LSB INDUSTRIES, INC.
No SEC Form 4 filings for $LXU in the last 30 days.
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
Riverwater Partners’ Micro Opportunities Strategy Q2 2026 letter says the fund lagged the Russell Microcap Index in Q2 despite a positive absolute result, citing an AI buildout and geopolitical supply shocks. The letter highlights LSB Industries (NYSE: LXU), a nitrogen products maker, as a ~28% detractor. LXU closed at $12.24 on July 24, 2026, and the fund expects strong near- to mid-term free cash flow.
Over the past 7 days, alphai's AI scored 1 news story mentioning LXU (LSB INDUSTRIES, INC.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent LXU coverage spans financial news and earnings.
Turnaround completion, higher ammonium nitrate pricing, and new 2027 CCS/expansion targets create a clearer earnings power path, but near-term ammonia volume drag and Strait of Hormuz shipping risk remain key swing factors.
Turnaround-driven earnings pressure in Q2 is partially offset by higher sales and stronger adjusted EBITDA, with management pointing to improved performance in Q3 and stronger 2H 2026 results.
The article frames LXU’s recent drawdown as an overreaction to improving nitrogen supply conditions, while arguing free cash flow should strengthen near to mid-term.
RBC Capital has raised its price target for LXU to $15 from $14, citing strong Q1 results and favorable nitrogen prices. The firm maintains a Sector Perform rating, expecting continued benefits from elevated nitrogen prices through 2026/2027.
LSB Industries reported better-than-expected earnings and revenue for Q1 2026, indicating operational strength and potential for stock appreciation.
alphai scores every news story that mentions LXU with an AI model for sentiment and relevance, and aggregates insider trades from LSB INDUSTRIES, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
12 min readLSB 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
6 min readRiverwater Partners’ Micro Opportunities Strategy Q2 2026 letter says the fund lagged the Russell Microcap Index in Q2 despite a positive absolute result, citing an AI buildout and geopolitical supply shocks. The letter highlights LSB Industries (NYSE: LXU), a nitrogen products maker, as a ~28% detractor. LXU closed at $12.24 on July 24, 2026, and the fund expects strong near- to mid-term free cash flow.
3 min readRBC Capital has increased its price target for LSB Industries (LXU) to $15 from $14, maintaining a Sector Perform rating after the company's strong Q1 results. The firm anticipates LSB Industries will continue to benefit from elevated nitrogen prices, which are expected to drive significant cash generation through 2026/2027 before prices normalize.
2 min readLSB Industries, Inc. (LXU) announced its Q1 2026 financial results, with EPS of $0.37 beating estimates by $0.24 and revenue of $169.49M, an 18.17% year-over-year increase, beating by $3.30M. The company published a slide deck in conjunction with their earnings call to provide further details on their performance.
2 min readLSB Industries Inc. (LXU) announced its first-quarter earnings, reporting a net income of $19.7 million. On a per-share basis, the company earned 27 cents, with total revenue for the period reaching $169.5 million. This financial update was generated using data from Zacks Investment Research.
2 min readLSB Industries (LXU) reported Q1 EPS of 27c, significantly surpassing two analyst estimates of 13c, and revenue of $169.5M, also beating estimates of $166.19M. CEO Mark Behrman highlighted improved operational discipline and maximized fertilizer production to support US farmers amidst geopolitical disruptions. The company aims for sustainable growth and long-term value creation.
3 min readLSB Industries, Inc. (LXU) reported Q1 revenue of $169.5 million, surpassing FactSet's estimate of $166.2 million. The company, which specializes in manufacturing chemical products for agricultural, industrial, and mining markets, released this financial update on April 29, 2026. This news indicates a stronger-than-expected financial performance for the quarter.
2 min readLSB Industries (LXU) granted CEO Mark Behrman 706,880 restricted stock units (RSUs) on April 24, 2026, as a one-time retention incentive. These RSUs vest in 2029, with provisions for accelerated vesting under specific conditions, aiming to align Behrman's interests with shareholders and ensure his continued leadership. Spark, TipRanks' AI Analyst, rates LXU as Neutral, citing improving fundamentals balanced against cyclicality and current valuation.
2 min readThis article announces an SEC filing (Form ARS) by LSB Industries, Inc. (LXU) on April 10, 2026, at 4:30 PM. The filing, categorized as an ARS type, is indicated to have low impact and neutral sentiment. The article provides details about LSB Industries, including its stock overview, market cap, and recent news and SEC filings.
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