Chemical manufacturer LSB Industries Q3 net sales beat estimates on higher volumes

LSB Industries

29/10/2025 20:45

Overview

LSB Industries Q3 net sales rose 42% yr/yr, beating analyst expectations, per LSEG data

Net income for Q3 was $7.1 mln, a turnaround from a loss last year

Adjusted EBITDA for Q3 more than doubled yr/yr to $40.1 mln

Outlook

LSB expects robust demand domestically for nitric acid due to tariffs and anti-dumping duties

Company anticipates strong ammonia pricing due to supply disruptions and production delays

LSB sees tight UAN supply and strong demand continuing into 2026

Result Drivers

MINING DEMAND - Increased global mining activity, driven by strong gold and copper prices, boosted demand for commercial mining explosives

FERTILIZER MARKET - Tight global supply and low inventory levels supported strong demand and pricing for ammonia and derivatives

NO TURNAROUND IMPACT - Higher sales volumes due to increased operating rates and absence of planned turnaround activity

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$155.43 mln
$133.83 mln (2 Analysts)
Q3 Net Income
$7.11 mln
Q3 Gross Profit
$25.54 mln
Q3 Operating income
$15.62 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 $9.00, about 2.2% below its October 28 closing price of $9.20

The stock recently traded at 34 times the next 12-month earnings vs. a P/E of 40 three months ago

Press Release: ID:nBw33Wr0da

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