LXU
LSB Industries, Inc.
LXU's fundamentals are strong: its operating margin rose 7 points to 11% and revenue grew 13%. At 19x earnings, it's trading above its usual 17x. Analysts expect earnings growth.
LXU Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Stable |
LXU's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
LXU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 5.4x | $3.35 | -71% |
| Fair | 13x | $7.98 | -32% |
| Forward | 14x | $11.67 | — |
| Current | 19x | $11.67 | — |
| Expensive | 38x | $23.84 | +104% |
Historical ranges are pointers, not guarantees.
LXU's PE is in its fair range at 19x. If earnings grow as analysts expect, today's price would be 14x next year's earnings.
LXU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect LXU's earnings to grow and its profitability to improve, with its revenue holding steady.
LXU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.86 | +38% |
| Q3 2026 | $0.62 | +$0.63 |
| Q2 2026 | $0.50 | +$0.96 |
| Q1 2026 | $0.63 | +$1.00 |
| Q4 2025 | $0.34 | +$0.61 |
| Q3 2025 | -$0.01 | +$0.20 |
| Q2 2025 | -$0.46 | -1250% |
| Q1 2025 | -$0.37 | -254% |
| Q4 2024 | -$0.27 | -173% |
LXU has returned to profit: it earned $0.62 per share over the past year, after losing money the year before.
LXU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $158.6M | +2% |
| Q2 2026 | $168.1M | +11% |
| Q1 2026 | $169.5M | +18% |
| Q4 2025 | $165M | +22% |
| Q3 2025 | $155.4M | +42% |
| Q2 2025 | $151.3M | +8% |
| Q1 2025 | $143.4M | +3.8% |
| Q4 2024 | $134.9M | +1.7% |
LXU's revenue has grown year over year for eight quarters in a row: $159M last quarter, up 2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 17% | +6.8 points |
| Q2 2026 | -1.6% | -8.6 points |
| Q1 2026 | 14% | +11 points |
| Q4 2025 | 16% | +21 points |
| Q3 2025 | 10% | +32 points |
| Q2 2025 | 6.9% | -3.3 points |
| Q1 2025 | 3.1% | -5 points |
| Q4 2024 | -5% | -7.5 points |
LXU's operating margin was 17% last quarter, up 6.8 points from the same quarter a year ago.
LXU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.4M | -93% |
| Q2 2026 | $30.1M | +$30.4M |
| Q1 2026 | $34.8M | +$48.9M |
| Q4 2025 | -$3.2M | +$21M |
| Q3 2025 | $35.6M | +$49.5M |
| Q2 2025 | -$315K | -101% |
| Q1 2025 | -$14M | -341% |
| Q4 2024 | -$24.2M | -$14.8M |
LXU's free cash flow has turned positive after two years mostly in the red: $64M over the past year.
LXU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.2% | +865K shares |
| 1 year | +1.1% | +831K shares |
| 3 years | -0.9% | -688K shares |
| 5 years | +87% | +34.1M shares |
| Available history | +101% | +36.9M shares |
LXU has 73M diluted shares, up 1.1% from a year ago.
LXU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.5x | Moderate |
| Q2 2026 | 2.9x | Moderate |
| Q1 2026 | 2.7x | Moderate |
| Q4 2025 | 3.1x | Elevated |
| Q3 2025 | 4.0x | Elevated |
| Q2 2025 | 7.2x | High |
| Q1 2025 | 7.4x | High |
| Q4 2024 | 6.9x | High |
LXU's net debt is about 2.5 years of its operating earnings (EBITDA), down from 4.0 years a year ago.
LXU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.2 | Neutral |
| Stochastic | 71.5 | Neutral |
LXU's weekly RSI is 53 (neutral) and its Stochastic is 71 (neutral).
LXU PE vs Basic Materials Sector
| Metric | LXU | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 19x | 1.1% above |
| PE % | 55 | 40 | 15 pts above |
LXU is trading at 19x earnings, in line with the Basic Materials sector's median of 19x.
LXU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $10.5 | 11% above |
| 20 week MA | $10.8 | 8.5% above |
| 50 week MA | $11.4 | 2.4% above |
| 100 week MA | $9.60 | 22% above |
| 200 week MA | $9.43 | 24% above |
LXU is in an uptrend: it's above all five of its weekly moving averages, and 24% above its 200-week average.
LXU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $3.26 | $2.13 | -35% |
| 2021 | $2.13 | $9.98 | +369% |
| 2022 | $9.98 | $14.2 | +42% |
| 2023 | $14.2 | $9.31 | -34% |
| 2024 | $9.31 | $7.58 | -19% |
| 2025 | $7.58 | $8.51 | +12% |
| 2026 YTD | $8.51 | $11.7 | +37% |
LXU is up 37% so far in 2026, after finishing lower in three of the previous six years.