LSB Industries, Inc. (LXU)
NYSEMaterialsChemicalsSnapshot 2026-10-30
$11.52+3.60%
Close 2026-10-30 · 1-day change
NYSEMaterialsChemicalsSnapshot 2026-10-30
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Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Materials: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating income improves to at least $23 million: Operating income: $26.81M.
View ThesisRevenue is growing steadily — about 13% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 43% in its worst 12-month stretch.
View RiskLXU's El Dorado carbon capture project must advance as operating income remains under pressure. Revenue grew 11% year over year in Q2 FY2026, and third-quarter GAAP EPS was $0.22. Its P/E is 16× versus the 16× peer median, while expectations look modest versus our view. The primary operating-income pillar remains under pressure, despite reported operating income of $26.81 million. Our model puts the next-quarter miss probability at 48%. Peer multiples imply a price roughly in line with where it trades (about fair); the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. LXU is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering LXU (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Diversified Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put LXU next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance the El Dorado carbon capture project
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Specific CCS earnings targets and EBITDA growth outline meaningful upside, though execution remains ahead.
