Form S-3 Filed May 14, 2026 File No. 333-295904 Dear Mark T. Behrman: This is to advise you that we have not reviewed and will not review your registration statement. Please refer to Rules 460 and 461 regarding requests for acceleration. We remind you that the c …
    Lsb Industries, Inc.·TEXT-EXTRACT - UPLOAD - Filing review upload·18 May·18 May
  • … LLP and at the SEC. Mr. Reece has previously served as a member of the board of directors of UBS Securities, LLC, of NCR Corporation where he served as Chairman of the Board, of Quotient Technology, of Atlas Technical Consultants, Inc. and its predecessor company, Boxwood Merger Corp., of Del Frisco’s Restaurant Group, Inc., of RumbleOn, Inc., of CST Brands, Inc., and of <strong>LSB Industries, Inc.</strong> Mr. Reece is expected to serve as a director of Pubco.
    Parataxis Holdings LLCLsb Industries, Inc.·S-4/A - Registration statement (business combination, amendment)·Q2 26·14 May

Key Stats

Trading

Px/Chg 1D$9.86 / +1.02%
Avg Volume1.42M
Beta0.13
Mkt Cap709.32M
FD Mkt Cap751.76M

Float

Shrs Out/Float71.94M / 59.05M
Short Float0.05%
Days to Cover3.32
Stock Repurchased$1.50M

Current Valuation

EV1.18B
EV/EBITDA7.18
EV/Sales1.84
P/B1.31
P/S1.11
FCF Yield4.91%
ROE3.63%
ROA1.65%
Current Ratio3.07

Estimates

P/E15.44
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgMay '23Apr '24Apr '25Apr '26Oct '26
PRICE-BASED RATIOS
Price / Earnings21.363.2521.94-22.6168.2136.03
Price / Sales2.710.831.030.846.674.19
Price / Book Value1.391.451.180.892.121.31
Price / Free Cash Flow-6.022.498.76-76.5314.8220.37
ENTERPRISE VALUE METRICS
Enterprise Value1,251.11,427.01,134.2943.61,570.21,180.6
Enterprise Value / Sales4.361.581.911.819.516.97
Enterprise Value / EBITDA16.393.779.4011.4131.4925.89
Enterprise Value / EBIT48.484.5921.90112.1355.9347.85

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue2.6%556.2901.7593.7522.4615.2
Gross Income-6.9%139.0348.486.347.8104.3
EBITDA-2.1%158.3378.6120.782.7145.1
EBIT-8%88.4310.651.88.463.2
Net Income-13.3%43.5230.327.9-19.424.6
EPS (Diluted)—-4.402.680.37-0.270.34
BALANCE SHEET
Cash & ST Inv15.9%82.1394.3305.9184.2148.5
Total Assets88.6%1,132.81,439.81,298.21,187.21,173.5
Total Liabilities-70.6%672.4923.9779.9695.5653.6
Total Shareholder Equity3.1%460.5515.9518.3491.6520.0
CASH FLOW
Net Operating Cash Flow2.2%87.6345.7137.586.695.5
Cap Ex21.9%-35.1-45.8-67.6-92.3-77.5
Free Cash Flow-23.4%52.5299.869.9-5.718.1

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)9.84
Basic Shares71.94
Market Cap707.9
Diluted Shares72.91
Fully Diluted Shares Outstanding72.91
Fully Diluted Market Cap717.4
+Consolidated Debt491.9
−In-the-Money Convertible Debt—
+Capital Leases35.8
+Operating Leases—
−Cash & Equivalents-20.6
−Short-term Investments-161.0
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value1,179.1

Segment data

Revenue

by Products and services

  • Chemical100%

Revenue

by Geography

  • C A100%

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