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LSB Industries, Inc. (LXU)

Basic Materials | Chemicals | Oklahoma City, United States | NYSE
11.26 USD +0.35 (3.208%) ⇧ (July 13, 2026, 4 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★★☆☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 4:20 a.m. EDT

LSB Industries presents a compelling asymmetric setup where strong fundamental growth meets a depressed valuation, though the lack of a dividend complicates the total return profile. The company is executing well, boasting an impressive 19% return on equity and accelerating revenue growth of 18%, which contrasts sharply with its trailing 17x P/E and forward 8.8x P/E. This valuation gap suggests the market is still pricing in execution risks despite the improving operational reality. While the statistical forecast model offers only a weak lean upward due to recent price noise, the options market is more aggressive, with significant call open interest at the $12.50 strike hinting at a potential rebound toward analyst targets. For investors, the trade is clear: buy the business at a discount while waiting for the stock to catch up to its earnings power, ignoring the missing dividend yield.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL_115 ✓0.093053
AutoTheta0.113222
AutoARIMA0.113299
AutoETS0.113299
MSTL0.117991

Forecast horizon: 60 days | Selected: MSTL_115

Forecast Reliability
Score 36%
H-stat 5.16
Ljung-Box p 0.000
Jarque-Bera p 0.132
Excess Kurtosis -1.26
Attribute Value
Sector Basic Materials
Ex Dividend Date 1998-12-28
Debt to Equity Ratio 90.594
Revenue per Share 8.912
Market Cap 810,031,424
Trailing P/E 17.87
Forward P/E 9.14
Beta 0.35
Profit Margins 7.16%
Website https://www.lsbindustries.com

As of July 11, 2026, 4:20 a.m. EDT: Speculators are positioning for a moderate upside move, evidenced by heavy open interest in out-of-the-money calls at the $12.50 strike for the December expiration, which represents the highest concentration of call volume. Conversely, put activity is concentrated at lower strikes ($5.00 and $7.50) for later expirations, suggesting a floor rather than a bearish bet. Implied volatility is elevated relative to deep ITM strikes, indicating a premium priced into potential upside moves.


Info Dump

Attribute Value
52 Week Change 0.26127172
Address1 3,503 NW 63rd Street
Address2 Suite 500
All Time High 37.853848
All Time Low 0.288462
Ask 11.45
Ask Size 800
Audit Risk 9
Average Analyst Rating 2.2 - Buy
Average Daily Volume10 Day 838,110
Average Daily Volume3 Month 1,010,568
Average Volume 1,010,568
Average Volume10Days 838,110
Beta 0.347
Bid 10.7
Bid Size 700
Board Risk 8
Book Value 7.555
City Oklahoma City
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 2
Country United States
Crypto Tradeable 0
Currency USD
Current Price 11.26
Current Ratio 3.073
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 11.47
Day Low 11.09
Debt To Equity 90.594
Display Name LSB Industries
Earnings Call Timestamp End 1,777,557,600
Earnings Call Timestamp Start 1,777,557,600
Earnings Timestamp 1,777,492,800
Earnings Timestamp End 1,785,268,800
Earnings Timestamp Start 1,785,268,800
Ebitda 163,960,992
Ebitda Margins 0.25568
Enterprise To Ebitda 6.831
Enterprise To Revenue 1.747
Enterprise Value 1,120,038,656
Eps Current Year 1.4594
Eps Forward 1.23185
Eps Trailing Twelve Months 0.63
Esg Populated 0
Ex Dividend Date 914,889,600
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fax 405 236 3759
Fifty Day Average 12.6324
Fifty Day Average Change -1.3723993
Fifty Day Average Change Percent -0.10864122
Fifty Two Week Change Percent 26.12717
Fifty Two Week High 17.22
Fifty Two Week High Change -5.959999
Fifty Two Week High Change Percent -0.34610912
Fifty Two Week Low 7.09
Fifty Two Week Low Change 4.17
Fifty Two Week Low Change Percent 0.58815235
Fifty Two Week Range 7.09 - 17.22
Financial Currency USD
First Trade Date Milliseconds 315,671,400,000
Five Year Avg Dividend Yield 1.16
Float Shares 59,001,282
Forward Eps 1.23185
Forward P E 9.140723
Free Cashflow 42,219,248
Full Exchange Name NYSE
Full Time Employees 513
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.19604
Gross Profits 125,712,000
Has Pre Post Market Data 1
Held Percent Insiders 0.18872999
Held Percent Institutions 0.69918
Implied Shares Outstanding 71,938,845
Industry Chemicals
Industry Disp Chemicals
Industry Key chemicals
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Last Split Date 1,633,996,800
Last Split Factor 13:10
Long Business Summary LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company offers ammonia and urea ammonia nitrate for agricultural applications. It also provides high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, concentrated, blended and regular nitric acid, mixed nitrating acids, carbon dioxide, industrial grade ammonium nitrate, and ammonium nitrate for industrial applications. It sells its products to farmers, ranchers, fertilizer dealers, and distributors primarily in the ranch land and grain production markets, as well as industrial users of acids and explosive manufacturers. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.
Long Name LSB Industries, Inc.
Market us_market
Market Cap 810,031,424
Market State PRE
Max Age 86,400
Message Board Id finmb_284668
Most Recent Quarter 1,774,915,200
Net Income To Common 45,938,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 784,852,798
Number Of Analyst Opinions 5
Open 11.1
Operating Cashflow 140,483,008
Operating Margins 0.13036
Overall Risk 6
Payout Ratio 0.0
Peg Ratio 0.42
Phone 405 235 4546
Pre Market Change 0.0
Pre Market Change Percent 0.0
Pre Market Price 11.26
Pre Market Time 1,784,026,020
Previous Close 10.91
Price Eps Current Year 7.7154994
Price Hint 2
Price To Book 1.4904038
Price To Sales Trailing12 Months 1.2631813
Profit Margins 0.07164
Quick Ratio 2.24
Quote Source Name Delayed Quote
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 2.2
Region US
Regular Market Change 0.35
Regular Market Change Percent 3.20807
Regular Market Day High 11.47
Regular Market Day Low 11.09
Regular Market Day Range 11.09 - 11.47
Regular Market Open 11.1
Regular Market Previous Close 10.91
Regular Market Price 11.26
Regular Market Time 1,783,972,802
Regular Market Volume 535,833
Return On Assets 0.04291
Return On Equity 0.0889
Revenue Growth 0.182
Revenue Per Share 8.912
Sand P52 Week Change 0.20847368
Sector Basic Materials
Sector Disp Basic Materials
Sector Key basic-materials
Share Holder Rights Risk 6
Shares Outstanding 71,938,845
Shares Percent Shares Out 0.0429
Shares Short 3,083,073
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 1,773,815
Short Name LSB Industries, Inc.
Short Percent Of Float 0.056599997
Short Ratio 3.39
Source Interval 15
State OK
Symbol LXU
Target High Price 18.0
Target Low Price 11.0
Target Mean Price 14.1
Target Median Price 14.5
Total Cash 181,683,008
Total Cash Per Share 2.526
Total Debt 491,879,008
Total Revenue 641,262,976
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 0.63
Trailing P E 17.873016
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 11.0712
Two Hundred Day Average Change 0.18879986
Two Hundred Day Average Change Percent 0.017053243
Type Disp Equity
Volume 535,833
Website https://www.lsbindustries.com
Zip 73,116-2238