LSB INDUSTRIES, INC. REPORTS OPERATING RESULTS FOR THE 2026 SECOND QUARTER
LSB INDUSTRIES, INC. (LXU) filed an SEC Form 8-K — Results of Operations and Financial Condition. 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 second quarter ended June 30, 2026. Second
How this was made
The 30-second read
Why it matters
Traders should focus on (1) the magnitude of turnaround expense versus adjusted EBITDA improvement, (2) whether El Dorado benefits are translating into higher production rates, and (3) the expected Pryor performance improvement as its turnaround completes in Q3. Separately, the CCS project adds a longer-dated earnings and tax-credit narrative but is contingent on EPA permitting and monetization timing.
Market read
This is a company-specific earnings and operational update with actionable near-term focus on Q3 operational ramp and 2H 2026 performance expectations.
What to watch
Cash flow timing for the 45Q low-carbon ammonia project may not match earnings recognition, and the project is subject to EPA approval of the Class VI permit, creating potential timing/qualification uncertainty.
Background
LSB’s Q2 results are dominated by planned maintenance and turnarounds at its El Dorado and Pryor production facilities, alongside commentary on nitrogen/fertilizer market conditions and a low-carbon ammonia CCS project.
Ticker impact
LSB reports Q2 2026 net sales of $168.1M, a $6.2M net loss including $28.8M turnaround expenses, and $53.1M adjusted EBITDA.
Near-term sentiment likely mixed, with focus shifting to whether El Dorado benefits translate into Pryor improvements in Q3 and whether 2H guidance expectations hold.
The filing provides concrete quarterly financials and operational updates (El Dorado turnaround completed on time and within budget; Pryor turnaround pulled forward into Q2), but it does not include explicit forward guidance figures beyond qualitative 2H improvement expectations.
Market effects
Read-across to industrial nitrogen and fertilizer supply-demand conditions, including producer outages and geopolitical risk, which management cites as supportive for pricing.
Limited. The disclosure is company-specific, though it references North America/global mining and fertilizer demand drivers.
Moderate. Mentions Strait of Hormuz disruption effects and attacks affecting Russian nitrogen infrastructure, which can influence global nitrogen pricing.
Counterpoint
The headline net loss is heavily influenced by large turnaround expenses, so investors may discount it, but the key risk is execution and whether the expected production-rate improvements actually materialize at Pryor in Q3.
Key entities
- companyLSB Industries, Inc.
Reports Q2 2026 operating results, turnaround progress, and a low-carbon ammonia CCS project update tied to 45Q tax credits.
