LSB IndustriesLXU
LXU
About: LSB Industries Inc is engaged in the manufacturing and sale of chemical products in the United States. The company manufactures and sells chemical products for the agricultural and industrial sectors. Its products include ammonia, fertilizer grade ammonium nitrate (AN and HDAN), and urea ammonia nitrate (UAN) for agricultural applications; high purity and commercial grade ammonia, sulfuric acids, concentrated, blended, and regular nitric acid, mixed nitrating acids, carbon dioxide, and diesel exhaust fluid for industrial applications; and industrial grade AN (LDAN) and AN solutions for mining applications. Its products are sold through distributors and directly to end customers throughout the United States and other parts of North America.
Employees: 586
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
224% more call options, than puts
Call options by funds: $868K | Put options by funds: $268K
100% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 2 (+1) [Q1 2025]
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
5% more funds holding
Funds holding: 127 [Q4 2024] → 133 (+6) [Q1 2025]
0.94% more ownership
Funds ownership: 51.92% [Q4 2024] → 52.86% (+0.94%) [Q1 2025]
11% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 45
11% less capital invested
Capital invested by funds: $283M [Q4 2024] → $250M (-$32.3M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$8
3%
downside
Avg. target
$8
3%
downside
High target
$8
3%
downside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
UBS Joshua Spector | 3%downside $8 | Buy Maintained | 16 Apr 2025 |
Financial journalist opinion
Neutral
Business Wire
1 month ago
LSB Industries, Inc. to Participate in UBS Energy Transition and Decarbonization Conference on Wednesday, May 14th
OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (NYSE: LXU) (“LSB” or the “Company”), today announced that its Vice President of Clean Energy, Jakob Krummenacher, will participate in the UBS Energy Transition and Decarbonization Conference in New York City on Wednesday, May 14th. Mr. Krummenacher will be available for one-on-one meetings all day at the conference. Additionally, Mr. Krummenacher will be participating in a panel discussion, “Scaling Carbon Capture Solutions Across Industry”.
Neutral
Seeking Alpha
1 month ago
LSB Industries, Inc. (LXU) Q1 2025 Earnings Call Transcript
LSB Industries, Inc. (NYSE:LXU ) Q1 2025 Earnings Conference Call April 30, 2025 10:00 AM ET Company Participants Fred Buonocore - VP, IR Mark Behrman - Chairman & CEO Damien Renwick - Chief Commercial Officer Cheryl Maguire - CFO Conference Call Participants Lucas Beaumont - UBS Kevin Estok - Jefferies Andrew Wong - RBC Capital Markets Robert McGuire - Granite Research Charles Neivert - Piper Sandler Operator Greetings, and welcome to the LSB Industries First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Negative
Zacks Investment Research
1 month ago
LSB (LXU) Reports Q1 Loss, Tops Revenue Estimates
LSB (LXU) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of $0.02. This compares to earnings of $0.12 per share a year ago.
Neutral
Business Wire
1 month ago
LSB Industries, Inc. Reports Operating Results for the 2025 First Quarter
OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (NYSE: LXU) (“LSB,” “we,” “us,” “our,” or the “Company”) today announced results for the first quarter ended March 31, 2025. First Quarter 2025 Results and Recent Highlights Net sales of $143.4 million compared to $138.2 million in the first quarter of 2024 Net loss of $1.6 million compared to a net income of $5.6 million in the first quarter of 2024 Diluted EPS of $(0.02) compared to $0.08 for the first quarter of 2024 Adjusted EBITDA(1) of.
Negative
Zacks Investment Research
1 month ago
Earnings Preview: LSB (LXU) Q1 Earnings Expected to Decline
LSB (LXU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
2 months ago
LSB Industries, Inc. Schedules 2025 First Quarter Results Release for Tuesday, April 29th and Conference Call for Wednesday, April 30th
OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”) (NYSE: LXU), today announced that it will release its financial results for the first quarter ended March 31, 2025 on Tuesday, April 29, 2025 after the close of the stock market. LSB's management will host a conference call on Wednesday, April 30, 2025 at 10:00 am ET / 9:00 am CT to discuss these results. Participating in the call will be Chairman, President & Chief Executive Officer, Mark Behrman, Executive Vice President & C.
Neutral
Business Wire
2 months ago
LSB Industries, Inc. Appoints Riccardo Bertocco as an Independent Member of the Board of Directors
OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (NYSE: LXU) (“LSB” or the “Company”), today 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,.
Positive
Zacks Investment Research
2 months ago
LSB (LXU) Soars 8.6%: Is Further Upside Left in the Stock?
LSB (LXU) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Neutral
Seeking Alpha
3 months ago
LSB Industries, Inc. (LXU) Q4 2024 Earnings Call Transcript
LSB Industries, Inc. (NYSE:LXU ) Q4 2024 Earnings Call February 27, 2025 10:00 AM ET Company Participants Fred Buonocore - Vice President, Investor Relations Mark Behrman - Chairman and Chief Executive Officer Cheryl Maguire - Chief Financial Officer Damien Renwick - Chief Commercial Officer Conference Call Participants David Begleiter - Deutsche Bank Lucas Beaumont - UBS Dan Rizzo - Jefferies Andrew Wong - RBC Capital Markets Rob McGuire - Granite Research Operator Greetings and welcome to the LSB Industries Fourth Quarter 2024 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Positive
Zacks Investment Research
3 months ago
LXU vs. AIQUY: Which Stock Is the Better Value Option?
Investors interested in Chemical - Diversified stocks are likely familiar with LSB (LXU) and Air Liquide (AIQUY). But which of these two stocks is more attractive to value investors?
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