LSB Industries, Inc. (LXU) AI Stock Analysis

LSB Industries, Inc. specializes in the manufacture, marketing, and distribution of chemical products. Its portfolio features nitrogen-based fertilizers such as ammonia, fertilizer grade ammonium nitrate (HDAN), urea ammonia nitrate, and NPK blends used to enhance agricultural crop yields, particularly for corn. Beyond agriculture, the company supplies industrial chemical solutions, including high purity and commercial grade ammonia, industrial ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, and diesel exhaust fluids. These products serve industries such as semiconductor manufacturing, polyurethane production, water treatment, pulp and paper, and metal refining throughout the United States, Mexico, and Canada.

Over a five-year period from FY2020 to FY2025, revenue grew at an 11.9% CAGR. Revenue expanded 58.3% in FY2021 to $556.2M and 62.1% in FY2022 to reach $901.7M with net income of $230.3M. Performance contracted in FY2023 as revenue fell 34.2% to $593.7M, followed by a 12.0% decline in FY2024 to $522.4M and net income of -$19.4M. In FY2025, revenue rebounded 17.8% to $615.2M with net income of $24.6M and an operating margin of 10.2%. For the trailing twelve months ended June 30, 2026, revenue stood at $658.1M with a -1.6% operating margin. In the latest quarter, quarterly revenue rose 11.1% year-over-year, while quarterly earnings fell 69.2%.

As of June 30, 2026, LSB Industries held $218.0M in cash and short-term investments alongside total debt of $481.5M, resulting in net debt of $263.5M. The company reported a current ratio of 2.42 and a debt-to-equity ratio of 0.89 on shareholders' equity of $539.2M. In FY2025, operating cash flow reached $95.5M and free cash flow was $18.1M. Capital expenditures used $77.5M in FY2025, while share buybacks totaled $2.4M.

LSB Industries trades at a trailing P/E of 21.3x and a forward P/E of 13.2x, compared to medians of 19.7x and 13.4x for its US-listed Basic Materials peers. Its EV to EBITDA ratio is 6.6x, below the peer group median of 10.5x, while its price-to-sales of 1.2x is lower than the sector median of 1.8x. Over the past year, the stock returned 26.5%, outpacing the S&P 500 (SPY) return of 16.8%. However, its five-year return of 14.8% trails the SPY return of 83.0%.

Wall Street coverage consists of 2 Strong Buy, 1 Buy, and 2 Hold ratings, with no Sell or Strong Sell ratings. The mean price target of $13.00 represents a 22.3% premium over the last close of $10.63. For the fiscal year ending December 31, 2026, analysts estimate revenue of $670.0M and EPS of $0.95, representing 65.2% EPS growth. Over the last four quarters, the company beat EPS estimates 3 times. The next earnings date is October 28, 2026.

This page is an AI-written research summary of LSB Industries, Inc. (LXU). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: LXU income statement, LXU balance sheet, LXU key metrics, LXU analyst forecast, LXU chart. See the LXU stock overview for the latest quote and news.