LSB Industries (LXU) Stock Rises on Q4 2025 Earnings

LSB Industries (LXU) reported fourth-quarter 2025 revenue of $165.0 million, up 22.34% year over year and above the consensus estimate of $148.8 million.

Gross profit: $41.2 million (+581.14% YoY)

Operating profit: $26.7 million (-495.61% YoY)

Net income attributable to common shareholders: $7.1 million (-177.77% YoY)

Diluted earnings per share: 0.22 (-269.23% YoY)

Additional income statement and balance sheet highlights:

Cost of sales: $123.8 million (-3.89% YoY)

Cash from operating activities: $52.6 million (+1222.28% YoY)

Spent on property, plant and equipment: $17.0 million (down 39.81% YoY)

Cash and cash equivalents: $19.5 million (-3.55% YoY)

Total liabilities: $653.6 million (-6.04% YoY)

LSB beat both revenue and EPS expectations—diluted EPS of 0.22 topped the estimate of 0.197—and the quarter showed notably stronger cash generation. Shares moved about 5.29% since market close.

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 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 have been sales.

Here’s a breakdown of recent trading of $LXU stock by insiders over the last 6 months:

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) sold 19,550 shares for an estimated $195,304
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.

LSB Industries Inc. Hedge Fund Activity

We have seen 62 institutional investors add shares of LSB Industries Inc. stock to their portfolio, and 83 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
FIRST TRUST ADVISORS LP removed 171,708 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,353,059

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

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 2 analysts offer price targets for $LXU in the last 6 months, with a median target of $10.375.

Here are some recent targets:

Andrew D. Wong from RBC Capital set a target price of $11.0 on 01/20/2026
Joshua Spector from UBS set a target price of $9.75 on 01/12/2026