LSB Industries Q3 net sales rise on industrial demand

Overview

• US ammonia producer's Q3 net sales rose yr/yr, but missed the sole analyst estimate

• Net income and diluted EPS more than doubled from a year earlier

• Adjusted EBITDA increased, driven by higher production and strong industrial demand

Outlook

• Company anticipates robust nitrogen demand through fall 2026 and spring 2027 fertilizer seasons

Result Drivers

• PRODUCT MIX SHIFT - Co said strong industrial demand led to increased ammonium nitrate and nitric acid sales volumes, with production shifted from UAN to AN

• NEW FACILITIES - During the first nine months, each of LSB's three facilities set new monthly production records

• PLANNED TURNAROUND - Co said ammonia and UAN sales volumes were lower due to planned turnaround at Pryor facility

Company press release:

Key Details

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 $11.50, about 10.9% above its October 27 closing price of $10.37

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 10 three months ago

Reuters Recommended Reads

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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.)