[8-K] LSB INDUSTRIES INC Reports Material Event

Rhea-AI Filing Summary

Form 8-K – Item 7.01 (Regulation FD)

On 30 July 2025, LSB Industries (NYSE: LXU) announced that a slide presentation covering its second-quarter 2025 results has been posted to the company’s website and furnished as Exhibit 99.1. The filing clarifies that the materials are provided for informational purposes, are incorporated by reference into Item 7.01, and are deemed “furnished,” not “filed,” under the Exchange Act—thereby limiting potential liability under Section 18. No financial metrics, guidance, transactions, or other substantive data are included within this Form 8-K itself; it serves solely to notify investors of the presentation’s availability.

Insights

Financial Disclosure Specialist

TL;DR: Routine 8-K only flags availability of Q2-25 slide deck; no financial data disclosed—neutral impact.

This is a standard Regulation FD communication. Because the actual numbers reside in the furnished exhibit, the 8-K carries no immediate valuation implications. Investors must review Exhibit 99.1 for performance details. The limited scope and “furnished” status mean it does not alter legal exposure or analyst models. Overall, information value is minimal and timing aligns with typical post-quarter reporting cadence.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of report (Date of earliest event reported): July 30, 2025

LSB INDUSTRIES, INC.

(Exact name of registrant as specified in its charter)

Delaware		1-7677		73-1015226
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)
3503 NW 63rd Street, Suite 500, Oklahoma City, Oklahoma				73116
(Address of principal executive offices)				(Zip Code)

Registrant’s telephone number, including area code (405) 235-4546

Not applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, Par Value $.10		LXU		New York Stock Exchange
Preferred Stock Purchase Rights		N/A		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On July 30, 2025, LSB Industries, Inc. (the “Company”) made available on its website a financial presentation (the “Presentation”) regarding its financial results for the second quarter June 30, 2025. A copy of the Presentation is attached hereto as Exhibit 99.1. The Presentation is incorporated by reference into this Item 7.01, and the foregoing description of the Presentation is qualified in its entirety by reference to Exhibit 99.1.

The information contained in the Presentation is summary information that is intended to be considered in the context of the Company’s Securities and Exchange Commission filings and other public announcements that the Company may make, by press release or otherwise, from time to time. The Company undertakes no duty or obligation to publicly update or revise the information contained in the Presentation, although it may do so from time to time as its management believes is warranted.

The information contained in Item 7.01 of this Form 8-K and the Exhibit 99.1 attached hereto are being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of such section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference to this Item 7.01 in such filing.

Item 9.01 Exhibits.

(d) Exhibits.

Exhibit Number		Description
99.1		Financial Presentation (furnished pursuant to Item 7.01).
104		Cover Page Interactive Data File (embedded within the XBRL document)

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Company has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: July 30, 2025

LSB INDUSTRIES, INC.
By:		/s/ Cheryl A. Maguire
Name:		Cheryl A. Maguire
Title:		Executive Vice President and Chief Financial Officer (Principal Financial and Accounting Officer)

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FAQ

Why did LSB Industries (LXU) file this Form 8-K on July 30, 2025?

To inform investors that a Q2 2025 financial presentation has been posted online and furnished as Exhibit 99.1.

Does the 8-K contain LXU's second-quarter 2025 financial results?

No. The filing itself contains no metrics; results are in the separate slide deck (Exhibit 99.1).

Is the presentation considered "filed" under SEC rules?

No. Item 7.01 materials are "furnished," not "filed," limiting liability under Section 18 of the Exchange Act.

Where can investors access the Q2 2025 presentation?

It is available on LSB Industries’ investor relations website and attached to the 8-K as Exhibit 99.1.

What exhibit number contains the slide deck?

Exhibit 99.1.