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LSB Industries

LXU

LSB Industries is a North American manufacturer and marketer of chemical products serving the agricultural, industrial, and mining markets.

Market cap
$824.42M+51.7%
Revenue$641.3M+21.5%
Net income$45.9M+273%
Free cash flow$56.1M+1,081%
EPS (diluted)$0.63+270%
Trailing twelve months · change vs. prior year

Earnings

Q2 2026 report

July 29, 2026

Next report

Date not yet announced

Financials

Q1 2026

Income statement

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Revenue$169.5M+18.2%
Gross profit$35.8M+149%
Operating income$23.2M+418%
Net income$19.7M+1,300%
EPS (diluted)$0.27+1,450%

Balance sheet

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Cash & equivalents$20.6M+37.3%
Total debt$497.2M-5.3%
Total equity$542.9M+10.7%
Total assets$1.2B+1.3%

Cash flow

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Operating cash flow$51.8M+658%
CapEx$17.0M-18.6%
Free cash flow$34.8M+348%

Valuation & ratios

Valuation

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Market cap$824.42M+51.7%
Enterprise value$1.3B+17.7%
P/E18×
P/S1.3×+0.1×

Profitability

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Gross margin19.6%+12.0pp
Operating margin11.8%+10.2pp
Net margin7.2%+5.1pp

Returns & leverage

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Return on equity8.9%+6.5pp
Debt / equity0.9×-0.2×
Current ratio3.1×+0.6×

Segments

By product

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Ammonium Nitrate And Nitric Acid$75.3M+30.8%
Urea Ammonium Nitrate UAN$49.2M+12.1%
Ammonia$36.8M+10.6%
Other$8.2M-6.0%

By segment

See full
Chemical$169.5M+18.2%

Competitors

Profile

LSB Industries is a North American manufacturer and marketer of chemical products serving the agricultural, industrial, and mining markets. The company produces ammonia and nitrogen-related products used for fertilizers, explosives, and various industrial applications, with an increasing focus on developing low and no carbon products. Its core value proposition lies in its strategically located manufacturing facilities and its ability to optimize product mix between seasonal agricultural demand and stable industrial contracts.

Competitive position

LSB leverages a geographically advantaged asset base with access to low-cost U.S. natural gas and specialized logistics like the Sunoco LP ammonia pipeline.

GeographiesUnited States, Canada, North America
Customer segmentsAgricultural producers, Industrial manufacturers, Mining and quarrying operators
Business modelManufacturing, B2B, Commodity-linked pricing, Cost pass-through
SuppliersNatural gas suppliers, Sulfur suppliers, Pipeline operators, Electricity providers
CustomersAgricultural retailers, Mining services companies, Polyurethane producers, Infrastructure and construction firms
Listed1972
Employees586.0
CEOMark T. Behrman
IndustryChemicals
FilingsSEC EDGAR

Questions, answered.

What is LSB Industries's market cap?
LSB Industries (LXU) has a market capitalization of $822.3M and trades on NYSE.
What is LSB Industries's revenue and profitability?
LSB Industries generated $641.3M in trailing twelve-month revenue with net income of $45.9M, representing a net margin of 7.2%. Gross margin stands at 19.6%, with free cash flow of $56.1M. These figures are based on the Q1 2026 filing.
Who are LSB Industries's competitors?
LSB Industries's key competitors include CVR Partners, CF Industries Holdings, Inc., Nutrien, and others. These companies compete in similar markets and product categories.
Who does LSB Industries partner with?
LSB Industries's notable partners include Covestro LLC, Sunoco LP, Computershare Trust Company, N.A..
What subsidiaries does LSB Industries have?
LSB Industries's subsidiaries include El Dorado Chemical Company, Cherokee Nitrogen L.L.C..
Where is LSB Industries headquartered?
LSB Industries is headquartered in United States of America and employs approximately 586 people. It has been publicly traded since 1972.