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Side-by-side financial comparison of LSB INDUSTRIES, INC. (LXU) and OCTAVE SPECIALTY GROUP INC (OSG). Click either name above to swap in a different company.
LSB INDUSTRIES, INC. is the larger business by last-quarter revenue ($169.5M vs $104.2M, roughly 1.6× OCTAVE SPECIALTY GROUP INC). LSB INDUSTRIES, INC. runs the higher net margin — 11.6% vs -6.6%, a 18.2% gap on every dollar of revenue. On growth, OCTAVE SPECIALTY GROUP INC posted the faster year-over-year revenue change (66.0% vs 18.2%). Over the past eight quarters, OCTAVE SPECIALTY GROUP INC's revenue compounded faster (42.9% CAGR vs 10.0%).
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.
Octave Specialty Group Inc. is a specialty insurance holding company that provides tailored property and casualty insurance products. Its core business focuses on excess and surplus lines, catering to commercial and individual clients across primary North American markets with customized risk coverage solutions.
LXU vs OSG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $169.5M | $104.2M |
| Net Profit | $19.7M | $-6.9M |
| Gross Margin | 21.1% | — |
| Operating Margin | 13.7% | — |
| Net Margin | 11.6% | -6.6% |
| Revenue YoY | 18.2% | 66.0% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $-0.13 |
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 | $104.2M | ||
| Q4 25 | $165.0M | $66.9M | ||
| Q3 25 | $155.4M | $66.6M | ||
| Q2 25 | $151.3M | $55.0M | ||
| Q1 25 | $143.4M | $62.8M | ||
| Q4 24 | $134.9M | $65.2M | ||
| Q3 24 | $109.2M | $70.0M | ||
| Q2 24 | $140.1M | $51.0M |
| Q1 26 | $19.7M | $-6.9M | ||
| Q4 25 | $16.1M | $-29.7M | ||
| Q3 25 | $7.1M | $-112.6M | ||
| Q2 25 | $3.0M | $-72.7M | ||
| Q1 25 | $-1.6M | $-44.7M | ||
| Q4 24 | $-9.1M | $-20.9M | ||
| Q3 24 | $-25.4M | $-27.5M | ||
| Q2 24 | $9.6M | $-750.0K |
| 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% | -76.7% | ||
| Q3 25 | 10.1% | -48.2% | ||
| Q2 25 | 6.9% | -41.8% | ||
| Q1 25 | 3.1% | -24.1% | ||
| Q4 24 | -5.0% | -55.5% | ||
| Q3 24 | -22.4% | -29.7% | ||
| Q2 24 | 10.3% | -28.9% |
| Q1 26 | 11.6% | -6.6% | ||
| Q4 25 | 9.8% | -73.8% | ||
| Q3 25 | 4.6% | -169.1% | ||
| Q2 25 | 2.0% | -132.3% | ||
| Q1 25 | -1.1% | -71.3% | ||
| Q4 24 | -6.8% | -55.1% | ||
| Q3 24 | -23.2% | -39.3% | ||
| Q2 24 | 6.8% | -1.5% |
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $0.22 | $-0.82 | ||
| Q3 25 | $0.10 | $-2.35 | ||
| Q2 25 | $0.04 | $-1.54 | ||
| Q1 25 | $-0.02 | $-1.22 | ||
| Q4 24 | $-0.13 | $-11.75 | ||
| Q3 24 | $-0.35 | $-0.63 | ||
| Q2 24 | $0.13 | $-0.02 |
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 | — |
| Total DebtLower is stronger | $770.0K | $117.1M |
| Stockholders' EquityBook value | $542.9M | $833.6M |
| Total Assets | $1.2B | $2.3B |
| Debt / EquityLower = less leverage | 0.00× | 0.14× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $181.7M | — | ||
| Q4 25 | $148.5M | $146.4M | ||
| Q3 25 | $152.0M | $27.5M | ||
| Q2 25 | $124.9M | $22.5M | ||
| Q1 25 | $163.5M | $34.1M | ||
| Q4 24 | $184.2M | $157.2M | ||
| Q3 24 | $199.3M | $40.8M | ||
| Q2 24 | $216.3M | $14.6M |
| Q1 26 | $770.0K | $117.1M | ||
| Q4 25 | $440.3M | $117.6M | ||
| Q3 25 | $447.6M | — | ||
| Q2 25 | $446.4M | — | ||
| Q1 25 | $478.2M | — | ||
| Q4 24 | $476.2M | $0 | ||
| Q3 24 | $476.0M | $518.0M | ||
| Q2 24 | $479.8M | $515.0M |
| Q1 26 | $542.9M | $833.6M | ||
| Q4 25 | $520.0M | $715.8M | ||
| Q3 25 | $504.6M | $843.4M | ||
| Q2 25 | $495.8M | $859.8M | ||
| Q1 25 | $490.6M | $852.2M | ||
| Q4 24 | $491.6M | $798.4M | ||
| Q3 24 | $499.0M | $1.5B | ||
| Q2 24 | $522.8M | $1.4B |
| Q1 26 | $1.2B | $2.3B | ||
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.1B | $8.5B | ||
| Q1 25 | $1.2B | $8.3B | ||
| Q4 24 | $1.2B | $8.1B | ||
| Q3 24 | $1.2B | $9.3B | ||
| Q2 24 | $1.2B | $8.2B |
| Q1 26 | 0.00× | 0.14× | ||
| Q4 25 | 0.85× | 0.16× | ||
| Q3 25 | 0.89× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.97× | — | ||
| Q4 24 | 0.97× | 0.00× | ||
| Q3 24 | 0.95× | 0.35× | ||
| Q2 24 | 0.92× | 0.38× |
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% |
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
