View Future GrowthLSB Industries 과거 순이익 실적과거 기준 점검 3/6LSB Industries은 연평균 27%의 비율로 수입이 증가해 온 반면, Chemicals 산업은 수입이 4.4% 감소했습니다. 매출은 연평균 0.08%의 비율로 증가했습니다. LSB Industries의 자기자본이익률은 8.5%이고 순이익률은 7.2%입니다.핵심 정보27.02%순이익 성장률44.12%주당순이익(EPS) 성장률Chemicals 산업 성장률12.41%매출 성장률0.084%자기자본이익률8.46%순이익률7.16%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트공시 • 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, 2026공시 • 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, 2026공시 • 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, 2025공시 • 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, 2025공시 • 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, 2025공시 • 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, 2025모든 업데이트 보기Recent updates공시 • 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, 2026공시 • Apr 06LSB Industries, Inc., Annual General Meeting, May 21, 2026LSB Industries, Inc., Annual General Meeting, May 21, 2026.공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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, 2025공시 • 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, 2025공시 • Apr 16LSB Industries, Inc., Annual General Meeting, May 15, 2025LSB Industries, Inc., Annual General Meeting, May 15, 2025.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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).공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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, 2023공시 • 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 Index공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2022공시 • 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.공시 • 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, 2022공시 • Jun 26LSB Industries, Inc.(NYSE:LXU) dropped from Russell Microcap IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell Microcap Index공시 • 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.공시 • 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.공시 • 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, 2022공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2021공시 • 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.공시 • 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.공시 • 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, 2020공시 • 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.공시 • 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, 2020공시 • 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 Index공시 • Jul 02+ 2 more updatesLSB Industries, Inc.(NYSE:LXU) dropped from Russell 2000 Value IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell 2000 Value Index공시 • Jun 22LSB Industries, Inc.(NYSE:LXU) dropped from S&P Global BMI IndexLSB Industries, Inc.(NYSE:LXU) dropped from S&P Global BMI Index매출 및 비용 세부 내역LSB Industries가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:LS3 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 266414645031 Dec 256152542030 Sep 25585-141030 Jun 25539-3341031 Mar 25528-2742031 Dec 24522-1942030 Sep 24520-1645030 Jun 24525240031 Mar 245511837031 Dec 235942837030 Sep 236959931030 Jun 2376510936031 Mar 2388418739031 Dec 2290223039030 Sep 2285820639030 Jun 22801-4739031 Mar 22657-13838031 Dec 21556-22038030 Sep 21455-29435030 Jun 21402-7231031 Mar 21366-9431031 Dec 20351-9932030 Sep 20336-10435030 Jun 20338-11437031 Mar 20354-10537031 Dec 19365-9634030 Sep 19386-8134030 Jun 19390-7534031 Mar 19372-10934031 Dec 18378-10336030 Sep 18372-9034030 Jun 18385-8133031 Mar 18405-6133031 Dec 17428-6135030 Sep 17424-8435030 Jun 17412-12037031 Mar 17399-12340031 Dec 16375-13640030 Sep 16379-11842030 Jun 16388-9444031 Mar 16403-7948031 Dec 15438-4950030 Sep 15558-3559030 Jun 15640-2720양질의 수익: LS3는 고품질 수익을 보유하고 있습니다.이익 마진 증가: LS3는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: LS3는 지난 5년 동안 흑자전환하며 연평균 27%의 수익 성장을 기록했습니다.성장 가속화: LS3는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: LS3는 지난해 흑자전환하여 지난 해 수익 성장률을 Chemicals 업계(-13.5%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: LS3의 자본 수익률(8.5%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 04:20종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스LSB Industries, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullArgus Research CompanyEric ProutyCanaccord GenuityDavid BegleiterDeutsche Bank11명의 분석가 더 보기
공시 • 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
공시 • 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
공시 • 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
공시 • 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
공시 • 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
공시 • 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
공시 • 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
공시 • Apr 06LSB Industries, Inc., Annual General Meeting, May 21, 2026LSB Industries, Inc., Annual General Meeting, May 21, 2026.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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
공시 • Apr 16LSB Industries, Inc., Annual General Meeting, May 15, 2025LSB Industries, Inc., Annual General Meeting, May 15, 2025.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • Jun 26LSB Industries, Inc.(NYSE:LXU) dropped from Russell Microcap IndexLSB Industries, Inc.(NYSE:LXU) dropped from Russell Microcap Index
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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
공시 • 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
공시 • Jun 22LSB Industries, Inc.(NYSE:LXU) dropped from S&P Global BMI IndexLSB Industries, Inc.(NYSE:LXU) dropped from S&P Global BMI Index