Company Analysis

Lsb Industries Inc (LXU)

NYSE: LXU · Industrial Inorganic Chemicals · Oklahoma City, OK · filing with the SEC since 1994
Grade4.5
◀ Past 4.2● Present 3.9▶ Future 5.6

The grade of Lsb Industries Inc

Nine metrics read from its own filings, by tense
Headline grade
4.5/10
◀ Past4.230% of the headline
● Present3.940% of the headline
▶ Future5.630% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.2/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
4.1/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2026-03-09.

weight 33% of this tense · 41st percentile among 11 sector filers · read for itself

From the record

Lsb Industries Inc's filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2026-03-09) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.8/10

What has it actually done, year after year?

+5.7% a year over 10 filed years; profitable in 5 of 10.

weight 45% of this tense · 38th percentile among 10 sector filers · read for its customers

From the record

Lsb Industries Inc's 10 filed years say what it did: revenue went from $375 million in fiscal 2016 to $615 million in fiscal 2025, up 5.7% a year; it rose in 4 of 9 years; the deepest fall was 42% from fiscal 2022 to fiscal 2024; net income was positive in 5 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span5.7%top 28% of its family
  • the share of years revenue rosebottom 40% of its family
  • the share of filed years with a profitbottom 25% of its family
  • the deepest fall from a revenue peak42.1%bottom 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
5.0/10

How has it treated the people who own it?

Share count shrank 5.6% a year. 0% of cash flow returned. Insiders: 35 sales, 3 purchases.

weight 22% of this tense · 50th percentile among 9 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Lsb Industries Inc's diluted share count shrank about 5.6% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 35 sales (35 under scheduled 10b5-1 plans) and 3 purchases of their own stock on the open market in the year to 2026-10-26, buying about $31 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 5% of its family
  • cash returned against operating cash flowbottom 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.9/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
4.1/10

Is it financially healthy right now?

ROE 5%: 5¢ of profit per shareholder dollar. Leverage 56%: owes 56¢ per asset dollar.

weight 45% of this tense · 41st percentile among 10 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Lsb Industries Inc earned about 5 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 9 cents per dollar of everything the company owns. Leverage: it owed about 56 cents per dollar of assets, and net share issuance: its share count grew 0.5% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 35% of its family
  • return on equitytop 15% of its family
  • gross profit against assetsbottom 19% of its family
  • the share count against the year beforebottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
3.9/10

How strong is its position in its industry?

bottom 39% of 9 in its family; net margin 4%.

weight 33% of this tense · 39th percentile among 9 sector filers · read for its customers

From the record

Lsb Industries Inc's standing among 9 graded names in its industry family: revenue of $615 million in fiscal 2025 ranks in the bottom 28% by size; a net margin of 4% ranks in the top 17%; revenue growth of -12% a year over the last 3 filed years ranks in the bottom 6% (its annual reports).

What it rests on

  • revenue against the family$615Mbottom 28% of its family
  • net margin4.0%top 17% of its family
  • three-year revenue growth-12.0%bottom 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.6/10

What are the people in charge doing?

bottom 36% of 9 in its family for leadership; chief executive since 2019.

weight 22% of this tense · 36th percentile among 9 sector filers · read for its shareholders

From the record

Lsb Industries Inc's leadership, from its insiders' filings and its current reports: the chief executive on the record is Behrman, Mark T (President and CEO, as filed), filing under that title since 2019-01-02, 7.9 years (top 36% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 7.3 years (bottom 39%); 10 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (bottom 5%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge10 in three years among 12 peoplebottom 5% of its family
  • the median years the people in charge have filed7.3 yearsbottom 39% of its family
  • the chief executive's years on the record7.9 yearstop 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.6/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.0/10

How much room does it have to grow?

bottom 40% of 9 in its family for room to expand.

weight 45% of this tense · 40th percentile among 9 sector filers · read for itself

From the record

Lsb Industries Inc's room to grow, from the newest filed statements (fiscal 2025): cash of $20 million against debt of $440 million leaves -35.9% of its assets as net cash, bottom 15% of its family; cash from operations less capital spending is 2.9% of revenue (top 39%); a gross margin of 17% (bottom 44%) (its annual report).

What it rests on

  • cash less debt against assets-35.9%bottom 15% of its family
  • cash from operations less capital spending against revenue2.9%top 39% of its family
  • gross margin17.0%bottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.2/10

What could actually drive growth from here?

top 38% of 10 in its family for growth drivers.

weight 33% of this tense · 62nd percentile among 10 sector filers · read for its customers

From the record

Lsb Industries Inc's growth drivers, from the filed years to fiscal 2025: revenue grew -12% a year over the last three filed years against 5.7% over all 10, slowing (bottom 6% of its family); the newest year grew 17.8% (top 6%); capital spending grew 19.1% a year (top 15%) (its annual reports). Lsb Industries Inc tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-17.6 points a yearbottom 6% of its family
  • the newest year's revenue growth17.8%top 6% of its family
  • three-year growth of capital spending19.1%top 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
8.1/10

Did its newest year beat what its own record pointed to?

top 19% of 9 in its family for expectations against reality.

weight 22% of this tense · 81st percentile among 9 sector filers · read for its shareholders

From the record

Lsb Industries Inc's newest year against its own record: revenue of $615 million in fiscal 2025 came in 54.7% above the $398 million its prior three years' pace pointed to (top 6% of its family); net income of $25 million against a prior three-year average of $80 million (top 25%); a net margin of 4% against 8.8% before (top 28%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace54.7%top 6% of its family
  • net income against the prior three years' average-69%top 25% of its family
  • net margin against its prior average-4.8 pointstop 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton LXU · research, not advice