Recent Updates — LXU

LSB Industries released a financial presentation for the third quarter ended September 30, 2026, reporting net sales of $159 million and adjusted EBITDA of $62 million. This represents approximately 55% growth in adjusted EBITDA and 120% growth in diluted EPS compared to the prior year period. The company highlighted improved operational performance, disciplined commercial execution, and positive market conditions for its industrial and fertilizer businesses. Trailing twelve-month adjusted EBITDA exceeded $220 million, while net debt stood at approximately $239 million against a leverage ratio of 1.1x. LSB Industries manufactures industrial chemicals, fertilizers, and low-carbon products.

LSB Industries reported third-quarter 2026 results with net income of $16.3 million, or $0.22 per diluted share, compared to $7.1 million and $0.10 per share a year earlier. Net sales rose 2% to $158.6 million from $155.4 million, driven by higher selling prices and increased volumes in ammonium nitrate (AN) and nitric acid. Adjusted EBITDA more than doubled to $62.3 million from $40.1 million. The company noted strong industrial demand for AN supported by mining investment and disrupted global nitrogen supply, while UAN sales declined due to a production shift and facility turnaround. LSB Industries manufactures ammonia and ammonia-related products for agricultural and industrial end markets.

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.

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.