Every material Form 8-K LSB INDUSTRIES, INC. has filed with the SEC since July 30, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
LSB Industries reported third-quarter 2026 net sales of $158.6 million, up from $155.4 million a year earlier, with net income of $16.3 million and diluted EPS of $0.22, compared with $7.1 million and $0.10. Adjusted EBITDA rose to $62.3 million from $40.1 million, and the company said higher selling prices and AN sales volumes drove the sales increase, partly offset by lower UAN volumes and a planned Pryor turnaround.
Q3 2026 net sales $158.6 million vs. $155.4 million in Q3 2025
Q3 2026 net income $16.3 million and diluted EPS $0.22, vs. $7.1 million and $0.10
Adjusted EBITDA $62.3 million vs. $40.1 million; turnaround costs were $6.3 million in the quarter
Cash and short-term investments of about $203.5 million and total debt of $442.2 million as of September 30, 2026
LSB Industries furnished a September 2026 investor presentation under Regulation FD, which it may use in meetings with investors and analysts. The deck shows trailing twelve-month net sales of $658 million, up 22% from a year earlier, and adjusted EBITDA of $199 million, up 63%, though the company reported a net loss of $6.2 million for the quarter ended June 30, 2026, compared with net income of $3.0 million a year earlier.
Q2 2026 trailing twelve-month net sales of $658 million, up 22% year over year; adjusted EBITDA of $199 million, up 63%
Three months ended June 30, 2026: net loss of $6.2 million versus net income of $3.0 million a year earlier; turnaround costs of $28.8 million
Net leverage ratio of 1.1x as of June 30, 2026, versus 2.8x a year earlier; El Dorado carbon capture project expected to begin operations in Q1 2027 and add $25 million to $30 million of annual earnings once fully operational
LSB Industries reported second-quarter 2026 net sales of $168 million, up from $151 million a year earlier, and adjusted EBITDA of $53 million, up from $38 million. Diluted EPS was $(0.09), compared with $0.04 in the second quarter of 2025, and the company said turnaround activity at its El Dorado and Pryor facilities reduced production and sales volumes. The company also agreed to assume full ownership of the El Dorado carbon capture and sequestration project, with total consideration and remaining completion capital estimated at approximately $95 million.
Net sales of $168 million vs. $151 million in Q2 2025; adjusted EBITDA margin of 32% vs. 25%.
Adjusted EBITDA of $53 million vs. $38 million; the company cited higher pricing and increased AN and nitric acid sales volumes.
Diluted EPS of $(0.09) vs. $0.04 in Q2 2025.
El Dorado CCS project expected to begin operations in Q1 2027; total consideration and remaining completion capital estimated at approximately $95 million.
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