LSB IndustriesLXU
LXU
About: LSB Industries Inc is engaged in the manufacturing and sale of chemical products in the United States. The company manufactures and sells chemical products for the agricultural, industrial, and mining markets. Its products include ammonia, fertilizer grade ammonium nitrate (AN and HDAN), and urea ammonia nitrate (UAN) for agricultural applications; high purity and commercial grade ammonia, sulfuric acids, concentrated, blended, and regular nitric acid, mixed nitrating acids, carbon dioxide, and diesel exhaust fluid for industrial applications; and industrial grade AN (LDAN) and AN solutions for mining applications. Its products are sold through distributors and directly to end customers throughout the United States and other parts of North America.
Employees: 586
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
323% more call options, than puts
Call options by funds: $1.27M | Put options by funds: $301K
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
3.4% more ownership
Funds ownership: 50.67% [Q2] → 54.06% (+3.4%) [Q3]
2% more funds holding
Funds holding: 128 [Q2] → 130 (+2) [Q3]
3% more capital invested
Capital invested by funds: $296M [Q2] → $304M (+$7.73M) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
18% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 44
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10
31%
upside
Avg. target
$10.50
37%
upside
High target
$11
44%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
RBC Capital Andrew Wong 45% 1-year accuracy 5 / 11 met price target | 31%upside $10 | Outperform Reiterated | 4 Nov 2024 |
UBS Joshua Spector 39% 1-year accuracy 15 / 38 met price target | 44%upside $11 | Buy Upgraded | 10 Oct 2024 |
Financial journalist opinion
Neutral
Business Wire
2 weeks ago
LSB Industries Announces Publication of 2023 Sustainability Report
OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB” or “the Company”), (NYSE: LXU) today announced the publication of its 2023 Sustainability Report, highlighting the Company's progress in advancing its sustainability efforts. LSB remains focused on its vision of being a leader in the clean energy transition through the production and delivery of low carbon products to multiple end markets. Additionally, the Company prioritizes its involvement in activities that support the long-term su.
Neutral
Business Wire
1 month ago
LSB Industries, Inc. Appoints John Chandler as an Independent Member of the Board of Directors
OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB” or “the Company”), (NYSE: LXU) today announced that it has appointed John Chandler as an independent member of the Board of Directors (the “Board”) effective November 7, 2024. Mr. Chandler was also appointed to the audit committee of the Board. Mr. Chandler has more than 30 years of experience in the energy industry, predominantly in financial leadership and business development roles. Most recently, he served as Chief Financial Office.
Neutral
Seeking Alpha
1 month ago
LSB Industries, Inc. (LXU) Q3 2024 Earnings Call Transcript
LSB Industries, Inc. (NYSE:LXU ) Q3 2024 Earnings Conference Call October 30, 2024 10:00 AM ET Company Participants Fred Buonocore - Vice President, Investor Relations Mark Behrman - Chairman & Chief Executive Officer Damien Renwick - Chief Commercial Officer Cheryl Maguire - Chief Financial Officer Conference Call Participants Josh Spector - UBS Andrew Wong - RBC Capital Markets Laurence Alexander - Jefferies Rob McGuire - Granite Research David Begleiter - Deutsche Bank Charles Neivert - Piper Sandler Peter Gastreich - Water Tower Research Operator Greetings, and welcome to the LSB Industries Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Negative
Zacks Investment Research
1 month ago
LSB (LXU) Reports Q3 Loss, Tops Revenue Estimates
LSB (LXU) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.09. This compares to loss of $0.07 per share a year ago.
Neutral
Business Wire
1 month ago
LSB Industries, Inc. Reports Operating Results for the 2024 Third Quarter
OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (NYSE: LXU) (“LSB” or the “Company”) today announced results for the third quarter ended September 30, 2024. Third Quarter 2024 Results and Recent Highlights Net sales of $109.2 million compared to $114.3 million in the third quarter of 2023 Net loss of $25.4 million compared to a net loss of $7.7 million in the third quarter of 2023; the third quarter 2024 net loss included approximately $16.3 million of turnaround costs and approximately $5.
Neutral
Business Wire
2 months ago
LSB Industries, Inc. Schedules 2024 Third Quarter Financial Results Release for Tuesday, October 29th and Conference Call for Wednesday, October 30th
OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”), (NYSE: LXU), today announced that it will release its financial results for the third quarter ended September 30, 2024 on Tuesday, October 29, 2024 after the close of the stock market. LSB's management will host a conference call on Wednesday, October 30, 2024 at 10:00 am ET / 9:00 am CT to discuss these results. Participating in the call will be Chairman, President & Chief Executive Officer, Mark Behrman, Executive Vice Presiden.
Neutral
Business Wire
3 months ago
LSB Industries, Inc. to Participate in Upcoming Investor Conferences
OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”), (NYSE: LXU), today announced that its EVP & Chief Financial Officer, Cheryl Maguire will be participating in the following conferences: Jefferies Industrials Conference on Wednesday, September 4th in New York City UBS Global Materials Conference on Thursday, September 5th in New York City Ms. Maguire will be conducting “fireside chat” discussions with analysts at both conferences. These discussions will be webcast and available f.
Neutral
Business Wire
4 months ago
LSB Industries, Inc. Announces the Retirement of Richard Roedel as Chairman of the Board of Directors
OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB” or “the Company”), (NYSE: LXU) today announced the retirement of Richard Roedel as Chairman of the Board of Directors (the “Board”) due to personal health reasons, effectively immediately. The Board has elected Mark Behrman, LSB's President and CEO, to serve as Chairman of the Board. Lynn White, a member of LSB's Board since 2015, has been appointed Lead Independent Director. Mr. Roedel will remain on the Board until a successor is ide.
Neutral
Seeking Alpha
4 months ago
LSB Industries, Inc. (LXU) Q2 2024 Earnings Call Transcript
LSB Industries, Inc. (NYSE:LXU ) Q2 2024 Earnings Conference Call August 1, 2024 10:00 AM ET Company Participants Fred Buonocore - Vice President of Investor Relations Mark Behrman - President and Chief Executive Officer Damien Renwick - Executive Vice President and Chief Commercial Officer Cheryl Maguire - Executive Vice President and Chief Financial Officer Conference Call Participants Lucas Beaumont - UBS Daniel Rizzo - Jefferies Andrew Wong - RBC Capital Markets Robert McGuire - Granite Research Charles Neivert - Piper Sandler Operator Greetings and welcome to the LSB Industries Second Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
4 months ago
LSB (LXU) Q2 Earnings Match Estimates
LSB (LXU) came out with quarterly earnings of $0.13 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.25 per share a year ago.
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