View Financial HealthLSB Industries 配当と自社株買い配当金 基準チェック /06LSB Industries配当金を支払った記録がありません。主要情報n/a配当利回り0.4%バイバック利回り総株主利回り0.4%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新お知らせ • May 09LSB Industries, Inc. (NYSE:LXU) announces an Equity Buyback for $150 million worth of its shares.LSB Industries, Inc. (NYSE:LXU)announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its outstanding common stock.お知らせ • May 19LSB Industries, Inc. (NYSE:LXU) announces an Equity Buyback for $50 million worth of its shares.LSB Industries, Inc. (NYSE:LXU) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its outstanding common stock.お知らせ • Sep 29LSB Industries, Inc. Will Pay a Special Dividend, Payable on October 8, 2021In connection with the transaction, LSB Industries, Inc. will pay existing LSB common stockholders a special dividend in the form of 0.30 shares of LSB common stock for every share owned as of the September 24, 2021 special dividend record date. Upon payment of the special dividend on October 8, 2021, LSB will have approximately 88.9 million shares outstanding of which approximately 54.4 million shares, or approximately 61%, will be held by Eldridge.すべての更新を表示Recent updatesお知らせ • Apr 15LSB Industries, Inc. to Report Q1, 2026 Results on Apr 29, 2026LSB Industries, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Apr 06LSB Industries, Inc., Annual General Meeting, May 21, 2026LSB Industries, Inc., Annual General Meeting, May 21, 2026.お知らせ • Apr 03Lsb Industries, Inc. Announces Steve Packebush Will Not Stand for Re-ElectionLSB Industries, Inc. announced that, effective March 30, 2026, Steve Packebush has informed the Board of his decision not to stand for re-election as a director at the 2026 Annual Meeting and resign from the Board immediately. Mr. Packebush informed the Board that he reached this decision for personal reasons.お知らせ • Feb 26LSB Industries, Inc. Provides Production and Sales Guidance for the Full Year 2026LSB Industries, Inc. provided production and sales guidance for the full year 2026. For the year, the company expects Ammonia production of 780,000 tons to 810,000 tons. AN & Nitric Acid sales are projected to be between 630,000 tons and 660,000 tons, Urea Ammonium Nitrate (UAN) sales are expected to be in the range of 530,000 tons to 560,000 tons, and Ammonia sales are anticipated to be between 260,000 tons and 290,000 tons.お知らせ • Feb 11LSB Industries, Inc. to Report Q4, 2025 Results on Feb 25, 2026LSB Industries, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026お知らせ • Oct 15LSB Industries, Inc. to Report Q3, 2025 Results on Oct 29, 2025LSB Industries, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025お知らせ • Jul 14LSB Industries, Inc. to Report Q2, 2025 Results on Jul 29, 2025LSB Industries, Inc. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025お知らせ • Apr 16LSB Industries, Inc., Annual General Meeting, May 15, 2025LSB Industries, Inc., Annual General Meeting, May 15, 2025.お知らせ • Apr 15LSB Industries, Inc. to Report Q1, 2025 Results on Apr 29, 2025LSB Industries, Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025お知らせ • Apr 11Lsb Industries, Inc. Announces Board ChangesLSB Industries, Inc. announced that it has appointed Riccardo Bertocco as an independent member of the Board of Directors (“the Board”) of the Company effective April 9, 2025. Mr. Bertocco will stand for direct election by shareholders for the first time at the annual meeting of stockholders on May 15, 2025 (the “2025 Annual Meeting”). Mr. Bertocco has worked extensively in management consulting for more than 25 years, partnering with senior executives and management teams within a number of sectors including oil and gas, utilities, IT/technology, private equity, infrastructure and education. In this capacity, he focused on his clients’ most pressing strategic issues, including energy transition, large scale transformations, growth strategy, operational optimization, organizational redesign and change management and digital transformations, among others. Most recently, Mr. Bertocco served as Managing Director and Partner at Boston Consulting Group from 2018 to 2023, where he led the Power and Utilities sector, with a focus on Energy Transition, Low Carbon Fuels and Renewables. Prior to joining Boston Consulting Group, Mr. Bertocco served as a Partner at Bain & Company, working with clients in the oil and gas sector throughout Europe and the Americas. Mr. Bertocco holds a B.S. in Business Administration from Bocconi University in Milan, Italy and an M.B.A. in Corporate Finance and Entrepreneurial Management from The Wharton School of the University of Pennsylvania. He is the author of several papers on the evolution of midstream infrastructure in the U.S., decarbonization pathways for U.S. states and corporations. He recently served on the Board of the Best in Class initiative in Dallas. The Company also announced that on April 9, 2025, Richard Sanders informed the Board of his decision not to stand for re-election as a director at the annual meeting of stockholders citing personal reasons. As a result, his term will expire on May 15, 2025.お知らせ • Feb 27LSB Industries, Inc. Provides Production and Sales Guidance for the Full Year 2025LSB Industries, Inc. provided production and sales guidance for the full year 2025. For the year, the company expected Ammonia production of 790,000 tons to 820,000 tons. AN & Nitric Acid- Sales of 590,000 tons to 620,000 tons, Urea Ammonium Nitrate (UAN) sales of 620,000 tons to 650,000 tons, Ammonia sales of 250,000 tons to 280,000 tons.お知らせ • Feb 07LSB Industries, Inc. to Report Q4, 2024 Results on Feb 26, 2025LSB Industries, Inc. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025お知らせ • Jan 08LSB Industries, Inc. Announces Resignation of Richard W. Roedel to Its BoardOn January 6, 2025, LSB Industries, Inc. announced Mr. Richard W. Roedel informed the Company of his resignation from the Company’s Board of Directors, effective immediately.お知らせ • Nov 12LSB Industries, Inc. Appoints John Chandler as Independent Member of the Board of Directors and Audit CommitteeLSB Industries, Inc. announced that it has appointed John Chandler as an independent member of the Board of Directors effective November 7, 2024. Mr. Chandler was also appointed to the audit committee of the Board. Mr. Chandler has more than 30 years of experience in the energy industry, predominantly in financial leadership and business development roles. Most recently, he served as Chief Financial Officer of The Williams Companies from 2017 to 2022. Prior to that he was CFO of Magellan Midstream Partners from 2002 to 2014. Between 1992 and 2002 he held various finance, planning and business development positions of increasing responsibility at The Williams Companies and MAPCO Inc. Mr. Chandler currently serves as an independent director and Chairman for Matrix Services Company where he has been on the board since 2017. He also held board seats at Williams Partners, Green Plains Partners, Cone Midstream Partners and USA Compression Partners between 2013 and 2017.Reported Earnings • Oct 30Third quarter 2024 earnings released: US$0.35 loss per share (vs US$0.10 loss in 3Q 2023)Third quarter 2024 results: US$0.35 loss per share (further deteriorated from US$0.10 loss in 3Q 2023). Revenue: US$109.2m (down 4.4% from 3Q 2023). Net loss: US$25.4m (loss widened 229% from 3Q 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Oct 11LSB Industries, Inc. to Report Q3, 2024 Results on Oct 29, 2024LSB Industries, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024お知らせ • Aug 13LSB Industries, Inc. Announces Board ChangesLSB Industries, Inc. announced the retirement of Richard Roedel as Chairman of the Board of Directors due to personal health reasons, effectively immediately. The Board has elected Mark Behrman, LSB’s President and CEO, to serve as Chairman of the Board. Lynn White, a member of LSB’s Board since 2015, has been appointed Lead Independent Director. Mr. Roedel will remain on the Board until a successor is identified and elected in order to ensure an orderly transition. Mr. Behrman was appointed President and CEO in 2018 prior to which he served as the Company’s EVP and CFO beginning in 2015. Before joining LSB in 2014 as SVP, Corporate Development, Mr. Behrman had a 30-year career in finance and investment banking. Over his tenure with LSB, he has led the Company through its operational and balance sheet transformation and the establishment of its low carbon ammonia strategy. Additionally, Mr. Behrman has served on the board of PHX Minerals Inc. since 2017 and has been its board Chairman since 2019.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.13 (vs US$0.33 in 2Q 2023)Second quarter 2024 results: EPS: US$0.13 (down from US$0.33 in 2Q 2023). Revenue: US$140.1m (down 16% from 2Q 2023). Net income: US$9.56m (down 62% from 2Q 2023). Profit margin: 6.8% (down from 15% in 2Q 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin). Significant insider selling over the past 3 months (€288k sold).お知らせ • May 07LSB Industries, Inc. Announces Executive Changes, Effective May 20, 2024LSB Industries, Inc. announced the retirement of John Burns as Executive Vice President of Manufacturing and that Scott Bemis has been named his successor, effective May 20, 2024. Mr. Bemis takes over the position from John Burns, who has served in the role since February 2020 and will be retiring after more than 35 years in the chemical industry. Mr. Burns will remain with LSB to ensure an orderly and effective transition. Mr. Bemis joins LSB from Albemarle Energy Storage where he has served as the Kemerton Site Director since 2023 and as the Richburg MegaFlex Site Director from 2022 to 2023. With a focus on leadership development and delivering improved manufacturing results, Mr. Bemis brings with him broad experience across research and development (R&D), manufacturing, large capital projects, reliability, maintenance, environmental, health and safety (EH&S) and regulatory functions. Mr. Bemis holds a Master of Business Administration from the University of Houston – Clear Lake, with a concentration in Management Information System (MIS) and a Bachelor of Science in Chemical Engineering from the University of Arizona.Recent Insider Transactions • May 03Insider recently sold €288k worth of stockOn the 30th of April, John Burns sold around 33k shares on-market at roughly €8.65 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$0.08 (vs US$0.21 in 1Q 2023)First quarter 2024 results: EPS: US$0.08 (down from US$0.21 in 1Q 2023). Revenue: US$138.2m (down 24% from 1Q 2023). Net income: US$5.62m (down 65% from 1Q 2023). Profit margin: 4.1% (down from 8.8% in 1Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 13+ 1 more updateLSB Industries, Inc., Annual General Meeting, May 23, 2024LSB Industries, Inc., Annual General Meeting, May 23, 2024, at 08:30 Central Standard Time. Agenda: To elect the three nominees identified in this Proxy Statement to the Board of Directors; to approve the Amended and Restated Section 382 Rights Agreement; to ratify Ernst & Young LLP as the independent registered public accounting firm for 2024; and to approve , on a non-binding advisory basis, the named executive officer compensation.New Risk • Mar 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.7% net profit margin).Reported Earnings • Mar 07Full year 2023 earnings released: EPS: US$0.37 (vs US$2.72 in FY 2022)Full year 2023 results: EPS: US$0.37 (down from US$2.72 in FY 2022). Revenue: US$593.7m (down 34% from FY 2022). Net income: US$27.9m (down 88% from FY 2022). Profit margin: 4.7% (down from 26% in FY 2022). Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 06LSB Industries, Inc. Provides Production and Sales Guidance for the Full Year 2024LSB Industries, Inc. provided production and sales guidance for the full year 2024. For the year 2024, the company expected Ammonia production of 780,000 tons to 800,000 tons. AN & Nitric Acid- Sales of 560,000 tons to 580,000 tons, Urea Ammonium Nitrate (UAN) sales of 560,000 tons to 580,000 tons, Ammonia sales of 280,000 tons to 300,000 tons.お知らせ • Feb 08LSB Industries, Inc. to Report Q4, 2023 Results on Mar 05, 2024LSB Industries, Inc. announced that they will report Q4, 2023 results After-Market on Mar 05, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: US$0.10 loss per share (vs US$0.027 profit in 3Q 2022)Third quarter 2023 results: US$0.10 loss per share (down from US$0.027 profit in 3Q 2022). Revenue: US$114.3m (down 38% from 3Q 2022). Net loss: US$7.73m (down 434% from profit in 3Q 2022). Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.1%. Over the last 3 years on average, earnings per share has increased by 84% per year whereas the company’s share price has increased by 81% per year.お知らせ • Oct 12LSB Industries, Inc. to Report Q3, 2023 Results on Nov 01, 2023LSB Industries, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023お知らせ • Jul 12LSB Industries, Inc. to Report Q2, 2023 Results on Jul 26, 2023LSB Industries, Inc. announced that they will report Q2, 2023 results After-Market on Jul 26, 2023お知らせ • Jun 25LSB Industries, Inc.(NYSE:LXU) dropped from Russell Small Cap Comp Growth IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell Small Cap Comp Growth Indexお知らせ • Jun 03Lsb Industries, Inc. Announces Appointment of Ashley Mckee as Executive Vice President and Chief Human Resources Officer, Effective June 5, 2023LSB Industries, Inc. announced that Ashley McKee will join the company as Executive Vice President and Chief Human Resources Officer, effective June 5, 2023. Ms. McKee will join the executive team reporting directly to Mark Behrman, LSB's President and Chief Executive Officer. Ms. McKee joins LSB from Williams Companies, where she served in progressively responsible Human Resources leadership roles since 2007, most recently as Director of Human Resources Operations. A trusted advisor among company executives, Ms. McKee led numerous enterprise-wide initiatives, including talent management implementations, COVID responses, and the strategic administration of the company's HR Information Systems (HRIS), affecting more than 5,000 employees across 25 states. In this role, Ms. McKee will be responsible for the strategy, leadership, and operations of the Human Resources function, overseeing the company's talent lifecycle and development, total rewards, workforce management, and the company's diversity, equity, and inclusion (DEI) initiatives. Ms. McKee holds a Master's degree in Industrial and Organizational Psychology from the University of Tulsa and a Bachelor of Science in Psychology and Minor in Business Administration from Texas AM University.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €8.66, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Chemicals industry in Germany. Total returns to shareholders of 993% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.68 per share.お知らせ • May 09LSB Industries, Inc. (NYSE:LXU) announces an Equity Buyback for $150 million worth of its shares.LSB Industries, Inc. (NYSE:LXU)announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its outstanding common stock.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.21 (vs US$0.67 in 1Q 2022)First quarter 2023 results: EPS: US$0.21 (down from US$0.67 in 1Q 2022). Revenue: US$181.0m (down 9.1% from 1Q 2022). Net income: US$15.9m (down 73% from 1Q 2022). Profit margin: 8.8% (down from 30% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Steve Packebush was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 08LSB Industries, Inc. to Report Q4, 2022 Results on Feb 22, 2023LSB Industries, Inc. announced that they will report Q4, 2022 results After-Market on Feb 22, 2023お知らせ • Jan 21LSB Industries, Inc. Provides Update on its Cherokee, AL FacilityLSB Industries, Inc. announced that on January 14, 2023 it began the phased restart of its Cherokee, AL (“Cherokee”) facility after being shut down in late December 2022 as a result of the extremely cold temperatures that impacted much of the United States.お知らせ • Dec 31LSB Industries, Inc. Provides Update on Its Cherokee, Al and El Dorado, AR FacilitiesLSB Industries, Inc. announced that its Cherokee, AL and El Dorado, AR facilities were shut down as a result of the extremely cold temperatures that impacted much of the United States in late December 2022. The El Dorado facility has since returned to service. Repairs are currently underway at Cherokee and the facility is expected to resume production by mid-January 2023. LSB management estimates that the unplanned outages at the two facilities will collectively reduce fourth quarter 2022 operating income by approximately $5 million to $7 million, largely attributable to lost sales and reduced absorption of fixed costs.Buying Opportunity • Dec 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €16.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 8.1% per annum. Earnings is also forecast to decline by 32% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €13.50, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Chemicals industry in Germany. Total returns to shareholders of 359% over the past three years.お知らせ • Nov 08LSB Industries, Inc. has completed a Follow-on Equity Offering in the amount of $193.725 million.LSB Industries, Inc. has completed a Follow-on Equity Offering in the amount of $193.725 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 14,350,000 Price\Range: $13.5Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: US$0.027 (vs US$6.39 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.027 (up from US$6.39 loss in 3Q 2021). Revenue: US$184.3m (up 45% from 3Q 2021). Net income: US$2.31m (up US$253.8m from 3Q 2021). Profit margin: 1.3% (up from net loss in 3Q 2021). The move to profitability was primarily driven by lower expenses. Revenue is forecast to decline by 11% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 12LSB Industries, Inc. to Report Q3, 2022 Results on Nov 01, 2022LSB Industries, Inc. announced that they will report Q3, 2022 results After-Market on Nov 01, 2022お知らせ • Aug 12LSB Industries, Inc. has completed a Follow-on Equity Offering in the amount of $175.5 million.LSB Industries, Inc. has completed a Follow-on Equity Offering in the amount of $175.5 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 13,500,000 Price\Range: $13 Discount Per Security: $0.6825Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$1.17 (vs US$0.34 in 2Q 2021)Second quarter 2022 results: EPS: US$1.17 (up from US$0.34 in 2Q 2021). Revenue: US$284.8m (up 102% from 2Q 2021). Net income: US$103.4m (up US$90.8m from 2Q 2021). Profit margin: 36% (up from 9.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 8.4% compared to a 7.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.お知らせ • Jul 12LSB Industries, Inc. to Report Q2, 2022 Results on Jul 27, 2022LSB Industries, Inc. announced that they will report Q2, 2022 results After-Market on Jul 27, 2022お知らせ • Jun 26LSB Industries, Inc.(NYSE:LXU) dropped from Russell Microcap IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell Microcap Indexお知らせ • Jun 16LSB Industries, Inc. Appoints Brian Jensen as Director of Corporate DevelopmentLSB Industries, Inc. announced that Brian Jensen has joined the Company as Director of Corporate Development, effective June 14, 2022. In this newly created position, Brian will be dedicated to evaluating project investments, cultivating business development partnerships and identifying and pursuing potential merger and acquisition (M&A) opportunities, among other responsibilities. Brian has more than 15 years of experience in corporate development and investment banking with global organizations. Most recently, from 2017 to 2022, he was Director of Corporate Development for China Road and Bridge Corporation, a global transportation, engineering, and construction company, where he performed a critical role in driving M&A, investment projects, joint ventures (JVs) and other corporate transactions. From 2006 to 2016 he was with BMO Capital Markets where he was a Vice President in the firm’s investment banking practice. In this capacity, he was responsible for identifying, evaluating, negotiating, and executing mergers and acquisitions, partnerships, and transaction financing with a focus on the industrials and infrastructure sectors. Brian holds a Bachelor of Business Administration with a concentration in Finance from the Questrom School of Business at Boston University. He also served in the U.S. Army.お知らせ • May 19LSB Industries, Inc. (NYSE:LXU) announces an Equity Buyback for $50 million worth of its shares.LSB Industries, Inc. (NYSE:LXU) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its outstanding common stock.Reported Earnings • May 05First quarter 2022 earnings released: EPS: US$0.66 (vs US$0.63 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.66 (up from US$0.63 loss in 1Q 2021). Revenue: US$199.0m (up 103% from 1Q 2021). Net income: US$58.8m (up US$82.1m from 1Q 2021). Profit margin: 30% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 77% per year, which means it is well ahead of earnings.お知らせ • Apr 26LSB Industries, Inc. to Report Q1, 2022 Results on May 03, 2022LSB Industries, Inc. announced that they will report Q1, 2022 results After-Market on May 03, 2022お知らせ • Apr 13LSB Industries, Inc., Annual General Meeting, May 12, 2022LSB Industries, Inc., Annual General Meeting, May 12, 2022, at 08:30 Central Daylight. Agenda: To elect three nominees to the Board of Directors; to approve LSB Industries, Inc. Employee Stock Purchase Plan; to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for 2022; and to approve, on an advisory basis, named executive officer compensation.Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: US$4.40 loss per share (down from US$2.71 loss in FY 2020). Revenue: US$556.2m (up 58% from FY 2020). Net loss: US$220.0m (loss widened 121% from FY 2020). Revenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 5.7%, compared to a 6.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.お知らせ • Feb 18LSB Industries, Inc. to Report Q4, 2021 Results on Feb 23, 2022LSB Industries, Inc. announced that they will report Q4, 2021 results After-Market on Feb 23, 2022Reported Earnings • Nov 02Third quarter 2021 earnings released: US$6.39 loss per share (vs US$0.81 loss in 3Q 2020)The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$127.2m (up 72% from 3Q 2020). Net loss: US$251.5m (loss widened US$221.6m from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Sep 29LSB Industries, Inc. Will Pay a Special Dividend, Payable on October 8, 2021In connection with the transaction, LSB Industries, Inc. will pay existing LSB common stockholders a special dividend in the form of 0.30 shares of LSB common stock for every share owned as of the September 24, 2021 special dividend record date. Upon payment of the special dividend on October 8, 2021, LSB will have approximately 88.9 million shares outstanding of which approximately 54.4 million shares, or approximately 61%, will be held by Eldridge.Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 2 analysts covering LSB Industries expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$23.9m in 2022. Average annual earnings growth of 143% is required to achieve expected profit on schedule.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.44 (vs US$0.34 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$140.7m (up 34% from 2Q 2020). Net income: US$12.6m (up US$22.3m from 2Q 2020). Profit margin: 9.0% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Breakeven Date Change • Jul 21Forecast to breakeven in 2022The 2 analysts covering LSB Industries expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 48% to 2021. The company is expected to make a profit of US$20.7m in 2022. Average annual earnings growth of 119% is required to achieve expected profit on schedule.お知らせ • Feb 17LSB Industries, Inc. Provides Update on Its Pryor, Ok FacilityLSB Industries, Inc. announced that on February 12, 2021 the company temporarily took its Pryor, OK facility (“Pryor”) out of service as a result of a recent surge in natural gas prices that has taken place in the region due to extremely cold temperatures. Also related to the cold weather, the operator of the pipeline that supplies natural gas to the Pryor facility is experiencing significant weather related gas supply impacts and, as a result, has curtailed gas distribution to commercial customers. LSB is closely monitoring the situation and will re-start production at Pryor as soon as natural gas prices and availability normalize. LSB does not expect a material impact to its first quarter 2021 financial results due to Pryor’s temporary shutdown. However, the longer natural gas prices persist at the current elevated levels and/or gas availability remains constrained, the more significant the potential impact to the Company’s financial results.お知らせ • Feb 11LSB Industries, Inc. to Report Q4, 2020 Results on Feb 24, 2021LSB Industries, Inc. announced that they will report Q4, 2020 results After-Market on Feb 24, 2021お知らせ • Jan 28LSB Industries, Inc.(NYSE:LXU) dropped from Russell 2000 Dynamic IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell 2000 Dynamic IndexIs New 90 Day High Low • Jan 27New 90-day high: €3.28The company is up 65% from its price of €1.99 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.01 per share.お知らせ • Jan 12LSB Industries, Inc. Appoints Damien Renwick as Chief Commercial OfficerLSB Industries, Inc. announced that Damien Renwick has joined the company as Chief Commercial Officer, effective January 11, 2021. This newly created position is intended to lead all of LSB’s commercial activities, including sales and marketing, logistics and customer service. Damien has more than 17 years of experience in the chemical industry, most recently with Houston-based Cyanco, where he was President of Cyanco International from 2017 to 2019 and held the additional position of Chief Commercial Officer from 2018 to 2019.Is New 90 Day High Low • Jan 05New 90-day high: €2.62The company is up 91% from its price of €1.37 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.03 per share.Is New 90 Day High Low • Nov 25New 90-day high: €2.14The company is up 16% from its price of €1.84 on 27 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.32 per share.Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 24%, compared to a 2.8% growth forecast for the Chemicals industry in Germany.Reported Earnings • Nov 07Third quarter 2020 earnings released: US$1.06 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: US$74.0m (down 2.0% from 3Q 2019). Net loss: US$29.9m (loss narrowed 24% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Oct 22New 90-day high: €2.10The company is up 126% from its price of €0.93 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.98 per share.お知らせ • Oct 15LSB Industries, Inc. to Report Q3, 2020 Results on Nov 05, 2020LSB Industries, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 05, 2020お知らせ • Oct 10LSB Industries, Inc. Wins New Seven Year Nitric Acid ContractLSB Industries, Inc. announced that it has signed a new long term nitric acid supply contract with a customer. Under the agreement, LSB will supply between 70,000 to 100,000 tons of nitric acid per year. Sales are expected to begin in the first quarter of 2021.お知らせ • Jul 18LSB Industries, Inc. to Report Q2, 2020 Results on Jul 29, 2020LSB Industries, Inc. announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Jul 29, 2020お知らせ • Jul 03LSB Industries, Inc.(NYSE:LXU) dropped from Russell Small Cap Comp Value IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell Small Cap Comp Value Indexお知らせ • Jul 02+ 2 more updatesLSB Industries, Inc.(NYSE:LXU) dropped from Russell 2000 Value IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell 2000 Value Indexお知らせ • Jun 22LSB Industries, Inc.(NYSE:LXU) dropped from S&P Global BMI IndexLSB Industries, Inc.(NYSE:LXU) dropped from S&P Global BMI Index決済の安定と成長配当データの取得安定した配当: LS3の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: LS3の配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場LSB Industries 配当利回り対市場LS3 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (LS3)n/a市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Chemicals)3.7%アナリスト予想 (LS3) (最長3年)0%注目すべき配当: LS3は最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: LS3は最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: LS3の 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: LS3が配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 21:18終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋LSB Industries, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関null nullArgus Research CompanyEric ProutyCanaccord GenuityDavid BegleiterDeutsche Bank11 その他のアナリストを表示
お知らせ • May 09LSB Industries, Inc. (NYSE:LXU) announces an Equity Buyback for $150 million worth of its shares.LSB Industries, Inc. (NYSE:LXU)announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its outstanding common stock.
お知らせ • May 19LSB Industries, Inc. (NYSE:LXU) announces an Equity Buyback for $50 million worth of its shares.LSB Industries, Inc. (NYSE:LXU) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its outstanding common stock.
お知らせ • Sep 29LSB Industries, Inc. Will Pay a Special Dividend, Payable on October 8, 2021In connection with the transaction, LSB Industries, Inc. will pay existing LSB common stockholders a special dividend in the form of 0.30 shares of LSB common stock for every share owned as of the September 24, 2021 special dividend record date. Upon payment of the special dividend on October 8, 2021, LSB will have approximately 88.9 million shares outstanding of which approximately 54.4 million shares, or approximately 61%, will be held by Eldridge.
お知らせ • Apr 15LSB Industries, Inc. to Report Q1, 2026 Results on Apr 29, 2026LSB Industries, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Apr 06LSB Industries, Inc., Annual General Meeting, May 21, 2026LSB Industries, Inc., Annual General Meeting, May 21, 2026.
お知らせ • Apr 03Lsb Industries, Inc. Announces Steve Packebush Will Not Stand for Re-ElectionLSB Industries, Inc. announced that, effective March 30, 2026, Steve Packebush has informed the Board of his decision not to stand for re-election as a director at the 2026 Annual Meeting and resign from the Board immediately. Mr. Packebush informed the Board that he reached this decision for personal reasons.
お知らせ • Feb 26LSB Industries, Inc. Provides Production and Sales Guidance for the Full Year 2026LSB Industries, Inc. provided production and sales guidance for the full year 2026. For the year, the company expects Ammonia production of 780,000 tons to 810,000 tons. AN & Nitric Acid sales are projected to be between 630,000 tons and 660,000 tons, Urea Ammonium Nitrate (UAN) sales are expected to be in the range of 530,000 tons to 560,000 tons, and Ammonia sales are anticipated to be between 260,000 tons and 290,000 tons.
お知らせ • Feb 11LSB Industries, Inc. to Report Q4, 2025 Results on Feb 25, 2026LSB Industries, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
お知らせ • Oct 15LSB Industries, Inc. to Report Q3, 2025 Results on Oct 29, 2025LSB Industries, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
お知らせ • Jul 14LSB Industries, Inc. to Report Q2, 2025 Results on Jul 29, 2025LSB Industries, Inc. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025
お知らせ • Apr 16LSB Industries, Inc., Annual General Meeting, May 15, 2025LSB Industries, Inc., Annual General Meeting, May 15, 2025.
お知らせ • Apr 15LSB Industries, Inc. to Report Q1, 2025 Results on Apr 29, 2025LSB Industries, Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025
お知らせ • Apr 11Lsb Industries, Inc. Announces Board ChangesLSB Industries, Inc. announced that it has appointed Riccardo Bertocco as an independent member of the Board of Directors (“the Board”) of the Company effective April 9, 2025. Mr. Bertocco will stand for direct election by shareholders for the first time at the annual meeting of stockholders on May 15, 2025 (the “2025 Annual Meeting”). Mr. Bertocco has worked extensively in management consulting for more than 25 years, partnering with senior executives and management teams within a number of sectors including oil and gas, utilities, IT/technology, private equity, infrastructure and education. In this capacity, he focused on his clients’ most pressing strategic issues, including energy transition, large scale transformations, growth strategy, operational optimization, organizational redesign and change management and digital transformations, among others. Most recently, Mr. Bertocco served as Managing Director and Partner at Boston Consulting Group from 2018 to 2023, where he led the Power and Utilities sector, with a focus on Energy Transition, Low Carbon Fuels and Renewables. Prior to joining Boston Consulting Group, Mr. Bertocco served as a Partner at Bain & Company, working with clients in the oil and gas sector throughout Europe and the Americas. Mr. Bertocco holds a B.S. in Business Administration from Bocconi University in Milan, Italy and an M.B.A. in Corporate Finance and Entrepreneurial Management from The Wharton School of the University of Pennsylvania. He is the author of several papers on the evolution of midstream infrastructure in the U.S., decarbonization pathways for U.S. states and corporations. He recently served on the Board of the Best in Class initiative in Dallas. The Company also announced that on April 9, 2025, Richard Sanders informed the Board of his decision not to stand for re-election as a director at the annual meeting of stockholders citing personal reasons. As a result, his term will expire on May 15, 2025.
お知らせ • Feb 27LSB Industries, Inc. Provides Production and Sales Guidance for the Full Year 2025LSB Industries, Inc. provided production and sales guidance for the full year 2025. For the year, the company expected Ammonia production of 790,000 tons to 820,000 tons. AN & Nitric Acid- Sales of 590,000 tons to 620,000 tons, Urea Ammonium Nitrate (UAN) sales of 620,000 tons to 650,000 tons, Ammonia sales of 250,000 tons to 280,000 tons.
お知らせ • Feb 07LSB Industries, Inc. to Report Q4, 2024 Results on Feb 26, 2025LSB Industries, Inc. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025
お知らせ • Jan 08LSB Industries, Inc. Announces Resignation of Richard W. Roedel to Its BoardOn January 6, 2025, LSB Industries, Inc. announced Mr. Richard W. Roedel informed the Company of his resignation from the Company’s Board of Directors, effective immediately.
お知らせ • Nov 12LSB Industries, Inc. Appoints John Chandler as Independent Member of the Board of Directors and Audit CommitteeLSB Industries, Inc. announced that it has appointed John Chandler as an independent member of the Board of Directors effective November 7, 2024. Mr. Chandler was also appointed to the audit committee of the Board. Mr. Chandler has more than 30 years of experience in the energy industry, predominantly in financial leadership and business development roles. Most recently, he served as Chief Financial Officer of The Williams Companies from 2017 to 2022. Prior to that he was CFO of Magellan Midstream Partners from 2002 to 2014. Between 1992 and 2002 he held various finance, planning and business development positions of increasing responsibility at The Williams Companies and MAPCO Inc. Mr. Chandler currently serves as an independent director and Chairman for Matrix Services Company where he has been on the board since 2017. He also held board seats at Williams Partners, Green Plains Partners, Cone Midstream Partners and USA Compression Partners between 2013 and 2017.
Reported Earnings • Oct 30Third quarter 2024 earnings released: US$0.35 loss per share (vs US$0.10 loss in 3Q 2023)Third quarter 2024 results: US$0.35 loss per share (further deteriorated from US$0.10 loss in 3Q 2023). Revenue: US$109.2m (down 4.4% from 3Q 2023). Net loss: US$25.4m (loss widened 229% from 3Q 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Oct 11LSB Industries, Inc. to Report Q3, 2024 Results on Oct 29, 2024LSB Industries, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024
お知らせ • Aug 13LSB Industries, Inc. Announces Board ChangesLSB Industries, Inc. announced the retirement of Richard Roedel as Chairman of the Board of Directors due to personal health reasons, effectively immediately. The Board has elected Mark Behrman, LSB’s President and CEO, to serve as Chairman of the Board. Lynn White, a member of LSB’s Board since 2015, has been appointed Lead Independent Director. Mr. Roedel will remain on the Board until a successor is identified and elected in order to ensure an orderly transition. Mr. Behrman was appointed President and CEO in 2018 prior to which he served as the Company’s EVP and CFO beginning in 2015. Before joining LSB in 2014 as SVP, Corporate Development, Mr. Behrman had a 30-year career in finance and investment banking. Over his tenure with LSB, he has led the Company through its operational and balance sheet transformation and the establishment of its low carbon ammonia strategy. Additionally, Mr. Behrman has served on the board of PHX Minerals Inc. since 2017 and has been its board Chairman since 2019.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.13 (vs US$0.33 in 2Q 2023)Second quarter 2024 results: EPS: US$0.13 (down from US$0.33 in 2Q 2023). Revenue: US$140.1m (down 16% from 2Q 2023). Net income: US$9.56m (down 62% from 2Q 2023). Profit margin: 6.8% (down from 15% in 2Q 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin). Significant insider selling over the past 3 months (€288k sold).
お知らせ • May 07LSB Industries, Inc. Announces Executive Changes, Effective May 20, 2024LSB Industries, Inc. announced the retirement of John Burns as Executive Vice President of Manufacturing and that Scott Bemis has been named his successor, effective May 20, 2024. Mr. Bemis takes over the position from John Burns, who has served in the role since February 2020 and will be retiring after more than 35 years in the chemical industry. Mr. Burns will remain with LSB to ensure an orderly and effective transition. Mr. Bemis joins LSB from Albemarle Energy Storage where he has served as the Kemerton Site Director since 2023 and as the Richburg MegaFlex Site Director from 2022 to 2023. With a focus on leadership development and delivering improved manufacturing results, Mr. Bemis brings with him broad experience across research and development (R&D), manufacturing, large capital projects, reliability, maintenance, environmental, health and safety (EH&S) and regulatory functions. Mr. Bemis holds a Master of Business Administration from the University of Houston – Clear Lake, with a concentration in Management Information System (MIS) and a Bachelor of Science in Chemical Engineering from the University of Arizona.
Recent Insider Transactions • May 03Insider recently sold €288k worth of stockOn the 30th of April, John Burns sold around 33k shares on-market at roughly €8.65 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$0.08 (vs US$0.21 in 1Q 2023)First quarter 2024 results: EPS: US$0.08 (down from US$0.21 in 1Q 2023). Revenue: US$138.2m (down 24% from 1Q 2023). Net income: US$5.62m (down 65% from 1Q 2023). Profit margin: 4.1% (down from 8.8% in 1Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 13+ 1 more updateLSB Industries, Inc., Annual General Meeting, May 23, 2024LSB Industries, Inc., Annual General Meeting, May 23, 2024, at 08:30 Central Standard Time. Agenda: To elect the three nominees identified in this Proxy Statement to the Board of Directors; to approve the Amended and Restated Section 382 Rights Agreement; to ratify Ernst & Young LLP as the independent registered public accounting firm for 2024; and to approve , on a non-binding advisory basis, the named executive officer compensation.
New Risk • Mar 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.7% net profit margin).
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: US$0.37 (vs US$2.72 in FY 2022)Full year 2023 results: EPS: US$0.37 (down from US$2.72 in FY 2022). Revenue: US$593.7m (down 34% from FY 2022). Net income: US$27.9m (down 88% from FY 2022). Profit margin: 4.7% (down from 26% in FY 2022). Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 06LSB Industries, Inc. Provides Production and Sales Guidance for the Full Year 2024LSB Industries, Inc. provided production and sales guidance for the full year 2024. For the year 2024, the company expected Ammonia production of 780,000 tons to 800,000 tons. AN & Nitric Acid- Sales of 560,000 tons to 580,000 tons, Urea Ammonium Nitrate (UAN) sales of 560,000 tons to 580,000 tons, Ammonia sales of 280,000 tons to 300,000 tons.
お知らせ • Feb 08LSB Industries, Inc. to Report Q4, 2023 Results on Mar 05, 2024LSB Industries, Inc. announced that they will report Q4, 2023 results After-Market on Mar 05, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: US$0.10 loss per share (vs US$0.027 profit in 3Q 2022)Third quarter 2023 results: US$0.10 loss per share (down from US$0.027 profit in 3Q 2022). Revenue: US$114.3m (down 38% from 3Q 2022). Net loss: US$7.73m (down 434% from profit in 3Q 2022). Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.1%. Over the last 3 years on average, earnings per share has increased by 84% per year whereas the company’s share price has increased by 81% per year.
お知らせ • Oct 12LSB Industries, Inc. to Report Q3, 2023 Results on Nov 01, 2023LSB Industries, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
お知らせ • Jul 12LSB Industries, Inc. to Report Q2, 2023 Results on Jul 26, 2023LSB Industries, Inc. announced that they will report Q2, 2023 results After-Market on Jul 26, 2023
お知らせ • Jun 25LSB Industries, Inc.(NYSE:LXU) dropped from Russell Small Cap Comp Growth IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell Small Cap Comp Growth Index
お知らせ • Jun 03Lsb Industries, Inc. Announces Appointment of Ashley Mckee as Executive Vice President and Chief Human Resources Officer, Effective June 5, 2023LSB Industries, Inc. announced that Ashley McKee will join the company as Executive Vice President and Chief Human Resources Officer, effective June 5, 2023. Ms. McKee will join the executive team reporting directly to Mark Behrman, LSB's President and Chief Executive Officer. Ms. McKee joins LSB from Williams Companies, where she served in progressively responsible Human Resources leadership roles since 2007, most recently as Director of Human Resources Operations. A trusted advisor among company executives, Ms. McKee led numerous enterprise-wide initiatives, including talent management implementations, COVID responses, and the strategic administration of the company's HR Information Systems (HRIS), affecting more than 5,000 employees across 25 states. In this role, Ms. McKee will be responsible for the strategy, leadership, and operations of the Human Resources function, overseeing the company's talent lifecycle and development, total rewards, workforce management, and the company's diversity, equity, and inclusion (DEI) initiatives. Ms. McKee holds a Master's degree in Industrial and Organizational Psychology from the University of Tulsa and a Bachelor of Science in Psychology and Minor in Business Administration from Texas AM University.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €8.66, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Chemicals industry in Germany. Total returns to shareholders of 993% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.68 per share.
お知らせ • May 09LSB Industries, Inc. (NYSE:LXU) announces an Equity Buyback for $150 million worth of its shares.LSB Industries, Inc. (NYSE:LXU)announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its outstanding common stock.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.21 (vs US$0.67 in 1Q 2022)First quarter 2023 results: EPS: US$0.21 (down from US$0.67 in 1Q 2022). Revenue: US$181.0m (down 9.1% from 1Q 2022). Net income: US$15.9m (down 73% from 1Q 2022). Profit margin: 8.8% (down from 30% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Steve Packebush was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 08LSB Industries, Inc. to Report Q4, 2022 Results on Feb 22, 2023LSB Industries, Inc. announced that they will report Q4, 2022 results After-Market on Feb 22, 2023
お知らせ • Jan 21LSB Industries, Inc. Provides Update on its Cherokee, AL FacilityLSB Industries, Inc. announced that on January 14, 2023 it began the phased restart of its Cherokee, AL (“Cherokee”) facility after being shut down in late December 2022 as a result of the extremely cold temperatures that impacted much of the United States.
お知らせ • Dec 31LSB Industries, Inc. Provides Update on Its Cherokee, Al and El Dorado, AR FacilitiesLSB Industries, Inc. announced that its Cherokee, AL and El Dorado, AR facilities were shut down as a result of the extremely cold temperatures that impacted much of the United States in late December 2022. The El Dorado facility has since returned to service. Repairs are currently underway at Cherokee and the facility is expected to resume production by mid-January 2023. LSB management estimates that the unplanned outages at the two facilities will collectively reduce fourth quarter 2022 operating income by approximately $5 million to $7 million, largely attributable to lost sales and reduced absorption of fixed costs.
Buying Opportunity • Dec 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €16.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 8.1% per annum. Earnings is also forecast to decline by 32% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €13.50, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Chemicals industry in Germany. Total returns to shareholders of 359% over the past three years.
お知らせ • Nov 08LSB Industries, Inc. has completed a Follow-on Equity Offering in the amount of $193.725 million.LSB Industries, Inc. has completed a Follow-on Equity Offering in the amount of $193.725 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 14,350,000 Price\Range: $13.5
Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: US$0.027 (vs US$6.39 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.027 (up from US$6.39 loss in 3Q 2021). Revenue: US$184.3m (up 45% from 3Q 2021). Net income: US$2.31m (up US$253.8m from 3Q 2021). Profit margin: 1.3% (up from net loss in 3Q 2021). The move to profitability was primarily driven by lower expenses. Revenue is forecast to decline by 11% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 12LSB Industries, Inc. to Report Q3, 2022 Results on Nov 01, 2022LSB Industries, Inc. announced that they will report Q3, 2022 results After-Market on Nov 01, 2022
お知らせ • Aug 12LSB Industries, Inc. has completed a Follow-on Equity Offering in the amount of $175.5 million.LSB Industries, Inc. has completed a Follow-on Equity Offering in the amount of $175.5 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 13,500,000 Price\Range: $13 Discount Per Security: $0.6825
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$1.17 (vs US$0.34 in 2Q 2021)Second quarter 2022 results: EPS: US$1.17 (up from US$0.34 in 2Q 2021). Revenue: US$284.8m (up 102% from 2Q 2021). Net income: US$103.4m (up US$90.8m from 2Q 2021). Profit margin: 36% (up from 9.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 8.4% compared to a 7.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.
お知らせ • Jul 12LSB Industries, Inc. to Report Q2, 2022 Results on Jul 27, 2022LSB Industries, Inc. announced that they will report Q2, 2022 results After-Market on Jul 27, 2022
お知らせ • Jun 26LSB Industries, Inc.(NYSE:LXU) dropped from Russell Microcap IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell Microcap Index
お知らせ • Jun 16LSB Industries, Inc. Appoints Brian Jensen as Director of Corporate DevelopmentLSB Industries, Inc. announced that Brian Jensen has joined the Company as Director of Corporate Development, effective June 14, 2022. In this newly created position, Brian will be dedicated to evaluating project investments, cultivating business development partnerships and identifying and pursuing potential merger and acquisition (M&A) opportunities, among other responsibilities. Brian has more than 15 years of experience in corporate development and investment banking with global organizations. Most recently, from 2017 to 2022, he was Director of Corporate Development for China Road and Bridge Corporation, a global transportation, engineering, and construction company, where he performed a critical role in driving M&A, investment projects, joint ventures (JVs) and other corporate transactions. From 2006 to 2016 he was with BMO Capital Markets where he was a Vice President in the firm’s investment banking practice. In this capacity, he was responsible for identifying, evaluating, negotiating, and executing mergers and acquisitions, partnerships, and transaction financing with a focus on the industrials and infrastructure sectors. Brian holds a Bachelor of Business Administration with a concentration in Finance from the Questrom School of Business at Boston University. He also served in the U.S. Army.
お知らせ • May 19LSB Industries, Inc. (NYSE:LXU) announces an Equity Buyback for $50 million worth of its shares.LSB Industries, Inc. (NYSE:LXU) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its outstanding common stock.
Reported Earnings • May 05First quarter 2022 earnings released: EPS: US$0.66 (vs US$0.63 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.66 (up from US$0.63 loss in 1Q 2021). Revenue: US$199.0m (up 103% from 1Q 2021). Net income: US$58.8m (up US$82.1m from 1Q 2021). Profit margin: 30% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 77% per year, which means it is well ahead of earnings.
お知らせ • Apr 26LSB Industries, Inc. to Report Q1, 2022 Results on May 03, 2022LSB Industries, Inc. announced that they will report Q1, 2022 results After-Market on May 03, 2022
お知らせ • Apr 13LSB Industries, Inc., Annual General Meeting, May 12, 2022LSB Industries, Inc., Annual General Meeting, May 12, 2022, at 08:30 Central Daylight. Agenda: To elect three nominees to the Board of Directors; to approve LSB Industries, Inc. Employee Stock Purchase Plan; to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for 2022; and to approve, on an advisory basis, named executive officer compensation.
Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: US$4.40 loss per share (down from US$2.71 loss in FY 2020). Revenue: US$556.2m (up 58% from FY 2020). Net loss: US$220.0m (loss widened 121% from FY 2020). Revenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 5.7%, compared to a 6.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.
お知らせ • Feb 18LSB Industries, Inc. to Report Q4, 2021 Results on Feb 23, 2022LSB Industries, Inc. announced that they will report Q4, 2021 results After-Market on Feb 23, 2022
Reported Earnings • Nov 02Third quarter 2021 earnings released: US$6.39 loss per share (vs US$0.81 loss in 3Q 2020)The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$127.2m (up 72% from 3Q 2020). Net loss: US$251.5m (loss widened US$221.6m from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Sep 29LSB Industries, Inc. Will Pay a Special Dividend, Payable on October 8, 2021In connection with the transaction, LSB Industries, Inc. will pay existing LSB common stockholders a special dividend in the form of 0.30 shares of LSB common stock for every share owned as of the September 24, 2021 special dividend record date. Upon payment of the special dividend on October 8, 2021, LSB will have approximately 88.9 million shares outstanding of which approximately 54.4 million shares, or approximately 61%, will be held by Eldridge.
Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 2 analysts covering LSB Industries expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$23.9m in 2022. Average annual earnings growth of 143% is required to achieve expected profit on schedule.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.44 (vs US$0.34 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$140.7m (up 34% from 2Q 2020). Net income: US$12.6m (up US$22.3m from 2Q 2020). Profit margin: 9.0% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Breakeven Date Change • Jul 21Forecast to breakeven in 2022The 2 analysts covering LSB Industries expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 48% to 2021. The company is expected to make a profit of US$20.7m in 2022. Average annual earnings growth of 119% is required to achieve expected profit on schedule.
お知らせ • Feb 17LSB Industries, Inc. Provides Update on Its Pryor, Ok FacilityLSB Industries, Inc. announced that on February 12, 2021 the company temporarily took its Pryor, OK facility (“Pryor”) out of service as a result of a recent surge in natural gas prices that has taken place in the region due to extremely cold temperatures. Also related to the cold weather, the operator of the pipeline that supplies natural gas to the Pryor facility is experiencing significant weather related gas supply impacts and, as a result, has curtailed gas distribution to commercial customers. LSB is closely monitoring the situation and will re-start production at Pryor as soon as natural gas prices and availability normalize. LSB does not expect a material impact to its first quarter 2021 financial results due to Pryor’s temporary shutdown. However, the longer natural gas prices persist at the current elevated levels and/or gas availability remains constrained, the more significant the potential impact to the Company’s financial results.
お知らせ • Feb 11LSB Industries, Inc. to Report Q4, 2020 Results on Feb 24, 2021LSB Industries, Inc. announced that they will report Q4, 2020 results After-Market on Feb 24, 2021
お知らせ • Jan 28LSB Industries, Inc.(NYSE:LXU) dropped from Russell 2000 Dynamic IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell 2000 Dynamic Index
Is New 90 Day High Low • Jan 27New 90-day high: €3.28The company is up 65% from its price of €1.99 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.01 per share.
お知らせ • Jan 12LSB Industries, Inc. Appoints Damien Renwick as Chief Commercial OfficerLSB Industries, Inc. announced that Damien Renwick has joined the company as Chief Commercial Officer, effective January 11, 2021. This newly created position is intended to lead all of LSB’s commercial activities, including sales and marketing, logistics and customer service. Damien has more than 17 years of experience in the chemical industry, most recently with Houston-based Cyanco, where he was President of Cyanco International from 2017 to 2019 and held the additional position of Chief Commercial Officer from 2018 to 2019.
Is New 90 Day High Low • Jan 05New 90-day high: €2.62The company is up 91% from its price of €1.37 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.03 per share.
Is New 90 Day High Low • Nov 25New 90-day high: €2.14The company is up 16% from its price of €1.84 on 27 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.32 per share.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 24%, compared to a 2.8% growth forecast for the Chemicals industry in Germany.
Reported Earnings • Nov 07Third quarter 2020 earnings released: US$1.06 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: US$74.0m (down 2.0% from 3Q 2019). Net loss: US$29.9m (loss narrowed 24% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Oct 22New 90-day high: €2.10The company is up 126% from its price of €0.93 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.98 per share.
お知らせ • Oct 15LSB Industries, Inc. to Report Q3, 2020 Results on Nov 05, 2020LSB Industries, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 05, 2020
お知らせ • Oct 10LSB Industries, Inc. Wins New Seven Year Nitric Acid ContractLSB Industries, Inc. announced that it has signed a new long term nitric acid supply contract with a customer. Under the agreement, LSB will supply between 70,000 to 100,000 tons of nitric acid per year. Sales are expected to begin in the first quarter of 2021.
お知らせ • Jul 18LSB Industries, Inc. to Report Q2, 2020 Results on Jul 29, 2020LSB Industries, Inc. announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Jul 29, 2020
お知らせ • Jul 03LSB Industries, Inc.(NYSE:LXU) dropped from Russell Small Cap Comp Value IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell Small Cap Comp Value Index
お知らせ • Jul 02+ 2 more updatesLSB Industries, Inc.(NYSE:LXU) dropped from Russell 2000 Value IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell 2000 Value Index
お知らせ • Jun 22LSB Industries, Inc.(NYSE:LXU) dropped from S&P Global BMI IndexLSB Industries, Inc.(NYSE:LXU) dropped from S&P Global BMI Index