LSB Industries Förvaltning
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LSB Industries VD är Mark Behrman, utsedd i Dec 2018, har en mandatperiod på 7.42 år. totala årliga ersättningen är $ 5.33M, bestående av 14.7% lön 85.3% bonusar, inklusive företagsaktier och optioner. äger direkt 1.65% av företagets aktier, värda $ 15.47M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 6.3 år respektive 7.4 år.
Viktig information
Mark Behrman
Verkställande direktör
US$5.3m
Total ersättning
| VD-lön i procent | 14.75% |
| Anställning som VD | 7.4yrs |
| Ägande av VD | 1.6% |
| Ledningens genomsnittliga anställningstid | 6.3yrs |
| Styrelsens genomsnittliga mandatperiod | 7.4yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$96m |
Ersättning vs marknad: Mark s total kompensation ($USD 5.33M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 3.70M ).
Ersättning vs inkomst: Ersättningen från Mark har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Mark Behrman (62 yo)
7.4yrs
Anställning
US$5,327,795
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 7.4yrs | US$5.33m | 1.65% $ 15.5m | |
| Executive VP & CFO | 7.3yrs | US$1.52m | 0.20% $ 1.8m | |
| Executive VP | 10.3yrs | US$1.44m | 0.42% $ 3.9m | |
| Executive VP & Chief Commercial Officer | 5.3yrs | US$1.32m | 0.11% $ 985.0k | |
| Executive Vice President of Manufacturing | 2yrs | US$869.44k | 0.045% $ 419.3k | |
| Vice President of Strategy & Corporate Development | 3.9yrs | inga uppgifter | inga uppgifter | |
| Executive VP & Chief Human Resources Officer | 2.9yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Business Development | no data | inga uppgifter | inga uppgifter | |
| Senior VP & Treasurer | 7.3yrs | US$612.61k | 0.057% $ 534.3k |
6.3yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder
Erfaren ledning: LXU s ledningsgrupp är erfaren och erfaren ( 6.3 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 7.4yrs | US$5.33m | 1.65% $ 15.5m | |
| Independent Director | 45.3yrs | US$210.00k | 0.13% $ 1.2m | |
| Independent Director | 1.5yrs | US$214.17k | 0.011% $ 104.3k | |
| Lead Independent Director | 11.1yrs | US$277.50k | 0.30% $ 2.8m | |
| Independent Director | 6.2yrs | US$212.50k | 0.052% $ 485.4k | |
| Independent Director | less than a year | inga uppgifter | inga uppgifter | |
| Independent Director | 10.4yrs | US$212.50k | 0.018% $ 164.4k | |
| Independent Director | 7.4yrs | US$207.50k | inga uppgifter | |
| Independent Director | 1.1yrs | US$177.75k | inga uppgifter |
7.4yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder
Erfaren styrelse: LXU s styrelse anses vara erfaren ( 7.4 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/26 18:32 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
LSB Industries, Inc. bevakas av 14 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| null null | Argus Research Company |
| Eric Prouty | Canaccord Genuity |
| David Begleiter | Deutsche Bank |