LSB Industries

LXU

Market cap $933M

LSB Industries, a top-5 U.S. ammonia producer, and a nitrogen-oriented chemical specialist has outperforming other material peers and the Russell 2000 meaningfully this year. Despite facing 900bps of potential margin expansion this year, LXU trades at a forward EV/EBITDA of 5.15x–5.25x, over 20% below its 5-year average, and a 60% discount to the sector. Margin growth is driven by strong pricing growth, higher-value downstream products, a greater share of cost-plus contracts, and ongoing process improvements.

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (NYSE: LXU) (“LSB” or “the Company”), today announced that it has reached an agreement with Lapis Carbon Solutions (“Lapis”) that establishes a strategic pathway for LSB to take full ownership of Project Blue, the carbon capture and sequestration (“CCS”) project currently underway at its El Dorado, Arkansas facility (“the Project”). “The opportunity to achieve full ownership of this project is an important strategic step for the Company,” sai.

LSB Industries, Inc. (LXU) Q1 2026 Earnings Call Transcript

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, 2026. First Quarter 2026 Results and Recent Highlights Net sales of $169.5 million compared to $143.4 million in the first quarter of 2025 Net income of $19.7 million compared to a net loss of $1.6 million in the first quarter of 2025 Diluted EPS of $0.27 compared to $(0.02) for the first quarter of 2025 Adjusted EBITDA(1) of.

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, 2026 on April 29, 2026 after the close of the stock market. LSB's management will host a conference call on Thursday, April 30, 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 & Chief Financial Office.

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB” or “the Company”), (NYSE: LXU) today announced that it has appointed Jonathan Z. Ackerman as an independent member of the Board of Directors (the “Board”) effective April 2, 2026. Mr. Ackerman will stand for direct election by shareholders for the first time at the annual meeting of stockholders on May 21, 2026 (the “2026 Annual Meeting”). Mr. Ackerman has a lengthy track record as a successful leader in infrastructure development and.

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.