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LSB Industries, Inc. (NYSE:LXU) shareholders are probably feeling a little disappointed, since its shares fell 3.4% to US$7.33 in the week after its latest annual results. The results don't look great, especially considering that statutory losses grew 175% toUS$0.27 per share. Revenues of US$522m did beat expectations by 2.1%, but it looks like a bit of a cold comfort. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
View our latest analysis for LSB Industries
After the latest results, the four analysts covering LSB Industries are now predicting revenues of US$580.4m in 2025. If met, this would reflect a decent 11% improvement in revenue compared to the last 12 months. Earnings are expected to improve, with LSB Industries forecast to report a statutory profit of US$0.38 per share. In the lead-up to this report, the analysts had been modelling revenues of US$543.0m and earnings per share (EPS) of US$0.38 in 2025. So it looks like there's been no major change in sentiment following the latest results, although the analysts have made a modest lift to to revenue forecasts.
Even though revenue forecasts increased, there was no change to the consensus price target of US$11.04, suggesting the analysts are focused on earnings as the driver of value creation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values LSB Industries at US$15.00 per share, while the most bearish prices it at US$8.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the LSB Industries' past performance and to peers in the same industry. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 11% growth on an annualised basis. That is in line with its 12% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 4.4% per year. So although LSB Industries is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.