InsidersTradesSigma
Track the LSB Industries, INC. stock price and the full insider trade history of the company, a listed equity based in United States. Shares are listed on the US market, under the supervision of SEC (Form 4). Operating in the Chemicals & Materials sector, LSB Industries, INC. has recorded 120 insider filings. Market capitalisation: €726.5m. The latest transaction was reported on 13 August 2026 (Acquisition). Among the most active insiders: BEHRMAN MARK T. All data is free.
120
Insider Decl.
n/a
Thresholds
€55,027
2 ops.
Buy Volume
€420m
35 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate LSB Industries, INC. Buy (bullish), based on 5 analysts. Average price target: US$13.70.
57Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 16,645 of 29,062 companies
47.8
score / 100
Value58
Quality37
FCF yld2.4%
Earn yld3.3%
EV/EBITDA8.5x
ROE7.1%
Gross mgn17%
Net mgn4.0%
Debt/EBITDA3.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 13 August 2026
Declarations120 total
1,000 shares@ US$9.89Common StockSEC:0001193125-26-349713:0
Canonical exit: 10 Nov 2026 (T+90)
40,000 shares@ US$11.79640.058% mcap58.6% of flowCommonSEC144:0001969223-26-000675
9,554 sharesCommon StockSEC:0000060714-26-000051:0
9,554 shares@ US$12.630.015% mcap13.4% of flowCommonSEC144:0001969223-26-000658
9,252 shares@ US$12.970.011% mcap100.0% of flowCommon StockSEC:0001193125-26-242334:0
9,252 shares@ US$12.970.011% mcap49.1% of flowCommon StockSEC:0000060714-26-000047:0
9,252 shares@ US$12.970.011% mcap40.2% of flowCommon StockSEC:0001193125-26-242333:0
706,880 shares@ US$14.571.31% mcap50.0% of flowCommon StockSEC:0000060714-26-000039:0
4,889,159 shares@ US$14.85100.0% of flowCommon StockSEC:0001193125-26-132164:0
20,000 shares@ US$15.0014.9% of flowCommon StockSEC:0001193125-26-114082:0
250,000 shares@ US$11.7512.2% of flowCommon StockSEC:0000060714-26-000037:0
2,091 shares@ US$10.992.9% of flowCommon StockSEC:0000060714-26-000034:0
826 shares@ US$10.000.0011% mcap1.1% of flowCommon StockSEC:0001193125-26-046894:0
29,462 shares0Common StockSEC:0001193125-26-041268:0
26,545 shares0Common StockSEC:0001193125-26-041266:0
25,115 shares0Common StockSEC:0000060714-26-000032:0
153,604 shares0Common StockSEC:0000060714-26-000031:0
10,584 shares0Common StockSEC:0000060714-26-000030:0
8,124 shares0Common StockSEC:0000060714-26-000029:0
2,514 shares@ US$9.881.0% of flowCommon StockSEC:0001193125-26-027859:0
2,538 shares@ US$9.881.0% of flowCommon StockSEC:0001193125-26-027856:0
1,692 shares@ US$9.882.4% of flowCommon StockSEC:0000060714-26-000024:0
14,034 shares@ US$9.880.6% of flowCommon StockSEC:0000060714-26-000023:0
868 shares@ US$9.881.1% of flowCommon StockSEC:0000060714-26-000022:0
24,001 shares@ US$10.060.034% mcap33.2% of flowCommon StockSEC:0001193125-26-021329:0
25 of 120 declarations
关于 LSB Industries, INC.
LSB Industries, Inc.（股票代码：LXU）是一家在美国纽约证券交易所上市的美国化工公司。对于国际投资者而言，它最好被理解为一家专业的氮化学品和氨基产品生产商，其工业足迹主要集中在美国。LSB 成立于 1968 年，总部位于俄克拉荷马州俄克拉荷马城。随着时间的推移，该公司已建立起以氨、硝酸及相关氮产品为中心的制造资产组合。其生产网络包括位于阿拉巴马州切诺基、阿肯色州埃尔多拉多和俄克拉荷马州普赖尔的工厂，它还在德克萨斯州贝敦为一家主要的全球化工公司运营一家工厂。([lsbindustries.com](https://lsbindustries.com/about/?utm_source=openai)) LSB 的商业模式主要由氨和氨相关产品（特别是硝酸、硝酸铵以及用于工业和农业终端市场的其他氮溶液）的制造和销售驱动。该公司还为水处理、制冷和发电厂排放控制等专业应用提供工业级和高纯度冶金级氨。硝酸是另一个关键产品，为半导体、尼龙和聚氨酯中间体领域的客户提供服务。这种产品组合使 LSB 既能接触到农业需求，也能接触到工业需求，同时使业务锚定在氮价值链中。([lsbindustries.com](https://lsbindustries.com/products/?utm_source=openai)) 从竞争角度来看，LSB 凭借其综合资产、物流优势和进入多个终端市场的能力，占据了专业生产商的利基地位。它不是一个大宗商品巨头，而是一个重要的区域供应商，其经济效益受氨和硝酸定价、化肥需求、工厂利用率和计划维护周期的影响。该公司还强调了与低碳和零碳产品相关的战略，随着客户和监管机构越来越关注排放强度和供应链可持续性，这可能随着时间的推移成为一个重要的差异化因素。([investors.lsbindustries.com](https://investors.lsbindustries.com/investor-overview?utm_source=openai)) 近期消息是积极的。2025 年，LSB 报告了更强劲的经营业绩，收入和调整后 EBITDA 均有所增长，全年恢复盈利。管理层还强调了股票回购和高级担保票据回购，突显了积极的资产负债表管理。在运营方面，公司指出生产绩效有所改善，商业执行力强劲，并能够从关键产品的有利定价中受益。2024 年早些时候的披露提到了埃尔多拉多的检修活动和额外的硝酸储存能力，这表明公司正在持续努力提高可靠性并抓住增量销售机会。总体而言，LXU 仍然是美国纽约证券交易所的一个周期性特种化学品名称，其盈利对产品定价、工厂运营以及农业和工业氮市场的需求敏感。([investors.lsbindustries.com](https://investors.lsbindustries.com/news-releases/news-release-details/lsb-industries-inc-reports-operating-results-2025-fourth-quarter?utm_source=openai))
