LSB Industries Q4 net income swings to profit

Reuters02-26
<a href="https://laohu8.com/S/LXU">LSB Industries</a> Q4 net income swings to profit

Overview

  • Chemical manufacturer's Q4 net sales rose 22% yr/yr

  • Net income for Q4 improved from a loss to $16.1 mln

  • Company repurchased $7.5 mln in senior secured notes and $2.8 mln in shares

Outlook

  • LSB Industries expects 2026 ammonia production between 780,000 and 810,000 tons

  • Company anticipates strong demand for ammonium nitrate in mining and infrastructure projects

  • LSB Industries plans to begin low carbon ammonia operations by end of 2026

Result Drivers

  • HIGHER SELLING PRICES - Co attributed higher Q4 net sales to increased selling prices and volumes, supported by favorable market conditions

  • RECORD PRODUCTION - Record production of nitric acid and ammonium nitrate solution in 2025 due to improved plant reliability and operational efficiency

  • STRONG MARKET DEMAND - Robust demand for ammonium nitrate in mining and agriculture supported sales growth

Company press release: ID:nBwb5HlcQa

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Sales

Beat

$165.05 mln

$147.36 mln (2 Analysts)

Q4 Net Income

$16.13 mln

Q4 Gross Profit

$41.20 mln

Q4 Operating income

$26.68 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the diversified chemicals peer group is "buy"

  • Wall Street's median 12-month price target for LSB Industries Inc is $10.38, about 3.1% above its February 24 closing price of $10.06

  • The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 27 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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