LXU · NYSE · Basic Materials
LSB Industries, Inc. (LXU) — Rank #429 by gross profitability (GP/assets 0.09) · ROE 4.6% · Piotroski F-Score 8 / 9.
As-of 2026-10-30 · CIK 0000060714 · all metrics point-in-time as of the filing date.
About
LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States.
Show moreShow less
The company offers ammonia and urea ammonia nitrate for agricultural applications. It also provides high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, concentrated, blended and regular nitric acid, mixed nitrating acids, carbon dioxide, industrial grade ammonium nitrate, and ammonium nitrate for industrial applications. It sells its products to farmers, ranchers, fertilizer dealers, and distributors primarily in the ranch land and grain production markets, as well as industrial users of acids and explosive manufacturers. LSB Industries, Inc.
was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.
- Industry
- Chemicals
- Sector
- Basic Materials
- State
- DE
- Filer Category
- Accelerated filer
- Fiscal Year End
- December 31
- Website
- lsbindustries.com
Company Snapshot
P/E and reverse DCF are the primary valuation lenses at this stage.
Market Cap
—
P/E (annual)
—
P/S (annual)
—
P/B
—
P/OCF (annual)
—
Shareholder Yield
—
Employees
513
Industry
Chemicals
Exchange
NYSE
12/12
Flags passed
LXU passes 12/12 quality flags
- PASSGross margin holding
- PASSDilution within 2%
- PASSFCF not negative from investment
- PASSDisclosure consistent
- PASSRevenue not declining
- PASSOperating margin holding
- PASSFree cash flow intact
- PASSPasses safety gate
- PASSBalance sheet stable
- PASSNo competitive retreat
- PASSSBC not compressing margin
- PASSNo valuation convergence
Strengths Revenue growth accelerating
A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
2/3 passGrowth
2/2 passOperating margin expansion and free cash flow are the primary reads at this stage.
Profitability
Does it make money well?
No warning flags · GP/assets 13th percentile of 39 SIC 28 peers
Gross profitability (GP / assets)
0.09
Primary signal (Novy-Marx).
13th pctl of 39 SIC 28 peers
Return on equity
4.6%
Gross margin
17.0%
16th pctl of 39 SIC 28 peers
Revenue growth (YoY)
17.8%
RPO growth (YoY)
4.3%
Remaining performance obligations growth — RPO > revenue = forward demand building.
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|
| Revenue vs COGS | ||||
| Revenue vs OpEx | ||||
| Op. Income vs Revenue |
Growth
Revenue CAGR (3Y)
-12.0%
Revenue CAGR (5Y)
11.9%
Earnings CAGR (3Y)
-52.5%
FCF CAGR (3Y)
-60.8%
Cash Flow Health
Is the cash real?
No warning flags · FCF 27% below net income
Free cash flow
$18.06M
Operating cash flow minus capex.
Positive free cash flow
FCF vs net income
-26.6%
(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.
FCF not below net income
Fails when free cash flow is below net income (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
1.2%
Stock-based comp intensity.
Balance Sheet Strength
Can it survive a storm?
No warning flags · net debt $226.99M, F-Score 8/9
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
1.27
24th pctl of 35 SIC 28 peers (best = lowest)
Current ratio
2.43×
55th pctl of 39 SIC 28 peers
Quick ratio
1.90×
Net cash
-$226.99M
Cash & equivalents minus total debt.
Piotroski F-Score
8 / 9
Fundamental-strength score (0-9).
Valuation
Is the price reasonable?
No warning flags
Capital allocation quality
Composite score
2.7 / 5
Lifecycle Phase History
Price History
Source filings on SEC EDGAR: 10-K annual reports · 10-Q quarterly reports