Pulling SEC filings + quote and writing the call…

LSB INDUSTRIES, INC.
Next earnings Jul 27, 2026 (after close) · consensus $0.48 EPS, $171M rev
Cyclical chemicals recovery is real but a 31x P/E and 4.7% ROE leave little margin for error at $10.58.
Sources: SEC EDGAR (CIK 0000060714, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/25/2026, 3:03:47 PM.
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Fundamentals and price both look middling — no strong edge either way.
LXU just printed a genuine operational rebound: FY2025 revenue rose 17.8% to $615M and operating income exploded from $4.6M-implied to $57.3M (+1,140%), driven largely by the absence of Turnarounds — the 10-K explicitly notes 2025 produced ~826,000 tons of ammonia vs. a 2024 year that suffered two Turnarounds. Net income swung from -$19.4M to +$24.6M and operating cash flow of $95.5M comfortably covered $77.5M of capex. Management's 2026 plan reads as steady-state blocking-and-tackling — reliability, mechanical integrity, productivity — not a transformational growth story.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $556M | $902M | $594M | $522M | $615M |
| Gross profit | $139M | $348M | $86.3M | $47.8M | $104M |
| Operating income | $101M | $308M | $51.8M | -$5.50M | $57.3M |
| Net income | $43.5M | $230M | $27.9M | -$19.4M | $24.6M |
| Diluted EPS | -$4.40 | $2.68 | $0.37 | -$0.27 | $0.34 |
| Net margin | 7.8% | 25.5% | 4.7% | -3.7% | 4.0% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Other event disclosure (Item 8.01) — likely operational/market update for shareholders
Other event disclosure (Item 8.01) alongside annual meeting
Other event disclosure (Item 8.01) alongside annual meeting
Shelf registration filed — flexibility to issue securities, potential dilution risk
Q1 2026 results following FY25 turnaround to profitability ($24.6M NI on +18% rev)
Q1 2026 results following FY25 turnaround to profitability ($24.6M NI on +18% rev)
Financial exhibits (Item 9.01) — Q1 earnings release
Officer/director change disclosed (Item 5.02) — leadership transition
Annual proxy: board slate, exec comp, auditor ratification
1047 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 0 open-market buys · 2 sales
| 2026-06-10 | White Lynn F Director | Sell | 40.0K @ $11.80 | $472K |
| 2026-06-08 | CARVER KRISTY SVP and Treasurer | Sell | 9.55K @ $12.38 | $118K |
| 2026-05-22 | Ackerman Jonathan Z. Director | Award | 9.25K @ $12.97 | $120K |
| 2026-05-22 | CHANDLER JOHN D Director | Award | 9.25K @ $12.97 | $120K |
| 2026-05-22 | White Lynn F Director | Award | 9.25K @ $12.97 | $120K |
| 2026-05-22 | Bertocco Riccardo Director | Award | 9.25K @ $12.97 | $120K |
| 2026-05-22 | Peninger Diana M Director | Award | 9.25K @ $12.97 | $120K |
| 2026-04-24 | BEHRMAN MARK T President and CEO | Award | 707K @ $14.57 | $10.3M |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.