AI brief of an SEC Form 8-K · LSB INDUSTRIES, INC. (LXU)

LSB Industries investor deck shows Q2 2026 TTM adjusted EBITDA up 63% to $199 million

Mixed Impact 2 of 5 other Written later

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.

Key points

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

The filing

CompanyLSB INDUSTRIES, INC. (LXU)

Form8-K, current report

Filed with the SECSep 9, 2026, 7:50 AM ET

Accession number0001193125-26-385906

Items reported: 7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

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 September 09, 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.