LXULSB INDUSTRIES, INC.
Industrial Inorganic Chemicals
- Revenue
- $615M
- 18% YoY
- Operating margin
- 9.3%
- 983% YoY
- EBITDA
- $139M
- 102% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.9×
- $404M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear388% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear3% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $556M | $902M | $594M | $522M | $615M | 18% |
| Operating income | $101M | $308M | $52M | −$6M | $57M | 1140% |
| Net income | $44M | $230M | $28M | −$19M | $25M | 227% |
| Operating cash flow | $88M | $346M | $138M | $87M | $96M | 10% |
| Capex | $35M | $46M | $68M | $92M | $77M | 16% |
| Stock-based comp | $6M | $4M | $5M | $7M | $7M | 12% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $21K · 2
- Open-market sells, 12 mo
- $0 · 0
- Net
- $21K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $5M | $5M | 326 | 115 |
| FY2024 | $4M | $3M | 291 | 112 |
| FY2023 | $4M | $958K | 357 | 111 |
| FY2022 | $4M | $6M | 510 | 98 |
| FY2021 | $3M | $17M | 424 | 123 |