NYSE$LXU
LSB Industries Inc · Q4 2019 earnings
Q4 2019 earnings · · Investor relations
Briefing
LSB Industries reported a net loss due to weaker selling prices and lower sales volumes, but positioned itself for strong improvement in EBITDA and cash flow in 2020.
LSB Industries reported a decrease in net sales and adjusted EBITDA for Q4 2019 compared to Q4 2018, primarily due to weaker selling prices for agricultural and industrial products, as well as lower sales volumes resulting from a planned turnaround at the Pryor facility and unplanned outages. However, the company anticipates significant increases in net sales and adjusted EBITDA for 2020.
- Net sales decreased to $73.9 million in Q4 2019 from $94.7 million in Q4 2018.
- Net loss was $27.7 million in Q4 2019, compared to $13.0 million in Q4 2018.
- Adjusted EBITDA was $7.2 million in Q4 2019, compared to $25.1 million in Q4 2018.
- The company completed an extensive turnaround at its Pryor facility and made upgrades to its El Dorado facility.
Headline financials
Revenue & EPS history
LSB Industries · Revenue · Quarterly
$73.9M
Revenue by segment
LSB Industries · $84.2M total across 3 segments · Q3 2023
- AN & Nitric Acid$46M-30.4%54.7%
- Ammonia$26.8M-48.5%31.9%
- Other$11.3M-27.2%13.5%
Forward guidance
LSB Industries anticipates that agricultural and industrial selling prices for the first six months of 2020 will continue to be impacted by factors affecting the agricultural market and excess ammonia inventories. However, they expect to deliver significant increases in net sales and adjusted EBITDA for the year due to no planned turnarounds, increased production capacity, and secured incremental sales opportunities.
Tailwinds
- No planned turnarounds in 2020.
- Increased production capacity of UAN and sulfuric acid.
- Secured incremental sales opportunities in industrial and mining businesses.
- Continued improvement in operating performance of facilities.
- Industry forecasts for increased acreage of corn to be planted.
Headwinds
- Agricultural and industrial selling prices impacted by market factors.
- Excess ammonia inventories weighing on industrial market pricing.
- Weak fall ammonia application season.
- Lower comparable on-stream rates.
- Extended turnaround at Pryor facility.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2019
-0.6%
Avg return
Earnings day
+2.0%
Avg return
5 days after
+6.2%
Avg return
30 days after
46%
30 / 65 earnings
Positive
+34.0%
Q1 2017
Best reaction
-54.7%
Q3 2015
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -2.0% | +0.7% | -17.4% | |
| Q4 2025 | +15.5% | +19.2% | +62.7% | |
| Q3 2025 | -0.1% | -8.3% | -2.9% | |
| Q1 2025 | +4.9% | +4.8% | +24.5% | |
| Q4 2024 | -4.0% | -12.7% | -14.3% | |
| Q3 2024 | -6.8% | -5.4% | -1.4% | |
| Q2 2024 | +5.1% | -8.3% | -11.0% | |
| Q1 2024 | +13.3% | +3.7% | +17.7% | |
| Q4 2023 | +1.1% | +4.1% | +17.4% | |
| Q3 2023 | -1.4% | -8.7% | -0.7% | |
| Q2 2023 | +3.7% | +2.1% | -10.8% | |
| Q1 2023 | +2.0% | -1.3% | +6.8% | |
| Q4 2022 | +5.2% | +6.4% | -21.5% | |
| Q3 2022 | -5.6% | -5.9% | -16.2% | |
| Q2 2022 | +9.8% | +9.2% | +34.8% | |
| Q1 2022 | -4.3% | -12.6% | -0.7% | |
| Q4 2021 | +22.5% | +42.5% | +92.3% | |
| Q3 2021 | -2.7% | +2.5% | +0.8% | |
| Q2 2021 | +2.0% | +7.6% | +1.6% | |
| Q1 2021 | -3.5% | -5.5% | -4.4% | |
| Q4 2020 | +14.2% | +19.3% | +10.0% | |
| Q3 2020 | -11.4% | -1.0% | +43.8% | |
| Q2 2020 | +4.5% | +1.8% | +105.5% | |
| Q1 2020 | -5.8% | -19.0% | -27.0% | |
| Q4 2019 | -19.9% | -19.1% | -9.5% | |
| Q3 2019 | -20.6% | -16.2% | -28.5% | |
| Q2 2019 | +28.9% | +26.4% | +18.8% | |
| Q1 2019 | -4.4% | -5.7% | -39.1% | |
| Q4 2018 | -5.5% | -4.1% | -14.7% | |
| Q3 2018 | -10.6% | -13.1% | -16.1% | |
| Q2 2018 | -11.9% | -16.5% | -6.2% | |
| Q1 2018 | +3.7% | -1.2% | -7.3% | |
| Q4 2017 | +10.9% | +4.0% | -14.8% | |
| Q3 2017 | +1.6% | +4.4% | +20.3% | |
| Q2 2017 | -26.3% | -26.7% | -39.1% | |
| Q1 2017 | +34.0% | +53.7% | +30.8% | |
| Q4 2016 | +23.9% | +20.5% | +5.8% | |
| Q3 2016 | +18.1% | +39.6% | +54.9% | |
| Q2 2016 | +5.0% | -2.6% | -2.4% | |
| Q1 2016 | -34.0% | — | — | |
| Q4 2015 | +25.1% | — | — | |
| Q3 2015 | -54.7% | — | — | |
| Q2 2015 | -31.7% | — | — | |
| Q1 2015 | -2.0% | — | — | |
| Q4 2014 | +2.5% | — | — | |
| Q3 2014 | -10.7% | — | — | |
| Q2 2014 | -1.8% | — | — | |
| Q1 2014 | -1.5% | — | — | |
| Q4 2013 | -4.1% | — | — | |
| Q3 2013 | -12.3% | — | — | |
| Q1 2011 | +2.5% | — | — | |
| Q2 2013 | +7.0% | — | — | |
| Q1 2013 | +0.3% | — | — | |
| Q4 2012 | -0.9% | — | — | |
| Q3 2012 | -5.9% | — | — | |
| Q2 2012 | +8.0% | — | — | |
| Q1 2012 | +3.3% | — | — | |
| Q4 2009 | +12.1% | — | — | |
| Q4 2011 | +12.1% | — | — | |
| Q3 2010 | -11.9% | — | — | |
| Q3 2011 | -11.9% | — | — | |
| Q4 2010 | -1.0% | — | — | |
| Q2 2011 | -1.0% | — | — | |
| Q2 2010 | -1.0% | — | — | |
| Q1 2010 | -6.8% | — | — |
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