LXU Earnings

LXU reported its earnings on 2026-02-26, showcasing a revenue of 0.00 against an estimate of 124.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.18 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following LXU's earnings announcement on 2026-02-26, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, LXU's stock price tends to shift by an average of -0.52% in the 10 days leading up to earnings and +1.84% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate LXU’s annual revenue to reach 151.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -1.57% and EPS estimates Revise Downward by -4.27% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between LXU's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -1.57%, while EPS estimates moved Revise Downward by -4.27% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LXU's stock price typically moves by -0.52% in the 10 days before its earnings and +1.84% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 151.00M.

The earnings call highlights strong financial performance, including a significant increase in EBITDA and free cash flow, supported by favorable pricing dynamics and operational efficiency. The company is optimistic about future pricing and demand, particularly for UAN and ammonia. Although some uncertainties exist, such as vague responses on contract negotiations and expansions, the overall sentiment is positive. The transition to a more stable sales mix and ongoing projects like the CO2 injection add to the positive outlook. Despite higher costs, the strategic shifts and market conditions indicate a likely positive stock price movement.