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Pryor facility turnaround timing changed by LSB Industries (NYSE: LXU)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

LSB Industries decided to begin the previously announced maintenance turnaround at its Pryor, Oklahoma facility immediately, instead of the earlier plan to start in July 2026.

The company currently expects that this change in timing will not affect the turnaround’s expected duration or cost, while cautioning that factors such as unexpected repair needs, supply chain disruptions, labor availability, environmental compliance and reduced production during the outage could cause actual results to differ from these expectations.

Positive

  • None.

Negative

  • None.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
turnaround financial
"the previously announced turnaround at its Pryor, Oklahoma facility"
A turnaround is the process of reversing a company’s poor performance by fixing its core problems—such as cutting losses, improving operations, changing management, or refocusing products—so it can return to profitability and growth. For investors, a successful turnaround can turn a struggling stock into a profitable one (like repairing a leaking boat and getting it back to sea), while a failed turnaround increases the risk of further losses.
forward-looking statements regulatory
"Statements in this on that are not historical are forward-looking statements"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
nitrogen fertilizer demand financial
"the competitive impact of plant downtime during a period of elevated nitrogen fertilizer demand"
environmental permits and regulations regulatory
"compliance with applicable environmental permits and regulations"
Annual Report on Form 10-K regulatory
"other risks and uncertainties described in the Company’s filings with the Securities and Exchange Commission, including but not limited to our most recent Annual Report on Form 10-K"
An annual report on Form 10‑K is a required, comprehensive filing that publicly traded companies give to regulators and investors summarizing their business, results of operations, detailed financial statements reviewed by independent auditors, material risks, legal issues and management’s discussion of performance. Investors use it like a company’s year‑end report card and medical checkup: it reveals how the business made money, where it is vulnerable, and the facts needed to compare value, judge risk and make informed investment decisions.
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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): May 28, 2026

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.

 

 

 

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Item 8.01

Other Information.

On May 28, 2026, LSB Industries, Inc. (the “Company”) determined that it would immediately begin the previously announced turnaround at its Pryor, Oklahoma facility, which was previously scheduled to commence in July 2026. Based on information currently available, the Company expects that the change in timing of the turnaround should not affect the expected duration or cost estimates for the turnaround.

Forward-Looking Statements

Statements in this Current Report on Form 8-K that are not historical are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are subject to known and unknown risks, uncertainties and assumptions about us, include, but are not limited to, statements regarding (i) the expected timeline and cost estimates for the planned turnaround at the Company’s Pryor, Oklahoma facility and (ii) the Company’s expectation that the change in timing of the turnaround will not materially affect such timeline or cost estimates. These statements are only predictions based on our current expectations and projections about future events. Significant risks and uncertainties that could cause actual results to differ materially from the Company’s expectations include, but are not limited to, the following: the discovery of unexpected maintenance, repair, or equipment replacement needs during the turnaround; supply chain disruptions affecting the availability or cost of specialized equipment; the availability of qualified skilled labor; compliance with applicable environmental permits and regulations; the effect of reduced production during the turnaround on the Company’s ability to meet customer commitments; the competitive impact of plant downtime during a period of elevated nitrogen fertilizer demand; and other risks and uncertainties described in the Company’s filings with the Securities and Exchange Commission, including but not limited to our most recent Annual Report on Form 10-K. Moreover, we operate in a very competitive and rapidly changing environment. New risks and uncertainties emerge from time to time, and it is not possible for our management to predict all risks and uncertainties, nor can management assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements. Although we believe the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, level of activity, performance or achievements. Neither we nor any other person assumes responsibility for the accuracy or completeness of any of these forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. Unless otherwise required by applicable laws, we undertake no obligation to update or revise any forward-looking statements, whether because of new information or future developments.

 

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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: June 1, 2026

 

 

 

LSB INDUSTRIES, INC.

By:

/s/ Michael J. Foster___________

Name:

Michael J. Foster

Title:

Executive Vice President, General Counsel and Secretary

 

 

3


FAQ

What operational change did LSB Industries (LXU) announce in this 8-K?

LSB Industries announced it will begin the planned turnaround at its Pryor, Oklahoma facility immediately, rather than in July 2026. This is a schedule change only, and the company currently expects no impact on the turnaround’s duration or cost estimates.

Does LSB Industries (LXU) expect higher costs from the earlier Pryor turnaround?

LSB Industries currently expects that starting the Pryor facility turnaround earlier will not change the project’s cost estimates. The company notes, however, that unexpected repairs, supply chain issues, or other operational factors could still cause actual results to differ from these expectations.

What risks could affect LSB Industries’ Pryor turnaround project?

Key risks include unexpected maintenance or equipment replacement needs, supply chain disruptions affecting specialized equipment, and availability of skilled labor. LSB Industries also highlights environmental permitting compliance, reduced production during the turnaround, and competitive effects during a period of elevated nitrogen fertilizer demand.

How might the Pryor turnaround affect LSB Industries’ ability to serve customers?

LSB Industries warns that reduced production during the Pryor facility turnaround could affect its ability to meet customer commitments. The company also notes potential competitive impact from plant downtime during a period of elevated nitrogen fertilizer demand, which could influence market positioning while the plant is offline.

How does LSB Industries (LXU) describe its forward-looking statements in this update?

The company states that comments on the Pryor turnaround’s timing and costs are forward-looking statements based on current expectations. It cautions that numerous risks and uncertainties, detailed in its SEC filings such as the latest Form 10-K, could cause actual results to differ materially.

Filing Exhibits & Attachments

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