Lsb Industries (NYSE:LXU) Shares Gap Down on Disappointing Earnings

Posted by Brenda Bartman on Jul 30th, 2026

Lsb Industries Inc. (NYSE:LXU – Get Free Report)’s share price gapped down before the market opened on Thursday following a dissappointing earnings announcement. The stock had previously closed at $11.46, but opened at $10.66. Lsb Industries shares last traded at $10.8580, with a volume of 150,985 shares trading hands.

The conglomerate reported ($0.09) earnings per share for the quarter, missing analysts’ consensus estimates of $0.33 by ($0.42). The company had revenue of $168.09 million during the quarter, compared to analyst estimates of $155.45 million. Lsb Industries had a net margin of 7.16% and a return on equity of 8.91%.

Analyst Upgrades and Downgrades

LXU has been the subject of several recent research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Lsb Industries in a research note on Tuesday, July 21st. UBS Group set a $16.00 price objective on Lsb Industries and gave the stock a “neutral” rating in a research note on Wednesday, May 13th. Royal Bank Of Canada reduced their target price on Lsb Industries from $15.00 to $13.00 and set a “sector perform” rating on the stock in a report on Friday, July 17th. Finally, Wall Street Zen downgraded shares of Lsb Industries from a “strong-buy” rating to a “buy” rating in a research report on Sunday, July 12th. Five investment analysts have rated the stock with a Hold rating, According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $14.67.

Check Out Our Latest Research Report on Lsb Industries

Insider Buying and Selling at Lsb Industries

In other Lsb Industries news, Director Lynn F. White sold 40,000 shares of the stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $11.80, for a total transaction of $472,000.00. Following the completion of the sale, the director directly owned 202,489 shares in the company, valued at approximately $2,389,370.20. This trade represents a 16.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Kristy Carver sold 9,554 shares of Lsb Industries stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $12.38, for a total value of $118,278.52. Following the completion of the transaction, the senior vice president directly owned 47,452 shares of the company’s stock, valued at approximately $587,455.76. This trade represents a 16.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.00% of the stock is owned by insiders.

Institutional Investors Weigh In On Lsb Industries

Institutional investors and hedge funds have recently made changes to their positions in the business. Krilogy Financial LLC increased its holdings in Lsb Industries by 48.6% in the fourth quarter. Krilogy Financial LLC now owns 308,343 shares of the conglomerate’s stock worth $2,621,000 after purchasing an additional 100,800 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Lsb Industries by 104.8% in the third quarter. JPMorgan Chase & Co. now owns 365,601 shares of the conglomerate’s stock valued at $2,881,000 after buying an additional 187,108 shares during the period. Hillsdale Investment Management Inc. bought a new position in shares of Lsb Industries during the 1st quarter worth approximately $4,416,000. Renaissance Technologies LLC boosted its holdings in shares of Lsb Industries by 2.7% during the 1st quarter. Renaissance Technologies LLC now owns 1,792,506 shares of the conglomerate’s stock worth $26,708,000 after buying an additional 46,613 shares in the last quarter. Finally, State of Wyoming boosted its holdings in shares of Lsb Industries by 317.5% during the 1st quarter. State of Wyoming now owns 18,993 shares of the conglomerate’s stock worth $283,000 after buying an additional 14,444 shares in the last quarter. Institutional investors own 73.67% of the company’s stock.

Lsb Industries Trading Down 5.6%

The company has a market cap of $778.46 million, a price-to-earnings ratio of 17.18 and a beta of 0.34. The company has a current ratio of 3.07, a quick ratio of 2.85 and a debt-to-equity ratio of 0.81. The firm’s 50-day moving average price is $11.70 and its 200 day moving average price is $12.29.

About Lsb Industries

(Get Free Report)

LSB Industries, Inc (NYSE: LXU) is an Oklahoma City–based manufacturer of chemical products serving the agricultural, industrial and defense markets. The company operates primarily through two segments: Fertilizer Solutions and Commodities Solutions. Through its Fertilizer Solutions segment, LSB produces primary nitrogen products—including anhydrous ammonia and technical-grade ammonium nitrate—that are sold to fertilizer distributors and agricultural retailers across North America. Its Commodities Solutions segment manufactures and sells nitric acid, sodium nitrate and other nitrate-based compounds for industrial applications such as mining, water treatment and specialty chemical production, as well as defense-related formulations used in munitions and pyrotechnics.

Incorporated in 1969, LSB Industries has grown from a single production site to multiple manufacturing facilities strategically located in the central United States.