Basic Materials
LSB Industries, Inc.(LXU)
Live Price
Offline$11.38
-2.90% today
1Y Change
+53.33%
Window
Jun 25, 2025 โ Jun 16, 2026
- Market Cap
- $1.06B
- Revenue Growth
- +17.8%
- EPS Growth
- +225.9%
- Dividend Yield
- 0.0%
Coverage: 245 bars ยท Jun 25, 2025 โ Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
LSB Industries, Inc. (LXU) is a Basic Materials stock with a market cap of $1.06B and listed on NYSE. The stock last traded around $11.38 and up 53.3% across the available one-year price window (Jun 25, 2025 โ Jun 16, 2026). Baseline metrics include revenue growth of +17.8%, EPS growth of +225.9%, a dividend yield of 0.0%. What stands out right now is revenue +17.8%, EPS +225.9%, free cash flow +415.9% with operating margin 12.5% and ROIC 6.5%. Valuation is more restrained than many high-expectation growth names at P/E 23.4 and price/sales 1.7. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines LXU price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Basic Materials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+17.8% vs 0.0% peer median
Operating Margin
Above sector median
+12.5% vs +10.5% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 5, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +17.8% and EPS at +225.9%, with operating margin around 12.5%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +6.2% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 5, 2026 | โ | -8.1% | +0.9% | -16.3% |
2026 Feb 25, 2026 | +22.2% | +15.2% | +26.3% | +57.8% |
2025 Oct 29, 2025 | +42.9% | -9.9% | -8.7% | -3.7% |
Benchmark Edge
LXU vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
LXU
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
LXU Max Drawdown
-30.69%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for LXU and SPY.
Company Overview
LSB Industries, Inc.
New York Stock Exchange
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.
- Leadership
- Mark T. Behrman
- IPO Date
- Jan 2, 1980
- Employees
- 583
- Street Address
- 3503 NW 63rd Street
- Mailing
- Oklahoma City, OK, 73116-2238
- Region
- Oklahoma City, OK, US
- Reporting Currency
- USD
- Investor Line
- 405 235 4546
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 23.4
- EV/EBITDA
- 9.4
- Price/Sales
- 1.7
- Price/Book
- 2.0
Growth
- Revenue
- +17.8%
- EPS
- +225.9%
- Free Cash Flow
- +415.9%
Profitability
- Gross Margin
- 19.6%
- Operating Margin
- 12.5%
- Net Margin
- 7.2%
- ROE
- 8.9%
- ROIC
- 6.5%
Balance Sheet
- Debt/Equity
- 0.89
- Current Ratio
- 3.07
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.