LSB INDUSTRIES, INC. · Industrial Inorganic Chemicals

LXU

Low riskNext report: In 3 days (est.)

View price ↗

The short version

A profitable company with growing sales. Insiders and institutions are both adding.

Going well

Sales up 11% in the latest quarter vs a year ago
Profitable
Sales up 18% last year

Money moves

An insider bought $10K of shares with their own money in the last 30 days
Institutions added 4.5% to their holdings in the quarter ending June 2026 (131 bought, 86 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$10.15+2.5% that day

Latest insider buy: A director bought at $10.17 on Oct 15. The stock is now $10.15, -0.2% since.

Company value: $731M; Share price times all shares
Price vs profit (P/E): 20.3x; You pay about $20 for each $1 of yearly profit
Price vs sales: 1.1x; Company value is 1.1 times a year of sales
Cash vs value: 3%; Cash as a share of company value
Debt vs value: 60%; Debt as a share of company value

From LXU's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$168.1M+11% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $658.1M, up 22% from the 12 months before. Over 5 years, sales grew about 12% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of LXU. Starting points are the company's recent numbers.

Sales growth+22% a yearRecently: +22% a yearProfit margin6%Last 12 months: 5.6%P/E at the end20xToday: 20.3x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.8B

Profit in 5 years$107M

Price these guesses point to$38.31+277% vs $10.15 todayAbout +30% a year, before dividends

What today's price needs: with a 6% margin and a 20x P/E, sales could shrink about 6.5% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/7Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.4.9%
MissDebt under half of equityNot relying on borrowed money.0.85x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.4.0%
MissProfitable every yearSteady profits, not one good year.5 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$18.1M
PassShare count not growingNot diluting owners. Falling means buybacks.-15.9% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.17.0%

Revenue: $615.2M; +17.8% vs prior year
5-year growth: +11.9%/yr; revenue, per year
Total debt: $441.1M; 0.85x equity
Current ratio: 2.78x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.