LSB Industries, Inc. (LXU)

LSB Industries' stock price has increased by 26.77% over the past six months as of February 4, 2026. In October 2025, LSB Industries reported its Q3 2025 earnings, with an EPS of $0.10, surpassing analysts' consensus estimates of $0.07, and quarterly revenue also exceeded expectations at $155.43 million. Conversely, the company reported a net loss of $9.1 million for Q4 2024, and a net loss of $19.4 million for the full year 2024. Insider selling has been noted as significant over the past three months. In April 2024, a stockholder challenged the Board's approval of a "NOL poison pill", which was later amended, and the legal action was subsequently deemed moot.

Demand for LSB Industries' products exhibits seasonality, particularly in the agricultural sector, with nitrogen fertilizer demand typically strong during the spring planting season. In the industrial market, demand for nitric acid remains stable, while ammonium nitrate for mining applications is robust. The company also acknowledges the volatility of commodity stocks and employs hedging strategies to mitigate price changes.

LSB Industries is a chemical manufacturing company that produces and markets chemical products for the agricultural, industrial, and mining sectors. Its major products include ammonia, ammonium nitrate, urea ammonia nitrate (UAN), sulfuric acids, nitric acid, mixed nitrating acids, carbon dioxide, and diesel exhaust fluid (DEF). These products serve diverse end markets such as agriculture, industrial applications, and mining. The company is also committed to playing a leadership role in the production of low and no carbon products.

LSB Industries operates three multi-plant facilities in El Dorado, Arkansas; Cherokee, Alabama; and Pryor, Oklahoma, as well as a facility for Covestro LLC in Baytown, Texas. The company sells its products through distributors and directly to end customers across the United States and parts of Canada and North America. Its operational footprint supports both domestic markets and export customers in Latin America.

LSB Industries published its first annual sustainability report in December 2023, outlining its vision for leadership in the clean energy transition and setting ESG priorities and goals. The company emphasizes safety and environmental stewardship, with its Cherokee and Baytown facilities achieving zero recordable incidents for the full year 2024, and the El Dorado facility receiving verified ammonia carbon intensity pre-certification status. However, an employee review described LSB Industries as a "toxic workplace" with disorganized management, poor communication, and unreasonable workloads, which could negatively impact its internal reputation.

LSB Industries, Inc. has 284 institutional owners and shareholders, holding a total of 50,058,892 shares. Major institutional owners include BlackRock, Inc., Robotti Robert, CastleKnight Management LP, Vanguard Group Inc, Dimensional Fund Advisors Lp, Gendell Jeffrey L, American Century Companies Inc, Systematic Financial Management Lp, IFRA - iShares U.S. Infrastructure ETF, and Renaissance Technologies Llc. Institutional ownership accounts for 50.1% of the company, with individuals holding 9.54% and other entities holding 32.08%.