LSB Industries

LXU

Market cap $836M

LSB Industries is upgraded to buy after strong FY25 results, robust NOL carryforwards, and an optimistic 2026 outlook. LXU reported FY25 revenues up 22.3% YoY and EPS of $0.22, beating estimates, with EBITDA up 25% and further improvements targeted. Substantial NOLs ($243.9M federal, $342.7M state) are protected by a poison pill, enhancing future tax efficiency and takeover defense.

LSB Industries, Inc. (LXU) Q4 2025 Earnings Call Transcript

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (NYSE: LXU) (“LSB,” “we,” “us,” “our,” or the “Company”) today announced results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Results and Recent Highlights Net sales of $165.0 million compared to $134.9 million in the fourth quarter of 2024 Net income of $16.1 million compared to a net loss of $9.1 million in the fourth quarter of 2024 Diluted EPS of $0.22 compared to $(0.13) for the fourth quarter of 2024.

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”) (NYSE: LXU), today announced that it will release its financial results for the fourth quarter and full year ended December 31, 2025 on February, 25, 2026 after the close of the stock market. LSB's management will host a conference call on Thursday, February, 26, 2026 at 10:00 am ET / 9:00 am CT to discuss these results. Participating in the call will be Chairman & Chief Executive Officer, Mark Behrman, Executive Vice President &a.

Investors need to pay close attention to LXU stock based on the movements in the options market lately.

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LSB (LXU) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Here is how LSB (LXU) and Metalla Royalty & Streaming Ltd. (MTA) have performed compared to their sector so far this year.

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”), (NYSE: LXU), today announced that its Executive Vice President and Chief Financial Officer, Cheryl Maguire will be participating in the NYSE Industrials Virtual Conference on November 18th and 19th. Ms. Maguire will be available for one-on-one meetings all day on November 19th. To schedule a meeting please contact the NYSE via email at investor.access@nyse.com. About LSB Industries, Inc. LSB Industries, Inc., headquartered in Oklahom.

LSB Industries, Inc. ( LXU ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Kristy Carver - Senior VP & Treasurer Mark Behrman - President, CEO & Chairman of the Board Damien Renwick - Executive VP & Chief Commercial Officer Cheryl Maguire - Executive VP & CFO Conference Call Participants Lucas Beaumont - UBS Investment Bank, Research Division Andrew Wong - RBC Capital Markets, Research Division Laurence Alexander - Jefferies LLC, Research Division Robert McGuire - Granite Research, LLC Presentation Operator Greetings, and welcome to the LSB Industries Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.