LXU logo

LSB Industries, Inc. Stock Price

NYSE:LXU Community·US$638.9m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 5 Fair Values set on narratives written by author

LXU Share Price Performance

US$8.77
0.52 (6.30%)
US$8.00
Fair Value
US$8.77
0.52 (6.30%)
9.6% overvalued intrinsic discount
US$8.00
Fair Value
Price US$8.77
AnalystLowTarget US$8.00
AnalystHighTarget US$15.00
AnalystConsensusTarget US$10.90

LXU Community Narratives

AnalystLowTarget·
Fair Value US$8 9.6% overvalued intrinsic discount

High Gas Costs And Limited Diversification Will Shadow Future Upside

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AnalystHighTarget·
Fair Value US$15 41.5% undervalued intrinsic discount

Low-carbon Ammonia Advances Will Spark Global Agricultural Demand

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AnalystConsensusTarget·
Fair Value US$10.9 19.5% undervalued intrinsic discount

US Corn Trends And Decarbonization Will Define Future

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US$10.9
19.5% undervalued intrinsic discount
Revenue
1.42% p.a.
Profit Margin
7.1%
Future PE
23.35x
Price in 2028
US$14.01
US$15
41.5% undervalued intrinsic discount
Revenue
6.19% p.a.
Profit Margin
8.7%
Future PE
24.95x
Price in 2028
US$19.23
US$8
9.6% overvalued intrinsic discount
Revenue
5.63% p.a.
Profit Margin
5.97%
Future PE
19.73x
Price in 2028
US$10.26

Trending Discussion

Updated Narratives

LXU logo

LXU: Share Repurchases Will Support Future Upside Potential

Fair Value: US$10.9 19.5% undervalued intrinsic discount
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
LXU logo

High Gas Costs And Limited Diversification Will Shadow Future Upside

Fair Value: US$8 9.6% overvalued intrinsic discount
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
LXU logo

Low-carbon Ammonia Advances Will Spark Global Agricultural Demand

Fair Value: US$15 41.5% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Fair value with moderate growth potential.

1 Risk
3 Rewards

LSB Industries, Inc. Key Details

US$585.1m

Revenue

US$515.9m

Cost of Revenue

US$69.1m

Gross Profit

US$69.8m

Other Expenses

-US$668.0k

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
-0.0093
11.82%
-0.11%
87.9%
View Full Analysis

About LXU

Founded
1968
Employees
583
CEO
Mark Behrman
WebsiteView website
www.lsbindustries.com

LSB Industries, Inc. engages in the manufacture, marketing, and sale of chemical products in the United States. The company offers ammonia, fertilizer grade ammonium nitrate, and urea ammonia nitrate for agricultural applications. It also provides high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, concentrated, blended and regular nitric acid, mixed nitrating acids, carbon dioxide, industrial grade ammonium nitrate, and ammonium nitrate for industrial applications. In addition, the company aqua ammonia, and low-density and high-density ammonium nitrate. Its products are used for various end markets, including semiconductor, nylon, polyurethane, intermediates, ammonium nitrate, metals processing, DoD contractors-armaments, chemical feedstock, emissions, abatement, water treatments, refrigerants, bromine, pulp and paper, water treatment, metals processing, food refrigeration, dry ice, enhanced oil recovery, liquid fertilizer for corn and other crops, pastures and key nitrogen components in nitrogen, phosphorus and potassium fertilizers, as well as explosives for mining, quarries, and other blasting activities. The company sells its products to farmers, ranchers, fertilizer dealers, and distributors primarily in the ranch land and grain production markets, as well as industrial users of acids and explosive manufacturers. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.

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