LSB Industries, Inc. (LXU)

In October 2025, noteworthy option activity was observed for LXU. On October 6, 2025, LSB (LXU) surged by 12.4%. In September 2025, the stock was subject to noteworthy option activity. On July 30, 2025, LSB Industries (LXU) reported a 69% drop in Q2 profit, but also a 6% year-over-year increase in sales volumes and a shift in its sales mix. On July 23, 2025, a new analyst forecast set a $9.25 price target for LXU. On May 22, 2024, LSB Industries announced a 5-year agreement to supply low carbon ammonium nitrate solution (ANS) to Freeport Minerals Corporation, commencing January 1, 2025. In April 2025, LSB (LXU) reported a Q1 loss but topped revenue estimates. On February 26, 2025, the company reported its Q4 and full-year 2024 operating results, with decreased full-year net sales and a net loss for the full year.

Demand for LSB Industries' agricultural products is cyclical and driven by crop prices and planting seasons, with strong demand observed in the fourth quarter of 2023 and the first quarter of 2024. Demand for industrial products has remained stable, supported by a resilient U.S. economy, and LSB Industries is strategically shifting towards the industrial market. Demand for mining products is robust due to attractive market fundamentals, and the company is transitioning its HDAN sales to ANS for industrial and mining applications.

LSB Industries, Inc. is a chemical manufacturing company that produces and sells chemical products for the agricultural, industrial, and mining markets in the United States. The company's agricultural products include ammonia, fertilizer-grade ammonium nitrate (AN), high-density ammonium nitrate (HDAN), and urea ammonia nitrate (UAN). For industrial uses, LSB Industries produces high-purity and commercial-grade ammonia, high-purity ammonium nitrate, sulfuric acids, concentrated, blended, and regular nitric acid, mixed nitrating acids, carbon dioxide, and diesel exhaust fluid (DEF). The company also provides industrial-grade ammonium nitrate (LDAN) and ammonium nitrate solutions for mining applications.

LSB Industries, Inc. primarily sells its products to customers throughout the United States, with additional sales in parts of Canada and North America. The company operates multi-plant facilities in El Dorado, Arkansas; Cherokee, Alabama; and Pryor, Oklahoma, as well as a facility for Covestro AG in Baytown, Texas. These locations provide access to key feedstocks, rail networks, and customer distribution channels.

LSB Industries has emphasized its commitment to safety and environmental stewardship, publishing its first annual sustainability report in December 2023. The Cherokee and Baytown facilities achieved "Goal Zero" with zero recordable incidents for the full year 2024, and the company reported a Total Recordable Incident Rate (TRIR) of 0.33 for full-year 2023. However, historical data indicates that LSB Industries has incurred penalties totaling $1,884,859 since 2000 across 44 records, primarily related to environment and safety-related offenses.

As of October 2025, institutional investors hold 50.71% of LSB Industries, Inc. shares, while individual investors hold 10.94%. Other ownership categories account for 32.12%, with 4.54% unknown and 0.01% held by governments. State Street Corp. is a notable institutional owner, holding 1.65% of the shares. There is also a noted concentration of ownership by Eldridge. Company insiders hold 4.7% of LSB Industries shares.