Earnings summaries and quarterly performance for LSB INDUSTRIES.
Executive leadership at LSB INDUSTRIES.
MB
Mark Behrman
Detailed
Chief Executive Officer
CEO
CM
Cheryl Maguire
Detailed
Executive Vice President and Chief Financial Officer
DR
Damien Renwick
Detailed
Executive Vice President and Chief Commercial Officer
KC
Kristy Carver
Detailed
Senior Vice President and Treasurer
MF
Michael Foster
Detailed
Executive Vice President, General Counsel and Secretary
SB
Scott Bemis
Detailed
Executive Vice President, Manufacturing
Board of directors at LSB INDUSTRIES.
Research analysts who have asked questions during LSB INDUSTRIES earnings calls.
AW
Andrew Wong
RBC Capital Markets
5 questions for LXU
Also covers: CCJ, CF, LGO +3 more
Robert McGuire
Granite Research
5 questions for LXU
Also covers: GOCO, UAN
LB
Lucas Beaumont
UBS Group AG
4 questions for LXU
Also covers: AXTA, CF, IPI +4 more
Kevin Estok
Jefferies
3 questions for LXU
Also covers: ASH, AVNT, CBT +7 more
CN
Charles Neivert
Piper Sandler
2 questions for LXU
Also covers: ASIX, ECL, MEOH
DB
David Begleiter
Deutsche Bank
2 questions for LXU
Also covers: ALB, APD, ASH +24 more
DR
Daniel Rizzo
Jefferies
1 question for LXU
Also covers: APD, ATR, AZZ +15 more
Joshua Spector
UBS
1 question for LXU
Also covers: ALB, AMBP, APD +37 more
LA
Laurence Alexander
Jefferies
1 question for LXU
Also covers: AIQUY, ALB, APD +27 more
Peter Gastreich
Water Tower Research LLC
1 question for LXU
Also covers: ARQ, GEVO, KITT +4 more
Recent press releases and 8-K filings for LXU.
LXU Reports Solid Q3 2025 Results and Provides Project Update
LXU
Earnings
New Projects/Investments
Guidance Update
- LXU delivered solid results in Q3 2025, reporting Net Sales of $155 million, Adjusted EBITDA of $40 million, and Diluted EPS of $0.10.
- The company generated solid free cash flow of $21 million in Q3 2025 and maintained a net debt/TTM Adjusted EBITDA of 2.0X as of September 30, 2025.
- The Stockholder Rights Plan, designed to protect substantial net operating losses (NOLs), is in effect until August 22, 2026.
- The El Dorado CCS Low Carbon Ammonia Project is on track for a late 2026 startup, with a stratigraphic well drilled in the second half of 2025 and construction expected to commence in the second half of 2026.
- The outlook for fertilizer and industrial end markets is forecasted to remain strong into 2026.
Oct 30, 2025, 2:00 PM
LSB Industries Reports Strong Q3 2025 Financial Results and Operational Progress
LXU
Earnings
Guidance Update
New Projects/Investments
- LSB Industries reported Q3 2025 adjusted EBITDA of $40 million, an increase from $17 million in Q3 2024, and generated $36 million in free cash flow during the quarter, bringing the year-to-date total to $20 million.
- The company completed its transition from high-density ammonium nitrate (HDAN) for fertilizers to ammonium nitrate solution for explosives, achieving 100% fulfillment of contractual obligations for this product.
- Market conditions remained constructive, with UAN prices averaging $336 per tonne in Q3, representing a 65% increase over Q3 2024, and Tampa ammonia settling at $650 per metric tonne for November, up from $392 per tonne in June 2025.
- The El Dorado low-carbon project is on track, with the technical review of its permit expected to be completed in Q1 2026 and operations anticipated to begin by the end of 2026, projected to generate approximately $15 million in annual EBITDA.
- Management expects Q4 2025 results to be higher than Q4 2024 due to anticipated higher selling prices and production volumes, partially offset by increased variable and other costs.
Oct 30, 2025, 2:00 PM
LSB Industries Reports Solid Q3 2025 Results and Provides Business Updates
LXU
Earnings
New Projects/Investments
Guidance Update
- LSB Industries, Inc. reported solid Q3 2025 financial results, with Net Sales of $155 million, Adjusted EBITDA of $40 million, and Diluted EPS of $0.10, driven by improved reliability and higher UAN pricing.
- The company's Stockholder Rights Plan, intended to protect substantial net operating losses (NOLs), remains in effect until August 22, 2026, preventing an "ownership change" if any person acquires 4.9% or more of common stock.
- The outlook for fertilizer and industrial end markets is projected to remain strong into 2026, supported by factors such as ammonia supply disruptions and robust industrial product demand.
- LSB Industries, Inc. maintained robust liquidity as of September 30, 2025, reporting $78 million in Cash & Short-Term Investments and a Net Debt/TTM Adjusted EBITDA of 2.0X.
- The Low Carbon Ammonia Project is on track for a late 2026 startup, having achieved milestones including commencing CCS facility construction and securing a 150K ton/y off-take agreement.
Oct 30, 2025, 1:11 PM
LSB Industries Reports Strong Q3 2025 Operating Results
LXU
Earnings
New Projects/Investments
Revenue Acceleration/Inflection
- LSB Industries, Inc. reported net sales of $155.4 million for the third quarter ended September 30, 2025, a 42% increase compared to $109.2 million in Q3 2024.
- The company achieved net income of $7.1 million and diluted EPS of $0.10 in Q3 2025, a significant improvement from a net loss of $25.4 million and diluted EPS of $(0.35) in the prior year's quarter.
- Adjusted EBITDA for Q3 2025 was $40.1 million, up from $17.5 million in Q3 2024.
- As of September 30, 2025, the company held approximately $152.0 million in cash, cash equivalents, and short-term investments and had total debt of $448.4 million.
- Management noted a robust market backdrop driven by strong demand for explosives due to mining activity, increased nitric acid demand, and healthy fertilizer markets, with the El Dorado Carbon Capture and Sequestration (CCS) Project expected to begin operations by the end of 2026.
Oct 29, 2025, 8:20 PM
LSB Industries Reports Third Quarter 2025 Operating Results
LXU
Earnings
New Projects/Investments
Revenue Acceleration/Inflection
- LSB Industries, Inc. reported net sales of $155.4 million for the third quarter ended September 30, 2025, an increase from $109.2 million in the third quarter of 2024. The company achieved net income of $7.1 million and diluted EPS of $0.10 in Q3 2025, compared to a net loss of $25.4 million and diluted EPS of $(0.35) in Q3 2024.
- Adjusted EBITDA increased to $40.1 million in Q3 2025, up from $17.5 million in the same period last year.
- As of September 30, 2025, the company had approximately $152.0 million in total cash, cash equivalents, and short-term investments, and total debt of $448.4 million.
- LSB Industries noted a robust market backdrop, driven by increased demand for explosives due to strong gold and copper pricing, rising demand for nitric acid, and healthy fertilizer markets supported by tight global supply.
- The company is advancing its El Dorado Carbon Capture and Sequestration (CCS) Project, which is expected to capture between 400,000 and 500,000 metric tons of CO2 per year, reducing Scope 1 emissions by 25%, with operations anticipated to begin by the end of 2026.
Oct 29, 2025, 8:10 PM
Quarterly earnings call transcripts for LSB INDUSTRIES.
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