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Lsb Industries (LXU)
NYSE:LXU
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.13Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 1.97%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of positive and negative aspects. The company showed improvements in sales volumes and safety, strong demand for industrial products, and increased stability through cost-plus contracts. However, these were counterbalanced by higher natural gas costs, project delays, and the suspension of a significant project due to economic uncertainties.Company Guidance
During the LSB Industries First Quarter 2025 Earnings Conference Call, several key metrics and forward-looking guidance were discussed. The company reported a 4% quarter-over-quarter improvement in overall sales volumes, attributed to increased production of ammonium nitrate and UAN, alongside enhanced facility reliability. Despite a decrease in adjusted EBITDA to $29 million from $33 million in the first quarter of 2024, the company highlighted robust demand for its industrial products and strong pricing trends, particularly for UAN, which saw a 73% increase to $350 per ton. The firm also noted a shift towards more stable cost-plus contracts, growing from 20% of sales volumes in 2021 to 30% in Q1 2025, with an expectation to reach 35% by year-end. Furthermore, LSB Industries announced a delay in its Houston Ship Channel project due to tariff-related price increases and postponed the turnaround at its El Dorado site, increasing its 2025 ammonia production outlook by approximately 30,000 tons. The company remains focused on expanding its low-carbon ammonia production, aiming to deliver 250,000 tons by the end of 2026, while maintaining a strong balance sheet and exploring opportunities for growth within its existing asset portfolio.Improved Sales Volumes
Overall sales volumes improved 4% quarter-over-quarter, driven by solid improvement in sales volumes for ammonium nitrate and UAN.
Zero Recordable Injuries
The company achieved zero recordable injuries across the organization during the first quarter.
Strong Demand for Industrial Products
Demand for industrial products remains robust, with continued ramp-up in ammonium nitrate solutions and strong global demand for copper and gold.
Increased Corn Planting
The USDA reported an increase in intended corn planting acres to 95.3 million, driving strong fertilizer demand and pricing.
Improved Financial Stability
Growth in cost-plus contracts from less than 20% in 2021 to 30% by the end of Q1 2025, with expectations to reach 35% by year-end, enhancing earnings stability.
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LXU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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LXU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 29, 2025 | $6.08 | $6.38 | +4.93% |
| Feb 26, 2025 | $7.69 | $7.38 | -4.03% |
| Oct 29, 2024 | $8.42 | $8.18 | -2.85% |
| Jul 31, 2024 | $9.11 | $9.36 | +2.74% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Lsb Industries (LXU) report earnings?
Lsb Industries (LXU) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Lsb Industries (LXU) earnings time?
Lsb Industries (LXU) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LXU EPS forecast?
LXU EPS forecast for the fiscal quarter 2025 (Q2) is 0.16.
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