LSB Industries vs Tronox

This page compares LSB Industries and Tronox, examining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

LXU

Metric

TROX

$668.36M

Market Cap

$878.38M

-2.94%

Potential Profit

-21.39%

Buy

Analyst Rating

Hold

Investment Analysis

LSB Industries

LXU

Pros

LSB Industries benefits from strong demand in both agricultural and industrial sectors for its nitrogen-based fertilizers and chemical products.
The company has demonstrated recent year-on-year sales volume growth, indicating improved operational execution and market penetration.
Analysts have set a price target implying significant upside potential, reflecting positive sentiment on future earnings recovery.

Considerations

LSB Industries reported a net loss over the trailing twelve months, raising concerns about profitability and cost management.
The stock is exposed to commodity price volatility, which can impact margins in the chemical and fertilizer markets.
Limited analyst coverage and lack of institutional hedge fund ownership may reduce liquidity and market visibility.

Tronox

TROX

Pros

Tronox is a leading global producer of titanium dioxide, benefiting from strong demand in paints, coatings, and plastics industries.
The company has made progress in reducing debt and improving its balance sheet, enhancing financial flexibility.
Tronox has strategic vertical integration with its mining operations, supporting cost control and supply chain resilience.

Considerations

Tronox faces ongoing exposure to fluctuating raw material costs, particularly in titanium feedstocks, which can pressure margins.
The business is sensitive to global economic cycles, with demand for titanium dioxide closely tied to construction and manufacturing activity.
Recent earnings have been impacted by challenging market conditions, including weaker pricing and lower volumes in key regions.

About The Companies

LSB Industries (LXU)

LSB Industries, Inc. (LXU) is a US-based manufacturer of nitrogen-based chemicals and fertilisers serving agricultural and industrial markets. The company’s revenue and margins are driven by product prices, production volumes, and input costs such as natural gas and energy. With a market capitalisation of about $607.86M, LXU is relatively small and can be more volatile than larger peers. Investors should note the business is commodity-exposed and cyclical — demand and pricing depend on crop input cycles, global fertiliser markets and industrial demand. Operational performance can be influenced by energy costs, regulation and plant maintenance or downtime. Management’s capital allocation, debt levels and cash flow generation are important to monitor. This summary is educational only: it does not constitute investment advice. Shares may fall as well as rise, and prospective investors should consider their objectives, time horizon and risk tolerance before researching the stock further.

Tronox (TROX)

Tronox Ltd is a leading, vertically integrated manufacturer of titanium products. This means it manages its production process from start to finish, from mining titanium-bearing mineral sands in places like Australia and South Africa to creating finished goods. Its primary product is titanium dioxide (TiO2) pigment, an essential white pigment used in a huge range of products including paints, plastics, and paper. It markets these under brand names like TIONA. The company also produces specialty-grade titanium products and other minerals such as zircon. With a global footprint of mines and nine pigment facilities across several continents, Tronox plays a significant role in the basic materials industry. While past performance is no guarantee of future results, the company's extensive operations have historically generated significant revenue, indicating a consistent demand for its products. As with any company, its value can rise and fall.

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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

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Comparison Snapshot