LSB Industries, Inc.

NYSE:LXU 株式レポート

時価総額：US$794.9m

LSB Industries 将来の成長

Future 基準チェック /16

LSB Industriesの収益は年間0.8%で減少すると予測されていますが、年間利益は年間8.6%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に11.4% 16%なると予測されています。

主要情報

8.6%

収益成長率

16.05%

EPS成長率

Chemicals 収益成長21.7%
収益成長率-0.8%
将来の株主資本利益率11.43%
アナリストカバレッジ

Low

最終更新日03 Sep 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Aug 17

LSB Industries: Why Cost Advantage Makes It A Buy

Summary LSB Industries is rated Buy with a $13.50 target, leveraging a structural U.S. natural gas cost advantage over European peers. Operational efficiency gains, particularly at the El Dorado plant, and a flexible product mix support margin expansion and resilience against agricultural price swings. The carbon capture project is expected to generate $25–30 million in annual cash flow by 2027, with regulatory and execution risks to monitor. Current valuation at 4.7x EV/EBITDA appears discounted, with upside if production rates and fertilizer prices remain robust post-maintenance. Read the full article on Seeking Alpha
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.
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...
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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...

業績と収益の成長予測

NYSE:LXU - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202865361901503
12/31/202765068661344
12/31/202667040611374
6/30/20266583797182N/A
3/31/20266414667140N/A
12/31/2025615251896N/A
9/30/2025585-1-382N/A
6/30/2025539-33-5346N/A
3/31/2025528-27-2669N/A
12/31/2024522-19-687N/A
9/30/2024520-169100N/A
6/30/2024525232100N/A
3/31/20245511835102N/A
12/31/20235942870138N/A
9/30/202369599153207N/A
6/30/2023765109166228N/A
3/31/2023884187263319N/A
12/31/2022902230300346N/A
9/30/2022858206240281N/A
6/30/2022801-47241278N/A
3/31/2022657-138123160N/A
12/31/2021556-2205288N/A
9/30/2021455-294438N/A
6/30/2021402-72-199N/A
3/31/2021366-94-1312N/A
12/31/2020351-99-33-3N/A
9/30/2020336-104-52-14N/A
6/30/2020338-114-401N/A
3/31/2020354-105N/A-7N/A
12/31/2019365-96N/A2N/A
9/30/2019386-81N/A20N/A
6/30/2019390-75N/A5N/A
3/31/2019372-109N/A23N/A
12/31/2018378-103N/A18N/A
9/30/2018372-90N/A22N/A
6/30/2018385-81N/A13N/A
3/31/2018405-61N/A-5N/A
12/31/2017428-61N/A1N/A
9/30/2017424-84N/A-5N/A
6/30/2017412-120N/A-37N/A
3/31/2017399-123N/A-31N/A
12/31/2016375-136N/A-23N/A
9/30/2016379-118N/A-12N/A
6/30/2016388-94N/A26N/A
3/31/2016403-79N/A35N/A
12/31/2015438-49N/A34N/A
9/30/2015558-35N/A54N/A

アナリストによる今後の成長予測

収入対貯蓄率: LXUの予測収益成長率 (年間8.6% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: LXUの収益 ( 8.6% ) US市場 ( 17.4% ) よりも低い成長が予測されています。

高成長収益: LXUの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: LXUの収益は今後 3 年間で減少すると予想されています (年間-0.8% )。

高い収益成長: LXUの収益は今後 3 年間で減少すると予測されています (年間-0.8% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: LXUの 自己資本利益率 は、3年後には低くなると予測されています ( 11.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/20 15:36
終値2026/09/18 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 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 Company
Eric ProutyCanaccord Genuity
David BegleiterDeutsche Bank