LSB INDUSTRIES INC (LXU)
Materials · Specialty chemicals and HVAC equipment manufacturing · NYSE
LSB Industries manufactures specialty chemicals and equipment for industrial and agricultural markets, with significant exposure to nitrogen-based fertilizers and HVAC systems.
What LSB INDUSTRIES INC does
LSB Industries is a diversified manufacturing company that produces specialty chemicals, primarily nitrogen-based products for agricultural and industrial applications, along with HVAC equipment and related systems. The company operates four manufacturing facilities and serves markets including agriculture, chemical production, and heating and cooling applications. Net sales in Q1 2026 reached $169.5 million, reflecting strong growth momentum with revenue increasing 21.54% year-over-year. The company is profitable with a net margin of 7.16% and maintains significant capital assets including property, plant and equipment valued at $825.6 million.
Themes: ["Agricultural chemicals / nitrogen fertilizers","HVAC / climate control","Industrial chemicals manufacturing","Raw material cost volatility","Natural gas dependent production"]
Fundamentals
- Price$10.77 as of 2026-07-09 close
- Market cap$786M as of 2026-07-10
- 1-year return+28.5% as of 2026-07-09 close
- P/E17.12 as of 2026-07-10
- Net margin+7.2% as of 2026-07-10
- Gross margin+20.9% as of 2026-07-10
- ROE+8.9% as of 2026-07-10
- Debt / equity0.83 as of 2026-07-10
- Revenue growth (YoY)+21.5% as of 2026-07-10
- Revenue CAGR (3y)-12.0% SEC XBRL
- Beta0.35 as of 2026-07-10
Key risks (from latest filing)
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Competitors & peers
- CF Industries Holdings (CF)
- Mosaic Company (MOS)
- Westmoreland Resource Recovery (WMRK)
- Nortek Global HVAC
- Rheem Manufacturing
- Carrier Global (CARR)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.