LSB Industries vs Kronos Worldwide
LSB Industries, Inc. and Kronos Worldwide Inc are the focus of this page as it compares business models, financial performance, and market context. The aim is to present neutral, accessible information about how each company operates, performs, and fits within its industry landscape. Educational content, not financial advice.
LSB Industries, Inc. and Kronos Worldwide Inc are the focus of this page as it compares business models, financial performance, and market context. The aim is to present neutral, accessible informatio...
Which Baskets Do They Appear In?
Chemical Sector: Berkshire's $10B Acquisition Impact
Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.
Published: October 1, 2025
Explore BasketWhich Baskets Do They Appear In?
Chemical Sector: Berkshire's $10B Acquisition Impact
Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.
Published: October 1, 2025
Explore BasketInvestment Analysis
Pros
- LSB Industries reported a substantial year-on-year increase in Q3 2025 sales and more than doubled adjusted EBITDA, driven by strong volumes and pricing in both industrial and agricultural segments.
- The company benefits from favourable industrial and agricultural market trends, with management expressing optimism about sustained demand and commodity price support into 2026.
- LSB maintains solid liquidity metrics, including a current ratio above 2.5 and a quick ratio near 2.4, suggesting robust short-term financial flexibility.
Considerations
- Despite improved operational performance, the stock has shown volatility and recently underperformed post-earnings, possibly reflecting investor concerns over cyclical exposure or execution risks.
- LSB’s net income remains negative on a trailing twelve-month basis, highlighting ongoing challenges in converting top-line growth into consistent bottom-line profitability.
- The company operates in commodity-sensitive sectors, leaving it vulnerable to swings in industrial and agricultural demand, as well as input cost pressures.
Pros
- Kronos Worldwide is a leading producer of titanium dioxide, a key pigment with diverse industrial applications, benefiting from long-term global demand in coatings, plastics, and paper.
- The company’s product is essential in multiple industries, providing some insulation against downturns in any single end market.
- Kronos has a history of technological innovation in TiO2 production, which may support cost efficiency and product differentiation over time.
Considerations
- Kronos is highly exposed to global commodity cycles and raw material cost volatility, which can pressure margins and create earnings unpredictability.
- The company operates in a competitive, capital-intensive industry with significant environmental and regulatory scrutiny, increasing operational complexity and compliance costs.
- Recent trading activity suggests limited share price momentum, possibly reflecting broader market concerns about cyclical headwinds or sector overcapacity.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
LSB Industries vs Karat Packaging
LSB Industries vs Karat Packaging
LSB Industries vs Koppers
LSB Industries vs Koppers
Insteel vs Kronos Worldwide
Insteel vs Kronos Worldwide: a stock comparison