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Recent Updates — LXU

July 30, 2026View Source ↗

LSB Industries reported Q2 2026 net sales of $168 million and adjusted EBITDA of $53 million, representing approximately 40% year-over-year growth. The company completed its El Dorado turnaround on time and budget while pulling forward the Pryor turnaround into Q2, which temporarily impacted volumes. LSB announced an agreement to assume full ownership of the El Dorado carbon capture and sequestration project for a total estimated cost of $95 million, with operations expected to begin in Q1 2027. The company ended the quarter with $453 million in cash and short-term investments and a net debt-to-EBITDA ratio of 1.1x. LSB Industries is an industrial chemical manufacturer producing fertilizers, explosives chemicals, and low-carbon energy products.

July 29, 2026View Source ↗

LSB Industries reported second quarter 2026 net sales of $168.1 million and a net loss of $6.2 million, or diluted EPS of $(0.09), compared to net income of $3.0 million in the prior year period. The results included approximately $28.8 million in turnaround expenses associated with planned maintenance at its El Dorado and Pryor facilities. Adjusted EBITDA rose 39% to $53.1 million from $38.3 million, driven by higher selling prices for ammonium nitrate and urea ammonium nitrate. The company holds approximately $218.0 million in cash and short-term investments against total debt of $441.3 million as of June 30, 2026. LSB Industries manufactures ammonia and related products for agricultural and industrial end markets.