LXU Earnings Prediction
The chart below shows how LXU performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LXU sees a -1.94% change in stock price 10 days leading up to the earnings, and a +2.75% change 10 days following the report. On the earnings day itself, the stock moves by +1.05%. This data can give you a slight idea of what to expect for the next quarter's release.
LXU Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
109.22M
-4.44%
-22.03%
Gross Margin
-7.27%
145.61%
-137.15%
Operating Margin
-17.42%
109.63%
-269.46%
Net Margin
-23.24%
243.79%
-440.76%
EPS
-0.35
-250.00%
-369.23%
No Data Available
LXU Earnings Analysis
LSB INDUSTRIES INC Corporation (LXU.N) Earnings Conference Call
Positive
Adjusted EBITDA Surge: 1. Significant Adjusted EBITDA Growth: LSB Industries reported an adjusted EBITDA of $17 million for Q3 2024, a substantial increase from $9 million in the same quarter last year, despite undergoing a major turnaround.
UAN Production Increase: 2. UAN Production Expansion: The company expanded its urea plant at the Pryor facility, which is expected to increase UAN production by 75,000 tons per year, representing a 20% annual increase.
Healthy Cash Reserves: 3. Strong Cash Position: LSB Industries maintains a healthy cash position of approximately $200 million, even after repurchasing $97 million in senior secured notes and 2.7 million shares of stock over the past year.
Ammonia Pricing Outlook: 4. Improved Pricing Environment: The average price of Tampa Ammonia has reached $560 per metric ton quarter-to-date, supported by ongoing global supply constraints and geopolitical concerns, indicating a solid pricing outlook for the remainder of the year.
Nitric Acid Demand Forecast: 5. Positive Market Outlook for Nitric Acid: The company anticipates increased demand for nitric acid in 2025, driven by stable economic indicators in key consumer markets such as homebuilding and auto manufacturing.
Negative
GAAP Loss Per Share: 1. GAAP Loss Per Share: The company reported a GAAP loss per share of $0.35 for Q3 2024, impacted by approximately $16 million in turnaround expenses and $6 million in non-cash charges for older assets.
Sales Volume Decline: 2. Decreased Sales Volumes: Sales volumes of products decreased in Q3 2024 compared to Q3 2023 due to the turnaround at the Pryor facility, despite some offset from increased AN volume at El Dorado.
Turnaround Cost Impact: 3. Turnaround Expenses: The upcoming planned 35-day turnaround at the Cherokee facility is expected to incur approximately $15 million in expenses, adding to the financial burden.
Cash Flow Strain from Buybacks: 4. Cash Flow Impact from Turnarounds: The company spent approximately $97 million on share buybacks and senior secured notes over the past 12 months, which could strain cash flow amid ongoing capital expenditures for facility improvements.
Ongoing Turnaround Expenses: 5. Future Turnaround Costs: The company anticipates similar turnaround expenses in 2025 as in 2024, indicating ongoing financial pressure from maintenance activities.
LXU FAQs
How does LXU typically perform around its earnings report dates?
Is LSB Industries, Inc. (LXU) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
LXU Earning Call Sentiment
LSB Industries, Inc. (LXU) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
LXU.N
-5.33%Positive
The earnings call shows mixed signals. While there is a positive outlook with improved EBITDA, lower natural gas costs, and a strong cash position, risks remain. The turnaround at the Cherokee facility and vague guidance for 2025 volumes add uncertainty. The Q&A reveals stable industrial demand but a cautious market approach. Despite share repurchases, GAAP loss per share and operational risks temper enthusiasm. Given these factors and the market cap not specified, a neutral stock price movement is expected over the next two weeks.
