LSB Industries Q4 net income swings to profit

LSB Industries

25/02/2026 21:21

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.)