LSB Industries 경영진
경영진 기준 점검 3/4
LSB Industries CEO는 Mark Behrman, Dec2018 에 임명되었습니다 의 임기는 7.75 년입니다. 총 연간 보상은 $5.33M, 14.7% 급여 및 85.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $13.37M 가치에 해당하는 회사 주식의 1.65% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.7 년과 7.8 년입니다.
핵심 정보
Mark Behrman
최고경영자
US$5.3m
총 보수
| CEO 급여 비율 | 14.75% |
| CEO 재임 기간 | 7.8yrs |
| CEO 지분 보유율 | 1.6% |
| 경영진 평균 재임 기간 | 6.7yrs |
| 이사회 평균 재임 기간 | 7.8yrs |
최근 경영진 업데이트
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$37m |
| Mar 31 2026 | n/a | n/a | US$46m |
| Dec 31 2025 | US$5m | US$786k | US$25m |
| Sep 30 2025 | n/a | n/a | -US$668k |
| Jun 30 2025 | n/a | n/a | -US$33m |
| Mar 31 2025 | n/a | n/a | -US$27m |
| Dec 31 2024 | US$4m | US$741k | -US$19m |
| Sep 30 2024 | n/a | n/a | -US$16m |
| Jun 30 2024 | n/a | n/a | US$2m |
| Mar 31 2024 | n/a | n/a | US$18m |
| Dec 31 2023 | US$4m | US$712k | US$28m |
| Sep 30 2023 | n/a | n/a | US$99m |
| Jun 30 2023 | n/a | n/a | US$109m |
| Mar 31 2023 | n/a | n/a | US$187m |
| Dec 31 2022 | US$4m | US$669k | US$230m |
| Sep 30 2022 | n/a | n/a | US$206m |
| Jun 30 2022 | n/a | n/a | -US$47m |
| Mar 31 2022 | n/a | n/a | -US$138m |
| Dec 31 2021 | US$3m | US$650k | -US$220m |
| Sep 30 2021 | n/a | n/a | -US$294m |
| Jun 30 2021 | n/a | n/a | -US$72m |
| Mar 31 2021 | n/a | n/a | -US$94m |
| Dec 31 2020 | US$994k | US$650k | -US$99m |
| Sep 30 2020 | n/a | n/a | -US$104m |
| Jun 30 2020 | n/a | n/a | -US$114m |
| Mar 31 2020 | n/a | n/a | -US$105m |
| Dec 31 2019 | US$2m | US$650k | -US$96m |
보상 대 시장: Mark의 총 보수(USD5.33M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.51M)보다 높습니다.
보상과 수익: Mark의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Mark Behrman (63 yo)
7.8yrs
재임 기간
US$5,327,795
보수
Mr. Mark T. Behrman is Director of The Fertilizer Institute. Mr. Mark T. Behrman has been President, Chief Executive Officer and Director of LSB Industries, Inc. since December 30, 2018 and also serves as...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 7.8yrs | US$5.33m | 1.65% $ 13.4m | |
| Executive VP & CFO | 7.7yrs | US$1.52m | 0.20% $ 1.6m | |
| Executive VP | 10.7yrs | US$1.44m | 0.42% $ 3.4m | |
| Executive VP & Chief Commercial Officer | 5.7yrs | US$1.32m | 0.10% $ 851.3k | |
| Executive Vice President of Manufacturing | 2.3yrs | US$869.44k | 0.0023% $ 18.6k | |
| Vice President of Strategy & Corporate Development | 4.3yrs | 데이터 없음 | 데이터 없음 | |
| Executive VP & Chief Human Resources Officer | 3.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Business Development | no data | 데이터 없음 | 데이터 없음 | |
| Senior VP & Treasurer | 7.7yrs | US$612.61k | 0.044% $ 354.1k |
6.7yrs
평균 재임 기간
56.5yo
평균 나이
경험이 풍부한 관리: LXU의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.7 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 7.8yrs | US$5.33m | 1.65% $ 13.4m | |
| Independent Director | 45.7yrs | US$210.00k | 0.13% $ 1.1m | |
| Independent Director | 1.8yrs | US$214.17k | 0.034% $ 279.0k | |
| Lead Independent Director | 11.4yrs | US$277.50k | 0.27% $ 2.2m | |
| Independent Director | 6.5yrs | US$212.50k | 0.090% $ 730.4k | |
| Independent Director | less than a year | 데이터 없음 | 0.016% $ 126.8k | |
| Independent Director | 10.8yrs | US$212.50k | 0.018% $ 142.2k | |
| Independent Director | 7.8yrs | US$207.50k | 데이터 없음 | |
| Independent Director | 1.4yrs | US$177.75k | 0.023% $ 188.9k |
7.8yrs
평균 재임 기간
57yo
평균 나이
경험이 풍부한 이사회: LXU의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/18 20:44 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
LSB 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.
| 분석가 | 기관 |
|---|---|
| null null | Argus Research Company |
| Eric Prouty | Canaccord Genuity |
| David Begleiter | Deutsche Bank |