LSB Industries IncLXU
Price$9.76Intrinsic value$17.5179% above price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
31.5%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
5analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$675.5Mnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$1.30next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release29 Oct 2026
Monitoring Framework
Key Performance Indicators
Net Sales Quarterly169.5M
Adjusted EBITDA Quarterly52.1M
Diluted Earnings Per Share (EPS) Quarterly0.3
Total Reportable Incident Rate (TRIR) Annually40.0%
Ammonia Production Carbon Intensity Reduction AnnuallyTarget: 25% reduction by 2030 (from 2021 baseline)
Watch Items
  • Natural Gas Feedstock CostsTrigger: Significant spikes above $5.26 per MMBtuAction: Evaluate margin compression risks and adjust downstream product pricing strategies.
  • El Dorado Carbon Capture and Sequestration (CCS) Project Class VI PermitTrigger: EPA Class VI permit approval delay past late 2026Action: Re-assess low-carbon ammonia commercialization timelines and capital expenditure allocations.
  • Global Nitrogen Fertilizer PricingTrigger: A decline of 20% or more in average selling prices of Ammonia, AN, or UANAction: Optimize product mix toward higher-margin industrial and mining applications (AN/Nitric Acid).
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Research as of 19 Jun 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.