LSB Industries Q2 adjusted EBITDA up to $53 million; diluted EPS loss of $0.09
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.
Key points
- 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.
The filing
Written by AI on Nov 9, 2026, 8:51 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 30, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.