LSB Industries, Inc.

NYSE:LXU 주식 리포트

시가총액: US$1.0b

LSB Industries 과거 순이익 실적

과거 기준 점검 3/6

LSB Industries은 연평균 27%의 비율로 수입이 증가해 온 반면, Chemicals 산업은 수입이 3.8% 감소했습니다. 매출은 연평균 0.08%의 비율로 증가했습니다. LSB Industries의 자기자본이익률은 8.5%이고 순이익률은 7.2%입니다.

핵심 정보

27.02%

순이익 성장률

44.12%

주당순이익(EPS) 성장률

Chemicals 산업 성장률12.93%
매출 성장률0.084%
자기자본이익률8.46%
순이익률7.16%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

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.
Seeking Alpha Apr 28

LSB Industries: A Compelling Small-Cap Opportunity

Summary LSB Industries stock has been weighed down by cyclical concerns around nitrogen pricing normalization and broader commodity market volatility. LXU’s competitive moat, while less visible than that of a technology franchise, is deeply rooted in the physical realities of its business. The North American nitrogen industry is highly consolidated, with CF Industries, Nutrien, and LSB Industries accounting for the vast majority of domestic ammonia, UAN, and ammonium nitrate production. At current levels, LXU trades at an undemanding multiple on forward EBITDA, which we view as attractive given the company's meaningful upside leverage to improving nitrogen pricing. Read the full article on Seeking Alpha
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...
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새 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...
분석 기사 May 01

LSB Industries (NYSE:LXU) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Apr 05

LSB Industries: An Undervalued Champion Of The Old Economy That Can Benefit From The Green Energy Transition

Summary LSB Industries is undervalued, as it trades at a significant discount to the replacement value of its assets. The company has several competitive advantages, including access to cheaper energy sources and tax incentives from the Inflation Reduction Act. Ammonia will play an important role in the green energy transition, for cleaner power generation, hydrogen transportation, and as a new form of fuel. I expect the share price to at least double over the next 2-3 years. Read the full article on Seeking Alpha
분석 기사 Mar 29

An Intrinsic Calculation For LSB Industries, Inc. (NYSE:LXU) Suggests It's 20% Undervalued

Key Insights LSB Industries' estimated fair value is US$11.03 based on 2 Stage Free Cash Flow to Equity LSB Industries...
분석 기사 Mar 14

LSB Industries' (NYSE:LXU) Weak Earnings May Only Reveal A Part Of The Whole Picture

LSB Industries, Inc.'s ( NYSE:LXU ) stock showed strength, with investors undeterred by its weak earnings report...
분석 기사 Mar 08

LSB Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a good week for LSB Industries, Inc. ( NYSE:LXU ) shareholders, because the company has just released its...

매출 및 비용 세부 내역

LSB Industries가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:LXU 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2664146450
31 Dec 2561525420
30 Sep 25585-1410
30 Jun 25539-33410
31 Mar 25528-27420
31 Dec 24522-19420
30 Sep 24520-16450
30 Jun 245252400
31 Mar 2455118370
31 Dec 2359428370
30 Sep 2369599310
30 Jun 23765109360
31 Mar 23884187390
31 Dec 22902230390
30 Sep 22858206390
30 Jun 22801-47390
31 Mar 22657-138380
31 Dec 21556-220380
30 Sep 21455-294350
30 Jun 21402-72310
31 Mar 21366-94310
31 Dec 20351-99320
30 Sep 20336-104350
30 Jun 20338-114370
31 Mar 20354-105370
31 Dec 19365-96340
30 Sep 19386-81340
30 Jun 19390-75340
31 Mar 19372-109340
31 Dec 18378-103360
30 Sep 18372-90340
30 Jun 18385-81330
31 Mar 18405-61330
31 Dec 17428-61350
30 Sep 17424-84350
30 Jun 17412-120370
31 Mar 17399-123400
31 Dec 16375-136400
30 Sep 16379-118420
30 Jun 16388-94440
31 Mar 16403-79480
31 Dec 15438-49500
30 Sep 15558-35590
30 Jun 15640-2720

양질의 수익: LXU는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: LXU는 과거에 흑자전환했습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: LXU는 지난 5년 동안 흑자전환하며 연평균 27%의 수익 성장을 기록했습니다.

성장 가속화: LXU는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: LXU는 지난해 흑자전환하여 지난 해 수익 성장률을 Chemicals 업계(3.5%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: LXU의 자본 수익률(8.5%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 11:53
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
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주요 개발10년
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분석가 소스

LSB Industries, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullArgus Research Company
Eric ProutyCanaccord Genuity
David BegleiterDeutsche Bank