LSB Industries, Inc. (LXU)
Materials · NYQ
Price as at 30 Sept 2026, 20:56 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
LSB Industries, Inc. trades at $9.77, which is 138% below the $23.27 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model 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 published 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.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
LXU passes 3 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
13 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$18.90M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$16.87M · 0.0% of book
- First Eagle, First Eagle Investment Management, LLC$15.34M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$11.76M · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$10.33M · 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.
LXU peers
The largest companies in the same industry (Chemicals), then in the same sector.
- MEOH Methanex Corporation
- REX REX American Resources Corporation
- GPRE Green Plains Inc.
- SYNSY SYNSY
- WLKP Westlake Chemical Partners LP
- RYAM Rayonier Advanced Materials Inc.
- GURE Gulf Resources, Inc.
- LIN Linde plc
Every materials company we cover is on the Materials hub.
Common questions
Is LSB Industries, Inc. (LXU) undervalued?
Against our fair value estimate of $23.27, LXU at $9.77 is 138% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own LXU?
13 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.
Where does SteadyShares get its LXU data?
Fundamentals for LXU come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 30 Sept 2026, 20:56 UTC and is delayed. Our data quality score for this company is 92/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
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.