Lsb Industries, INC

Market Movers (8-K)

NYSE
LSB Industries reported a significant 40% year-over-year increase in adjusted EBITDA for Q2 2026, driven by higher pricing and increased sales volumes, while also advancing its El Dorado carbon capture project.
NYSE
LSB Industries announced its second quarter 2026 financial results, reporting increased net sales but a net loss due to significant turnaround expenses.
NYSE
LSB Industries has accelerated its Pryor, Oklahoma facility turnaround, commencing immediately instead of the previously scheduled July 2026, with no expected impact on duration or cost.
NYSE
LSB Industries, Inc. announced the results of its 2026 annual meeting of stockholders, including the election of directors and ratification of its independent auditor.
NYSE
LSB Industries announced robust first quarter 2026 financial results, driven by increased sales and improved operational performance, with net income turning positive year-over-year.
Better than expected
NYSE
LSB Industries announced the appointment of Jonathan Z. Ackerman to its Board of Directors and the immediate retirement of director Steven L. Packebush.

Quarterly Earnings (10-Q)

NYSE
LSB Industries reported a net loss for Q2 2026 despite increased net sales, primarily due to significant turnaround expenses at its facilities.
Worse than expected
NYSE
LSB Industries reported a significant financial turnaround in Q3 2025, moving from a net loss to substantial net income, driven by increased sales volumes and strategic low-carbon initiatives.
Better than expected
NYSE
LSB Industries experienced a significant drop in net income and gross profit for the second quarter and first half of 2025, primarily due to higher natural gas input costs, despite increased sales volumes and improved pricing for certain products.
Worse than expected
NYSE
LSB Industries saw a slight increase in net sales for Q1 2025, but experienced a decrease in operating income due to higher natural gas costs and increased depreciation and turnaround expenses.
Delay expected
Worse than expected
NYSE
LSB Industries experienced a net loss in Q3 2024, primarily due to a planned turnaround at its Pryor facility, despite benefiting from higher ammonia prices and lower natural gas costs.
Worse than expected
NYSE
LSB Industries experienced a decrease in net sales and operating income in the second quarter of 2024 compared to the same period last year, primarily due to lower selling prices and reduced sales volumes, though strategic initiatives and low-carbon projects are advancing.
Worse than expected

Annual Reports (10-K)

NYSE
LSB Industries achieved a significant financial turnaround in 2025, marked by increased sales and strategic progress in low-carbon product development and carbon capture.
Better than expected
Delay expected
NYSE
LSB Industries experienced a decrease in net sales and a shift from operating income to a loss in 2024, primarily due to lower selling prices and turnaround activities, but is strategically focused on low-carbon ammonia projects and operational improvements for future growth.
Worse than expected
NYSE
LSB Industries' latest 10-K filing details a joinder agreement related to a stock distribution, alongside strategic initiatives for 2024, including low-carbon projects and operational improvements.
Worse than expected

Insider Trading (Form 4)

NYSE
LSB Industries, Inc. SVP and Treasurer Kristy Carver sold shares valued at approximately $118,000 under a pre-arranged trading plan.
NYSE
Director Jonathan Ackerman was granted 9,252 restricted stock units in LSB Industries, Inc. as part of the 2025 Long Term Incentive Plan.
NYSE
Director John D. Chandler acquired 9,252 shares of LSB Industries common stock via a restricted stock unit grant.
NYSE
Director Lynn F. White was granted 9,252 restricted stock units in LSB Industries, Inc. as part of the 2025 Long Term Incentive Plan.
NYSE
Director Riccardo Bertocco was granted 9,252 restricted stock units in LSB Industries, Inc. on May 22, 2026.
NYSE
Director Diana M. Peninger was granted 9,252 restricted stock units in LSB Industries, Inc. as part of the 2025 Long Term Incentive Plan.

Proxy Statements (Def-14A)

NYSE
LSB Industries is holding its 2025 Annual Meeting of Stockholders virtually on May 15, 2025, to vote on director elections, a new long-term incentive plan, ratification of the independent auditor, and executive compensation.
NYSE
LSB Industries is supplementing its proxy statement with additional disclosures related to its Amended Rights Agreement following a stockholder lawsuit alleging insufficient disclosures.
Worse than expected
Delay expected
NYSE
LSB Industries, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission (SEC) regarding its upcoming shareholder meeting.
NYSE
LSB Industries is soliciting proxies for its 2024 Annual Meeting of Stockholders to vote on director elections, an amended rights agreement, auditor ratification, and executive compensation.

Schedule 13D - Activist Investments

NYSE
Todd L. Boehly’s TLB-LSB sold 4.89M LSB Industries shares at $14.85, leaving a 14.5% beneficial stake.
NYSE
The Robotti Group has reduced its beneficial ownership in LSB Industries Inc. to 4.89%, falling below the 5% reporting threshold.
Worse than expected

Schedule 13G - Passive Investments

NYSE
A group of investment entities led by Aaron Weitman has disclosed a 6.8% beneficial ownership stake in LSB Industries, Inc., including common stock and options.