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Upturn AI SWOT - About
LXU 
Lsb Industries Inc (LXU)
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Upturn Advisory Summary
09/15/2025: LXU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $10.05
1 Year Target Price $10.05
| 3 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -45.86% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 576.21M USD | Price to earnings Ratio - | 1Y Target Price 10.05 |
Price to earnings Ratio - | 1Y Target Price 10.05 | ||
Volume (30-day avg) 5 | Beta 0.83 | 52 Weeks Range 4.88 - 9.68 | Updated Date 09/15/2025 |
52 Weeks Range 4.88 - 9.68 | Updated Date 09/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -6.16% | Operating Margin (TTM) 8.59% |
Management Effectiveness
Return on Assets (TTM) -0.26% | Return on Equity (TTM) -6.51% |
Valuation
Trailing PE - | Forward PE 23.58 | Enterprise Value 934391736 | Price to Sales(TTM) 1.07 |
Enterprise Value 934391736 | Price to Sales(TTM) 1.07 | ||
Enterprise Value to Revenue 1.73 | Enterprise Value to EBITDA 13.24 | Shares Outstanding 71936000 | Shares Floating 53377986 |
Shares Outstanding 71936000 | Shares Floating 53377986 | ||
Percent Insiders 26.04 | Percent Institutions 56.63 |
Upturn AI SWOT
Lsb Industries Inc
Company Overview
History and Background
LSB Industries Inc. (LXU) was founded in 1968. It originally focused on commercial and residential real estate development, but shifted its focus to chemical manufacturing in the 1980s. Today, LSB Industries is a manufacturer of industrial and agricultural chemicals.
Core Business Areas
- Agricultural Products: Produces and sells nitrogen-based fertilizers such as ammonia, urea ammonium nitrate (UAN) solutions, and ammonium nitrate. These products are used in crop production to increase yields.
- Industrial Chemicals: Manufactures and sells ammonia products for industrial applications, including nylon intermediates, dyes, and other chemical processes. This also includes nitric acid which is used in variety of industrial markets.
- Mining Products: Produces high explosives grade ammonium nitrate (HEAN) and other products for the mining industry, used in blasting operations.
Leadership and Structure
Mark Behrman is the current President and CEO. The organizational structure is based on functional departments such as operations, sales, finance, and engineering.
Top Products and Market Share
Key Offerings
- UAN Solutions: UAN solutions are liquid nitrogen fertilizers that provide a readily available source of nitrogen for crops. LSB's market share for these products is not explicitly published; however, competitors include CF Industries (CF), Nutrien (NTR), and Yara International (YARI.OL).
- Ammonium Nitrate: Ammonium nitrate is used as a fertilizer and in the mining industry as an explosive. Competitors include CF Industries (CF), Incitec Pivot (IPL.AX), and Orica (ORI.AX). Market share details specific to LSB are not widely available.
- Ammonia: LSB is a key domestic supplier for ammonia, which is used directly as fertilizer and as a feedstock to manufacture other nitrogen fertilizers such as urea and UAN. Market share not public. Major competitors: CF Industries (CF) and Nutrien (NTR).
Market Dynamics
Industry Overview
The fertilizer industry is influenced by factors such as crop prices, planting rates, weather patterns, and global supply and demand. The industrial chemical industry is tied to the overall economic growth, construction, and manufacturing sectors.
Positioning
LSB Industries is positioned as a regional manufacturer and distributor, mainly serving North America. LSB focuses on efficiency improvements and reliability of operations, as well as capacity expansion.
Total Addressable Market (TAM)
The global nitrogen fertilizer market is estimated to be over $80 billion. LSB Industries is positioned to capitalize on domestic fertilizer demand as well as demand for other chemical applications.
Upturn SWOT Analysis
Strengths
- Vertically integrated production facilities
- Strategic geographic locations
- Strong customer relationships in core markets
- Focus on operational efficiency and reliability
Weaknesses
- Exposure to commodity price volatility
- Dependence on natural gas prices
- Environmental regulations
- Capital-intensive industry
Opportunities
- Increasing global population and food demand
- Expansion of manufacturing capacity
- Adoption of precision agriculture techniques
- Government support for domestic fertilizer production
Threats
- Global economic downturn
- Fluctuations in natural gas prices
- Increased competition from foreign producers
- Stringent environmental regulations
Competitors and Market Share
Key Competitors
- CF (CF)
- NTR (NTR)
- ALB (ALB)
Competitive Landscape
LSB Industries competes on the basis of price, product quality, and delivery reliability. LSB focuses on operational excellence to improve cost efficiency.
Major Acquisitions
El Dorado Nitrogen, LLC
- Year: 2018
- Acquisition Price (USD millions): 280
- Strategic Rationale: Expand ammonia production capacity and geographic reach in the fertilizer market.
Growth Trajectory and Initiatives
Historical Growth: LSB Industries has experienced growth through strategic acquisitions and capacity expansions.
Future Projections: Analyst estimates suggest continued growth driven by rising demand for fertilizers and industrial chemicals.
Recent Initiatives: LSB Industries has focused on debottlenecking its existing production capacity to increase output.
Summary
LSB Industries is a notable player in the nitrogen fertilizer and industrial chemical markets, benefitting from its strategic assets and geographic positioning. It is exposed to commodity price volatility and environmental regulations. Their focus on operational efficiency and capacity expansions are positive. Investors should watch trends in natural gas and fertilizer prices.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data are estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Lsb Industries Inc
Exchange NYSE | Headquaters Oklahoma City, OK, United States | ||
IPO Launch date 1969-01-02 | President, CEO & Chairman of the Board Mr. Mark T. Behrman | ||
Sector Basic Materials | Industry Chemicals | Full time employees 583 | Website https://www.lsbindustries.com |
Full time employees 583 | Website https://www.lsbindustries.com | ||
LSB Industries, Inc. engages in the manufacture, marketing, and sale of chemical products in the United States. The company offers ammonia, fertilizer grade ammonium nitrate, 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. In addition, the company aqua ammonia, and low-density and high-density ammonium nitrate. Its products are used for various end markets, including semiconductor, nylon, polyurethane, intermediates, ammonium nitrate, metals processing, DoD contractors-armaments, chemical feedstock, emissions, abatement, water treatments, refrigerants, bromine, pulp and paper, water treatment, metals processing, food refrigeration, dry ice, enhanced oil recovery, liquid fertilizer for corn and other crops, pastures and key nitrogen components in nitrogen, phosphorus and potassium fertilizers, as well as explosives for mining, quarries, and other blasting activities. The company 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.
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