LSB Industries (LXU) reported first-quarter 2026 revenue of $169.5 million, up 18.17% year‑over‑year, with gross profit of $35.8 million (up 148.85%) and operating profit of $23.2 million (up 418.26%).
Key income statement items:
Cash flow and balance sheet highlights:
The quarter beat expectations, with revenue above the consensus estimate of $162.5 million and diluted EPS exceeding the estimate of $0.11. The stock showed a post-close move of 1.34%.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
LSB Industries Inc. Insider Trading Activity
LSB Industries Inc. insiders have traded $LXU stock on the open market 33 times in the past 6 months. Of those trades, 0 have been purchases and 33 have been sales.
Here’s a breakdown of recent trading of $LXU stock by insiders over the last 6 months:
- TODD L BOEHLY sold 4,889,159 shares for an estimated $72,604,011
- BARRY H GOLSEN has made 0 purchases and 28 sales selling 582,172 shares for an estimated $5,481,243.
- KRISTY CARVER (SVP and Treasurer) has made 0 purchases and 2 sales selling 21,641 shares for an estimated $218,284.
- CHERYL MAGUIRE (EVP and CFO) has made 0 purchases and 2 sales selling 9,101 shares for an estimated $91,010.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
LSB Industries Inc. Hedge Fund Activity
We have seen 57 institutional investors add shares of LSB Industries Inc. stock to their portfolio, and 78 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ROBOTTI ROBERT removed 936,825 shares (-22.0%) from their portfolio in Q4 2025, for an estimated $7,963,012
- DEUTSCHE BANK AG\ removed 315,274 shares (-88.2%) from their portfolio in Q4 2025, for an estimated $2,679,829
- TUDOR INVESTMENT CORP ET AL added 292,599 shares (+581.8%) to their portfolio in Q4 2025, for an estimated $2,487,091
- MORGAN STANLEY added 281,280 shares (+159.7%) to their portfolio in Q4 2025, for an estimated $2,390,880
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 269,007 shares (-17.0%) from their portfolio in Q4 2025, for an estimated $2,286,559
- CASTLEKNIGHT MANAGEMENT LP added 221,338 shares (+7.3%) to their portfolio in Q4 2025, for an estimated $1,881,373
- LAZARD ASSET MANAGEMENT LLC added 154,150 shares (+301.7%) to their portfolio in Q4 2025, for an estimated $1,310,275
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
LSB Industries Inc. Analyst Ratings
Wall Street analysts have issued reports on $LXU in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 11/10/2025
To track analyst ratings and price targets for LSB Industries Inc., check out Quiver Quantitative's $LXU forecast page.
LSB Industries Inc. Price Targets
Multiple analysts have issued price targets for $LXU recently. We have seen 4 analysts offer price targets for $LXU in the last 6 months, with a median target of $14.5.
Here are some recent targets:
- Andrew D. Wong from RBC Capital set a target price of $14.0 on 04/07/2026
- Joshua Spector from UBS set a target price of $16.5 on 03/26/2026
- Laurence Alexander from Jefferies set a target price of $15.0 on 03/12/2026
