LSB Industries vs Orion
Orion is the larger business, with $1.81bn of revenue in fiscal 2025 against $615m for LSB Industries (2.9 times as much). LSB Industries grew faster (17.8% against -3.8%). LSB Industries kept more of each dollar of sales as profit: a net margin of 4.0% against -3.9%. LSB Industries carries less debt relative to equity (86.9% against 330.0%).
| Latest fiscal year | LSB IndustriesLXU, 2025 | OrionOEC, 2025 |
|---|---|---|
| Revenue | $615m | $1.81bn |
| Revenue growth | 17.8% | -3.8% |
| Net income | $24.6m | −$70.1m |
| Operating margin | 9.3% | 1.5% |
| Net margin | 4.0% | -3.9% |
| Return on equity | 4.9% | -16.3% |
| Free cash flow | $18.1m | $54.8m |
| Cash | $19.5m | $60.7m |
| Total debt | $452m | $1.27bn |
| Debt to equity | 86.9% | 330.0% |
| Dividend per share | — | $0.08 |
| Dividend yield | — | 1.4% |
| Share buybacks | — | $24.8m |
| Employees | — | — |
| Market value | $817m | $312m |
| Price vs our value range | Within our value range | — |
| Moat score | 15 (Weak) | 45 (Moderate) |
| Insider trades, 12 months | 3 buys, 36 sales | 0 buys, 0 sales |