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Employees: 513
Size LSB Industries (LXU) is a United States Materials company (Chemicals: Agricultural) with a market value of $763M, the 2425th largest of 3,117 United States companies the cockpit tracks. Shares closed at $10.60 on 6 Nov 2026.
Performance Over six months the shares fell 23.8%, against -22.5% for the median peer and -1.1% for the United States market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 13.0% over the last twelve months (peer median +5.7%); the operating margin is 11.4% (peer median 3.3%).
Valuation It trades at 13.7× forward earnings against a peer median of 11.2× (4th most expensive of 9).
Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -13 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.9 points above its cost of capital (6.2% WACC).
Backlog Backlog (remaining performance obligations) was $146M at 30 Sep 2026, up 22% on a year earlier — 0.2 years of trailing revenue. Backlog detail →
Credit LSB Industries has 1 bond outstanding ($439M), rated B+ by the agencies and trading like BB at a weighted spread of 168 bp.
Short interest Short interest is 5.1% of the free float (15 Oct 2026).
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $661M | $615M | $522M | $594M | $902M |
| Revenue growth | — | +18% | -12% | -34% | — |
| Gross profit | $132M | $104M | $47.8M | $86.3M | $348M |
| EBITDA | $162M | $139M | $80.3M | $119M | $377M |
| Net income | $46.0M | $24.6M | -$19.4M | $27.9M | $230M |
| Free cash flow | $64.1M | $18.1M | -$6.42M | $69.8M | $300M |
| Capital expenditure | $85.5M | $77.5M | $92.3M | $67.6M | $45.8M |
| Total debt | $491M | $497M | $526M | $620M | $751M |
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Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LXU | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.6% | -6.8% | 5th highest of 21 |
| 6-month return | -23.8% | -22.5% | 7th lowest of 21 |
| Distance from 52-week high | -38.4% | -34.8% | 9th lowest of 21 |
| Revenue growth (TTM) | +13.0% | +5.7% | 7th highest of 21 |
| Operating margin | 11.4% | 3.3% | 3rd highest of 21 |
| Forward P/E | 13.7× | 11.2× | 4th most expensive of 9 |
| Growth the price implies (Req g, 7 yrs) | -0.8% | 8.7% | 4th least demanding of 12 |
| Growth delivered (Del g) | +11.9% | +2.4% | 2nd highest of 12 |
| Hurdle (Req g minus delivered) | -12.6 pp | +7.9 pp | 2nd least demanding of 12 |
| ROIC minus cost of capital | +0.9 pp | -2.2 pp | 7th highest of 21 |
| EV / EBITDA | 6.5× | 14.9× | 2nd cheapest of 8 |
| Net debt / EBITDA | 1.8× | 2.6× | 5th least indebted of 11 |
| Bond spread | 168 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| LSB Industries LXU | United States | $763M | -24% | +13% | 11% | 13.7× | -0.8% | +11.9% |
| Limin 002734.SZ | China | $778M | -37% | -6% | 8% | 9.2× | -1.2% | +0.6% |
| Krishana Phoschem KRISHANA.NS | India | $781M | +79% | +73% | 11% | n/a | n/a | n/a |
| Anhui Sierte Fertilizer Industry 002538.SZ | China | $794M | -15% | +9% | 3% | n/a | n/a | n/a |
| CNSIG Anhui Hongsifang Fertilizer 603395.SS | China | $798M | -23% | +3% | 0% | n/a | n/a | n/a |
| Guizhou Chitianhua 600227.SS | China | $803M | -22% | -2% | -5% | n/a | 10.3% | +2.4% |
| Kingenta Ecological Engineering 002470.SZ | China | $827M | -39% | +9% | -5% | n/a | n/a | n/a |
| Kunming Chuan Jin Nuo Chemical 300505.SZ | China | $838M | -34% | +14% | 10% | 9.2× | n/a | n/a |
| Sichuan Guoguang Agrochemical 002749.SZ | China | $668M | -24% | -2% | 18% | 13.3× | -8.5% | +12.2% |
| FMC FMC | United States | $876M | -58% | -22% | -21% | 6.2× | -2.8% | -5.7% |
| Sdic Fengle Seed 000713.SZ | China | $664M | -15% | +10% | 2% | 37.0× | 12.2% | +3.4% |
| Nufarm NUF.AX | Australia | $897M | +40% | -2% | 3% | 62.4× | 9.9% | +5.2% |
| Zhejiang Qianjiang Biochemical 600796.SS | China | $629M | -24% | -2% | 11% | n/a | 7.8% | -2.0% |
| Madhya Bharat Agro Products MBAPL.NS | India | $944M | +68% | +48% | 10% | n/a | n/a | n/a |
| Oil-Dri Corporation of America ODC | United States | $948M | -9% | +2% | 14% | n/a | 3.8% | +10.1% |
| Oci OCI.AS | Netherlands | $967M | +8% | -81% | -4% | n/a | n/a | n/a |
| Anhui Huilong Agricultural Means of Production .Co 002556.SZ | China | $594M | -31% | 0% | 1% | 19.0× | 8.7% | -1.2% |
| Nanjing Redsun 000525.SZ | China | $981M | -10% | +12% | -2% | n/a | 12.2% | -5.1% |
| Rashtriya Chemicals & Fertilizers RCF.NS | India | $590M | -23% | +18% | 4% | n/a | n/a | n/a |
| Gujarat State Fertilizers & Chemicals GSFC.NS | India | $588M | -22% | +37% | 3% | 8.7× | 23.2% | +3.2% |
| Suzhou Fengbei Biotech Stock 603334.SS | China | $586M | -44% | +63% | 4% | n/a | n/a | n/a |
LSB Industries has 1 bond outstanding with $439M face value. The agencies rate it B+; its bonds trade like BB. Weighted yield 6.25%, a spread of 168 bp over government bonds.
LSB Industries reported $146M of remaining performance obligations at 30 Sep 2026, up 22% from a year earlier and down 8% from the previous quarter. That is 0.2 years of trailing revenue already under contract. Book-to-bill last quarter: 0.92.