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Lsb Industries (LXU)
NYSE:LXU
Earnings Data
Report Date
May 06, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.12Last Year’s EPS
0.08Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: -9.88%
|Next Earnings Date:May 06, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted significant improvements in financial performance, production rates, and market demand, while addressing challenges related to planned turnarounds, regulatory uncertainties, and market conditions.Company Guidance
During the LSB Industries Fourth Quarter 2024 Earnings Conference Call, the company reported a significant year-over-year increase in adjusted EBITDA, reaching $38 million, despite a $7 million impact from a planned turnaround at the Cherokee facility. The Cherokee site achieved a noteworthy milestone with zero recordable injuries for the year, while the Baytown nitric acid facility extended its injury-free record to nine years. The company also highlighted its ongoing investment in facility reliability and safety, with a total capital expenditure of $92 million for 2024, including $25 million for growth. Looking ahead, LSB forecasts increased ammonia production and sales volumes for 2025, alongside growth in downstream products like AN, nitric acid, and UAN. The company remains focused on enhancing margins through cost-plus pricing arrangements and expects capital expenditures to be between $80 million and $90 million in 2025. Additionally, LSB is closely monitoring energy transition projects and broader market dynamics, including tariffs and pricing trends in the nitrogen market.Significant Increase in Adjusted EBITDA
Adjusted EBITDA increased to $38 million in Q4 2024, up from $25 million in Q4 2023, despite a $7 million impact from a planned turnaround.
Record Production Rates and Safety Milestones
The Cherokee facility achieved record daily production rates for urea and UAN, and both Cherokee and Baytown facilities reported zero recordable injuries for 2024.
Strong Demand and Pricing in Industrial Markets
The company benefited from strong demand in industrial markets with increased sales volumes of ammonium nitrate solution, stable nitric acid pricing, and opportunities for future growth.
Enhanced Cash Flow and Reduced Leverage
Cash flow remains strong, with a leverage ratio below target, supported by $222 million in debt repurchases and the repurchase of 4.6 million shares over two years.
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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 |
|---|---|---|---|
| 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% |
| Apr 29, 2024 | $8.22 | $9.30 | +13.14% |
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 May 06, 2025, TBA Not Confirmed.
What is Lsb Industries (LXU) earnings time?
Lsb Industries (LXU) earnings time is at May 06, 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 (Q1) is 0.12.
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