LSB Industries, Inc., headquartered in Oklahoma City, Oklahoma, manufactures and sells chemical products for the agricultural, mining, and industrial markets. The Company owns and operates facilities in Cherokee, Alabama, El Dorado, Arkansas and Pryor, Oklahoma, and operates a facility for a global chemical company in Baytown, Texas. LSB's products are sold through distributors and directly to end customers throughout the United States.
Company profile
Ticker
LXU
Exchange
Website
CEO
Daniel Greenwell
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
LSB INDUSTRIES INC
SEC CIK
Corporate docs
Subsidiaries
LSB Insurance L.L.C. • LSB Chemical L.L.C. • Cherokee Nitrogen L.L.C. • El Dorado Chemical Company • EDC Ag Products Company L.L.C. • Chemex I Corp. • El Dorado Ammonia L.L.C. • El Dorado Nitrogen L.L.C. • Pryor Chemical Company • TRISON Construction, Inc. ...
IRS number
731015226
LXU stock data
Analyst ratings and price targets
Latest filings (excl ownership)
10-K
2022 FY
Annual report
23 Feb 23
8-K
LSB Industries, Inc. Reports Record Operating Results
22 Feb 23
8-K
Entry into a Material Definitive Agreement
10 Nov 22
424B7
Prospectus with selling stockholder info
9 Nov 22
FWP
Free writing prospectus
7 Nov 22
424B7
Prospectus with selling stockholder info
7 Nov 22
10-Q
2022 Q3
Quarterly report
2 Nov 22
8-K
LSB Industries, Inc. Reports Operating Results
1 Nov 22
8-K
Termination of a Material Definitive Agreement
11 Oct 22
8-K
Termination of a Material Definitive Agreement
3 Oct 22
Transcripts
LXU
Earnings call transcript
2022 Q4
23 Feb 23
LXU
Earnings call transcript
2022 Q3
2 Nov 22
LXU
Earnings call transcript
2022 Q2
28 Jul 22
LXU
Earnings call transcript
2022 Q1
4 May 22
LXU
Earnings call transcript
2021 Q4
26 Feb 22
LXU
Earnings call transcript
2021 Q3
2 Nov 21
LXU
Earnings call transcript
2021 Q2
1 Aug 21
LXU
Earnings call transcript
2021 Q1
2 May 21
LXU
Earnings call transcript
2020 Q4
26 Feb 21
LXU
Earnings call transcript
2020 Q3
6 Nov 20
Financial summary
| Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 63.77 mm | 63.77 mm | 63.77 mm | 63.77 mm | 63.77 mm | 63.77 mm |
| Cash burn (monthly) | (no burn) | 1.53 mm | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | n/a | 4.35 mm | n/a | n/a | n/a | n/a |
| Cash remaining | n/a | 59.42 mm | n/a | n/a | n/a | n/a |
| Runway (months of cash) | n/a | 38.8 | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2022
83.1% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 167 |
| Opened positions | 53 |
| Closed positions | 27 |
| Increased positions | 63 |
| Reduced positions | 36 |
| 13F shares | Current |
|---|---|
| Total value | 490.15 bn |
| Total shares | 63.27 mm |
| Total puts | 115.60 k |
| Total calls | 470.20 k |
| Total put/call ratio | 0.2 |
| Largest owners | Shares | Value |
|---|---|---|
| SBT Investors | 18.27 mm | $0.00 |
| BLK Blackrock | 5.09 mm | $67.76 bn |
| Vanguard | 3.75 mm | $49.91 bn |
| Steven Golsen | 3.14 mm | $27.26 mm |
| Gendell Jeffrey L | 2.34 mm | $31.08 bn |
| Dimensional Fund Advisors | 2.10 mm | $27.96 mm |
| Robert Robotti | 1.92 mm | $25.52 bn |
| Security Benefit Life Insurance | 1.67 mm | $22.24 bn |
| LSB Funding | 1.67 mm | $0.00 |
| Nuveen Asset Management | 1.37 mm | $18.25 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 4 Feb 23 | John Burns | Common Stock | Payment of exercise | Dispose F | No | No | 12.17 | 10,147 | 123.49 k | 197,096 |
| 25 Jan 23 | Damien Renwick | Common Stock | Grant | Acquire A | No | No | 12.34 | 11,508 | 142.01 k | 88,424 |
| 25 Jan 23 | Mark T Behrman | Common Stock | Grant | Acquire A | No | No | 12.34 | 95,462 | 1.18 mm | 1,688,998 |
| 25 Jan 23 | Michael J. Foster | Common Stock | Grant | Acquire A | No | No | 12.34 | 17,099 | 211.00 k | 434,535 |
| 25 Jan 23 | Kristy Carver | Common Stock | Grant | Acquire A | No | No | 12.34 | 5,268 | 65.01 k | 88,067 |
News
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17 Mar 23
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16 Mar 23
Benzinga's Top Ratings Upgrades, Downgrades For March 14, 2023
14 Mar 23
5 Value Stocks In The Basic Materials Sector
3 Mar 23
Goldman Sachs Maintains Neutral on LSB Industries, Lowers Price Target to $16
28 Feb 23
Press releases
LSB Industries Posts Replay of March 14th Investor Day Webcast and Presentation to Company Website
20 Mar 23
LSB Industries, Inc. Reports Record Operating Results for the 2022 Fourth Quarter and Full Year
22 Feb 23
LSB Industries, Inc. Schedules 2022 Fourth Quarter Financial Results Release for Wednesday, February 22nd, and Conference Call for Thursday, February 23rd
7 Feb 23
LSB Industries, Inc. Provides Update on Its Cherokee, AL Facility
20 Jan 23
4 Agricultural Chemical Stocks To Put On Your Radar Today
18 Jan 23