LSB Industries, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:LXU) 2026-05-02

LSB Industries (LXU) reported Q2 2026 net sales of $168.1 million, up 11.1% from $151.3 million, with adjusted EBITDA of $53.1 million, up 38.8%. The quarter included a $6.2 million net loss tied to $28.8 million in turnaround expenses and $35 million to $40 million of maintenance impact. Management cited El Dorado turnaround completion, ammonia and carbon capture plans, and $218 million cash.

LSB INDUSTRIES, INC. (LXU) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 lxu-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 LSB INDUSTRIES, INC. REPORTS OPERATING RESULTS FOR THE 2026 SECOND QUARTER OKLAHOMA CITY, Oklahoma—July 29, 2026— LSB Industries, Inc. (NYSE: LXU) (“LSB,” “we,” “us,” “our,” or the “Company”) today announced results for the se

Realty Income (NYSE: O) says it began investing in data centers in late 2023 via a build-to-suit JV with Digital Realty, buying an 80% stake in an up to 48 MW facility. It also formed a hyperscale JV with Cloud Capital, targeting up to $1.4B investment for a 45% stake. Realty Income raised 2024 AFFO guidance to $4.44-$4.45/share and investment outlook to $10B.

Bloomberg reported the US Army plans to buy at least $400 million of AeroVironment counter-drone laser systems, citing a person familiar with the deal. The order would include dozens of LOCUST units that use AI to detect and track small to medium drones and then engage them with a high-energy laser. AeroVironment’s stock rose about 8% on Friday.

Rocket Lab (RKLB) said it won a $397 million U.S. Space Force contract to develop, launch, and operate multiple Flatellites for the SB-AMTI program. Flatellites are slimmer, stackable satellites intended to increase deployments per launch and integrate with Rocket Lab’s Neutron rocket. The article cites analyst forecasts for revenue rising from $602M (2025) to $1.7B (2028).

Diversified Energy (LSE:DEC, NYSE:DEC) said it will shift from acquisition-led growth to drilling its own wells, launching a one-rig operated development programme in Oklahoma in 2H, spending $35m to $50m. It expects drilling to materially affect 2027 production. Q2 adjusted EBITDA fell 14% to $240m; guidance calls for $960m-$1.01b adjusted earnings and ~$440m free cash flow.