LXU
Basic MaterialsLSB Industries, Inc. · Chemicals · $940M
What is LSB Industries, Inc.?
LSB Industries is a chemical manufacturer focused on nitrogen-based products serving agricultural, industrial, and mining customers across the United States, Mexico, and Canada. Founded in 1968 and headquartered in Oklahoma City, Oklahoma, the company operates production facilities that supply essential inputs to multiple end markets.
LSB Industries manufactures and sells nitrogen-based chemicals through two broad channels — direct sales to end customers and distribution partnerships. Revenue is generated by supplying fertilizers to crop producers, specialty chemicals to industrial processors, and blasting-grade products to mining and construction operators. The company's plants convert natural gas feedstock into a range of nitrogen compounds, making its economics sensitive to both commodity input costs and end-market demand cycles.
LSB Industries has been operating since 1968, with its corporate headquarters in Oklahoma City, Oklahoma.
- Nitrogen-based fertilizers (ammonia, urea ammonia nitrate, ammonium nitrate)
- Industrial chemicals (nitric acids, sulfuric acid, carbon dioxide, diesel exhaust fluid)
- Mining and construction explosives-grade ammonium nitrate products
- Refrigerants and specialty gases for industrial applications
Is LXU a Good Stock to Buy?
UQS Score rates LXU as Below Average overall, reflecting a mixed profile across its five quality pillars.
The Growth and Valuation pillars both carry Good ratings, suggesting the company's expansion trajectory and current pricing relative to fundamentals compare reasonably well within the Basic Materials sector. These two pillars provide the clearest positive signals in the current UQS assessment.
The Moat pillar registers as Weak, indicating limited durable competitive advantages — a meaningful concern for a commodity chemical producer operating in a cyclical, price-sensitive industry.
See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does LXU pay dividends?
No — LSB Industries, Inc. does not currently pay a dividend.
LXU does not currently pay a dividend. For a capital-intensive chemical manufacturer, retaining cash supports plant maintenance, capacity investments, and debt management through commodity cycles. Investors seeking income from this sector should note that LSB Industries directs available capital toward operational priorities rather than shareholder distributions.
When does LXU report earnings?
LSB Industries reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.
Results tend to fluctuate with nitrogen fertilizer pricing and natural gas input costs, both of which move with broader commodity markets. Quarterly performance can vary meaningfully depending on agricultural planting seasons and industrial demand conditions.
For the most recent quarter's results and guidance, visit LSB Industries' investor relations page directly.
LXU Price History
+201.2% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in LSB Industries, Inc.?
Based on LSB Industries, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
LXU Long-term Outlook
The Good Growth pillar rating points to a constructive near-term fundamental trajectory, supported by demand across agricultural and industrial end markets. However, the Weak Moat pillar signals that pricing power remains limited, leaving earnings exposed to input cost swings. The Neutral Risk rating suggests the overall risk profile is neither unusually elevated nor particularly defensive by sector standards.
Growth drivers
- Sustained agricultural demand for nitrogen fertilizers tied to crop production cycles
- Industrial and mining sector demand for specialty nitrogen compounds
- Potential margin improvement if natural gas input costs moderate
Key risks
- Commodity price volatility in both natural gas feedstock and nitrogen product markets
- Limited pricing power due to a Weak Moat in a competitive chemical sector
- Cyclical demand swings across agricultural, industrial, and mining end markets
LXU vs Peers
LSB Industries operates in a competitive chemical landscape alongside several other specialty and commodity chemical producers.
Westlake Chemical Partners focuses on ethylene production and operates as an MLP structure, offering a different commodity exposure and capital return profile than LSB's nitrogen-centric model.
Rayonier Advanced Materials specializes in high-purity cellulose and forest-based specialty products, giving it a distinct raw material base and end-market mix compared to LSB's nitrogen chemicals.
Braskem is a large-scale petrochemical producer with significant thermoplastics operations across the Americas, operating at a much broader scale and product breadth than LSB Industries.
Frequently Asked Questions
What does LSB Industries do?
LSB Industries manufactures and sells nitrogen-based chemical products, including fertilizers, industrial acids, and mining-grade ammonium nitrate. The company serves agricultural producers, industrial processors, and mining and construction operators primarily across the United States, Mexico, and Canada.
Does LXU pay dividends?
No, LSB Industries does not currently pay a dividend. The company retains cash to fund capital-intensive plant operations and manage its balance sheet through commodity cycles. Investors seeking regular income should factor this into their assessment.
When does LXU report earnings?
LSB Industries follows a standard quarterly earnings reporting schedule. Specific dates are not covered by our data source — check the company's investor relations page or a financial calendar for the most current schedule.
Is LXU a good stock to buy?
The UQS Score rates LXU as Below Average overall. While the Growth and Valuation pillars show Good ratings, the Weak Moat and mixed Quality profile temper the overall assessment. The full pillar breakdown is available to UQS Pro members.
Is LXU overvalued?
The UQS Valuation pillar for LXU carries a Good rating, suggesting the stock is not considered expensive relative to its fundamentals within the Basic Materials sector. However, valuation alone does not determine overall quality — see the full analysis for context.
How does LXU compare to its competitors?
LSB Industries is a focused nitrogen chemical producer, which distinguishes it from broader petrochemical peers like Braskem and specialty materials companies like Rayonier Advanced Materials. Its smaller scale and commodity-driven model create a different risk and return profile than larger diversified chemical producers.
What is LXU's market cap bracket?
LSB Industries is classified as a small-cap company. This means it carries characteristics typical of smaller publicly traded firms, including potentially lower trading liquidity and greater sensitivity to sector-specific cycles compared to large- or mega-cap peers.
Who founded LSB Industries?
LSB Industries was founded in 1968. Detailed founding history, including founder names, is publicly available through the company's official corporate history and SEC filings on its investor relations page.
Is LXU a long-term quality investment?
As a long-term quality indicator, LXU's Below Average UQS Score reflects meaningful limitations — particularly the Weak Moat pillar, which signals limited durable competitive advantages. Long-term quality investors typically look for stronger moat and quality pillar ratings. The complete analysis is available to Pro members.
What sector does LXU belong to?
LSB Industries belongs to the Basic Materials sector, specifically within the chemical industry. This sector is characterized by cyclical demand, commodity input cost sensitivity, and exposure to agricultural, industrial, and energy market conditions.
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Pro Analysis
LXU — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 23, 2026 | 44.9 | 50.8 | 10.0 | 62.9 | 53.1 | 61.2 | +0.9 |
| May 7, 2026 | 44.0 | 40.7 | 10.0 | 69.8 | 47.4 | 68.2 | +0.4 |
| May 3, 2026 | 43.6 | 40.7 | 10.0 | 69.8 | 47.4 | 65.9 | -0.2 |
| Apr 26, 2026 | 43.8 | 40.7 | 10.0 | 69.8 | 47.4 | 67.2 | -0.4 |
| Apr 19, 2026 | 44.2 | 40.7 | 10.0 | 69.8 | 47.4 | 69.6 | +0.3 |
| Apr 18, 2026 | 43.9 | 40.7 | 10.0 | 69.8 | 47.4 | 67.6 | +0.7 |
| Apr 14, 2026 | 43.2 | 40.7 | 10.0 | 69.8 | 47.4 | 63.4 | -10.1 |
| Apr 13, 2026 | 53.3 | 40.7 | 50.0 | 69.8 | 47.4 | 64.0 | +10.0 |
| Apr 12, 2026 | 43.3 | 40.7 | 10.0 | 69.8 | 47.4 | 64.0 | +0.5 |
| Apr 10, 2026 | 42.8 | 40.7 | 10.0 | 69.8 | 47.4 | 60.5 | +1.9 |
LXU — Pillar Breakdown
Quality
— 50.8/100 (25%)LSB Industries, Inc. has average quality metrics, with room for improvement in margins or capital efficiency.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 62.9/100 (20%)LSB Industries, Inc. demonstrates healthy growth trends across revenue and earnings.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 53.1/100 (15%)LSB Industries, Inc. has some risk factors including moderate leverage or solvency concerns.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 61.0/100 (15%)LSB Industries, Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 10/100 (25%)LSB Industries, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for LXU.
Score Composition
Financial Data
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How is the LXU UQS Score Calculated?
The UQS (Unified Quality Score) for LSB Industries, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses LSB Industries, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether LSB Industries, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.