LSB Industries, Inc. (LXU)
NYSE · Industrial Inorganic Chemicals · Manufacturing · CIK 60714 · fiscal year ends in Dec
Closing price $11.13 on 29 Oct 2026; 52-week range $8.16 to $16.88.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $661.2M
- Revenue growth
- 13.0%
- Net income, last twelve months
- $46.0M
- Earnings per share
- $0.62
- Gross margin
- 19.9%
- Operating margin
- 11.2%
- Net margin
- 7.0%
- Free cash flow
- $64.1M
- Return on equity
- 8.2%
- Market value
- $801.7M
- Price to earnings
- 18.0x
- Cash
- $37.7M
- Debt
- $442.2M
- Debt to equity
- 0.79
- Shares outstanding
- 72.0M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $615.2M | $57.3M | $24.6M | $0.34 | $18.1M | 10-K filed 26 Feb 2026 |
| FY2024 | 31 Dec 2024 | $522.4M | -$5.5M | -$19.4M | -$0.27 | -$5.7M | 10-K filed 27 Feb 2025 |
| FY2023 | 31 Dec 2023 | $593.7M | $51.8M | $27.9M | $0.37 | $69.9M | 10-K filed 6 Mar 2024 |
| FY2022 | 31 Dec 2022 | $901.7M | $308.4M | $230.3M | $2.68 | $299.8M | 10-K filed 23 Feb 2023 |
| FY2021 | 31 Dec 2021 | $556.2M | $101.0M | $43.5M | -$4.40 | $52.5M | 10-K filed 24 Feb 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q3 FY2026 | 30 Sep 2026 | $158.6M | $16.3M | $0.22 |
| Q2 FY2026 | 30 Jun 2026 | $168.1M | -$6.2M | -$0.09 |
| Q1 FY2026 | 31 Mar 2026 | $169.5M | $19.7M | $0.27 |
| Q4 FY2025 | 31 Dec 2025 | $165.0M | $16.1M | $0.22 |
| Q3 FY2025 | 30 Sep 2025 | $155.4M | $7.1M | $0.10 |
| Q2 FY2025 | 30 Jun 2025 | $151.3M | $3.0M | $0.04 |
| Q1 FY2025 | 31 Mar 2025 | $143.4M | -$1.6M | -$0.02 |
| Q4 FY2024 | 31 Dec 2024 | $134.9M | -$9.1M | -$0.13 |
Company events
The newest 8-K filings of 353 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 28 Oct 2026 | 8-K | Results | 2.02, 9.01 |
| 9 Sep 2026 | 8-K | Investor update | 7.01, 9.01 |
| 30 Jul 2026 | 8-K | Investor update | 7.01 |
| 29 Jul 2026 | 8-K | Results | 2.02, 9.01 |
| 1 Jun 2026 | 8-K | Other events | 8.01 |
| 21 May 2026 | 8-K | Shareholder vote | 5.07 |
| 21 May 2026 | 8-K | Other events | 8.01 |
| 27 Apr 2026 | 8-K | Leadership change | 5.02 |
| 7 Apr 2026 | 8-K | Other events | 8.01 |
| 3 Apr 2026 | 8-K | Leadership change, Bylaws or fiscal year change, Investor update | 5.02, 5.03, 7.01 |
| 9 Mar 2026 | 8-K | Auditor change | 4.01 |
| 26 Feb 2026 | 8-K | Investor update | 7.01 |
Every filing
The newest filings with the SEC of 801 held.
| Filed | Form | Period |
|---|---|---|
| 29 Oct 2026 | 10-Q | 30 Sep 2026 |
| 29 Oct 2026 | 8-K | 29 Oct 2026 |
| 28 Oct 2026 | 8-K | 28 Jul 2026 |
| 9 Sep 2026 | 8-K | 9 Sep 2026 |
| 25 Aug 2026 | 25-NSE | – |
| 30 Jul 2026 | 10-Q | 30 Jun 2026 |
| 30 Jul 2026 | 8-K | 30 Jul 2026 |
| 29 Jul 2026 | 8-K | 29 Jul 2026 |
| 1 Jun 2026 | 8-K | 28 May 2026 |
| 21 May 2026 | EFFECT | – |
| 21 May 2026 | 8-K | 21 May 2026 |
| 21 May 2026 | 8-K | 18 May 2026 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 15 Oct 2026 | Ackerman Jonathan Z., Director | Purchase | 1,000 | $10.17 | $10.2K | 12,252 | 26 Oct 2026 |
| 15 Sep 2026 | Ackerman Jonathan Z., Director | Purchase | 1,000 | $11.30 | $11.3K | 11,252 | 17 Sep 2026 |
| 12 Aug 2026 | Ackerman Jonathan Z., Director | Purchase | 1,000 | $9.89 | $9.9K | 10,252 | 13 Aug 2026 |
| 10 Jun 2026 | White Lynn F, Director | Sale under a trading plan | 40,000 | $11.80 | $472.0K | 202,489 | 11 Jun 2026 |
| 8 Jun 2026 | Carver Kristy, SVP and Treasurer | Sale under a trading plan | 9,554 | $12.38 | $118.3K | 47,452 | 9 Jun 2026 |
| 26 Mar 2026 | Boehly Todd L, 10% owner | Sale outside a trading plan | 4,889,159 | $14.85 | $72.6M | 10,374,334 | 30 Mar 2026 |
| 2 Mar 2026 | Behrman Mark T, President and CEO | Sale under a trading plan | 250,000 | $11.75 | $2.9M | 1,487,195 | 4 Mar 2026 |
| 26 Feb 2026 | Carver Kristy, SVP and Treasurer | Sale under a trading plan | 2,091 | $10.99 | $23.0K | 57,006 | 2 Mar 2026 |
| 11 Feb 2026 | Golsen Barry H, Director | Sale under a trading plan | 4,427 | $10.04 | $44.4K | 46,619 | 11 Feb 2026 |
| 11 Feb 2026 | Golsen Barry H, Director | Sale under a trading plan | 13,386 | $10.04 | $134.4K | 0 | 11 Feb 2026 |
| 10 Feb 2026 | Golsen Barry H, Director | Sale under a trading plan | 6,339 | $10.04 | $63.6K | 51,046 | 11 Feb 2026 |
| 10 Feb 2026 | Golsen Barry H, Director | Sale under a trading plan | 19,162 | $10.04 | $192.4K | 13,386 | 11 Feb 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 10 Jun 2026 | White Lynn F, Director | 40,000 | $471.9K | 10 Jun 2026 |
| 8 Jun 2026 | CARVER KRISTY, Officer | 9,554 | $120.7K | 8 Jun 2026 |
| 26 Mar 2026 | Todd L. Boehly, 10% Stockholder | 4,889,159 | $72.6M | 26 Mar 2026 |
| 12 Mar 2026 | CHERYL MAGUIRE, Officer | 20,000 | $270.0K | 12 Mar 2026 |
| 2 Mar 2026 | BEHRMAN MARK T, Officer | 250,000 | $2.9M | 2 Mar 2026 |
| 26 Feb 2026 | CARVER KRISTY, Officer | 2,091 | $23.0K | 26 Feb 2026 |
| 14 Jan 2026 | CHERYL MAGUIRE, Officer | 15,000 | $144.6K | 14 Jan 2026 |
| 14 Jan 2026 | CARVER KRISTY, Officer | 19,550 | $195.3K | 14 Jan 2026 |
| 14 Jan 2026 | BARRY H GOLSEN 2007 IRREV TR U/A DTD 01/15/2007, Director | 50,154 | $483.5K | 14 Jan 2026 |
| 14 Jan 2026 | BGG FAMILY LLC, Director | 132,611 | $1.3M | 14 Jan 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 27 Apr 2026 | BlackRock, Inc. | 13G amended | 5.6% | 4.0M |
| 30 Mar 2026 | Todd L. Boehly | 13D amended | 14.5% | 10.4M |
| 17 Feb 2026 | CastleKnight Master Fund LP | 13G amended | 4.5% | 3.2M |
| 23 Dec 2025 | ROBOTTI ROBERT | 13D amended | 4.9% | 3.5M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 3.6M | -5.12% | 5.11 |
| 30 Sep 2026 | 3.8M | +2.49% | 4.63 |
| 15 Sep 2026 | 3.8M | +9.78% | 4.58 |
| 31 Aug 2026 | 3.4M | +0.48% | 5.12 |
| 14 Aug 2026 | 3.4M | +13.51% | 3.43 |
| 31 Jul 2026 | 3.0M | -6.65% | 3.54 |
| 15 Jul 2026 | 3.2M | +4.11% | 4.94 |
| 30 Jun 2026 | 3.1M | +15.06% | 3.32 |
Funds that hold it
From each fund's latest Form 13F.
236 funds held it at 30 Jun 2026: 125 added and 49 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| BlackRock, Inc. | 4,699,495 | $50.8M | +635,339 |
| American Century Companies Inc. | 3,205,231 | $34.6M | +909,230 |
| First Eagle Investment Management, LLC | 2,837,800 | $30.7M | – |
| Vanguard Capital Management LLC | 2,510,165 | $27.1M | +265,848 |
| Dimensional Fund Advisors LP | 2,425,322 | $26.2M | -6,614 |
| Robotti Robert | 2,119,699 | $22.9M | -400 |
| Renaissance Technologies LLC | 1,748,406 | $18.9M | -44,100 |
| Systematic Financial Management LP | 1,671,625 | $18.1M | -73,579 |
| Arrowstreet Capital, Limited Partnership | 1,560,506 | $16.9M | +791,498 |
| Qube Research & Technologies Ltd | 1,533,049 | $16.6M | +1,082,302 |
Peers
Companies in the same industry.
- Linde plc (LIN): revenue $36.2B, market value $231.1B
- Air Products & Chemicals, Inc. (APD): revenue $12.6B, market value $69.4B
- Minerals Technologies Inc. (MTX): revenue $2.1B, market value $1.9B
- Kronos Worldwide Inc. (KRO): revenue $1.9B, market value $856.3M
- Tronox Holdings plc (TROX): revenue $3.1B, market value $592.5M
- Luxfer Holdings plc (LXFR): revenue –, market value $462.0M