LSB Industries, Inc. (LXU)
Basic Materials · NYQ
Fundamentals
Valuation and ratings
LSB Industries, Inc. trades at USD11.34, which is 105% below the USD23.27 our discounted cash flow model puts on the business. On that measure alone it screens as undervalued, though a DCF is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 35 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 17.5 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
LXU dividend history
No individual payments are on record for this listing, so the current facts above are all we can honestly show.
LXU earnings and analyst estimates
Recommendation mix, 5 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About LSB Industries, Inc.
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.
LXU passes 2 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
12 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- D. E. Shaw, D. E. Shaw & Co., Inc.$30.32M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$26.71M · 0.0% of book
- First Eagle, First Eagle Investment Management, LLC$16.17M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$12.18M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11.46M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is LSB Industries, Inc. (LXU) undervalued?
Against our discounted cash flow estimate of USD23.27, LXU at USD11.34 is 105% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own LXU?
12 of the institutions we track reported a position in LXU in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is LXU's P/E ratio?
LXU trades at 17.5 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
When does LXU report earnings next?
LSB Industries, Inc. is scheduled to report on 29 Jul 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for LXU, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.