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LSB Industries/$LXU

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About LSB Industries

LSB Industries Inc is engaged in the manufacturing and sale of chemical products in the United States. The company manufactures and sells chemical products for the agricultural and industrial sectors. Its products include ammonia, fertilizer grade ammonium nitrate (AN and HDAN), and urea ammonia nitrate (UAN) for agricultural applications; high purity and commercial grade ammonia, sulfuric acids, concentrated, blended, and regular nitric acid, mixed nitrating acids, carbon dioxide, and diesel exhaust fluid for industrial applications; and industrial grade AN (LDAN) and AN solutions for mining applications. Its products are sold through distributors and directly to end customers throughout the United States and other parts of North America.
Ticker
$LXU
Sector
Materials
Primary listing
NYSE
Employees
513

LSB Industries Metrics

BasicAdvanced
$829M
18.53
$0.62
0.44
-

What the Analysts think about LSB Industries

Analyst ratings (Buy, Hold, Sell) for LSB Industries stock.
Analyst projections of the future price of LSB Industries stock.

Bulls say / Bears say

Third-quarter net income rose to $16.3 million from $7.1 million a year earlier, while adjusted EBITDA increased 55% to $62.3 million. LSB also reported new monthly production records at all three plants during the first nine months of 2026, suggesting recent reliability work is lifting performance. (LSB Industries)
Industrial ammonium nitrate demand is strong, supported by mining and infrastructure investment. In the third quarter, AN and nitric acid sales volumes rose 23% and average selling prices rose 19%, as LSB shifted production towards those products. (LSB Industries)
The El Dorado carbon-capture project could add $25 million to $30 million in annual earnings once operating, and full ownership gives LSB more control over its economics. The company says the project remains subject to EPA approval. (LSB Industries)
Sales volumes fell 13% year on year in the third quarter, including a 59% drop in UAN, and total sales rose only 2%. The results show that stronger AN and ammonia pricing has not translated into broad-based volume growth. (LSB Industries)
Nitrogen prices can weaken when supply or demand shifts: LSB said ammonia prices had eased from first-half highs, partly because phosphate producers cut output amid constrained sulfur supply. Freedom Broker expects adjusted EBITDA to decline after 2026 as turnaround benefits fade and ammonia and UAN prices normalise. (LSB Industries, Investing.com)
The carbon-capture upside depends on an EPA Class VI permit that was still under technical review in the latest results, with the regulator’s tracker pointing to possible operations in the second half of 2027. LSB estimates about $95 million of consideration and remaining completion capital if project milestones are met. (LSB Industries, LSB Industries)
Data summarised monthly by Lightyear AI. Last updated on 29 Oct 2026.

LSB Industries Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

LSB Industries Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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