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Side-by-side financial comparison of LSB INDUSTRIES, INC. (LXU) and Navigator Holdings Ltd. (NVGS). Click either name above to swap in a different company.
LSB INDUSTRIES, INC. is the larger business by last-quarter revenue ($169.5M vs $129.6M, roughly 1.3× Navigator Holdings Ltd.). Navigator Holdings Ltd. runs the higher net margin — 16.5% vs 11.6%, a 4.9% gap on every dollar of revenue. On growth, LSB INDUSTRIES, INC. posted the faster year-over-year revenue change (18.2% vs -11.6%).
Eldridge Industries, LLC is an American holding company headquartered in Miami, with offices in New York City, Greenwich, Connecticut, London, and Beverly Hills. It invests in industries such as insurance, asset management, technology, sports, media, real estate, and the consumer sector.
Navigator Holdings Ltd. is a global maritime transport firm specializing in liquefied gas carrier operations. It offers seaborne transport for liquefied petroleum gas, ammonia, ethylene and other specialty liquefied gases, serving clients across the global energy, petrochemical and industrial manufacturing sectors.
LXU vs NVGS — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2025
| Metric | | |
|---|---|---|
| Revenue | $169.5M | $129.6M |
| Net Profit | $19.7M | $21.5M |
| Gross Margin | 21.1% | — |
| Operating Margin | 13.7% | 15.8% |
| Net Margin | 11.6% | 16.5% |
| Revenue YoY | 18.2% | -11.6% |
| Net Profit YoY | — | -7.7% |
| EPS (diluted) | — | $0.31 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $169.5M | — | ||
| Q4 25 | $165.0M | — | ||
| Q3 25 | $155.4M | — | ||
| Q2 25 | $151.3M | $129.6M | ||
| Q1 25 | $143.4M | — | ||
| Q4 24 | $134.9M | — | ||
| Q3 24 | $109.2M | — | ||
| Q2 24 | $140.1M | $146.7M |
| Q1 26 | $19.7M | — | ||
| Q4 25 | $16.1M | — | ||
| Q3 25 | $7.1M | — | ||
| Q2 25 | $3.0M | $21.5M | ||
| Q1 25 | $-1.6M | — | ||
| Q4 24 | $-9.1M | — | ||
| Q3 24 | $-25.4M | — | ||
| Q2 24 | $9.6M | $23.2M |
| Q1 26 | 21.1% | — | ||
| Q4 25 | 25.0% | — | ||
| Q3 25 | 16.4% | — | ||
| Q2 25 | 15.3% | — | ||
| Q1 25 | 10.0% | — | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | -7.3% | — | ||
| Q2 24 | 19.6% | — |
| Q1 26 | 13.7% | — | ||
| Q4 25 | 16.2% | — | ||
| Q3 25 | 10.1% | — | ||
| Q2 25 | 6.9% | 15.8% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -22.4% | — | ||
| Q2 24 | 10.3% | 26.9% |
| Q1 26 | 11.6% | — | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 2.0% | 16.5% | ||
| Q1 25 | -1.1% | — | ||
| Q4 24 | -6.8% | — | ||
| Q3 24 | -23.2% | — | ||
| Q2 24 | 6.8% | 15.8% |
| Q1 26 | — | — | ||
| Q4 25 | $0.22 | — | ||
| Q3 25 | $0.10 | — | ||
| Q2 25 | $0.04 | $0.31 | ||
| Q1 25 | $-0.02 | — | ||
| Q4 24 | $-0.13 | — | ||
| Q3 24 | $-0.35 | — | ||
| Q2 24 | $0.13 | $0.32 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $181.7M | $238.1M |
| Total DebtLower is stronger | $770.0K | — |
| Stockholders' EquityBook value | $542.9M | $1.2B |
| Total Assets | $1.2B | $2.4B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $181.7M | — | ||
| Q4 25 | $148.5M | — | ||
| Q3 25 | $152.0M | — | ||
| Q2 25 | $124.9M | $238.1M | ||
| Q1 25 | $163.5M | — | ||
| Q4 24 | $184.2M | — | ||
| Q3 24 | $199.3M | — | ||
| Q2 24 | $216.3M | — |
| Q1 26 | $770.0K | — | ||
| Q4 25 | $440.3M | — | ||
| Q3 25 | $447.6M | — | ||
| Q2 25 | $446.4M | — | ||
| Q1 25 | $478.2M | — | ||
| Q4 24 | $476.2M | — | ||
| Q3 24 | $476.0M | — | ||
| Q2 24 | $479.8M | — |
| Q1 26 | $542.9M | — | ||
| Q4 25 | $520.0M | — | ||
| Q3 25 | $504.6M | — | ||
| Q2 25 | $495.8M | $1.2B | ||
| Q1 25 | $490.6M | — | ||
| Q4 24 | $491.6M | — | ||
| Q3 24 | $499.0M | — | ||
| Q2 24 | $522.8M | $1.2B |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | $2.4B | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | $2.1B |
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.85× | — | ||
| Q3 25 | 0.89× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.97× | — | ||
| Q4 24 | 0.97× | — | ||
| Q3 24 | 0.95× | — | ||
| Q2 24 | 0.92× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LXU
| AN & Nitric Acid | $75.3M | 44% |
| Urea ammonium nitrate (UAN) | $49.2M | 29% |
| Ammonia | $36.8M | 22% |
| Other | $8.2M | 5% |
NVGS
| Time Charters | $91.5M | 71% |
| Voyage Charters | $25.7M | 20% |
| Other | $12.4M | 10% |
