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NYSE · Basic materials

Lsb Industries, Inc. (LXU)

Lsb Industries, Inc. brought in $661.2M of revenue over the twelve months to September 30, 2026, up 13.0% from a year earlier. Net income was $46M, a net margin of 7.0%. Operating cash flow minus capital spending left $18.1M of free cash flow in fiscal 2025. At September 30, 2026 it held $37.7M in cash against $442.2M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 29, 2026.

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Price
$11.16
+3.91% on the day · November 10, 2026
52-week range $8.20 to $17.22
Market cap
$803.5M
Revenue (last 12 months)
$661.2M
+13.0% year on year
Net margin
7.0%
P/E
32.8
on FY2025 diluted EPS

Key facts about Lsb Industries, Inc.

Net worth
Lsb Industries, Inc. has a market value (market cap) of $803.5M at the latest share price, and shareholders' equity of $558.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $615.2M (+17.8% year on year), with net income of $24.6M. Over the 12 months to September 30, 2026: revenue $661.2M, net income $46M.
Cash flow
In fiscal 2025 operations brought in $95.5M of cash; after $77.5M of capital spending, free cash flow was $18.1M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 29, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
Next earnings report
Lsb Industries, Inc.'s next report is expected around March 31, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

What Lsb Industries, Inc. does

Lsb Industries, Inc. is registered with the SEC under industry code SIC 2810 (Industrial Inorganic Chemicals). Its shares trade on NYSE under the ticker LXU.

Revenue and profit by year

Revenue
FY18: $378.2M $378.2M FY18FY19: $365.1M $365.1M FY19FY20: $351.3M $351.3M FY20FY21: $556.2M $556.2M FY21FY22: $901.7M $901.7M FY22FY23: $593.7M $593.7M FY23FY24: $522.4M $522.4M FY24FY25: $615.2M $615.2M FY25
Net income
FY18: -$72.2M -$72.2M FY18FY19: -$63.4M -$63.4M FY19FY20: -$61.9M -$61.9M FY20FY21: $43.5M $43.5M FY21FY22: $230.3M $230.3M FY22FY23: $27.9M $27.9M FY23FY24: -$19.4M -$19.4M FY24FY25: $24.6M $24.6M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$615.2M$57.3M$24.6M$0.34$18.1M
2024$522.4M-$5.5M-$19.4M-$0.27-$5.7M
2023$593.7M$51.8M$27.9M$0.37$69.9M
2022$901.7M$308.4M$230.3M$2.68$299.8M
2021$556.2M$101M$43.5M-$4.40$52.5M
2020$351.3M-$15.5M-$61.9M-$2.71-$33M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around March 31, 2027.

Estimated from its filing rhythm: about 154 days after its last report of October 28, 2026, its usual gap. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where LXU ranks in Basic materials

Revenue$615.2M
#52 of 101 in Basic materials · Bottom 49%
Revenue growth+17.8%
#38 of 87 in Basic materials · Top 43%
Net margin4.0%
#46 of 87 in Basic materials · Bottom 48%
Free cash flow margin2.9%
#43 of 72 in Basic materials · Bottom 41%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Basic materials

Latest SEC filings

What Lsb Industries, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. October 29, 2026
    Quarterly report 10-Q · period to September 30, 2026Revenue rose 2% to $158.6M versus the same quarter last year; diluted EPS $0.22 versus $0.10.
  2. October 29, 2026
  3. October 28, 2026
  4. September 9, 2026
  5. August 25, 2026
  6. July 30, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue rose 11% to $168.1M versus the same quarter last year; diluted EPS -$0.09 versus $0.04.
  7. July 30, 2026
  8. July 29, 2026
  9. June 1, 2026
  10. May 21, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 26, 2026. Insider transactions on SEC

What is LXU worth? A DCF from its reported cash flow

Insider trades

What the people running Lsb Industries, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders bought $21.5K worth of shares on the open market in the last 90 days and sold none.

Bought (open market)
$21.5K
last 90 days
Sold
$0
last 90 days
Net bought
2,000
$21.5K
DateInsiderWhatSharesPriceValueFiling
October 15, 2026 Ackerman Jonathan Z.Director Bought 1,000 $10.17 $10.2K Form 4
September 15, 2026 Ackerman Jonathan Z.Director Bought 1,000 $11.30 $11.3K Form 4
August 12, 2026 Ackerman Jonathan Z.Director Bought 1,000 $9.89 $9.9K Form 4
June 10, 2026 White Lynn FDirector Soldpre-planned (10b5-1) 40,000 $11.80 $472K Form 4
June 8, 2026 Carver KristySVP and Treasurer Soldpre-planned (10b5-1) 9,554 $12.38 $118.3K Form 4
May 22, 2026 Peninger Diana MDirector Received as pay 9,252 $12.97 $120K Form 4
May 22, 2026 Bertocco RiccardoDirector Received as pay 9,252 $12.97 $120K Form 4
May 22, 2026 White Lynn FDirector Received as pay 9,252 $12.97 $120K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns LXU

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Todd L. Boehly13D, may seek influence with 1 related filers 14.5% 10,417,768 March 30, 2026

Latest filings below 5%: CastleKnight Master Fund LP 4.5% (February 17, 2026); Robotti Robert 4.9% (December 23, 2025).

Largest institutional holders

No Form 13F positions imported for this company yet.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

12 insiders reported holding 13,670,316 shares in total, about $152.6M at the last price.

HolderSharesAs of
Boehly Todd L10% owner 10,374,33410,374,334 held indirectly March 26, 2026
Behrman Mark TPresident and CEO, Director 2,194,075 April 24, 2026
Foster Michael J.EVP, General Counsel and Sec 351,575 February 4, 2026
White Lynn FDirector 202,489 June 10, 2026
Maguire CherylEVP and CFO 198,065 March 12, 2026
Renwick DamienEVP and CCO 123,829 February 4, 2026
Peninger Diana MDirector 74,065 May 22, 2026
Carver KristySVP and Treasurer 47,452 June 8, 2026
Chandler John DDirector 34,012 May 22, 2026
Bemis Scott DEVP - Manufacturing 32,156 February 4, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about LXU

What does Lsb Industries, Inc. do?

Lsb Industries, Inc. is a company in the Basic materials sector, listed on NYSE as LXU. Its shares trade on NYSE under the ticker LXU.

What is Lsb Industries, Inc.'s net worth?

Lsb Industries, Inc. has a market value (market cap) of $803.5M at the latest share price, and shareholders' equity of $558.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Lsb Industries, Inc. profitable?

Yes. Over the twelve months to September 30, 2026 it reported net income of $46M on revenue of $661.2M, a net margin of 7.0%.

How much revenue does Lsb Industries, Inc. make?

Over the twelve months to September 30, 2026 Lsb Industries, Inc. reported revenue of $661.2M. That is 13.0% more than a year earlier.

When did Lsb Industries, Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on October 29, 2026. It covers the period to September 30, 2026.

When is Lsb Industries, Inc.'s next earnings report?

Lsb Industries, Inc.'s next report is expected around March 31, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

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Where the numbers come from

Financial figures are the values Lsb Industries, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.