LSB Industries（LXU）株式概要
LSBインダストリーズ社は、米国で化学製品の製造、マーケティング、販売を行っている。 詳細
LXU Community Fair Values
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Analyst Price Targets
LSB Industries, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$10.09 |
| 52週高値 | US$17.22 |
| 52週安値 | US$7.20 |
| ベータ | 0.32 |
| 1ヶ月の変化 | -7.52% |
| 3ヶ月変化 | -34.65% |
| 1年変化 | 37.47% |
| 3年間の変化 | -3.63% |
| 5年間の変化 | 50.94% |
| IPOからの変化 | 449.31% |
最新ニュース
Recent updates
ナラティブ更新 • Jul 18
LXU: Carbon Capture Project Will Drive Long Term Earnings Upside
Analysts have adjusted their view on LSB Industries, with the consensus target moving to $13.70 from $14.90 as they factor in updated assumptions around revenue growth, profit margins, and future P/E expectations that are reflected in recent price target revisions from the Street. Analyst Commentary Recent Street research on LSB Industries highlights a mix of optimism and caution, as price targets have been fine tuned while ratings remain measured.ナラティブ更新 • Jun 30
LXU: Carbon Capture Project And Higher Future P/E Assumptions Will Support Upside
Analysts have updated their view on LSB Industries, raising the fair value estimate from $11.15 to $14.90. This change reflects revised assumptions around discount rates, profit margins and future P/E, and aligns with recent shifts in Street price targets near $16.
ナラティブ更新 • Jun 16
LXU: CCS Project And Litigation Resolution Will Define Balanced Stock Outlook
Analysts have kept their $11.00 fair value estimate for LSB Industries steady while slightly adjusting model assumptions, as recent price target revisions around $16.00 highlighted a balanced view of the stock's risk and reward profile. Analyst Commentary Recent research activity around LSB Industries highlights a cautious tone, with several bearish analysts adjusting their views on the stock and its upside potential relative to current prices.ナラティブ更新 • Jun 02
LXU: Fertilizer Tightness Will Likely Fail To Offset Earnings Volatility Risk
Analysts have modestly adjusted their price targets for LSB Industries, with one firm trimming its view by $0.50 to $16 and another lifting its target by $1. The revisions reflect updated expectations for fertilizer pricing and company earnings as global supply conditions shift.Seeking Alpha • May 27
LSB Industries: This High Flyer Has 42% Downside
Summary LSB Industries is initiated at Strong Sell due to expected nitrogen price declines and an ill-timed production turnaround. Recent record results were driven by tight nitrogen markets, but easing Middle East conflict signals pricing headwinds and likely revenue shortfalls versus consensus. At 8.5x earnings and 5.3x EV/EBITDA, LXU's valuation offers little cushion, especially as projected 2026 revenue ($577M) and EBITDA ($173M) lag street estimates. My price target is $7.41, implying 42% downside, as LXU lacks scale and competitive advantages relative to peers. Read the full article on Seeking Alphaナラティブ更新 • Apr 30
LXU: Tight Fertilizer Supply Will Likely Fail To Offset 2026 Execution Risk
Analysts have lifted their average price target on LSB Industries by $4 to $15, citing tighter global fertilizer markets, higher domestic spot prices and updated assumptions for revenue growth, margins and a lower forward P/E multiple. Analyst Commentary Recent research shows a split view on LSB Industries, with some Bearish analysts turning more cautious even as others lift price targets.
ナラティブ更新 • Apr 16
LXU: Tighter Fertilizer Supply Will Support Stronger Future Pricing Power
Analysts have raised their average price target for LSB Industries by about $4 to $15, citing tighter global fertilizer markets, higher domestic spot prices and updated expectations for margins and earnings, despite a recent downgrade from one firm. Analyst Commentary Recent research on LSB Industries reflects a mix of views, but several bullish analysts have highlighted supportive trends for the stock, especially around pricing and execution as fertilizer markets tighten.ナラティブ更新 • Apr 02
LXU: Tighter Fertilizer Markets May Not Offset 2026 Turnaround Execution Risk
The analyst price target for LSB Industries has been raised from $9.75 to $11.00 as analysts factor in tighter fertilizer markets, a higher pricing outlook, and ongoing execution that supports modestly stronger revenue growth, slightly better profit margins, and a higher future P/E assumption. Analyst Commentary Recent research updates on LSB Industries show higher price targets, but the tone is not uniformly bullish.ナラティブ更新 • Mar 18
LXU: Tighter Fertilizer Supply And Execution Will Support Stronger Future Upside
Narrative Update on LSB Industries The analyst price target for LSB Industries has moved from $15.00 to $18.00 as analysts factor in tighter global fertilizer markets, higher domestic spot pricing, and company execution that is expected to support future production. Analyst Commentary Recent research updates indicate that bullish analysts are becoming more constructive on LSB Industries.ナラティブ更新 • Mar 04
LXU: Future Returns Will Depend On Execution Of 2026 Turnaround Plans
Narrative Update on LSB Industries The analyst price target underlying our fair value view for LSB Industries has been lifted from $9.00 to $9.75, reflecting analysts' updated expectations around planned turnaround activity, future production and their latest $9.75 to $13 Street target revisions. Analyst Commentary Recent research on LSB Industries centers on how planned turnaround activity and production plans might affect earnings in the mid 2020s, and how that feeds into valuation targets.ナラティブ更新 • Feb 18
LXU: Future Returns Will Depend On Modest Margin And Discount Rate Improvements
Analysts have inched their average price target on LSB Industries higher to $9.75. They attribute the move to updated assumptions around slightly stronger revenue growth, modestly higher profit margins and a small adjustment to the discount rate and future P/E multiple.ナラティブ更新 • Feb 03
LXU: Cautious Outlook Will Rely On Margin Gains Over Slower Demand Assumptions
Analysts have nudged their price targets on LSB Industries higher, reflected in a move in fair value from $8.00 to $9.00 as they cite updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on LSB Industries highlights a mix of caution and restraint, even as published fair value estimates shift higher.ナラティブ更新 • Jan 20
LXU: Completed Buybacks And Higher Future P/E Assumptions Will Support Upside
Narrative Update on LSB Industries Analysts have lifted their price targets on LSB Industries, with internal fair value moving from $10.90 to $11.15 as they factor in updated assumptions for discount rate, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research updates point to a modestly higher fair value range for LSB Industries, with price targets clustered in the high single digits to low double digits.分析記事 • Jan 09
Is LSB Industries (NYSE:LXU) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...ナラティブ更新 • Jan 06
LXU: Completed Buybacks Will Support Future Upside Potential
Analysts have kept their price target for LSB Industries steady at US$10.90. The small tweaks in discount rate, revenue growth, profit margin and future P/E assumptions reflect refined modeling rather than a change in overall view.ナラティブ更新 • Dec 16
LXU: Share Repurchases Will Support Future Upside Potential
Analysts have modestly raised their price target on LSB Industries to align with a fair value estimate of 10.90 dollars, reflecting only minor tweaks to discount rate, revenue growth, profit margin, and future price to earnings assumptions. What's in the News Completed share repurchase of 2,790,918 shares, representing approximately 3.8% of outstanding shares, for a total consideration of 23.42 million dollars under the buyback program announced on May 8, 2023 (Key Developments).ナラティブ更新 • Dec 02
LXU: Improved Profit Margin And Share Buyback Will Drive Value
Analysts have raised their price target for LSB Industries from $10.05 to $10.90, citing improvements in profit margin and a reduced discount rate as key factors, even though revenue growth projections are more cautious. What's in the News The company completed the repurchase of 2,790,918 shares, accounting for 3.8% of the company, for $23.42 million under the previously announced buyback program (Key Developments).分析記事 • Nov 20
Is Now An Opportune Moment To Examine LSB Industries, Inc. (NYSE:LXU)?
LSB Industries, Inc. ( NYSE:LXU ), is not the largest company out there, but it saw a double-digit share price rise of...分析記事 • Oct 25
LSB Industries, Inc.'s (NYSE:LXU) Intrinsic Value Is Potentially 36% Above Its Share Price
Key Insights LSB Industries' estimated fair value is US$12.94 based on 2 Stage Free Cash Flow to Equity LSB Industries...分析記事 • Jul 31
LSB Industries (NYSE:LXU) Is Carrying A Fair Bit Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 18
Should You Think About Buying LSB Industries, Inc. (NYSE:LXU) Now?
LSB Industries, Inc. ( NYSE:LXU ), is not the largest company out there, but it led the NYSE gainers with a relatively...分析記事 • May 04
Earnings Miss: LSB Industries, Inc. Missed EPS And Analysts Are Revising Their Forecasts
It's been a pretty great week for LSB Industries, Inc. ( NYSE:LXU ) shareholders, with its shares surging 17% to...分析記事 • Apr 08
With A 25% Price Drop For LSB Industries, Inc. (NYSE:LXU) You'll Still Get What You Pay For
To the annoyance of some shareholders, LSB Industries, Inc. ( NYSE:LXU ) shares are down a considerable 25% in the last...分析記事 • Apr 04
Is LSB Industries (NYSE:LXU) Using Debt Sensibly?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 02
LSB Industries, Inc. (NYSE:LXU) Just Reported Annual Earnings And Analysts Are Lifting Their Estimates
LSB Industries, Inc. ( NYSE:LXU ) shareholders are probably feeling a little disappointed, since its shares fell 3.4...分析記事 • Jan 29
Is LSB Industries, Inc. (NYSE:LXU) Trading At A 47% Discount?
Key Insights The projected fair value for LSB Industries is US$15.59 based on 2 Stage Free Cash Flow to Equity LSB...分析記事 • Dec 19
Why We're Not Concerned About LSB Industries, Inc.'s (NYSE:LXU) Share Price
There wouldn't be many who think LSB Industries, Inc.'s ( NYSE:LXU ) price-to-sales (or "P/S") ratio of 1.1x is worth a...分析記事 • Nov 18
LSB Industries' (NYSE:LXU) Returns On Capital Are Heading Higher
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
新しいナラティブ • Sep 24
Sustainable Shifts And Calculated Investments Propel Long-Term Growth In Clean Energy Sector
LSB Industries' strategic shift towards sustainable products and focus on low-carbon initiatives align with global cleaner energy trends, aiming to open new markets.分析記事 • Sep 09
LSB Industries, Inc. (NYSE:LXU) Not Lagging Industry On Growth Or Pricing
With a median price-to-sales (or "P/S") ratio of close to 1.4x in the Chemicals industry in the United States, you...分析記事 • Aug 07
LSB Industries (NYSE:LXU) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jul 17
LSB Industries (NYSE:LXU) Is Doing The Right Things To Multiply Its Share Price
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • May 23
When Should You Buy LSB Industries, Inc. (NYSE:LXU)?
LSB Industries, Inc. ( NYSE:LXU ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...株主還元
| LXU | US Chemicals | US 市場 | |
|---|---|---|---|
| 7D | 2.7% | 3.1% | 2.2% |
| 1Y | 37.5% | 9.6% | 20.9% |
業界別リターン: LXU過去 1 年間で9.6 % の収益を上げたUS Chemicals業界を上回りました。
リターン対市場: LXU過去 1 年間で20.9 % の収益を上げたUS市場を上回りました。
価格変動
| LXU volatility | |
|---|---|
| LXU Average Weekly Movement | 6.3% |
| Chemicals Industry Average Movement | 5.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: LXU 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: LXUの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1968 | 513 | Mark Behrman | www.lsbindustries.com |
は、米国で化学製品の製造、販売、マーケティングを行っている。同社は農業用アンモニアと尿素硝酸アンモニウムを提供している。また、高純度及び商業グレードのアンモニア、高純度硝酸アンモニウム、硫酸、濃硝酸、混合硝酸、二酸化炭素、工業グレード硝酸アンモニウム、工業用硝酸アンモニウムも提供している。主に牧場や穀物生産市場の農家、牧場主、肥料販売業者、流通業者、および酸の工業用ユーザーや爆薬メーカーに製品を販売している。LSBインダストリーズ社は1968年に設立され、オクラホマ州オクラホマシティに本社を置いている。
LSB Industries, Inc. 基礎のまとめ
| LXU 基礎統計学 | |
|---|---|
| 時価総額 | US$692.62m |
| 収益（TTM） | US$36.74m |
| 売上高(TTM) | US$658.06m |
19.8x
PER（株価収益率1.1x
P/SレシオLXU は割高か？
公正価値と評価分析を参照収益と収入
| LXU 損益計算書（TTM） | |
|---|---|
| 収益 | US$658.06m |
| 売上原価 | US$544.06m |
| 売上総利益 | US$114.00m |
| その他の費用 | US$77.26m |
| 収益 | US$36.74m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.51 |
| グロス・マージン | 17.32% |
| 純利益率 | 5.58% |
| 有利子負債／自己資本比率 | 81.4% |
LXU の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/08/10 04:51 |
| 終値 | 2026/08/10 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 null | Argus Research Company |
| Eric Prouty | Canaccord Genuity |
| David Begleiter | Deutsche Bank |