What is the 13F Pro Quality Score for LXU?

13F Pro ranks LSB INDUSTRIES, INC. (LXU) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LXU's current score at https://13fpro.ai/research/LXU (free sign-up required for the full ranking).

Where does 13F Pro source LXU data?

All LSB INDUSTRIES, INC. fundamentals and ownership data come directly from SEC EDGAR. LSB INDUSTRIES, INC. files with the SEC under CIK 60714. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is LXU in?

LSB INDUSTRIES, INC. (LXU) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

How often is LXU research updated on 13F Pro?

LXU's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

LSB INDUSTRIES, INC.(LXU)Stock Analysis

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13F Pro Quality Score

52.7/100

Rank #1,331 of 2,879 stocksTOP 50%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

38.4/100

Profitability

66.2/100

Balance Sheet

54.4/100

Earnings Quality

22.4/100

Free Cash Flow

61.4/100

Institutional Flow

91.9/100

Revenue Scale

40.3/100

Dilution Risk

52.5/100

LXU Stock Analysis & AI Quality Score

AI stock analysis and institutional research for LSB INDUSTRIES, INC. (LXU), a Materials sector company. 13F Pro's AI-powered ranking engine scores LXU at 52.7/100 on a 32-signal composite quality model, placing it at rank #1,331 of 2,879 stocks — the top half of the AI-ranked universe. LXU scores in the top quartile across institutional flow (91.9). Areas of concern include earnings quality (22.4) and revenue growth (38.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), LSB INDUSTRIES, INC. reports quarterly revenue of $169.5M, net income of $19.7M, an operating margin of 13.7%. Top institutional holders of LXU by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, SUSQUEHANNA INTERNATIONAL GROUP, LLP, based on the most recent SEC filings. LXU trades on the NYSE exchange and files with the SEC under CIK 60714. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LXU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LSB INDUSTRIES, INC. directly from SEC EDGAR. LSB INDUSTRIES, INC.'s 13F Pro composite quality score has ranged between 29 and 75 since 2021, currently 52.7 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.

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Fun facts about LSB INDUSTRIES, INC.

Quirks, history, and lore behind LXU — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. basic materials company · small-cap · listed on NYSE · headquartered in Oklahoma.
2
The Numbers
Annual revenue in the range of a few hundred million dollars, with results heavily tied to the price of natural gas — its key feedstock.
3
The History
The company traces its roots back to the mid-20th century and has reinvented itself over the decades, ultimately focusing on chemical manufacturing in the American heartland.
4
The Secret
Its plants convert natural gas into nitrogen-based chemicals — meaning farmers and industrial buyers are its most important customers, not consumers.
5
The Lore
It operates facilities in Arkansas, Oklahoma, and Alabama, supplying ammonia, nitric acid, and ammonium nitrate to agricultural and mining markets across the country.
6
The Giveaway
Ticker LXU, a scrappy Oklahoma-based maker of nitrogen fertilizers and industrial chemicals — if you guessed it, you're probably a commodity trader or a very serious Wordle player.

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Revenue

Q1 2026

$169.5M

Net Income

Q1 2026

$19.7M

Free Cash Flow

Q1 2026

$34.8M

Operating Margin

Q1 2026

13.7%

ROIC

Q1 2026

2.4%

D/E Ratio

Q1 2026

0.83

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+17.8% YoY

$615.2MFY 2025

FY22 $901.7MFY23 $593.7MFY24 $522.4MFY25 $615.2M

Net Income

+227.2% YoY

$24.6MFY 2025

FY22 $230.3MFY23 $27.9MFY24 $-19.4MFY25 $24.6M

Operating Income

+1140.4% YoY

$57.3MFY 2025

FY22 $308.4MFY23 $51.8MFY24 $-5.5MFY25 $57.3M

EPS (Diluted)

+225.9% YoY

$0.34FY 2025

FY22 $2.68FY23 $0.37FY24 $-0.27FY25 $0.34

Total Assets

-1.1% YoY

$1.17BFY 2025

FY22 $1.44BFY23 $1.30BFY24 $1.19BFY25 $1.17B

Total Debt

-12.1% YoY

$453.3MFY 2025

FY22 $747.4MFY23 $606.8MFY24 $515.7MFY25 $453.3M

Op. Cash Flow

+10.3% YoY

$95.5MFY 2025

FY22 $345.7MFY23 $137.5MFY24 $86.6MFY25 $95.5M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$615.2M +17.8%	$522.4M -12.0%	$593.7M -34.2%	$901.7M +62.1%	$556.2M +58.3%	$351.3M
Net Income	$24.6M +227.2%	$-19.4M -169.3%	$27.9M -87.9%	$230.3M +429.0%	$43.5M +170.3%	$-61.9M
Operating Income	$57.3M +1140.4%	$-5.5M -110.6%	$51.8M -83.2%	$308.4M +205.2%	$101.0M +750.5%	$-15.5M
EPS (Diluted)	$0.34 +225.9%	$-0.27 -173.0%	$0.37 -86.2%	$2.68 +160.9%	$-4.40 -62.4%	$-2.71
Total Assets	$1.17B -1.1%	$1.19B -8.6%	$1.30B -9.8%	$1.44B +27.1%	$1.13B +7.6%	$1.05B
Total Debt	$453.3M -12.1%	$515.7M -15.0%	$606.8M -18.8%	$747.4M +33.6%	$559.3M +5.3%	$531.4M
Operating Cash Flow	$95.5M +10.3%	$86.6M -37.0%	$137.5M -60.2%	$345.7M +294.5%	$87.6M +3586.9%	$-2.5M

AI Insight: LXU Financial Trends

LSB Industries swung to consistent profitability and deleveraging after Q3 2024 trough, with operating income rising from -$24M to $23M over six quarters.

• Net income recovered from -$25M loss in Q3 2024 to $20M profit in Q1 2026; operating income now positive and growing.

• Total debt fell from $516M in Q4 2024 to $450M in Q1 2026, a 13% reduction; leverage improving amid higher profitability.

• Revenue grew 21% from $140M in Q2 2024 to $169M in Q1 2026, driven by sustained quarterly growth since Q2 2025.

⚠ Operating cash flow volatile: Q3 2025 surged to $53M but Q4 2025 dropped to $18M; Q1 2026 recovery to $52M needs confirmation.

⚠ Equity base remains tight relative to debt; debt-to-equity ratio still ~0.83x despite deleveraging progress.

AI Insight: LXU Ratio Trends

LSB Industries staged a full four-quarter profitability recovery from a deep Q3 2024 trough, with Q4 2025 posting peak margins and leverage falling to its lowest level in the dataset.

• Operating margin rebounded from -22.4% in Q3 2024 to 16.2% in Q4 2025, then moderated to 13.7% in Q1 2026.

• ROIC turned strongly positive, rising from -9.7% in Q3 2024 to 11.0% in Q4 2025, before easing to 9.3% in Q1 2026.

• D/E ratio declined steadily from 1.05 in Q4 2024 to 0.83 in Q1 2026, the lowest reading across all periods shown.

• Net profit margin reached 11.6% in Q1 2026, the highest single-quarter reading in the dataset, above Q4 2025's 9.8%.

⚠ Q3 2024's -22.4% operating margin reveals severe earnings volatility; any demand or pricing shock could trigger a similar reversal.

⚠ Operating margin stepped down from 16.2% in Q4 2025 to 13.7% in Q1 2026 — monitor whether this is seasonal or a trend break.

⚠ D/E at 0.83 is improving but remains meaningful; continued deleveraging pace is key to sustaining ROIC expansion.

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Available Research

13F Pro tracks comprehensive data for LSB INDUSTRIES, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LXU

BlackRock, Inc.
$60.6M4,064,156 sh
DIMENSIONAL FUND ADVISORS LP
$36.2M2,431,936 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$35.2M2,360,535 sh
AMERICAN CENTURY COMPANIES INC
$34.2M2,296,001 sh
VANGUARD CAPITAL MANAGEMENT LLC
$33.4M2,244,317 sh
ROBOTTI ROBERT
$31.6M2,120,099 sh
D. E. Shaw & Co., Inc.
$30.3M2,035,007 sh
Ghisallo Capital Management LLC
$28.3M1,900,000 sh
RENAISSANCE TECHNOLOGIES LLC
$26.7M1,792,506 sh
SYSTEMATIC FINANCIAL MANAGEMENT LP
$26.0M1,745,204 sh

Fund	Value	Shares
BlackRock, Inc.	$60.6M	4,064,156
DIMENSIONAL FUND ADVISORS LP	$36.2M	2,431,936
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$35.2M	2,360,535
AMERICAN CENTURY COMPANIES INC	$34.2M	2,296,001
VANGUARD CAPITAL MANAGEMENT LLC	$33.4M	2,244,317
ROBOTTI ROBERT	$31.6M	2,120,099
D. E. Shaw & Co., Inc.	$30.3M	2,035,007
Ghisallo Capital Management LLC	$28.3M	1,900,000
RENAISSANCE TECHNOLOGIES LLC	$26.7M	1,792,506
SYSTEMATIC FINANCIAL MANAGEMENT LP	$26.0M	1,745,204

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Is LXU a good stock to buy?

13F Pro's AI-powered analysis of LSB INDUSTRIES, INC. (LXU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LXU are available on the LXU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own LXU?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LXU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LSB INDUSTRIES, INC.'s investment landscape.